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Share Name Share Symbol Market Type Share ISIN Share Description
St.modwen Properties Plc LSE:SMP London Ordinary Share GB0007291015 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 0.33% 306.00 305.00 306.50 309.00 303.00 307.50 209,349 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 429.9 58.9 22.8 13.4 680

St.modwen Properties Share Discussion Threads

Showing 526 to 550 of 675 messages
Chat Pages: 27  26  25  24  23  22  21  20  19  18  17  16  Older
DateSubjectAuthorDiscuss
02/2/2016
08:57
AAA I agree with you. I was merely pointing out how they think and operate. They have not changed the mindset as the company has grown. I would have preferred a steady increase in dividend yield. The New Covent Garden project has been explained as transformational for the business. Are you prepared to hang around to see the outcome? Clarke and Leavesley families have been slowly selling down their holdings. The elders are now falling off their perches, one by one. Perhaps, in time, there will be some pressure from new shareholders. red
redartbmud
02/2/2016
08:55
Eggs - 'value / growth' would have been more accurate I admit. But certainly not income.Admittedly the value is pretty well hidden at the moment. But I'm confident of a positive re-rating.Got to go.Good luck to holders.
bluerunner
02/2/2016
08:50
It's very hard to understand the current market reaction to these figures but the day is young and things may improve later after the presentations have finalised and everything has been analysed to the umpth degree. The possible reason for this immediate reaction to my mind could well be that until the full fundamentals have been analysed these figures represent a fantastic year of trading which SMP may well have problems repeating. However one does not get that impression reading management presentations. This share topped out at around 490p last year. Issued statements from management have been excellent and the actual figures have born out what they have forecast so why the disparity? and the poor immediate reaction. Perhaps they have dropped the price to accommodate a couple of institutions who weren't prepared to 'take a chance' beforehand. Just thinking out loud really all will be revealed in coming days. regards
peaeff
02/2/2016
08:50
'growth business' On a PE of 4! You havin' a larf?
eggbaconandbubble
02/2/2016
08:43
redartbmud - but its a mature business not a growth company and even level headed long term investors that will accept lower levels of income want 2 - 2.5%, the share price growth tells everyone it's not a growth company. If it was a true growth company the share price would have soared this morning, I'm amazed the share price has fallen today. Bought a few, but the dividend my main concern as a newby - that should tell you something about where the problem lies. The management need challenging on who they are running the company for IMO, smack of cosy little niche for them.
aaainvestment
02/2/2016
08:42
I think most people are here for the growth, to be fair. I barely consider the dividend.This lag is similar to that experienced by house-builders a year or so ago before they re-rated daily sharply.When that will happen is anybody's guess though general market sentiment is not helping.However, I'm holding this for the long term as I am confident value will out.
bluerunner
02/2/2016
08:33
blue The poor dividend yield is the Achilles heel. Since the days of Stan Clarke, they have run it as a growth business. Income is a minor consideration. It helps in hard times, because it isn't a drag on cash but at the same time puts off a certain class of investor. red
redartbmud
02/2/2016
08:31
I was just about to ask the same question - why the stingy dividend policy? With sparkling results and profits like they are producing the share price should be way higher, but the dividend for a mature company appears ridiculous. BP. have just retained theirs in the face of a very poor performance!
aaainvestment
02/2/2016
08:27
Broker upgrades and press coverage may spark a re-rating. The share price is certainly at bargain levels IMHO.
bluerunner
02/2/2016
08:25
egg Well done. Didn't know that Smp was part of the Monopoly game. It doesn't appear on my board. When do you get out of short trousers? red
redartbmud
02/2/2016
08:20
Share price is certainly bizarre. Would surely make a prime takeover target!
deadly
02/2/2016
08:09
I sold my lot straight after last year's AGM, so not quite as scrambled as you might think!
eggbaconandbubble
02/2/2016
07:58
blue egg is certainly scrambled red
redartbmud
02/2/2016
07:55
What you are missing ...... A much higher share price.
bluerunner
02/2/2016
07:48
At first glance results look unbelievably good......or are they? PE ratio is now down to about 4! One thing that does strike me straight away is that the dividend cover is now approx. 20! Dividend yield at 1.2% - Why so stingy? I am definitely missing something here. Can anyone shed some light on what it is, Please?
eggbaconandbubble
02/2/2016
07:38
Stonking. Shame CEO is going, he will be hard to replace. FD went not so long ago.
redartbmud
02/2/2016
07:34
91% increase in profits.27% growth in NAV.
bluerunner
01/2/2016
12:48
I did, but it was principally about the glut of residential apartments being put up - mainly for foreign investors - and criticising the planning process. SMP are carrying out the New Covent Garden Market development which is mainly commercial property.
jeffian
01/2/2016
12:22
Did you see the really downbeat article in the Sunday Times re the Nine Elms development ??
droid
01/2/2016
12:14
Most builders recovered strongly last week but not this. Results tomorrow so should be good news.
deadly
24/1/2016
13:31
Of the builders I hold, SMP has fared the worst recently, Inland the best. So I'm considering adding to my existing SMP holding, given the share price is quite a bit lower than the nav at present. Hoping sentiment changes after the results announced soon. Is anyone aware of any decent future forecast numbers? I've read the latest results and presentation available on SMP site but I can find nothing in respect to future finances, only current & future projects.
webclick99
20/1/2016
20:16
I actually took advantage and added today. I'm holding for the long term anyway so this looks like a good opportunity if, as expected, the story holds. General market sentiment is another matter ......
bluerunner
20/1/2016
17:49
I must say I'm a bit surprised by the general movement of SMP especially in view of the very bullish IMS early December. However this owes me nothing having made some good profits in the past two years so I will hold tight also.
peaeff
20/1/2016
13:48
Nearly all builders are following the market down but SMP seems to be harder hit. Following British Land rather than the house builders.
solomon
20/1/2016
11:20
A bit overdone this fall in SMP?I'm holding and will add when things settle down.Any thoughts?
bluerunner
Chat Pages: 27  26  25  24  23  22  21  20  19  18  17  16  Older
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