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Share Name Share Symbol Market Type Share ISIN Share Description
Sirius Real Estate Ld LSE:SRE London Ordinary Share GG00B1W3VF54 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.20p +0.31% 65.20p 65.30p 65.60p 65.90p 65.00p 65.00p 451,288 16:35:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 120.7 124.7 11.0 5.7 666.44

Sirius Real Estate Ld Share Discussion Threads

Showing 101 to 125 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
15/11/2011
17:25
Weiss shuffling its directors about http://www.advfn.com/p.php?pid=nmona&article=49949287
praipus
11/11/2011
16:46
Yes, thanks Praipus, I've seen your thread - very helpful, I do tend to track these guys as part of my daily web/market itineraries, but it's great to see such a systematic approach. I don't necessarily jump in after activists, but they are great as idea-generators and of course very reassuring to have on board any investment I make! Maybe you come across a book by Orol? - slightly misleading title (Extreme Value Hedging), pretty dry, but still the best book in recent years about activist investors, though biased more toward corporate shareholder activists rather than discount activists.
wexboy
11/11/2011
15:30
"need a lot of ideas" have you looked at the "Tracking the Arbitrageurs Thread"? http://www.advfn.com/cmn/fbb/thread.php3?id=24182742
praipus
11/11/2011
13:27
Thanks, Praipus, SRE figures come from their latest results, with some small adjustments I detail in my post. Yes, I track TRV - comparing side-by-side with SRE, TRV's just as cheap with a 0.31 Price/Book, but their Net LTV is almost 20 % pts higher at 76.7%, so it's not for me. I'll be writing more about portfolio allocation - I generally invest between 1-5% in individual co stocks, so unfortunately I need a lot of ideas to find/monitor! I toy with a higher max of 7.5% - quite acceptable for an investment fund holding - but I can't quite bring myself to do it with individual co stocks so far. Cheers, Wexboy
wexboy
11/11/2011
11:33
Hi Wexboy, blog looks interesting. Where did you get your SRE figures from? On the German property theme have you considered or looked at TRV? On a portfolio theme how do you decide how much to allocate per holding? Also how many holding do you have at anyone time? Cheers Praipus
praipus
10/11/2011
23:54
Folks, I haven't posted on this particular thread, but SRE is one of my bigger portfolio positions and I've followed your comments on SRE with great interest. I've just launched a new value investing blog, and my first post just happens to be about, yes you guessed it...Sirius Real Estate! If you have a chance, please check it out, and if you like the blog any recommendations/referrals/links would be greatly appreciated! - here's the address: wexboy.wordpress.com Thanks & Cheers, Wexboy
wexboy
09/9/2011
13:51
Weiss man clearly approved of by some of the board as they chuck some more money at their own stock. http://www.advfn.com/p.php?pid=nmona&article=49113276
praipus
26/7/2011
15:49
Done. Weiss man on the board fascinating http://www.advfn.com/p.php?pid=nmona&article=48572895&symbol=L%5ESRE Track Weiss holdings in post 3 of the following thread http://www.advfn.com/cmn/fbb/thread.php3?id=24182742
praipus
28/6/2011
15:10
Weiss Asset Management requisitioning an EGM to get their oppo's on the board and some value for the shareholders at last! http://www.advfn.com/p.php?pid=nmona&article=48214554 Track other Weiss holdings in post 3 of the following thread http://www.advfn.com/cmn/fbb/thread.php3?id=24182742
praipus
25/5/2011
17:58
Laxey grabbing 10 % http://www.advfn.com/p.php?pid=nmona&symbol=sre&article=47819818 Track their other holdings in post 1 of the following thread http://www.advfn.com/cmn/fbb/thread.php3?id=24182742
praipus
14/4/2011
21:37
Yes, starting to look positive. A 3% occupancy improvement is quite significant.
topvest
14/4/2011
12:31
Holiss your powers of forsight are impressive. Trading statement shows lots of cash and an increase in occupancy, its spring and the sun shines.
praipus
31/1/2011
14:26
Hope so. Only down 19% now!
praipus
27/1/2011
00:07
Last Friday James Mackintosh wrote in the FT that 'last year German growth was at its highest since 1991. Unemployment fell to its lowest level since 1992. IFO business climate survey have never been more optimistic...the question is how to profit from this. Inflation should rise and Commercial property should benefit from loose monetary conditions, making Commercial property a likely play' With 200m net assets and 300m borrowing, a 4 or 8% rise is commercial property prices will increase nets assets by 10 or 20%, of course the flip side is true. I've joined you Praipus and bought some of these, a 58% discount is too much, we should see improvement by spring 2012.
holliss
26/1/2011
16:23
The trust is set to run to 2018 but... 'The Management Agreement may be terminated earlier than 2018 by the Company on 12 months notice to the Asset Manager, expiring on either the fifth or ninth anniversary of Admission if the Group fails to achieve a net asset value total return of 6.5% p.a. in the Company's four financial years' Admission was on May 1st 2007, and as net assets have fallen, I believe this will mean a shareholders continuation or wind up vote around May 1st 2012.
holliss
18/1/2011
15:29
Thanks holliss. Not looking very clever here for me off 24% now.
praipus
21/12/2010
15:11
Praipus. Property assets valued every year but currently property NAV not changing much. NAV now 202m Euros or 67 cents a share. Net loans 309m. So total assets 511m. If they wound down quickly at realisable prices after costs etc, say they could get around a conservative 400m cash now. After paying loans of 309m that would leave 91m for shareholders or 30 cents a share based on 302m shares on issue. On the upside they could possibly get 10% more if held out for a year or two for better prices, that could give 440m or 131m net or 43 cents per share, which shows how highly geared these are. They obviously don't want to wind down, as a real estate trust they are hoping property prices will one day rise.
holliss
09/12/2010
10:44
Anyone there?
praipus
09/12/2010
10:31
Anyone else not happy about our chairman making comments about fellow shareholder's like this? "On 30 July 2010, shareholders defeated the five resolutions proposed at the Extraordinary General Meeting requisitioned by Weiss Asset Management LP. This was in line with the Board's recommendation." As I see it Weiss were only trying to improve shareholder value and that should be reasonably high on the Board's list of things to do....shoundt it?
praipus
09/12/2010
10:26
Is the discount really circa 50%?
praipus
03/12/2010
14:52
Weiss seems to be supplying Karoo with the stock.
praipus
01/12/2010
12:19
Who are Karoo? With 25%? Edit http://www.karooinvestmentfund.com/index.html
praipus
26/11/2010
15:10
Price drop immediately after initial purchase.
praipus
24/11/2010
04:16
Praipus, Why 'ouch'?
glavey
22/11/2010
22:39
Many thanks. Any chance of putting the companies website in too? http://www.sirius-real-estate.com/about/
praipus
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
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