Supermarket Income Reit Share Discussion Threads

[brexitplus] 23/6/2021 13:05

I use SUPR to balance my portfolio and pick up 5+% in the process. Yes, boring is good.

[cwa1] 21/6/2021 09:40

Oh, indeed chucko1. I agree wholeheartedly with that sentiment, I quite like boring in some things!

[chucko1] 21/6/2021 09:35

Yes, but "boring" is interesting for the portfolio.

[cwa1] 21/6/2021 08:03

As expected back to normal boring, steady, stuff this morning. As if Friday's close never happened! :-)

[williamcooper104] 19/6/2021 08:28

I'll not cry when CSN normalises Thinking of exiting there and switching into lgen and PHNX

[cwa1] 19/6/2021 08:16

Just triple witching anomalies that will most likely "normalise" on Monday IMHO (tho I confess to not following all the one you mention!)

[frazboy] 19/6/2021 07:58

CWA1,

I’ve see quite a few odd closing prices yesterday, BREI, SREI and Chesnara to name a few.. the trades after hours do look to have substance, and aren’t just uncrossing anomalies, is that the correct take?

Thanks

[cwa1] 18/6/2021 20:57

Just over 7000 shares traded at the higher price in the UT. IMO most likely to be reversed in the next auction trade. Triple witching today

[williamcooper104] 18/6/2021 18:57

Bit confused - HL has it at 118 and Intetactive broker at 123 Still whatever it's nice to have a blue position on a big down day

[pdt] 18/6/2021 18:12

Could someone please explain what happened at the end of the day here? Does it open 5% down on Monday back at 118p ??

[cwa1] 16/6/2021 17:07

I don't follow the volume here particularly closely but that looks like a fairly high volume traded. Yes?

[chucko1] 08/6/2021 14:04

O happy to pay a dividend yield of 4.0% to its shareholders. SUPR currently at 5.0% so it's nice to see O buying assets at prices rather higher than those I suspect SUPR needed to pay the past few months.

O have 6% of their assets in the UK, the other 94% being US. It's not as though they don't know their UK stuff.

[williamcooper104] 08/6/2021 11:57

Henley investments have just flipped a London Tesco 100k store They bought it in q1 2020 for £52m and have sold it to O (Reality Income - a $50n US REIT) for £70m

[ramellous] 07/6/2021 14:05

I think SUPR is still locked away in the Specialised sector. No idea why.

[williamcooper104] 07/6/2021 12:23

It's very much in that lock away and take income bucket for me - but I would still expect a reasonable capital gain as it re-rates closer to urban logistics and inflation rental increases kick in But I'm not bothered if that doesn't happen or doesn't happen too much There ought also to be a re-rating as SUPR gets larger, and gets into more ETFs/indexes

[williamcooper104] 07/6/2021 12:20

I dumped PHP for SUPR too - clear relative value advantage and reduced BBOX - have been adding to EBOX and ASLI as think there's more last mile mileage in Europe

[jonwig] 07/6/2021 12:02

chucko - fair question! When I was much younger I had a fixation about "buying at the bottom", and this has never really left me, despite being told it's a poor strategy.

In some sectors, it's proved useful - uranium, renewables, sheds, etc. In others it's led me to miss chances in such as big tech.

[jaws6] 07/6/2021 11:55

this info is good .

[jaws6] 07/6/2021 11:47

I have seen 3 big tesco and 1 SBRY doing this to use car park space FOR redeveloping sites of existing stores into mixed use schemes to create new 1000 homes in ILFORD,GOODAMAYES ,no one has picked up on this ,wonder what value it will bring to SUPR .

[chucko1] 07/6/2021 11:40

Jonwig, why not?

I thought the same about WHR and BBOX and SHED and PHP many pence ago and I have been gradually selling. This is significantly cheaper, in my opinion, by comparison.

Probably bought all I need to now, with my last purchase at 115p.

[petewy] 07/6/2021 10:51

It is a solid income play for me. The share will rise with the dividend.

[jonwig] 07/6/2021 10:31

There are no bears in this neck of the woods!

But would I be a buyer at this price? Not me.

[financeguru] 07/6/2021 10:14

is there anyone out there that does not think that this is a "lock it away, and enjoy the income" play?

Interested to hear other thoughts!