Shaftesbury Share Discussion Threads

[undervaluedassets] 06/8/2019 15:04

Has the West end and China town melted or something?
Impeccable assets one would have thought...
am very tempted to buy at the moment.

Anyone any insight as to what is going on here?

[essentialinvestor] 01/8/2019 13:32

They are chalk and cheese but would agree.
If we move in to recession next year, then even SHB likely to feel the brunt.

[konradpuss] 01/8/2019 13:22

It's the 'read across' from Intu in my humble opinion.

[essentialinvestor] 01/8/2019 12:50

Any thoughts here?, drifting down quite quickly now.

[konradpuss] 09/7/2019 16:04

No RNS so far.

[phillis] 09/7/2019 15:18

Lee buying again?

[konradpuss] 29/1/2019 14:24

It looks like an interesting AGM coming up with Sammy Lee attaching the directors.

There was an article in the EG (Estates Gazette) recently with an opp. ed. that Sammy would get the Chinatown Estate in exchange for his shareholding and the Norge wealth fund would take the rest if they bid and the current management would collect P45's!

[essentialinvestor] 03/12/2018 13:39

Had a very small amount.

I don't see any prospect of 9.50 soon,
without a bid - which may happen.

SHB's portfolio is not immune from NAV falls by any means
as 08/9 demonstrated.

[mtsblogs] 27/11/2018 15:15

Good results, good job on Thomas Neal’s Warehouse now focusing on casual dining. Price to book is better after the most recent valuation so should be heading to 950's. I expect this level will be reached on completion of Soho purchase, but Cross-rail will help too.

[loafofbread] 22/11/2018 16:57

Looks like a race between Norges and Lee to get to 29.99%?

[squidsgone] 31/10/2018 14:05

Locked away

[bonty] 01/2/2018 10:50

Quite right, it's time shareholders questioned these resolutions that just get passed "on the nod" year after year on the justification that everyone else does it and it makes life easier for the board.

[phillis] 01/2/2018 10:45

well done Mr Lee

(talking to myself again!)

[phillis] 29/12/2017 12:06

new highs
one to lock away til Mr lee comes to call

[phillis] 28/11/2017 08:40

good results
excellent prospects
Mr Lee still buying

[undervaluedassets] 31/10/2017 12:31

Have held for 6 years now.

Intend to hold forever.

[manrobert] 21/7/2017 16:11

maybe he bt in closing auction.

[phillis] 22/6/2017 10:54

wonder when Mr Lee will make another approach

[phillis] 12/5/2017 15:31

Buy in May and go away

[phillis] 15/3/2017 11:30

time for another purchase by Mr Lee?

[phillis] 09/2/2017 12:30

he surely is

[phillis] 08/2/2017 12:47

Mr Lee
He buying again