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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
  -13.50 -2.12% 623.50 622.50 623.50 645.00 622.50 644.00 232,680 16:29:56
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 401 to 423 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
22/7/2020
21:52
Essential, sorry to say I think your turn of phase is perhaps not correct - "SHB will only recover fully ...... In real terms it will never recover fully in my opinion. The rents (on the retail and office - residential perhaps not so) will be less in real terms going forward. The yield is more interesting. The cost of borrowing might stay low still further into the future. That could put a prop under the yield (capitalisation rate).
konradpuss
22/7/2020
21:33
SLI and GPOR up for me today, however many of the REITS are looking unwell. Added two small lots of SHB earlier, still a very small position as we may get a CAPCO type reaction on the next SHB update. Looking to add Great Portland and TRY lower, if available. The Government aims to have 500,000 UK residents on a COVID vaccine trial by October, which sounds an extraordinary number. Https://www.gov.uk/government/news/millions-could-be-vaccinated-against-covid-19-as-uk-secures-strong-portfolio-of-promising-vaccines SHB will only recover fully once overseas travel and tourism returns, London office workers returning also an important part of this process.
essentialinvestor
22/7/2020
21:13
Hindsight, a good take. I do however think that the detail in 'Boris the Buffoon's' new planning proposals - no planning consent required to turn a commercial building to residential will have some caveats. I am sure Westminster will also have something to say. It's like permitted development from office to residential - local authorities were allowed to tinker and contract out. I see it dipped below a fiver again today. Essential might have got out by the skin of his teeth!
konradpuss
22/7/2020
11:20
At some point with new planning changes do these ships (SHB and PCL) not cross if prime has a good bid ? SHB £2.5bn (equity value and debt) / 1.9m sqft = £1315 sqft vs PCL at £1500/£2000 sqft
hindsight
21/7/2020
20:23
Essential, I do think you should be very, very careful of Central London and City exposure. It's going to take a long time for people to return to offices and retail in those locations. By the way I am still very bullish of Central London (PCL), however in the medium term and not for retail or offices, however I am for residential. PCL (Prime Central London) residential has been getting kicked for years now - stamp duty etc. It's going to 'come back' before offices or retail - I generalise mind.
konradpuss
21/7/2020
19:55
Konrad, we look near a summer low in UK covid case (really hope I'm wrong on that). The situation come mid September may look less sanguine. Bought a very small amount of CAPCo this AM. Expected GPOR to be available lower down, however the wider MCX held up today. DLN less exposed to resturants/retail than Great Portland. Sold my DLN purchase from last week.
essentialinvestor
21/7/2020
19:42
Essential, time will tell as to whether I am right. I just think these shares are not investable at present. I would need much more clarity which will come out over the next six months or so. O.K. the stock market is forward looking, however it looks like it is wearing rose tinted glasses.
konradpuss
21/7/2020
16:43
Sold this morning's buy @ 509.5, average down to a smidge over 5.14 now. Konrad's strategy of waiting may prove to be the better one. Expected wider equity markets to weaken again over the summer but stateside holding us up atm.
essentialinvestor
20/7/2020
19:45
Today's vaccine news appears highly positive. Testing large numbers in Brazil with the visus so rife, should provide a solid indication on whether it successfully protects people. Not sure when the Phase 3 data is due.
essentialinvestor
17/7/2020
14:03
The mistake Sweden made was not shielding the high risk well enough (they openly admit this)otherwise I would agree. This was clear from the outset, especially to me in a multi risk household. What is clear is a wash has a significant effect. Liverpool university professor paper claimed 20% rather than the old numbers of 60%, as there are low hanging and high hanging fruit in effect. This is appearing to be backed up in Stockhom, New York, and as the wash goes across the US. For any second wave lock down risk, I think >20% and <20% washed cities are way apart, which means Im reasonably confident on London
hindsight
17/7/2020
13:32
As Sweden's Chief Epidemiologist said, we will only know if we have done the right thing in a year or two. You are quite right that there are a lot of single households in Sweden due to the divorce rate. There have been some 'hot spots' in Stockholm and Gothenburg in the Somali communities. Time will tell if the Swedes got it right - if William Hill were making odds - I would place a bet if the odds were right.
