Supermarket Income Reit Share Discussion Threads

[wall street trader] 13/3/2024 08:50

There is nothing to see here today - long term winner any drop just add

[unastubbs] 13/3/2024 08:44

market not exactly thrilled with these "excellent" results.

[unastubbs] 13/3/2024 08:43

#1897 - definitely an issue for me thank you.

[wall street trader] 13/3/2024 08:01

This drops today am adding - no one is going to stop eating - long term winner and income stream

[spectoacc] 13/3/2024 07:54

BN say they missed on rent, but then BN say a lot of things. Looked fairly good to me (not currently a holder).

[rimau1] 13/3/2024 07:47

This is a complete non issue at 0.97 coverage and likely to improve during H2. Results are excellent and its the bottom of the cycle in terms of portfolio valuation (they note the independent valuation was timed when yields were highest during Q423), balance sheet has room to fund accretive deals, all good. Tuck away 7.6% and forget

[unastubbs] 13/3/2024 07:08

dividend still not covered though

[igoe104] 13/3/2024 07:06

Good update, 10% increase in rent...

[panshanger1] 09/3/2024 13:48

Thanks for that Have a reasonable position here now so fingers crossed for the interims

[unastubbs] 09/3/2024 10:10

heads up - results on weds :)

[panshanger1] 06/3/2024 13:13

Healthy volume going through here

[campervan1] 01/3/2024 13:22

Just wondering if anyone else is having a problem with prices returned from the STOCK function in a spreadsheet. I use MAC Numbers. About 20 of my stocks are showing a price that bears just a passing resemblance to the actual price. Curiously, all of these happen to be ITs. SUPR, BBOX, BSIF, NBPE, BIPS to name but a few. Not noticed this happen before. Any ideas or is this a habitual thing that'll just pass?

(I've read somewhere that the prices come from Yahoo Finance, but they seem correct.)

[jong] 28/2/2024 18:00

I'm sure I read somewhere that SUPR are introducing high speed EV chargers at a lot of their owned supermarket sites. Not sure how this will affect SPhttps://www.zap-map.com/news/osprey-partners-supermarket-reit

[scruff1] 25/2/2024 16:12

Its share price is down 9% since this time last year. So it owes me 1% !!

[skyship] 25/2/2024 15:17

SUPR joins the club of 8%+ yielders: AEWU, CLI, EBOX, NRR & RGL.

[essentialinvestor] 23/2/2024 15:03

Yup, wondering if I'm missing something on this...more competitive environment for acquisition of assets going forward...

They might attract a bid?, if so.

[m_kerr] 23/2/2024 09:20

i would have thought the share price would have got moving by now.

locking in what is now a near 8% fully covered yield backed up by long term leases and relatively low gearing sounds to me like a very solid (if unspectacular) long term investment.

[essentialinvestor] 22/2/2024 09:26

Limper than a vicar's handshake atm
Bought a few.

[richtea2517] 19/2/2024 13:09

Tilney Bestinvest

[richtea2517] 19/2/2024 13:08

Ha ha Yeah She was pretty tired of me by the end of the call - think I said it's disgraceful Oops

[cwa1] 19/2/2024 13:06

Which broker is it? Even Barc and Halifax would NORMALLY have coughed up by now

PS: Feel free to point out that every other broker on the planet has already paid!

[richtea2517] 19/2/2024 13:03

lolAll held on XDQuite a lot of them Yep I've already had a rant today 'Beyond our control'...

[cwa1] 19/2/2024 13:00

You should have it already. Double check you held the shares on XD day first and that you've looked in the correct account :-) Then message your broker and ask where it is!

[richtea2517] 19/2/2024 12:58

Still waiting for my divi !!Thoughts gents?

[williamcooper104] 16/2/2024 18:12

Market rents are now likely higher than passing rents - so lease expires shouldn't be too worrying (indeed possible upside) PHPs assets have seen their WALTS run down (from memory around 10 years now) without too much notable impact on valuations