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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
  18.50 2.97% 640.50 638.50 640.00 639.50 618.00 632.50 570,469 16:35:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 126.9 26.0 8.5 75.4 2,461

Shaftesbury Share Discussion Threads

Showing 426 to 449 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
07/8/2020
18:38
Seems to keep getting bid up in the auctions on volume. Still holding here but only have small % of what wanted to get before a vaccine appears.
hindsight
07/8/2020
17:08
Umm these have flown up which im not sure is warranted given the depressed footfall in London currently which is unlikely to substantially improve until 2021 at the earliest. They can only keep tenants by substantial rent reductions or turnover based deals so whilst not an HMSO unless CAPC come calling can't see its sustainable so worthy of a short perhaps.
nickrl
07/8/2020
16:07
Sold out of GPOR as well this week, traded BCPT, not seeing much else in the sector that appeals atm. If markets conclude that inflation is on the way, SHB may look very cheap near these levels in 12 months time.
essentialinvestor
06/8/2020
21:25
Essential, there is an old stock market saying, it goes along the lines of 'the bodies first float to the surface, stay a while then sink to the bottom'. Make of that as you will. It's a good estate with poor management in a bad crisis right now. I hate gearing and if I had been 'at the helm' I would have been max. 10% geared and only coming out of a recession, having picked up some bargains. This lot thought the Central London boom would last for ever. Learn by history - it never does!
konradpuss
06/8/2020
14:59
Sold the rest @ 5.24. Luck tothose holding.
essentialinvestor
05/8/2020
17:14
Sold 40%, few nice days.
essentialinvestor
03/8/2020
21:02
Down at bit today - I guess Bicknell has not resigned! The Puss having a laugh.
konradpuss
30/7/2020
21:24
I see a bit of an up tick today. Maybe Bicknell has resigned!
konradpuss
29/7/2020
09:48
hindsight - they are allowing a direct path to the Supreme Court.
konradpuss
29/7/2020
09:26
Business interuption case finishes on 30th so judgement soon but no doubt will be appealed whatever the outcome
hindsight
28/7/2020
18:49
Essential, as to Great Portland Estates, I do not think they will go bust! Plenty of liquidity however just in the wrong location and sector. As an aside I did see Egerton Capital (I rate the founder very highly) took a 5% stake in The Berkeley Group a day or so back. They traded Berkeley a few years back and did very well, however got out early. Not a bad thing that.
konradpuss
28/7/2020
16:35
It's gone up, need to sit down.
essentialinvestor
28/7/2020
11:11
konrad, do you have any view on Great Portland and if so at what type of level you might see GPOR as attractive?, thanks.
essentialinvestor
27/7/2020
23:47
Some UK cyclicals began weakening (again) from around Wednesday last week. RYA statement today marked a change in tone in now anticipating a subdued airline market for an extended time. Tbf Michael's previous view looked too optimistic. SHB estate obvs benefits significantly from overseas tourism and the reverse applies. GRG statement tomorrow may be an interesting read. Hold a small amount however they don't look particularly cheap to me, market may see it differently.
essentialinvestor
27/7/2020
23:17
Konrad currently around 1 in 7 international flights are running to UK compared to last years schedule and with US a mess and us falling out with China two of the biggest spenders wont be back for a while yet. So share price bound to drift but will CAPC bid for the lot or try and engineer a merger?
nickrl
27/7/2020
21:47
And for those who don't remember, my valuation was £2.12.
konradpuss
27/7/2020
19:19
I just wonder what Sammy Lee is thinking now and what was his motivation to sell. I would love to know as he is a very bright fellow. I was always worried about affordability of the rent Shaftesbury were charging its tenants. If tourism is going to be bad for two to three years and office workers do work from home much more, my valuation might well come to pass.
konradpuss
27/7/2020
12:23
Essential, that is the $1m question. My thinking is the high covid wash cities will do better, or maybe I should say less bad, this winter than those with low previous infections Maybe of interest https://london.eater.com/2020/7/14/21320047/chinatown-london-restaurants-reopening-coronavirus-crisis-rent-shaftesbury
hindsight
25/7/2020
13:20
hindsight, appreciate your view. My concern, as outlined here previously, is we are hit by a second large COVID wave in autumn/winter. While this may not result in such widescale lockdowns again, it would be highly corrosive for confidence. I'm not sure how this eventuality can be avoided given no wildly available vaccine options until early 2021, at best. Very much hope I'm wrong on a second wave.
essentialinvestor
24/7/2020
09:38
Added few today. Good to see Korandpuss you have come round to thinking the yield curve fall now has some value at offsetting some of the higher credit risk here now. Another theory I have is, like EssentialInvestor, that fiat currencies, which are being printed like topsy. Effect is seen in gold which has negative carry ie 0.25% to store but has risen on 0% rate curve and locks in inflation. Could it be arguesd that if SHB can maintain -0.25% income loss its similar long term. Some comparisons below, note prices to 1st March, £ Gold +18% from then so we would be getting in sight of the ratio lows in the past if updated to now http://www.goldchartsrus.com/chartstemp/UKHousePrices01.php Note I have only briefly checked the chart data is correct
hindsight
23/7/2020
22:14
If we get renewed equity volatility, cyclicals are likely to take another hit, stress on IF. Might be worth staying mindful of.
essentialinvestor
23/7/2020
21:32
Essential you seem to know a bit about REITS can you run your eye over UAI and let us know what you think, i'm invested there and would be interested in your opinion thanks
deadly nightshade
23/7/2020
18:03
Essential, looks like their final Central residential has gone well. I spoke to a West End office agent today. He is predicting a mass exodus from the West End.
konradpuss
23/7/2020
17:06
Konrad, Helical update looks decent given circumstances, its essentially now a pure office play. Hold a few.
essentialinvestor
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
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