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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
  0.50 0.42% 119.50 119.00 119.50 119.25 118.75 118.75 6,425,451 16:35:05
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 1,177

Supermarket Income Reit Share Discussion Threads

Showing 476 to 498 of 675 messages
Chat Pages: 27  26  25  24  23  22  21  20  19  18  17  16  Older
DateSubjectAuthorDiscuss
24/6/2021
09:27
I think that's right, huge sale and leasebacks won't crowd the market given the oceans of institutional capital, and it does offer scale opportunity for SUPR (in fact if anything it's the opposite, there's plenty of institutions who do not want to painfully build up a portfolio of £50m assets but who would jump into a £1bn sale and leaseback so you could actually see further yield compression) The lease contracts might have change of control on a lease guarantor, but an acquisition of a PLC/topco ought not to trigger that
williamcooper104
24/6/2021
09:16
Agree with your second point so if the bid is successful there could be more Morrisons stores on the market. Regarding others in play however, who do you mean? Asda already gone, Sainsbury backed by middle eastern sovereign, so just Tesco? Second tier? Aldi, Lidl, M & S, Co-op? Again all no for a variety of reasons
makinbuks
23/6/2021
14:43
Although I think they own only three MRW stores, all s'mkts are in play, potentially. There are probably clauses in the rental agreements regarding change of ownership. So, would this be positive or negative for us? Neutral, I think. Second factor: PE doesn'r want to own stores (dead money) it wants sale-leaseback. I think this would be positive for us, as it provides a ready increase in portfolio size. If so, another equity raise could be on the cards.
jonwig
23/6/2021
13:48
You may end up with other more than 5% if the overall targets they have set are met. That would be an IRR of circa 9% or so. It will take a bunch of time, but that is something one comfortably has with this most boring of stocks. That would be 12x the current 10yr Gilt yield. Not so boring, after all.
chucko1
23/6/2021
13:05
I use SUPR to balance my portfolio and pick up 5+% in the process. Yes, boring is good.
brexitplus
21/6/2021
09:40
Oh, indeed chucko1. I agree wholeheartedly with that sentiment, I quite like boring in some things!
cwa1
21/6/2021
09:35
Yes, but "boring" is interesting for the portfolio.
chucko1
21/6/2021
08:03
As expected back to normal boring, steady, stuff this morning. As if Friday's close never happened! :-)
cwa1
19/6/2021
08:28
I'll not cry when CSN normalises Thinking of exiting there and switching into lgen and PHNX
williamcooper104
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!)
cwa1
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
frazboy
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
cwa1
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
williamcooper104
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 ??
pdt
16/6/2021
17:07
I don't follow the volume here particularly closely but that looks like a fairly high volume traded. Yes?
cwa1
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.
chucko1
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
williamcooper104
07/6/2021
14:05
I think SUPR is still locked away in the Specialised sector. No idea why.
ramellous
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
williamcooper104
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.
jonwig
07/6/2021
11:55
this info is good . Https://www.proactiveinvestors.co.uk/companies/news/950088/atrato-capital-the-investment-advisor-to-supermarket-income-reit-explain-recent-rise-in-inflation-950088.html
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 . Https://www.propertyinvestortoday.co.uk/breaking-news/2021/5/btr-update--boosting-ilfords-community-and-new-sfr-scheme-in-dublin Https://www.propertyfundsworld.com/2021/04/23/299166/telford-homes-exchanges-contracts-sainsburys-new-ilford-btr-scheme
jaws6
Chat Pages: 27  26  25  24  23  22  21  20  19  18  17  16  Older
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