Speymill Share Discussion Threads

[arp2] 04/1/2007 12:42

agreed - I am guessing that when we get back to 75-80p there will be some significant resistance. A lot of small PI's (like me) piled in at the 75p mark just before the drop.

[spaceparallax] 04/1/2007 12:21

Yippee, we've broken the 70p level - here's hoping we can close above it!

[arp2] 03/1/2007 17:00

here is the link to follow: nb you need to allow popups in order to access the text of the report.

[arp2] 03/1/2007 16:56

suggest you look at the brokers note - see link on the header to this thread - which has useful background. NB the note has since been updated and latest version (upgraded to a "buy" recommendation and suggesting true value now is 96p) can be accessed from Lewis Charles' website.

[spaceparallax] 03/1/2007 13:26

Moogies,

Thanks for that - probably the Moneyweek mention that explains the rise. No doubt we'll continue to see the benefit of this over the next few days.

[moogies] 03/1/2007 13:01

Small mention today in article below:



Trouble lies ahead - but you can still turn a profit

"Those looking for property plays might consider shares in the AIM-listed property investment companies Speymill..."

[rampmeister] 03/1/2007 12:26

Not too much new in this article but worth posting anyway.
14/12/2005
Real estate investment trusts and major new hotel projects are being considered by property contracts and investment concern Speymill Group.




RM

[nickcduk] 03/1/2007 11:46

Im not sure whether it has been tipped somewhere this morning. The only other thing I can imagine that is helping it on its way is German unemployment numbers falling 100k last month. If the German economy can keep it up, the prospects for SYG performance are amazing.

[arp2] 03/1/2007 11:36

....and no-one is selling. The MM's will be running out of stock soon

[spaceparallax] 03/1/2007 10:46

Serious buying this morning - I'm seeing virually all Buys. There must be serious news due.

[rampmeister] 03/1/2007 10:28

At 70p we will have breakout.

RM

[wiganer] 03/1/2007 10:16

I'm happy enough to have got mine at 66.85p I think there are quite a few like me watching this since it's fall to the 50s, looking for the right time to get back in. Now seems it.

[rcktmn] 03/1/2007 10:10

It's just on it's way to getting back to where it should be...ie.. £1+ (imho) and £2+ by this time next yr (imho of course)
I need approx £3.5 to get back to break even. Then I'm back to my bad WGT entry level....(wish I'd bought more when it was .14p in early SYG days)

[rampmeister] 03/1/2007 09:56

Buyers piling in at the moment something going on.

RM

[wiganer] 03/1/2007 09:49

I'm in for a few.

[spaceparallax] 03/1/2007 09:44

Healthy start - might be at risk of breaking 70p this week, if we carry on at this rate!

[rogerbridge] 02/1/2007 16:09

Topped up today.

[rampmeister] 02/1/2007 14:36

Yep this could go higher today judging by current buying - also our regular seller Mr 10k seems to be away on new year break or maybe overhang is over?

RM

[spaceparallax] 02/1/2007 14:00

Nice share price activity today

[moogies] 28/12/2006 10:13

Speymill Deutsche Immobilien Co PLC
28 December 2006



Speymill Deutsche Immobilien Company plc ("SDIC" or "the Company")

Further Investments

Speymill Deutsche Immobilien Company plc (AIM: SDIC), the pan-German residential
property investment company listed on AIM, announces further investments.

Main highlights at 22 December 2006 are:

- Residential properties in various German cities notarised (i.e. committed to
be purchased) for a cumulative cash consideration of EUR746.3 million

- Expected initial net rental income of approximately EUR54.6 million per annum

- Blended net initial yield of 7.1%, projected to rise to 7.6% within 12 months
of full investment

The Company has notarised apartment blocks containing 13,696 units at an overall
average price of EUR817 per square metre. There are presently approximately
1,056 vacant units (circa 7.7% vacancy including units to be refurbished or
redecorated prior to letting). Approximately EUR20.2 million is planned to be
allocated on refurbishment for those properties currently notarised and this
expenditure is expected to be yield and value enhancing.


28 December 2006

Notes to editors:

- Speymill Deutsche Immobilien Company plc is a pan-German residential property
investment company which listed on AIM on 17 March 2006.

- The Company raised £170 million in a placing on its admission.

- The Company was established to invest in the German property market and,
predominantly, in the residential sector. It is anticipated that once fully
invested, the Company will have a balanced portfolio of properties throughout
Germany.

- The Company's objective is to provide Shareholders with an attractive level of
income together with the prospect for long-term capital growth.

- The Manager is Speymill Property Managers Limited and the Investment Adviser
is GOAL Service GmbH. The Manager and Investment Adviser are responsible for
identifying new investment opportunities.

- The Manager is a subsidiary of Speymill Group plc (AIM: SYG) while the
Investment Adviser is a joint venture partner of Speymill Group plc (which
owns 51% of the venture).



This information is provided by RNS
The company news service from the London Stock Exchange

[lbo] 19/12/2006 17:41

German business ends year upbeat

December 19, 2006 09:53
A survey has shown that business confidence in Germany rose unexpectedly in December.

The widely watched business climate index, calculated each month by the Munich-based economic research institute Ifo, rose to 108.7 points in December from 106.8 in November, Ifo said in a statement.

The increase took analysts by surprise. Consensus forecasts had been for a steady Ifo index reading after the barometer returned to its highest level in 15 years in November.


For its monthly survey, Ifo polls about 7,000 companies about their assessment of current business and their expectations for the next six months. A breakdown of the data showed that the current sentiment sub-index rose to 115.3 points in December from 113.9 in November. At the same time, the expectations sub-index also increased, rising to 102.5 points from 100.2.

[flashheart] 15/12/2006 20:56

cbeadle - for what its worth, in your position I wouldn't buy either as whilst they appear both sound plays on the German market you are already exposed via your purchases of actual properties. There are numerous very attractive real estate plays in other parts of the world notably Japan and India to name a couple of which AIM lays host to quite a few prospects. I would diversify and investigate these areas. I have bought apartments in the last couple of years in Latvia and Bulgaria. Both OCH and BPD look attractive on AIM but I prefer to leave alone because of my present involvement.
Just a thought and another point to consider.

flash.

[hiltono] 15/12/2006 18:32

cbeadle It will all depend if you want to put all your eggs in one basket ie flats or sdic as they are sole plays.If you buy flats then you always security but is takes longer to liquidate as apposed to shares.SYD is going to be more diverse and will not solely be german real estate. The fact that you have sourced property in germany means that you consider that syg have got it right.I think that your decission will depend on a number of factors.Hope this helps.