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SUPR Supermarket Income Reit Plc

0.10 (0.12%)
08 Dec 2023 - Closed
Delayed by 15 minutes
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 Shares Traded Last Trade
  0.10 0.12% 80.30 2,007,240 16:35:29
Bid Price Offer Price High Price Low Price Open Price
80.50 80.80 81.40 79.60 79.60
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Real Estate Investment Trust 101.76M -144.87M -0.1162 -6.93 1B
Last Trade Time Trade Type Trade Size Trade Price Currency
18:09:05 O 7,965 80.299 GBX

Supermarket Income Reit (SUPR) Latest News (1)

Supermarket Income Reit (SUPR) Discussions and Chat

Supermarket Income Reit Forums and Chat

Date Time Title Posts
07/12/202313:34An income play1,833

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Supermarket Income Reit (SUPR) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2023-12-08 18:09:1380.307,9656,395.82O
2023-12-08 17:56:1180.757,4005,975.72O
2023-12-08 17:56:0380.903,7002,993.41O
2023-12-08 17:36:0080.7215,54612,549.20O
2023-12-08 17:10:5280.901,5991,293.61O

Supermarket Income Reit (SUPR) Top Chat Posts

Top Posts
Posted at 09/12/2023 08:20 by Supermarket Income Reit Daily Update
Supermarket Income Reit Plc is listed in the Real Estate Investment Trust sector of the London Stock Exchange with ticker SUPR. The last closing price for Supermarket Income Reit was 80.20p.
Supermarket Income Reit currently has 1,246,239,185 shares in issue. The market capitalisation of Supermarket Income Reit is £1,003,222,544.
Supermarket Income Reit has a price to earnings ratio (PE ratio) of -6.93.
This morning SUPR shares opened at 79.60p
Posted at 07/12/2023 13:34 by cc2014
SUPR is not the only stock that has responded rather oddly by falling whilst the risk free rate has fallen. There are plenty dotted around my monitor.

I always like to look for reasons but sometimes there isn't an explanation. Only thing I can come up with is that it's a shift from risk off (SUPR is highly defensive) to risk on
Posted at 07/12/2023 09:29 by chucko1
The TSCOLN 10 year bonds are yielding around 5.2%, which is a recent low. Not only has the Gilt rally assisted this, but the credit spread is now at its lowest for a number of years.

Strangely, the continued Gilt rally has seen a sell-off on SUPR and it has moved from expensive(ish) to cheapish. Did not take long. Adding once more.
Posted at 16/11/2023 13:35 by riverman77
Each to their own, but I think you have to be nimble and capture the opportunities that become available. This is especially the case in smaller UK companies where the share price moves can often be quite irrational.
Once out of curiosity I looked at my portfolio positons from 5 years ago and saw how they would have performed if I'd not touched them at all - the results weren't great and would have been far, far below my actual returns. Makes sense, as I was able to get out of companies that I saw were going to face some sort of problem, and buy things which looked more obvious bargains.
Posted at 15/11/2023 09:24 by chucko1
Last time 10 yr Gilts were at the current yield (around mid May 2023) SUPR was 7% lower than the current price.

Others, such as NESF, GABI and GCP (there are others) were around 20% higher.

Long term, SUPR is great, but I think it has jumped the gun a little - certain relatively (if it is possible to jump the gun "relatively"?)
Posted at 03/11/2023 10:20 by chucko1
Now, as bullish as I have been on SUPR relative to other things (mostly ITs), I sold a few this morning. At a yield of 7.4% and unlikely to grow its dividend meaningfully the next year or two, I see a risk free 5.44% as decent compensation. And some other special situations.

Add to this the apparent change in mood over rates backed up by inflation beginning to behave itself, and further by comments from Powell about the extra tightening resulting from the recent move higher in UST10yr and further, the declining concerns of a recession (arguable), then some of the stand-out points supporting SUPR are slightly weakened and other alternatives (not just 5.44% in MM) are strengthened.

