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Share Name Share Symbol Market Type Share ISIN Share Description
Shaftesbury Plc LSE:SHB London Ordinary Share GB0007990962 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -13.00 -2.04% 623.50 623.50 624.50 644.00 623.50 634.50 433,463 16:29:59
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 126.9 26.0 8.5 73.4 2,396

Shaftesbury Share Discussion Threads

Showing 376 to 400 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
08/7/2020
09:11
Breakeven from last years numbers would be 55% of 117.3 gross rent collection, to cover 19.3 property charges, 15.2 admin (agree with Konradpuss that directors not giving up enough, such things will be remembered in a takeover), 30.5 debt interest
hindsight
08/7/2020
08:32
The trip to sub £5 may be underway.
essentialinvestor
07/7/2020
15:47
Collections figure for Derwent may have been slightly weaker than expected.
essentialinvestor
07/7/2020
15:35
DB @ 4.80 approx?, but neither am I ! Reports some pubs open over the weekend have since been closed with customers having tested positive for COVID since.
essentialinvestor
07/7/2020
15:28
I am no 'chartist' however I think this looks like it could dip below a fiver.
konradpuss
07/7/2020
10:28
Had a few Helical this morning. In general I dont think risk/reward is particularly favorable across the market atm, particularly in consumer cyclicals. Some of the rapid rebounds leave little room for any future disappointment. There were bargains galore in mid March, but those prices have long since gone.
essentialinvestor
06/7/2020
21:52
Well I am not generally a trader, however I have been in Shaftesbury in the past. I find it very difficult to trade succesfully. It's like anything, if you devote enough time to it you will become good at it. I like buying something where I think in three to five years time it will be worth much more - honest management with a big stake in the company and a good, simple business. Oh! and very little gearing. Not much that fits that bill in the property sector.
konradpuss
06/7/2020
21:02
Accept that, however I'm also looking at this sector from a trading perspective. Not attempting to time one large buy at the most opportune time, as find that impossible. IF we get a large second COVID wave coming in to autumn/winter, some sector constituencies will be hit hard, however that applies to multiple stocks outside this sector. DLN once again bounced from the 2790/28.00 area, missed that one again.
essentialinvestor
06/7/2020
20:45
Essential, I must sound like a permabear, however you should try and get some prospective. Take a trip to Soho and have a walk around - say next Monday. I think you might just put your technical analysis away and stay on the side lines for a while. As I always say, I might be wrong mind! There is an old Chinese proverb which goes "he who looks around sees more clearly".
konradpuss
06/7/2020
18:44
If we can can break through the 5.50 area then perhaps on to 5.70/5, otherwise a drift back to 5.25/30, where there has been some support?.
essentialinvestor
06/7/2020
08:42
LAND may have put in a low?.
essentialinvestor
05/7/2020
22:44
Konradpuss irony is the mainline trains are empty currently so best time to go is now but amongst my peer group there is certainly a fair amount of caution around using public transport and busy places. That said the youngsters were out in force in the pubs last night so it maybe a slow start but barring a London outbreak trade will probably pick up over the weeks ahead. Ultimately though without overseas tourists there footfall is going to be down and that will weigh on tenants ability to pay full whack for next 12-18mths.
nickrl
05/7/2020
18:42
Foot fall numbers for the West End yesterday will not help Shaftesbury. I think people will stay local for quite some time. As a person who is sceptical on masks, I will not be travelling in by train to the West End.
konradpuss
04/7/2020
14:07
Double bottom potential @ £4.80 approx?. Had a nice result on SREI this week for a quick 10% gain.
essentialinvestor
03/7/2020
19:16
Land Sec. - 30% of the retail rents collected - 60% of all rents collected for the third quarter. I wonder if Bicknell is losing any sleep over the rent collection at Shaftesbury? ZZZZZZZZZZZZZZZZZZ. I know I keep having a go at him, however I think he deserves it. A self serving executive who has done nothing extra ordinary.
konradpuss
01/7/2020
22:31
Konrad they've already warned that June rental won't be any better than March which was around 25% on retail from recollection and potentially worse. All the feedback indicates central London is down on footfall although whether the reopening of hospitality will provide more support we will see.
nickrl
01/7/2020
19:35
Essential, Hammerson have collected 16% of their third quarter rent so far. I bet the chief executive sits in his office all day going over why he sold all their office properties and why he did not accept that bid from the 'frogs'. He needs to go ASAP. I wonder if rent collection at Shaftesbury is going any better?
konradpuss
01/7/2020
00:44
Some support around 5.85 atm, less sure how long that may last.
essentialinvestor
29/6/2020
10:59
Would guess it would lead to a polarisation in London commercial office, between A class developments and the rest?. Most of the people I know enjoyed working from home in the initial weeks and are now looking forward to get back to office life. From a socio economic viewpoint it's an interesting trend to watch, besides having implications for investors.
essentialinvestor
27/6/2020
18:53
Essential, I might be wrong, however I think you are just too early. Currently, there is a 'dead cat bounce' going on in my humble opinion. City office rents will fall and yields will move out - I don't care much about the cost of money in respect of factoring that in to my reasoning. It's the structural obsolescence of offices (especially City offices), its the chance coming (well its arrived) in home working. Just read the Guardian article on line today about this. Oh! and the volume of vacant space. There will be a time, not now in my opinion. Now I am not completely bearish about property. I think residential (that is a big wide asset class) will do O.K. I think PCL (Prime Central London) will continue to under perform, however much of the rest is investable if you like that sort of thing.
konradpuss
27/6/2020
18:36
Helical can be very volatile share price wise, I could make a stronger buy case around 2.70ish type. Besides COVID the odds of a no deal EU exit are now rising - this is not a political point, I'm mentioning it re short term sentiment which can impact sector share prices.
essentialinvestor
27/6/2020
18:23
Essential, at Helical the rental income is £31 million and they say the ERV is £50 million. Run your numbers on no reversion and see how it looks. As an aside I worked for the family that sold Mike Slade the quoted shell in the eighties. It was a steel stock holding company and some employee (I think a driver) had run off with the cheque book and had almost bankrupted the company. Mike Slade then did some amazing deals with shirt buttons. It's what they should be doing now - cash light - savy heavy!
konradpuss
27/6/2020
16:04
Added a few Helical yesterday on the intraday dip. Would like a few TRY, however not at a price I would add atm. DLN hit my buy price but hesitated again, last time that happened it proved costly as it raced up past £32. Konrad, noted that price, never say never etc. It looks like autumn, winter may be very ugly with a resurgent COVID, hopefully wrong on that. Let's hope the Oxford vaccine trial is successful, data due around late August time, based on the larger vaccinated group.
essentialinvestor
27/6/2020
10:09
Konradpuss rent reduction is inevitable and i would suggest SHB will have to transfer its retail/F&B tenants to turnover rent to keep the units occupied. This will then allow then to benefit from any upturn in due course but as to how that is used to assess ERV and valuations is for cleverer people than me.
nickrl
27/6/2020
05:17
hindsight, it comes from 'my knowledge of the market' as my old valuation lecturer used to say. It reflects the coming reduction in rent roll and the lack of reversion plus a possible reduction in ERV. This is really a stab in the dark but I hope a quite educated one. O.K. quite a negative one as well.
konradpuss
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
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