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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
  0.00 0.0% 119.75 119.50 120.00 120.25 119.75 119.75 1,102,920 14:39:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 0.0 82.0 12.6 9.5 971

Supermarket Income Reit Share Discussion Threads

Showing 276 to 299 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
26/1/2021
07:56
What's everyone's thoughts of further fundraising? Sooner, or later? What kind of size do they consider to be optimal/satisfactory?
cwa1
26/1/2021
07:51
Another good add to the portfolio. And thanks for posting the link above; "Supermarket Income REIT PLC (LON:SUPR) shares are the “top pick” for income for the real estate sector, said Berenberg as its started coverage of the investment trust with a ‘buy’ rating. The bank’s initial share price target was 130p in a note published on Monday"
pdt
25/1/2021
17:02
https://www.proactiveinvestors.co.uk/companies/news/939416/supermarket-income-reit-is-top-pick-for-yield-hunters-in-real-estate-say-analysts-939416.html
cwa1
25/1/2021
12:46
Do they not have a target for AUM/NAV? I forget what that number is tho.
frazboy
25/1/2021
12:30
Doubt they'll pause for too long The investment manager is incentivised to grow the asset base I'm happy with that - bigger = more liquid which will drive down cost of capital Just wish they'd get out of the special funds section of the FTSE
williamcooper104
25/1/2021
12:10
One hopes for a period of consolidation before more fundraising.
bscuit
25/1/2021
11:02
Yep - didn't take long
williamcooper104
25/1/2021
09:04
I make that 190.4m now deployed of the 200m raised :-)
return_of_the_apeman
25/1/2021
07:36
£65m
williamcooper104
25/1/2021
07:36
Another two stores bought - 4.4 yield - c20 years term certain income Inflation Caps at 3.3 and 4 percent
williamcooper104
24/1/2021
20:22
We are hosting a webinar with SUPR on Tuesday which may be of interest to shareholders or potential investors: hTTps://www.sharesoc.org/events/sharesoc-webinar-with-supermarket-income-reit-supr-26-january-2021/
sharesoc
15/1/2021
09:16
Going xdiv on Thurs
return_of_the_apeman
14/1/2021
21:29
The 10 years at 188 is nuts Agree - I'm neither long nor short TSLA NIKLA is even more preposterous at a $8bn valuation, at least Tesla has got cars that actually work
williamcooper104
12/1/2021
14:29
127bps for 5yr right now!! Keep up! Actually, 10yr is 188 and 1yr around 90bps. 5yr was 570 in March 2020 and the 1yr was 600. They have a few years of cash at the current level of production so they can lose quite a lot per car and still keep solvent. As Charlie Munger said about TSLA - it is a stock that I would not dream of being either long or short. That's why he's not poor.
chucko1
12/1/2021
14:25
chucko - go on, tell us!
jonwig
12/1/2021
14:11
Last I looked the CDS on Tesla was c200bps - that looked the better risk/reward short given that Tesla's cashflow/debt service is its share price
williamcooper104
12/1/2021
13:02
My partial interest rate hedge is a fund I own which has among its positions: 1. a 175% short in UK gilts (a mixture of maturities, but probably an average life of around 15 years) 2. a short in TSLA So performance has been poor, but upon inflation, will go wild! I am happy to be short TSLA, so I just ride that one as a side-bet. The Gilt (and interest rate swap) position was largely established not far from these yield levels and I am not worried about significantly lower yields as BoE seems to be pretty luke-warm on the idea of negative rates.
chucko1
08/1/2021
23:54
Droning on about REITs is a sad hobby of mine, so no problem I owned O, sold about 18 months ago and bought WPC when it was yielding near 7, seemed better relative value and didn't like Os Walgreens/retail exposure What's your partial interest rate hedge? I've added commodities, annuity buy outs (PHNX and LGEN) and mREITs with mortgage serving rights (they go up in value if US mortgages are refinanced later than expected which ought to happen in higher rates - but as mREITs they are repo x-rated leveraged)
williamcooper104
08/1/2021
20:14
One thing they should think about doing is moving to monthly dividends - it's quite common in the US where high quality Net lease reits are used instead of bank deposits and get priced on a simple premium to treasuries - O being the best example (they've also bought U.K. food stores)
williamcooper104
08/1/2021
20:10
We could indeed - Amazon by drones will still need well located logistics hubs - there's probably a disrupter down the line for SUPR and logistics generally - but can't see much reason to worry about that now SUPR is wonderfully, delightfully boring
williamcooper104
08/1/2021
20:08
PHP is a good comparison PHP was solidly underwritten by alternative use value - traditional surgeries convert easily into resi - but that won't work given the current value of their assetsHeld PHP for years, sold out to top up MPW and NWH (US and Canadian hospital reits)
williamcooper104
08/1/2021
19:35
Yeah - this is some 200bps over PHP. Supermarkets or Surgeries - both pretty essential, I suppose. I picked TSCO merely because it got a little hot a few years back and is really in the middle of the pack credit-wise. I agree that the more pertinent question might be what might cause a systemic problem with this sector? Amazon delivering food via drones? What would be the mitigants to that? We could debate/argue that for many more posts!
chucko1
08/1/2021
18:48
I use SUPR as a home for uncommitted equity cash. Rather than leave cash in the bank - pointless. I put it in SUPR take the yield until such time as a new equity play comes about and then switch. I find it a sensible place to put spare cash on a temporary basis.PHP is an alternative play. All imho dyor etc etc.
berrydog9
08/1/2021
17:38
If this was £1.46 today the yield would still be 4% + RPI I would still see value in buying at that price Not expecting it to get there but if inflation does get going - who knows News on further aquisitions due imho We shall see Gla
return_of_the_apeman
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
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