Regional Reit Share Discussion Threads

[spangle93] 06/5/2019 01:32

Would a slightly higher majority in favour of leaving have made any difference whatsoever to the omnishambles that's happened since the vote?

[tournesol] 05/5/2019 14:58

It's a shame Scotland did not achieve independence on the first referendum. Then without the inclusion of Scots' votes the subsequent Brexit referendum would have been far more conclusive.

[spectoacc] 03/5/2019 19:52

Guess it's not a debate to get into here, but there's not far short of de facto independence already - differing personal tax rates, differing legal system, differing views on property rights. Let Sturgeon & her crowd make their own mistakes I guess.

[chucko1] 03/5/2019 17:03

I think we are better off with the Scots. I know they are better off with us, and I think it unlikely they will sleepwalk to independence. That said, Theresa could cause anything (disaster) to unfold.

[spectoacc] 03/5/2019 16:44

Independence from Scotland?

[eeza] 03/5/2019 16:37

Depends on whether you're Scottish or English, LG.

:-)

[lord gnome] 03/5/2019 16:22

Who from, eeza, London or Brussels?

[eeza] 03/5/2019 14:29

Independence anyone?

[skyship] 03/5/2019 14:16

"Socialist Republic of Scotland" 😊

You're right of course. Happily RGL has recently very substantially reduced their exposure North of the Border; though personally I would like to see it reduced to ZERO. Sell whilst there are still bidders in place at good valuations; and relocate the management company South of the border.

[stewart64] 03/5/2019 12:04

Yep NRR is on a big 18% nav discount because of its association with retail. Annuals were a little disappointing too with a price to earnings of 18. Rgl came in at a rather flattering p/e of 6 with its wheeling and dealing on the balance sheet. Still on a 6% discount, possibly because it has some presence in the Socialist Republic of Scotland and the misperception it's in retail ( very marginal in both cases).
I guess the Market has the nav discounts about right.

[chucko1] 03/5/2019 08:52

Yes, indeed. But I was comparing it the other REITs which have moved much more slowly (in both directions).

[stewart64] 02/5/2019 19:41

93p was only 4 days after the all share nadir on 27th December. Ftse all share up 12%, RGL is up 14%. In that respect RGL doesn't seem too toppy.

[chucko1] 01/5/2019 17:38

My definition of “few” is enough to go back to January. If I had said a few months, that might imply rather longer. It was 93p in Jan.

[spectoacc] 01/5/2019 17:12

RGL was 105p a few weeks ago ;)

[chucko1] 01/5/2019 15:15

Kind of - they’ve turned up by 3% or so, whereas RGL is up 13% the past few weeks. NRR looking better too, notwithstanding the Woodford cloud above.

[spectoacc] 01/5/2019 14:09

Pretty quiet other than on recent tip, unlike eg SHED, RLE, AEWU which have all turned up the past few days.

All (inc RGL) quite cheap still, looking at NAV & yield, though I've let go a few RGL recently.

[markyjacob123] 01/5/2019 12:36

Anyone know why this is bucking the negative small-cap property trend at the moment?

It is flying!

[skinny] 29/4/2019 08:21

Its that time of the month again :- Peel Hunt Buy 106.98 125.00 Reiterates

[killing_time] 28/4/2019 14:27

There's also a full page write up in Money Week this week.

[eeza] 27/4/2019 22:03

Try this link.

[a0002577] 27/4/2019 21:29

Hi Cousin Jack, Your link gives me error 404 - pity - kind regards - A000

[beangrinder] 25/4/2019 18:32

RGL mentioned in Shares Magazine today

[cousin jack] 25/4/2019 18:20

Interesting discussion about RGL on the Citywire Forums (see

[nimbo1] 25/4/2019 06:46

Thanks Skyship - a comfortable hold for me for income. I suspect the capital growth return is done for the moment (from the dec 18 lows) but would hope to see this drift up to 110p at some point.

[skyship] 23/4/2019 14:02

Edison interview with CEO. All looks good and on track to meet their objective return of 10%+ in 2019: