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Sigma Capital Share Discussion Threads
Showing 601 to 625 of 625 messages
|They have updated their website with 1270 homes now completed.|
|"Expect to announce" is not quite the same as will announce.No doubt it won't be that much longer!|
|Yes market closed monday 1st May, saying the results are out in April and then not publishing them is ridiculous.|
|Was rather expecting the results today,as they did say "towards the end of April"in March!|
|Invesco increased their holding by 1,971,889 shares which accounts for one of those trades from yesterday. I guess we'll find out who took the 2,170,00 and where they came from in due course.|
|Interesting pair of trades gone through|
|With the backing of the HCA and the establishment of the REIT you can see the case for just increasing your own PRS platform.Much higher profits achieved a lot quicker.
I think its all about the statement with the results that matters.Any negative comment on delays which we know they have experienced has to be countered by a really good outlook.Assets must be up to nearly 40p by now so downside looks limited short term to me.|
|Most people (not that many..!) seem nervous on the middle east funding...presumably reit sorts this..?|
|John Laing JLG build schools, hospitals, wind farms and trains. Then sell a lot of the completed assets to the John Laing Investment Trust JLIF. As you say its a win/win with JLG getting accelerated very good growth. And JLIF get stable very good income and trade on an 18% premium to assets.
My question is, when the results come out this week do they fall on 3p earnings per share or do they rise on possible future years eps of 10p?|
|We should get the results by the end of this week but my interest is on the REIT.Been looking at various REITs floated on LSE,AIM and they all seem to acquire assets that return 5-5.5%.As the Sigma assets return 7%+ then you would assume that when they sell the assets to the REIT they return a premium of 16/18% on their investment.You would also think that This must be a win win for Sigma as they can then get a decent return on their assets and retain a yield to return to shareholders and charge a management fee to boot.Anyone have any experience in this field and has any views.All IMHO NAI|
|So they build the self funded using company money and HCA facility (£60m build currently) then they sell on to a REIT they manage for a suitable margin (10%?) rinse and repeat and expand the model...monetising on the build and bringing in a recurring management fee...sounds like a plan.Still would like to know what's going on with the partnerships which was the original model...all rather quiet...hopefully will have thorough update on all activities with results.All seems to be going well after the delays from end of last year and it is unlikely they will be any further slip ups with the full year after updates and they have obviously had the opportunity to fine tune today.Be interesting if they are on track for current year earnings forecasts (11.9p?) ...If they are and can present the 'new' model with self financing and how and when partnership revenues build should be looking at decent rerating imho.|
|I see they updated their website with 1186 completed,1265 in process and 4620 in the pipeline. Lets hope the results show continued progress.|
|Great spot that Busterdog2 pretty impressive turnaround.Perhaps it'll be prelude to a recovery in Sigma's share price!|
|that's where I'm coming from busterdog2. If we get confidence back then we will be back above 100p. My first target (as in the price that I would accept tomorrow) is 110p.
Asagi (long SGM)|
|If they can at least hit targets, and no more delays, sentiment will change and we should see a rising share price.|
|Recently took an initial small position here 69p, so nice to see a 40k buy go through this morning, perhaps bucking the recent sentiment here.11p plus EPS for full year 2017 pencilled in by Singer as things are expected to unwind.Will be interesting to see what they have to say come the finals from 2016.Still requiring the proof of the pudding of course, but in a sweet spot and current share price looks to offer some potentially decent upside.|
|Line finally cleared...Singer been walking them down to take seller out at a big discount.Hopefully will recover now.|
|Then you see a delayed print at a discount!!|
|Informally told things are very busy and everything 'scaling up' nicely and the environment for PSR new build should never have been better....Then you look at the share price which is telling a different story...not much volume but 20% off and not one uptick this year is telling a different story.Breaking below 70p support and the last two placing levels not encouraging....liked the story but can't help wondering whether the share price is telling me to move on?|
|I cannot understand either. They warned about a slower than expected development rate last summer, but have been building and financing new rental projects at a cracking pace since then. I suspect they are simply ignored by the market and, as I have posted before, they need to do a bit of self-promotion to get market awareness and the share price going.
|Anyone know what is wrong here.Down best part of 20% this year and not one uptick.12 month lows (grainger 12 month highs)Now at a discount not only to last £20m fundraise @ 75p but the one before that £8m @ 70p...The update was 'broadly inline' with the downward revised guidance but this price action is really not encouraging that this company is going to deliver on its model any time soon.Could just be impatient holder jumping out but there doesn't appear any buyers and trading at huge discount to brokers target doesn't appear they can muster any support.Did I read eps projection for current year 12p plus??Any thoughts appreciated?|
|Very undervalued at this level, but the company remains unnoticed by the market. Maybe a little more PR would help return the share price to over 100p.
|And the share price drops!?|