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Share Name Share Symbol Market Type Share ISIN Share Description
Tritax Big Box Reit Plc LSE:BBOX London Ordinary Share GB00BG49KP99 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -7.00 -3.13% 216.80 217.40 217.60 224.80 216.20 223.40 5,688,079 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 194.5 449.5 26.3 8.2 3,731

Tritax Big Box Reit Share Discussion Threads

Showing 1101 to 1125 of 1700 messages
Chat Pages: Latest  56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
08/1/2020
20:49
IC wrote this back in September. Development rather than just renting does tend to carry a discount. ... received shareholder approval in November 2018 to increase its maximum exposure to land and options over land from 10 per cent of its NAV to 15 per cent of its gross asset value, of which 5 per cent can be invested in developments where no tenant is in place. As of 30 June its exposure to land and speculative developments was 11 per cent of its assets. Having exposure to development increases the risk profile of the trust. “Investors should be aware that the trust’s increased engagement in more speculative development will increase the risk profile of the strategy, and that this heightened risk may need to be reflected in position sizing within [investor’s] portfolios,” say analysts at Killik & Co. “However, the forecast of higher returns from development projects are expected to compensate shareholders.” NAV was 150p at 30/06, and the trouble with a discount is that they can't raise funds via new equity. Also a LTV of 33% is a bit on the high side, but the divi is fully covered.
jonwig
08/1/2020
20:13
Not sure why folk think this is fully valued. NAV £1.60 and a dividend yield of 5% would suggest otherwise. I always add at these levels and have been in and out of this stock for years. Buy the dips, this is not out of favour just a short term dip. I added more today and will continue to do so if it falls further.
rimau1
08/1/2020
15:09
Wigan strategic logistics scheme Symmetry Park looks set to go ahead: A strategic logistics scheme in Wigan looks set to go ahead as council officers have recommended approval ahead of a committee meeting. The plans, submitted by developer Tritax Symmetry in August 2018, will be put to Wigan Council’s planning committee on January 14.
mcdougall1
08/1/2020
09:14
Yes, needs more clarity before I commit.
2vdm
08/1/2020
08:54
Out for the moment. Seems other similar are more favoured.
johnrxx99
07/1/2020
09:21
This share looks fully valued with a good yield but for the boards aspirations is under capitalised so each time we have a sustained share price new capital is issued close to market to clear borrowings and allow further property purchase and deals. Looks to me the Funds managers control the speed of further development. The sector they are in is well in demand I just lost Hansteen to a takeover bid and M&g have offloaded £54m of their warehouse portfolio but while I’m happy with the yield I’m guessing there are better candidates For a capital gain.
ugandalad
07/1/2020
08:58
There was a trading update 31/01/18 and 17/01/19. Need to see one this month for reassurance that all is well.
tyranosaurus
06/1/2020
16:31
wtf. warehouse reit and urban logisitcs reit are going up while this is going down but they are exactly the same businesses warehouse reit and urban logisitcs reit are up 10% since july big box reit is down 10% since july something isn't right wtf
kev0856153
06/1/2020
16:29
a fall of not insignificant proportions i took a wedge
kev0856153
21/12/2019
08:59
PGGM Listed Real Estate PF Fund 4.95% -----> 3.87%.
skinny
20/12/2019
08:01
Another fund raising coming perhaps explains recent weakness?
gswredland
19/12/2019
12:21
Not really - they have traded sideways for a long time. They’ll be another opportunity to sell at 155 - just a question of when. Expectations are personal... I might be wrong!
nimbo1
19/12/2019
12:01
With respect nimbo1 your last post is somewhat contradictory. Difficult to marry up "expect" and "hope".
grahamburn
19/12/2019
10:57
bought some more - expect them back at 155 in short order...I hope...
nimbo1
17/12/2019
12:38
True, I just see as a high interest rate savings account - and I always sell above 155!
nimbo1
17/12/2019
08:55
No - I suspect it may have benefitted pre election as being a relative safe haven, and some of that may be rotating out into more 'risk on' assets. That said I did see in the TRY report that they were not favouring the big box distribution sites.
belgraviaboy
17/12/2019
08:39
anyone else concerned this did nothing in the recent dash into UK assets? In fact the price has gone down...
nimbo1
14/12/2019
14:37
Featured in today's Telegraph Money supplement as the Fund of the Week. Might spread the word more, gives a list of their top ten acquisitions/investments, with the North East & East Midlands being their biggest activity regions.
blueliner
13/12/2019
09:36
Took some more myself, hold for income All going to plan by the looks of it Https://www.ianvisits.co.uk/blog/2019/12/10/watch-a-power-station-demolition-2
cheshire man
11/12/2019
16:06
I’m looking for a top up to!
gswredland
11/12/2019
12:57
Topped up with a few more at this price.
tyranosaurus
10/12/2019
17:20
A small update on progress on this development. hxxps://www.ianvisits.co.uk/blog/2019/12/10/watch-a-power-station-demolition-2/?fbclid=IwAR1bnGXSXHAlBPQkQ-8XiAqwhlcNvtlkCmjx9EO3AMXet_vSGkpWlzC4MNw
greatgiginthesky
08/12/2019
11:30
A brief mention :- M&G Property Portfolio: investment trust values soar as fund crisis bites.
skinny
29/11/2019
16:12
too early!
nimbo1
27/11/2019
16:19
bought back...
nimbo1
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