Segro Share Discussion Threads

[boozey] 10/8/2023 19:36

Well we fell less than the value of the dividend today at least!

[philanderer] 09/8/2023 13:12

xd tomorrow morning for the 8.7p dividend

[philanderer] 01/8/2023 13:46

Yes, that buy is very encouraging.

[boozey] 01/8/2023 13:44

Indeed, Andy Harrison has made several big purchases most of which have been significantly above the current price. Very credible chairman. Will monitor how the price behaves between now and the BofE decision on Thursday at noon before deciding whether to follow suit.

[dov] 01/8/2023 13:05

Further big director buy

[philanderer] 27/7/2023 09:21

Happy to hold with this one.

jonwig , from the RNS.....

2023 interim dividend ex-div date 10 August 2023
2023 interim dividend record date 11 August 2023
2023 interim dividend payment date 22 September 2022

[jonwig] 27/7/2023 06:31

H1 results:



Operationally, pretty good, but NAV has certainly taken a hit at 937p.

Dividend is up at 8.7p, to be paid "on 22 September 2023 to shareholders on the register at the close of business on 9 August 2023". Is this a misprint? Register date is normally Friday, not Wednesday.

[boozey] 19/7/2023 12:10

thaNks PhilaNderer

[philanderer] 10/7/2023 18:14

Morgan Stanley’s top stock picks in the UK with the most attractive bull-bear price target skew include BAE Systems Plc, Ashtead Group Plc, 3i Group Plc, BP Plc, Smith & Nephew Plc, Haleon Plc, Prudential Plc, Rio Tinto Plc, AstraZeneca Plc, Indivior Plc, Segro Plc and SSE Plc.

[philanderer] 10/7/2023 09:25

LONDON BROKER RATINGS: HSBC downgrades commercial property stocks


HSBC cuts Segro to 'hold' - price target 608 pence

[philanderer] 29/6/2023 13:35

SEGRO And St George Celebrate Major Milestone In Delivery Of Ground-Breaking Multi-Storey Industrial Development In The UK

[boozey] 12/6/2023 17:05

Given the size of his recent investments here I would venture to suggest that Andy Harrison does not agree with Goldman Sachs.

[philanderer] 12/6/2023 09:26

Downgrade...


Goldman Sachs cuts Segro to 'neutral' (buy) - price target 800 (900) pence

[philanderer] 15/5/2023 11:28

Q1 updates show Reits have turned a corner

NAVs are rising but that's not the only thing to put a smile on investors' faces


SGRO with a mention.

[philanderer] 11/5/2023 13:05

'This stock’s 40pc slump presents a chance to bet on e-commerce'

Questor share tip: Sound fundamentals and long-term growth potential mean that capital gains are ahead for this real estate investment trust


SGRO 'buy'

[philanderer] 04/5/2023 12:55

DP World takes 600,000 sq ft at Segro Park Coventry
4 May 2023 | by May Agaran

Redevelopment of the 200 acre site will create 3.7m sq ft of logistics space

[philanderer] 27/4/2023 13:14

SEGRO : Park Tottenham delivers first class, sustainable space for Parcelforce Worldwide

[philanderer] 20/4/2023 23:55

EXPERT VIEW

‘Today’s statement comes very well received and should bring some much-need cheer to battle-hardened investors in the sector’, observed Shore Capital real estate analyst Andrew Saunders.

The company’s comments about asset values showing signs of stabilisation ‘should be well received by the market and are consistent with anecdotal evidence of the values we have observed assets actually changing hands at during the period’, he added.

At the current price, the shares trade at a 22% discount to Saunders’ full-year net tangible asset (NTA) forecast of 985p per share making the stock ‘an attractive investment opportunity as the cycle resets’.


sharesmagazine.co.uk

[boozey] 20/4/2023 11:28

The clue to today's excellent update was in Andy Harrison's monster share purchases a few weeks ago. The only thing wrong about those buys was the timing (from his point of view)

[philanderer] 20/4/2023 09:06

Added a few.

[jonwig] 20/4/2023 06:54

Excellent update:



Signs of value stabilisation. 92% of debt fixed (avge 2.7%), long-ish duration. Demand and occupancy high.

[philanderer] 19/4/2023 15:11

Trading update tomorrow.