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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
  -1.20 -0.74% 161.00 160.70 160.80 162.80 160.10 161.60 4,385,497 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 144.3 141.2 8.4 19.2 2,748

Tritax Big Box Reit Share Discussion Threads

Showing 1276 to 1300 of 1425 messages
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
DateSubjectAuthorDiscuss
13/5/2020
12:29
Result of AGM.
skinny
30/4/2020
14:04
Given that none of the leases signed as at last AR 31/12/19 are up til 2022 and an average lease expiry is over 14 years away, that leaves the two vacant buildings as suitable sites for the PPE plan. Issue when you sign a long lease; works both ways.
dhoult12
30/4/2020
13:27
absolutely, I understand. I also understand that they have a % of non performing space that will be available for new tenants.... were you aware of that?
financeguru
30/4/2020
12:16
Wouldnt try ramping things as large as this.. wasting your time. "all the empty space that Tritax can produce" you do understand the lead time on these (often pre let) developments?....
dhoult12
29/4/2020
18:46
I read that Next are going to sell 3 of their warehouses, but that shouldn`t really affect BBOX.
tyranosaurus
29/4/2020
15:03
anyone hear the rumor that the UK government are leasing all the empty space that Tritax can produce, at full market rents, to house the delivery of all the PPE needed for the second wave of coronavirus and for the future years? Might help the share price dyor
financeguru
24/4/2020
13:28
Thanks for the link but honestly what is the earthly point in that video? Tells us almost nothing. Would rather they spent that time on other endeavors.
bagsforlife
23/4/2020
08:02
Thanks for the link - it's quite nostalgic seeing traffic on motorways :-)
skinny
23/4/2020
07:10
Short video showcasing BBOX's current portfolio (2m 5s)... Tritax Big Box: Our unique portfolio - HTTPS://youtu.be/JTV99o2vS54 "We have assembled and unrivalled portfolio of investment assets and control one of the UK’s largest and most geographically diverse portfolios of land and options over land, for developing logistics assets."
speedsgh
13/4/2020
10:51
Order, Order!
lilly 01
13/4/2020
10:24
@finance guru...well I have 38k invested in this thank you, you web toed lightweight muppet so I AM VERY entitled to an opinion.
porsche1945
13/4/2020
10:24
@finance guru...well I have 38k invested in this thank you, you web toed lightweight muppet so I AM VERY entitled to an opinion.
porsche1945
13/4/2020
10:22
This isnt a growth stock its a middle of the road (safe..?) dividend stock and its depressing how quickly the dividend has been reduced. UK likely to suffer worse than anywhere except possibly spain and italy due to three and half years of the impoverishing brexit sxxtshow, with a trashed currency and flatlining economy the uk went into this in a lot worse shape than most places, time to be shifting into US listed stocks, the s & p is where it is at, US will storm out of it with the firepower they are deploying, uk just looking at an even more underperforming market and ten years more austerity.
porsche1945
12/4/2020
13:36
They also have a nifty £500m of undrawn facilities available at a very competitive 1.1% plus LIBOR to bargain hunt with. Easing back on the dividend would be sensible so it's covered by NRI and not funded out illusory property revaluations.
nickrl
09/4/2020
16:19
Shares Mag, write up. tritax Big Box REIT withdraws dividend guidance; says portfolio largely defensive 08 April 2020, 13:20Source - SMW Warehouse investor Tritax Big Box REIT declared a quarterly dividend but dropped its payout target for the year due to uncertainty caused by the Covid-19 crisis. The company declared a dividend for the three months through March of 1.5625p per share. But it withdrew its guidance of paying dividends of 7.0p per share for the 2020 financial year. 'The high-quality nature of our portfolio, strong financial position and diverse customer base provides us with the confidence to continue paying an attractive quarterly dividend,' Tritrax said. The 1.5625p payment was a 'conservative level allowing the company to continue to deliver on its business plans whilst noting that the duration and effects of COVID-19 may be extended,' it added. Tritrax said only three of its 58 buildings currently weren't operational and that its top five customers included Amazon, Morrisons, Howdens, Co-op and Tesco. It expected that 96% of rents would be collected by the end of May in respect of advanced quarterly rental payments that were due by 1 April. That included 86% which has been collected to date and a further 10% for which alternative short-term payments were expected to follow. Discussions were ongoing with certain customers over the outstanding 4% of rent due.
igoe104
09/4/2020
16:14
Home » Reports » Broker Ratings » Tritax Big Box REIT PLC 24.5% Potential Upside Indicated by RBC Capital Markets Tritax Big Box REIT PLC 24.5% Potential Upside Indicated by RBC Capital Markets Posted by: Amilia Stone 9th April 2020 Tritax Big Box REIT PLC using EPIC/TICKER code (LON:BBOX) has had its stock rating noted as ‘Reiterates217; with the recommendation being set at ‘OUTPERFORM217; today by analysts at RBC Capital Markets. Tritax Big Box REIT PLC are listed in the Financials sector within UK Main Market. RBC Capital Markets have set a target price of 150 GBX on its stock. This would imply the analyst believes there is now a potential upside of 24.5% from the opening price of 120.5 GBX. Over the last 30 and 90 trading days the company share price has decreased 6 points and decreased 22.3 points respectively. The 1 year high stock price is 162.6 GBX while the year low stock price is currently 79 GBX. Tritax Big Box REIT PLC has a 50 day moving average of 128.77 GBX and a 200 Day Moving Average share price is recorded at 144.06. There are currently 1,706,974,948 shares in issue with the average daily volume traded being 13,145,314. Market capitalisation for LON:BBOX is £2,121,769,912 GBP
igoe104
08/4/2020
16:45
In case it was missed :- Director/PDMR Shareholding. Karen Whitworth Purchase of ordinary shares 16,000 @£1.2055.
skinny
08/4/2020
16:32
Just to clarify the management own about £10m in shares. They are steadily accumulating shares as they take part of their management fee in discounted shares. So the recent director 'purchases' are hardly a surprise but then it is also difficult to argue that they are showing a lack of confidence.
jombaston
08/4/2020
10:33
agree with financeguru. a slight dividend reduction which may well be adjusted back up when things improve. 500k is a lot of money for the management to invest.
tyranosaurus
08/4/2020
10:12
thankfully what you (Porsche) think is not very relevant
financeguru
08/4/2020
09:59
Management have only invested 500k of their own money in this at the now knock down share prices, shocking, obvi little confidence in much growth going forward, a not so great divi now reduced as well, cxxp.
porsche1945
08/4/2020
08:48
From the RNS this morning: "We expect that 96% of rents will be collected by the end of May 2020 in respect of advanced quarterly rental payments that were due by 1 April 2020. This includes 86% which has been collected to date (2019: 100%) and a further 10% for which alternative short-term payments are expected to follow. Discussions are ongoing with certain customers over the outstanding 4% of rent due." and later "...95% of our buildings remain fully operational, with only three temporarily running with a skeletal maintenance staff framework." This is more positive than I expected and I'm sure it compares favourably with many other UK REITs. Even looking at the lowest numbers, 86% of rent received for Q2 is pretty strong.
bagsforlife
08/4/2020
06:47
2020 dividend guidance withdrawn, but quarterly dividends to continue.
skinny
08/4/2020
06:08
I’m not losing so much!
lilly 01
07/4/2020
10:22
nice movement the last few days!
financeguru
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
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