konradpuss
17/7/2020
13:04
46% of the Sweedish population live alone. The rest are less likely to be squashed in to sardine cans as is the case with much of UK housing. I'm guessing population density is also markedly different to the UK. Have not added further here yet, had a bit of good fortune on buying SLI, guessed around 52 might be the low, sold a few now. No stamp duty to pay on that.
essentialinvestor
17/7/2020
10:52
Wearing a paper mask better than a ventilator strapped to your face, as I heard a Dr. who treated COVID patients say. We are not out of the woods with COVID by a long way.
essentialinvestor
17/7/2020
07:40
Well if I were a 'chartist' I might be calling a double bottom at a fiver. I don't know if they will hit my £2.12 valuation, however I think they will break below £5 shortly. I will not wear a mask as I believe in liberty - oh! and the science on masks is at best inconclusive. I will therefore not break the law of the land so will not be going on public transport or shopping. I can 'click and collect' food (plus some 'Finest' wine) from good old Tesco so I will not starve. Now where does that leave Shaftesbury as I am not alone in refusing to wear a mask? Finally, all the reports of the West End - dead as a dodo. The City worse!
konradpuss
16/7/2020
16:16
Under £5 - Long time coming. Multiple sector stocks lower today, may be the start of another down leg for many commercial property listed stocks?.
essentialinvestor
14/7/2020
12:33
There's a line from Star Trek where (from memory)Scotty says ... I can'nae hold it much longer Captain - that's like the £5 mark on SHB atm!. Konrad, yes saw the Helical news, thanks. They sometimes put some residential in the mix, perhaps not this time. Added some SHB at 5.0222, having sold a few at 5.14, previous buy was at 5.01. Average now down to 5.21. This might all be a waste of time as a sinkhole may appear suddenly. Just a small position atm. * not usually advisable to quote lines from Star Trek as there are some people who know every exact syllable ever uttered, leaves you open to correction! ).
essentialinvestor
13/7/2020
21:56
Essential, I see Helical plus Ashby Capital have funded a big speculative office build on the City fringe. I think they should have parked that one or thought about a residential use.
konradpuss
11/7/2020
18:02
Sten makes sure his family interests are well looked after. I am a great believer in companies with a large family share holding.
konradpuss
11/7/2020
17:01
konrad, had a look at CLS, read back over years of reports. Their longer term record is exceptional, that might be an understatement. Up 10% on Friday, having not budged on the Thursday statement. Thanks for highlighting.
essentialinvestor
09/7/2020
19:55
Essential, I think there are four reasons. 1. The large family stake. 2. The U.K. portfolio is no eye candy, neither is it prime. 3. The German stuff - it's in Germany. I was once told there is no 'straight' commercial property deal in Germany - read everyone is on a back hander - it surprised me this. The portfolio is also mostly secondary. 4. France - well what can I say. The good think is there is no retail. Richard Trice (spelling might be wrong) is the ex M.D. The BREXIT Party man. Well maybe that's a negative - who knows. They are good at managing and getting maximum rent out of the assets. They buy, add value and sometimes sell.
konradpuss
09/7/2020
16:19
Hi Konrad, is it the family majority stake that holds the CLI rating back?.
essentialinvestor
08/7/2020
19:20
Essential, how about CLS? They seem to still be collecting most of their rent. I still have not bought back in to Shaftesbury.
konradpuss
08/7/2020
15:23
konrad, not see many trading opportunities in this sector atm, well at least that look attractive on a risk/reward basis. SREI last week was an exception, as many of the TA traders were looking to buy around 30 pence. Bought a few TRY on this morning's dip which I've now sold. My book cost on SHB is 5.2756 atm. Main concern is autumn/winter with COVID. It's a very small position atm. Hopefully 2021 will bring vaccine options, however the damage caused to SHB will take time, perhaps 3/4 years imv - may not remain independent for that long.
essentialinvestor
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
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