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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% 122.25 122.00 122.50 122.25 122.25 122.25 267,396 07:33:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 0.0 82.0 12.6 9.7 1,204

Supermarket Income Reit Share Discussion Threads

Showing 576 to 600 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
05/10/2021
15:35
Has anyone been in touch with II to see if they are offering it to their clients? I've sent a message but haven't heard back yet
cwa1
05/10/2021
15:15
Just had a message from HL saying I can buy on its platform, in batches of 1000.
brexitplus
05/10/2021
13:20
As an existing shareholder, I'm waiting to see if I'm given the option to apply through the Offer for Subscription which was announced at the same time as the placing but so far heard nothing from my broker. If nothing comes forth I will most probably top up via PrimaryBid.
ec2
05/10/2021
10:15
I can't see myself applying at the moment via PB. I need to hold these within my ISA or SIPP and I'd also need to know how many I'd get. I don't want to apply for say 10k and end up with 6k if it was scaled back. If there was more of a premium then perhaps I'd be more interested, but of course its in the current shareholders interests (who should be the priority) to keep this as small as possible. Seems a decent hold as an investment. I currently have about 25k in SLI & UKCM with the former at a bit of a discount to NAV. We all need some diversification.
dr biotech
05/10/2021
06:34
The prospectus makes it clear that this is also an intermediaries offer, so it could be worthwhile checking with your broker if they are participating. This would be the only way to get a smooth application direct into your ISA. A second way (if you aren't a PB member) is to fill in the application form in the prospectus - minimum 1,000 shares - and get a certificate or CREST deposit. The third way is PB. The closing date appears to be 18 Oct for all paths. The pricing looks tight, as others have said. Personally I didn't intend applying anyway, but might have been tempted by a bigger discount than was offered.
jonwig
04/10/2021
21:54
Hi bluntnib, think one comment you made isn't fully right in that there is a route to avoid costs, so will not be incurred anyway. If you buy via the PB in a SIPP you will not incur any dealing or stamp duty costs and just pay for the shares at 115p. So there are ways to take part in this placing without incurring the costs. I took part in the October 2020 placing at 104p in the same manner and incurred no costs at all apart from the placing price for the shares. I've also received the same corporate action statement as Bscuit and no dealing charges is declared. Now you make the valid point to just watch out for the share price when SUPR goes ex-div this week. If it dips below 115p enough then those dealing & stamp duty costs could well be covered with a price below 115p to buy, subject to how many shares you want to buy and how far below 115p the buy price is to cover those costs. If that happens I expect it to be short lived as buyers take up a temporary market opportunity. Occasionally I have seen that to be the case if it does occur but just do not expect the SUPR offer price to drop below 115p ex-div. I suppose I'll find out on the 7th!
perfect choice
04/10/2021
16:05
We hold through AJBell and have been alerted.
bscuit
04/10/2021
15:44
Dr Biotech - unlike some of the other blink-and-you'll-miss-it offers on PrimaryBid this one's open for another two weeks. If by chance the shares pop up back nearer to pre-offer levelsduring that time then it might make sense to buy via PB at a discount. Alternatively, if they drop below 115p - and bear in mind they go ex-div this week - then if you fancy their prospects then just buy directly in the market. Yes that will incur extra stamp duty and dealing costs but you will incur those anyway - plus spread - if you buy via PrimaryBid and do a 'put-through' trade to your ISA or SIPP.
bluntnib
04/10/2021
12:22
I've got the primary bid app. Only had it a couple of weeks and haven't subscribed to anything yet. It is linked to my share dealing account which is with the Halifax (not ISA/SIPP). It seems you can link it to most common accounts (it only takes a few mins to set up). Offers so far have been mainly for trusts and a couple of others that I didn't particularly fancy. It does seem to allow your average punter a chance to get in at the same level as institutions which can only be a good thing. As has been pointed out on here there doesn't seem to be any benefit in using the App for this issue, and given I keep the high yielders in the ISA theres no incentive.