Being 62% in cash (well, I was until the rally in ITs, so perhaps nearer 60% now), I can buy this stuff back even at a higher price if I see a clear path to 3% to 3.5% 10yr Gilts resulting from clear signs of BoE loosening. Still see moderate further widening in real yields in the UK, although now buying US linkers in 2053 vintage.
Posted at 28/9/2023 14:57 by nimbo1
FFS can the share price stop dumping and just stay still - pretty please?!
Posted at 15/9/2023 07:13 by chucko1
... and with "accordion" option to increase.

It looks to me as though they have used the shape of the yield curve (lower forward rates) to lessen the future hedging and net income risk. It is also worth commenting that they were former capital markets people, and not real estate people.

Just saying.

... and the share price rallies a little on this, although it was staring all investors right in the face. The ability of SUPR to manage their balance sheet in an intelligent manner, as well as the underlying collateral, is a reason why this is my largest holding.
Posted at 18/7/2023 12:20 by cc2014
I would guess it's in the nature of a bear market due to the constant outflow of cash from the market, either from QT or switching into less risky investments.

It's not so much the selling that's the issue it's more than investors don't immediatley pile and scoop up the "bargains", becuase for most funds they are seeing outflows and managing what they want to sell. It's possibly even less thought through for the ETF's where they will most likely just sell a bit of everything they own.

To get a share to recover when it's been bashed about either an assuring RNS is required or the share price has got to be perceived to be low enough to incentivise a fund to sell something else. That takes time. Especially when there are lots of other options to consider.

There's also the greed factor. I'm pretty sure 73p is a good price for SUPR but maybe just maybe if I wait I'll get 68p, but even then I'm going to most likely have to sell something else so I'll have the churn to factor in.
Posted at 23/6/2023 15:26 by chucko1
Not today!

But consider this: my 9 year swap 3 year forward as a proxy for SUPR's next funding regime is now precisely the same as it was a month ago. The share price is now down from 84p to 71.7p (where I just added).

SUPR, should they wish, could lock in their next funding! Well, it would not make sense to do so, but it illustrates the point. I suppose pain can get worse than this, but it certainly smells like panic to me considering the trashing of all and sundry in RE space. Even if 65 was likely, adding at this point makes total sense. I slowed down as we moved through the 90s and 80s, but these mid to low 70s should prove a long term blessing.

Also added to SOHO and SREI.

Consider this also - RECI has moved nowhere the past days and is regarded, basically, as devoid of interest rate risk. Duration of 1.9 years. Do we therefore surmise that SUPR DOES have IR risk as it has suffered (recently) together with those that are regarded as having duration? Fine, until you realise that the IR risk that SUPR has has actually moved in its favour the past few days. This is an indication of market irrationality and it generally pays in the long run to take advantage of it.

But I am still trading with my risky basket of 40% and not moving any of the MM fund assets, no matter the lower prices! That said, little ammo left within the 40%!
Posted at 20/6/2023 10:30 by chucko1
This is what, it might be argued, poor understanding of value looks like:

Over the past month, 3 year GBP swap rates have risen 102bps and 12 year swap rates have risen 38bps. This means that then forward 9 year swap rate has risen close to 16bps. And over that period, CDS on Tesco has fallen 2bps, so supermarket credit risk basically unchanged. And for all that, the share price of SUPR has fallen from 84p to 76p.

So a theoretical increase in their refinancing rate of 14bps has taken 9.5% off their stock price. I am happy to take the opposite risk!

I know I am sort of repeating myself, but I was repeating myself when I expressed concern about long-dated linkers at a real yield of -250bps and little notice was taken (the share price was around 120-130p at that time). More notice appears to be taken concerning base rates which I would argue is hogging the bandwidth.

I am not arguing for a quick bounce as there is likely too much blood around for that, but waiting is now rewarded with very close to 8% yield on a long duration.
Supermarket Income Reit share price data is direct from the London Stock Exchange

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