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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 | Shares Traded | Last Trade
|
|
|---|---|---|---|---|---|
| -0.60 | -0.89% | 66.80 | 4,066,762 | 16:09:13 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 66.70 | 66.90 | 67.10 | 65.50 | 67.10 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Real Estate Investment Trust | 114.67M | -21.18M | -0.0170 | -39.12 | 839.97M |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 16:11:30 | O | 1 | 66.70 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 29/1/2025 | 15:45 | UK RNS | Supermarket Income REIT PLC FITCH REAFFIRMS INVESTMENT GRADE RATING |
| 27/1/2025 | 09:00 | UK RNS | Supermarket Income REIT PLC Holding(s) in Company |
| 20/1/2025 | 12:15 | ALNC |  DIRECTOR DEALINGS: Vp chair and Safestore CEO each invest GBP500,000 |
| 20/1/2025 | 07:00 | UK RNS | Supermarket Income REIT PLC Director/PDMR Shareholding |
| 16/1/2025 | 10:25 | ALNC | IN BRIEF: Roger Blundell joins Supermarket Income REIT board |
| 16/1/2025 | 07:00 | UK RNS | Supermarket Income REIT PLC Appointment of non-executive director |
| 09/1/2025 | 07:00 | UK RNS | Supermarket Income REIT PLC Dividend Declaration |
| 23/12/2024 | 07:00 | UK RNS | Supermarket Income REIT PLC Director/PDMR Shareholding |
| 20/12/2024 | 13:12 | ALNC | DIRECTOR DEALINGS: Bank of Georgia exec, AJ Bell CFO, Yu director sell |
| 20/12/2024 | 07:00 | UK RNS | Supermarket Income REIT PLC Director/PDMR Shareholding |
Supermarket Income Reit (SUPR) Share Charts1 Year Supermarket Income Reit Chart |
|
1 Month Supermarket Income Reit Chart |
Intraday Supermarket Income Reit Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 30/1/2025 | 16:18 | An income play | 2,629 |
| 09/1/2025 | 11:46 | Upcoming Event: ShareSoc Growth Company Seminar with HVPE, SHEP and SUPR | - |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
|---|---|---|---|---|
| 16:11:30 | 66.70 | 1 | 0.67 | O |
| 16:09:13 | 66.80 | 4,300 | 2,872.40 | AT |
| 16:09:13 | 66.80 | 353 | 235.80 | AT |
| 16:09:03 | 66.80 | 1,980 | 1,322.64 | AT |
| 16:09:03 | 66.80 | 278 | 185.70 | AT |
| Top Posts |
|---|
Posted at 30/1/2025 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 67.40p.Supermarket Income Reit currently has 1,246,239,185 shares in issue. The market capitalisation of Supermarket Income Reit is £828,749,058. Supermarket Income Reit has a price to earnings ratio (PE ratio) of -39.12. This morning SUPR shares opened at 67.10p |
Posted at 24/1/2025 20:20 by wilwak 1Knocker…. There’s certainly not much excess dividend cover if any.The earnings are enhanced by the gearing. The biggest risk is that the cost of borrowing increases. Looking at the likes of RECI too it seems the market currently wanting 9%+ on such shares so SUPR price is consistent with others. |
Posted at 21/1/2025 21:00 by chucko1 I am not saying anything about the "general movement" - rather, I am saying that the loss of 1.4p despite a positive day for Gilts suggests some external factor had an effect which is likely transient. Were it to be the future refinancing that is the "cause", today was not a day to amplify that concern.In any event, on the refinancing, things are looking worse than they did 6 months ago, but only by 30bps out of a likely future rate of 5.75% (using today's levels). I have always assumed that they are OK unless funding rates are above 5.5% in which case they will struggle to cover the dividend. But even a temporary 90% div cover is worth at most 2p off the share price (i.e. the hit to capital by paying the full dividend for 3 years). I see their recent moves to rebase IM fees on share price as being a significant nod to that risk, but the recent frequent insiders' share purchases by people who really know rates suggests they are quite comfortable with the outlook. Far more than Mike Prew appears to be! Again, anyone have sight of the Jefferies update? Previously, I had assumed that they were concerned on rates, but it turned out that their bear thesis was based solely on rental growth (or lack of). |
Posted at 21/1/2025 20:53 by nickrl @bend1pa a lot of push pull on prices with NI rises from April offset by oil & gas looking like it will retreat in light of Trumps "drill baby drill" mandate. Also its pretty clear UK economy isn't going anywhere fast this year and with Bailey and Reeves wedded at the hip he will oblige with a qtr point cut next mth is my guestimate. So whilst SUPR are undoubtedly facing increased interest costs they have very little to refi in 2025 and could stick it on the RCF if necessary and wait out interest rate drops. Theres a biggish loan in 2026 but thats already costing 4.29% so even 5.5%ish on todays swap rate+margin interest rate will be offset by the RPI adjusted rental increases. So divi probably not going up anytime soon but it can be covered is my take. The other risk is whether one of the lesser chains (Morrisons/ASDA) decides its going to have to do some sort of reconstruction and whilst its not going to break them it will do enough damage to force a modest divi cut. Other upside is the inv mgt fee is effectively based on share price so we are winning there.Already have plenty here and reinvest every divi but even with my bullish assessment not sure we've yet found a bottom but that 9% is tempting but then so are a few others. |