dr biotech
04/10/2021
12:18
The red book NAV includes purchasers costs of 6.8 percent (mostly SDLT) Your costs are just 0.5 percent stamp, bid/ask and a broker commission The best performing REITs have long traded at a premium to NAV
williamcooper104
04/10/2021
11:56
It's a strange one this. Why pay above NAV for shares? Still there are a lot of weird anomalies like this around.
brwo349
04/10/2021
11:47
Bid/ask spread and stamp duty Other than that looks right
williamcooper104
04/10/2021
10:30
You are dead right.
chucko1
04/10/2021
09:53
Given SUPR goes ex-div on Oct 7 - which will lop 1.49 off the shares - and subscribers will not be entitled to the div, then the current price of 116.5 is pretty much on par with the issue price of 115. Or have I got that wrong?
bluntnib
04/10/2021
09:28
I saw the use of the word "exclusively" in the context of the PrimaryBid RNS, but the word was used ambiguously as it might have indicated that the way of applying through PrimaryBid was the exclusive use of their APP. The intermediaries may be referring to those advising people who must still use PrimaryBid. The previous offer was exclusively PrimaryBid.
chucko1
04/10/2021
08:43
Unless I've read it wrong, there's an intermediaries offer, too. It's not yet on my broker's list (ii) but I expect it to be soon. (Not all brokers will get involved.)
jonwig
04/10/2021
08:41
How can I make this work with HL.
brexitplus
04/10/2021
08:25
So Primary Bid again is the only mechanism for PIs to directly participate in the Offer. ISA and SIPP holders will have to use the secondary market instead.
drg
01/10/2021
16:17
Anyone know about tax in SIPPS ? The dividend here is part PID part normal div. PID has 20% withheld but non PID is paid gross. Is this correct and can you reclaim the tax? Thanks in advance
nitnia
30/9/2021
08:03
Call me cynical but from a chart perspective it all makes prefect sense now, including the spike closes at 125 and 117.
drg
30/9/2021
07:44
Yup, I had thought that they would wait a while until they had a need for a further raise. This looks like the raise of all raises! I expect the offer to be heavily oversubscribed and a serious dent put in the limit of the upper amount of £450mn. That is about £650mn of buying power at target LTV. For one, I will be buying loads at 115p.
chucko1
30/9/2021
07:40
From Proactive Investor Yesterday SUPR trades at a 3.1% premium to the wider UK real estate sector and yields 4.9% Supermarket Income REIT PLC - continues to be driven along by strong sector tailwinds says Berenberg, which reiterated its share price of 135p and 'buy' recommendation on the grocery chain landlord. Today The grocery-focused real estate investment trust has identified eleven properties that would fit its portfolio. Supermarket Income REIT PLC (LSE:SUPR) announced plans to raise £100mln via a placing and an offer for subscription. Shares will be placed at 115p each, a 4.2% discount to Wednesday’s closing price and a 6.5% premium to the company’s last reported EPRA NTA per share as of 30 June. The grocery-focused real estate investment trust will use the cash to make more acquisitions, diversify its portfolio and capitalise on its strong position in the UK supermarket market. The firm’s investment adviser, Atrato Capital, has identified opportunities including four assets with a total value of £180mln, with three of them currently under exclusivity and an additional asset in advanced due diligence. It has also found a pipeline of seven assets with a total value of £420mln that meet the group's acquisition criteria. Supermarket REIT said the proceeds of the placing will allow it to buy some of the target assets, and if it raises more cash it will consider buying more assets on the pipeline. "The sustained growth in grocery sales, including the increased penetration of online, is driving value creation in the supermarket investment market,” said chairman Nick Hewson. “The company has carefully grown its portfolio to over £1.4bn through selective and accretive acquisitions, whilst delivering investors a stable and growing income return.”
brexitplus
30/9/2021
06:56
shareprice already written down by brokers by 2.5p
financeguru
30/9/2021
06:40
Snap them up
williamcooper104
30/9/2021
06:38
Where does that leave us?
brexitplus
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
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