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Share Name Share Symbol Market Type Share ISIN Share Description
Supermarket Income Reit Plc LSE:SUPR London Ordinary Share GB00BF345X11 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00 -0.95% 104.00 104.00 104.50 105.50 103.00 105.00 2,403,629 12:02:49
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 0.0 82.0 12.6 8.3 1,291

Supermarket Income Reit Share Discussion Threads

Showing 1201 to 1224 of 1225 messages
Chat Pages: 49  48  47  46  45  44  43  42  41  40  39  38  Older
DateSubjectAuthorDiscuss
16/11/2022
12:52
£190m cash coming in next year helps PHP has a lot of capex to fund at now much higher rates and need to mostly rely upon open market rent reviews as opposed to RPI linked uplifts
williamcooper104
16/11/2022
12:37
Dividend cover for next few years looks weak compared to PHP, which has similar yield.
bscuit
16/11/2022
07:41
Reassuringly, the dividend is in the account this morning...
cwa1
16/11/2022
07:36
14.2 on RPI
williamcooper104
16/11/2022
07:32
CPI 11.1 Food and drink 16.4 v from memory the c13-14 assumed previously
williamcooper104
11/11/2022
13:03
Results presentation.

hTTps://youtu.be/wQZs4meqDL8

igoe104
09/11/2022
10:23
https://www.edisongroup.com/publication/fully-hedged-debt-protects-indexed-rent-growth/31576/
cwa1
09/11/2022
09:51
Yes, you are correct. If you listen to that segment, the presenter goes on to explain how this flows into the IRR you can expect from differing rates of inflation, using their cap rate (circa 4%) as the upper bound.

A share price of 104p indicates around 5% although that is nominal, and nominally, they have modelled 9.5%.

Clearly GLG may have a different view! - they have now built up their short position further to 1.0%.

My own view is that investors seeing inflation as a risk for SUPR would do well to view the presentation. I have always seen it as a slight positive, and certainly not a reason to see a 20% drop. That said, underlying linkers were obscenely mispriced and I say that independently of the recent pensions debacle.

chucko1
08/11/2022
21:43
This afternoons presentation is now available online:
hTtps://www.investormeetcompany.com/investor/meeting/investor-presentation-189

Chucko1 the graph you refer to (1t 33:13 in the presentation) shows initial rental yields not discount rates...

rik shaw
08/11/2022
17:18
I was on the just finished investor call. What was interesting about this one was that it is the first investor meet they have done since the reality of very high inflation.

It is no surprise that high inflation is GOOD for SUPR and they demonstrated this with some material. Food inflation at circa 11% means that the proportion of rent the tenants pay decreases with turnover, of course, and so rent increases at around 4% is a likely outcome. From time to time, a more reversionary figure will be of increasing benefit, but the leases average 15 years and so that will be, on average, of minor benefit.

More interesting than this was the graph they presented on discount rates for warehouses and for supermarkets. In 2007, it was around 6.5% (peaked at 8%) for the former, falling to 3% or so not long ago - whereas it was a basically unchanged value of circa 5% for supermarkets (total range of no more than 1.5%). There simply is very little volatility in the discounting rates for supermarkets, including both 2008 and 2020 periods. This suggests the recent selling by institutions to be out of necessity rather than deep thought.

I bought back about a quarter of what I had been selling to take my current position to about 50% of its maximum. The warehouses, despite their recent large falls, are still very expensive by comparison. They will need some significant rate assistance to notably help them, and I really cannot see that with my periscope.

chucko1
07/11/2022
12:26
okay thanks.... I thought it was 06/11....

stupid me, the 6th was a Sunday....Duh!

financeguru
07/11/2022
12:12
payable on 16/11, 1.5p.
jonwig
07/11/2022
12:08
Has anyone yet received the quarterly dividend payout yet?
financeguru
01/11/2022
22:01
Even stranger - I got a message from them today stating that I had bought shares yesterday but "was unable to read the KIID as it was not available". For which they apologised.

Perhaps as I had already bought them in the past, I got "the nod". Who knows?

chucko1
31/10/2022
09:58
I called customer services - they say they've no idea why either and promised to sort it
williamcooper104
31/10/2022
08:56
Can do it on the web site; just not on the app
williamcooper104
31/10/2022
08:55
WC104, that is strange as I can buy or sell (just now) without restriction. Try again?
chucko1
31/10/2022
08:32
Anyone else having problems with HL Tried buying SUPR, SHED and RECI this morning and was told that I couldn't as I'd not read the key information document - which isn't available
williamcooper104
27/10/2022
12:00
£135m portfolio of Morrisons stores being sold - asking price a 6 yield; my guess it'll trade inside of that - maybe c5.5 It's coming from an M&G long income funds; so likely it's pension funds getting out of property and buying more gilts
williamcooper104
26/10/2022
12:32
A few chunky trades today
badtime
24/10/2022
17:02
Long gilt yields back down now to where before the Fiscal Event Agree eventually a deep enough recession has to kill inflation and bring gilt yields down
williamcooper104
24/10/2022
16:41
Well, now it should be. Normalised economic policy seems to be the future ... the near future, anyway.

Nothing like a recession for bringing down gilt yields.

jonwig
24/10/2022
14:47
I tend to think SUPR is a better bet than gilts for yield.
brexitplus
22/10/2022
09:08
Can’t say I’m worried. It’s the dividend I’m after to top up my pension via my ISA.
Great discount.

brexitplus
Chat Pages: 49  48  47  46  45  44  43  42  41  40  39  38  Older
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