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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
  -3.00 -0.48% 620.50 619.50 620.50 629.00 616.00 629.00 229,618 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 73.0 2,384

Shaftesbury Share Discussion Threads

Showing 451 to 475 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
12/8/2020
00:12
Around £7.50 plus achievable within 3 years. £8.50 plus within 5 years, all imv only. I usually tend to be too cautious. Plenty of volatility along the way.
essentialinvestor
11/8/2020
23:52
Problem with both CAPC & SHB is there highly leveraged to tourism and people working in London neither of which aint looking great right now. As i see it the office will come back with more flexi working so there will be some impairment to that passing trade. Bigger issue is tourism, especially overseas, as that needs aviation which is going through cataclysmic changes particularly long haul where capacity is being scaled back on a huge scale. Tourism is further exacerbated by fickle approach by countries over whether you may end needing to quarantine or not so when, or if, that comes back is a big cloud hanging these. So question is is this in the price already?
nickrl
11/8/2020
20:52
Hindsight the vaccine is 'sorted'. The Russians got there first - said with tongue firmly in cheek!
konradpuss
11/8/2020
16:44
Vaccine options should be available next year. Recovery will be a multi year process. Agree EI. How do you rate capco vs shb? Share chart doesnt seem to give capco anything for the earls court sale timing. May research capco a bit deeeper when time permits
hindsight
11/8/2020
16:18
Added to CapCo today. Even if a bid for SHB does not materialise, there is 50% plus upside in their SHB holding over the next 5 years imv. Vaccine options should be available next year. Recovery will be a multi year process.
essentialinvestor
10/8/2020
13:51
I agree, too many of these propcos run for the managements benefit, you would think they had invented some game changing intellectual property
hindsight
09/8/2020
19:26
nickrl, I could also start to go on about the management at Shaftesbury, however I have already done that here on many occasions. What you need is a management that understands the cycles and has a 'speed of foot'. Also add, a management that does not like debt and you have err! The Berkeley Group and I am not a holder - currently.
konradpuss
09/8/2020
19:19
Konrad useful insight another propco run for the benefit of the directors and the old boy network looking after pensions funds who won't sell up as there all on the take via management fees.
nickrl
09/8/2020
18:55
Thanks for the view, Only held BCBT for two days.
essentialinvestor
09/8/2020
17:15
Oh! and the numbers. There is a big discount to NAV. Now how do you value right now? There has been, to my reading, very little transactional information to base any valuation on. Let's see in March next year. As to trading this trust, I would be very careful.
konradpuss
09/8/2020
17:12
Essential, I always like to look at the 'kit' before the numbers. This trust reminds me of a 1970's quoted property company. No specialisation at all. They probably conduct business still from a panelled city office (no one there currently). I think their St.Christopher's Place mixed use property will have had some interesting quarter days of late. Their multi let St.James's offices might also have some vacancies coming. The only interesting bit of 'kit' is their Winchester student digs. Not a 'Russell Group' University mind - I don't think Winchester is in over supply of student accommodation yet so this might be the best property they have from the view of supply and demand. Finally, on their web site there are far too many 'Chartered Surveyors' running the show. This portfolio could be run with one surveyor, a couple of admin staff and an office cat! Now did you see what the Puss did there?
konradpuss
09/8/2020
15:31
EI BCPT now has a covered divi which makes its investable for me (im not though) but banking a quick turn maybe more sensible currently until we have more certainty over what long rental income in this sector is as loss of dividend will be punished hard.
nickrl
09/8/2020
15:03
OK thanks, it might be worth a look at some point.
essentialinvestor
09/8/2020
14:53
Essential, sorry I know zero about it. Maybe somebody else on the board can help.
konradpuss
09/8/2020
14:18
konrad, do you have a view on BCPT?, I bought at 61 on the statement and sold during the week. Thought it looked interesting on any wider market setback.
essentialinvestor
08/8/2020
19:59
Would expect the adult and older teenage population will be offered any vaccine, my point is on seasonal influenza an age/health v risk calculation is made.
essentialinvestor
08/8/2020
19:57
Oh! and just to put Covid19 into perspective, the Spanish flu infected 500 million people and killed 50 million. I would wager almost as many people have already been killed as collateral damage from the virus as have been taken by the virus.
konradpuss
08/8/2020
19:49
I love optimists. The track record says there will not be vaccine for a while - if ever. My hope is this thing does not 'morph' like Spanish flu and take the young. A pessimistic Puss.
konradpuss
08/8/2020
19:35
EssentialInvestor, true but for example Moderna are talking $30 so that would be about £15 on normal nhs pricing vs US, 65 million x 15 = £975m. A large sum but when treasury has spent 300bn and counting offering it free to all they wont even blink. Issue will be safety for groups where death is very rare
hindsight
08/8/2020
14:18
Remember the annual flu jab is only offered free to Over 65's or younger with a particular medical condition, asthma etc.
essentialinvestor
07/8/2020
22:12
Konradpuss, personally think there will be more than one. Not sure how long will last, guess be yearly like flu jab. And not sure they will be proven safe enough for lowest risk group for a while ie if risk is 1 in 10000 for them then wont be given 1 in 10000 vaccine As for inflation, been thinking it was coming for years too. But could be argued it has come but in asset price inflation. Property, gold, growth shares all significantly higher than start of this century. Owing money may be a good idea if can get across the valley of default
hindsight
07/8/2020
21:24
Probably means a bid!
konradpuss
07/8/2020
21:05
Capco down late Friday, SHB up.
essentialinvestor
07/8/2020
20:04
Essential, I have been predicting inflation for years, I have however been totally wrong. I still might be wrong for a while yet, however when it comes, heaven help people who owe a lot of money and don't have the ability to raise their wages/prices and the poor old folk who have money on deposit. Shaftesbury up some what - maybe a bid! In your dreams although I might be wrong again.
konradpuss
07/8/2020
20:01
hindsight, I really hope they find a vaccine. I think many millions were thrown at the aides virus - maybe billions, no vaccine yet.
konradpuss
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
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