Posted at 08/1/2025 18:28 by mwj1959 pogue...it wasn't the level so much that mattered in the Liz Truss debacle more the speed of the move. The 10yr went from just under 2% on 1 Aug to 4.4% on 10 Oct, so more than a 200bp move in a couple of months. This time around we've done c.100bp in around 4 months, so half the move in twice the time. Still a concern, but I would suggest less so than with the Truss move. Clearly, if yields continued to rise substantially from here, however slowly, it would be worrying for a whole host of reasons. There would more than likely be a 5 at the front of the SUPR share price in such circumstances. |
Posted at 20/12/2024 12:27 by williamcooper104 Yep Yesterday SUPR fell a little more than PHP and a little less than LMP It can't be pure duration as the movement in share price is greater than a few basis points on gilts so suspect it's more anticipation of less general market demand for REITs relative to fixed income |
Posted at 09/12/2024 11:39 by williamcooper104 The JSA listing is because South Africans are subject to capital controls and so buying SUPR which they are allowed to do when it's listed there is a good way of effectively getting around them/getting non rand exposure Quite a few UK REITs are listed on the JSE This isn't about buying assets in South Africa The share price is at a discount to NAV but that's not usual in this market |
Posted at 09/12/2024 11:26 by laurence llewelyn binliner #fenners66, my thoughts turned to are they positioning ahead of expansion into the SA market, which led me to then look at Carrefours global footprint, and are they looking to add there..? something SUPR could provide..?I have picked up a few here now over recent weeks for the c9% return, the share price weakness could mostly be about interest rates, but we do not need to refinance anything until 2026, current weighted average debt is at 3.8% |
Posted at 09/12/2024 11:13 by fenners66 Everyone,I read about SUPR on another high yielding board maybe a couple of months ago. I took a brief look at the last accounts at the time and the business seemed sound and of course there is that yield. However I asked a few questions - on that board - from the posters that drew my attention to SUPR. The main one I remember was , why list on JSE? There was no reasoning that I found in the accounts , so I noticed the news item this morning and thought great now we get an explanation... But we don't. I mean given the have bought French assets , you can see a link to listing in France... but not SA. That's why I had asked whether it was a preliminary move prior to buying assets in SA and the possible future risk that entails. I see the above attempt to justify the listing - easier for SA to buy shares...I have to say is there a particularly strong % of SA shareholders already ? Are some of the board members S African ? Surely just making it easier for another countries citizens to buy the shares is not the reason? I mean there are many stronger countries - like say US. I put them on the watchlist - hence the news feed - but I would want a more credible reason that puts an acquisition of SA assets off the table. I note the share price has declined steadily over the last few years whilst Tesco has done well, so the market is worried about something. Can it just have been about higher interest rates? |
Posted at 20/11/2024 12:59 by chucko1 CC, I would say that a lot of what you wrote in #2391 is bang on the mark. However, if you are going to make what is tantamount to an interest rate play, recall that Ben Green and Steve Windsor are more experienced in this field than ANY OTHER REIT manager.But it is not interest rates on their own, but rather, the relationship between relevant inflation and interest rates. In that respect, we have moved since 2022 from long term inflation yields (SUPR mimic this) rising from -250bps (quite absurd) to +125bps or so. Ceteris paribus, that has rerated SUPR from very expensive to pretty cheap. Cheap things can get cheaper, but my own inflation and IR projections (using today's curves, and I have been doing this for ages prior) indicate that dividend cover will be tight but >1.0x, and incremental measures such as market value management fees and in-house service provision as well as increasing yield spreads via EU purchases reflects equal concern from management. However, I see c. 9% as excellent compensation for this blend of long-term risks/opportunities. On this issue of Blackrock's variation in holding, I would read literally nothing into that. It could arise from a variation in a short or modification in a third party total return swap, whether referencing SUPR or perhaps an index including SUPR - or one of a hundred other reasons. Blackrock tend to act as a lender of stock on many issues, simply because they are bound to be long term holders in order to hedge their sales of index-linked products and other relevant securities. |
Posted at 01/11/2024 09:01 by laurence llewelyn binliner 1Knocker, interesting comment as always, I have had EBOX/BBOX/SUPR on my radar for 2024 and trying to pick the safest place for sustained dividends to build a position.Progressive dividends here in year 7 with the share price under pressure from increased debt interest from refinancing off the next to ZIRP low was always going to get more expensive, near term that will not change as it cycles through, but I have yet to try and break down their debt and renewal points with corresponding cost increases, I was using the share price to tell me that.. :o) c71 pence entry does look good value for 6 pence income for 2025, share price has been pretty flat for 18 months.. Our new Gov tax/borrow and spend policy is going down a treat.. |
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