[ADVERT]
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 1276 to 1300 of 1700 messages
Chat Pages: Latest  56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
08/4/2020
17:32
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
11:33
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
11:12
thankfully what you (Porsche) think is not very relevant
financeguru
08/4/2020
10:59
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
09:48
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
07:47
2020 dividend guidance withdrawn, but quarterly dividends to continue.
skinny
08/4/2020
07:08
I’m not losing so much!
lilly 01
07/4/2020
11:22
nice movement the last few days!
financeguru
01/4/2020
15:17
Encouraging
lilly 01
01/4/2020
13:21
Rupert Hargreaves: Tritax Big Box REIT At this stage, it is impossible to tell which companies will survive the coronavirus outbreak. However, Tritax Big Box REIT (LSE: BBOX) looks better positioned than most. As the outbreak has engulfed the global economy, the demand for online delivery services has exploded. Tritax owns an extensive portfolio of modern Big Box logistics assets, typically greater than 500,000 square feet, which are essential for companies’ online delivery infrastructure. This suggests the business should be able to weather the storm. Management seems to agree. Over the past few weeks, executives have spent £500k increasing their holdings in the business. With the stock now offering a yield of nearly 7%, it could be worth following these insider https://tinyurl.com/rux2jnp
igoe104
31/3/2020
15:30
Thanks very much.
lilly 01
31/3/2020
15:15
The last disclosure (Reduction)was on the 20th :- All previous disclosures in TRITAX BIG BOX REIT PLC. Scroll down.
skinny
31/3/2020
15:02
Thanks, I couldn’t make out what it meant.
lilly 01
31/3/2020
12:46
No disclosed shorts as far as I can see
8w
31/3/2020
10:41
Am I reading the latest RNS correctly. Have Aviva lent some stock so that a short position can be opened?
macc2
30/3/2020
05:43
Best thing they can do is as you say nurse it out, tread water - but also option up future development pipeline when markets are dislocated A small upfront cost in terms of fees for land options generates huge returns when markets normalise
williamcooper104
30/3/2020
05:40
In a normal market the premium to NAV rating needed to be sustained by development kicking off large earnings growth At the current share price if it can just keep earnings whole it will outperform the market Even in a credit crunch banks/funds will still lend (at a cost) - largely pre-let developments will be capable of being funded
williamcooper104
29/3/2020
18:39
'The reduction in NAV was due to an increase in the number of shares as a result of the equity raise and acquisition of Tritax Symmetry, analysts at Peel Hunt said.' sharesholders value will keep getting eatten up if the company still persists on issuing more stock. 'We expect developments to be the main driver of earnings and NAV growth in the future and pre-lets are an essential part of this,” they added.' How are they going to fund the developments? Bbox debts have gone up cash has come down
intelinvestor
27/3/2020
07:59
Nice to see the dividend nestling in the account first thing this morning. Long may it continue...
cwa1
26/3/2020
22:28
Here we go, Next shutting down their on line operation due to CV-19 so pressure now being applied to others such as Amazon and M&S to shut down their warehouses too. Soon it will be only food retailers operating which must be a concern to BBOX revenues.
warranty
23/3/2020
15:39
@Porsche1945 - that was my initial thought, but then I remembered that it's not all about online delivery. Many are distribution hubs for a UK stores estate. To have a big distribution centre, you've got to be a big co, but can you be sure there won't be company failures even at the top end, and requests to cease rental payments? Https://tritaxbigbox.co.uk/portfolio/properties/
spectoacc
23/3/2020
15:35
I have a large investment in Tritax, I actually think it will come out of this stronger, everything is heading online. Hopefully Tritax will consolidate, no more share issues, no more developing, just nurse what they have until this storm clears, which it will. This is how you make money, real money, buying when things look bombed out. I never thought I would get the chance to buy into these at such a madly low price.
porsche1945
20/3/2020
11:22
@muzmanoz I don't want to be a negative nancy but if any of Tritax's tenants pull the trigger on using CVAs to stay afloat and pay their rent to Tritax then that will still be a negative. When these assets are valued the covenant strength of the tenant is a big factor affecting the yield applied to the rent. Tritax's model is very low tenant risk. The use of CVA will see the tenant risk factor increase, which in turn will see the yield increase when the Tritax books are valued. A higher yield applied to the same rent gives a smaller asset valuation. Hence my view that NAVs will drop at the next update. But we are up 15% on the day fellas. So I have a smile on my face.
bagsforlife
20/3/2020
09:37
Admire the quality of the posts which is refreshing.
lilly 01
20/3/2020
09:07
If things get so bad that major retailers look likely to fail, despite bank and government support, I can see cvas or administrations being used to shed poor performing physical stores or onerous leases but looking to keep the online functions. That's where the growth is.
muzmanoz
Chat Pages: Latest  56  55  54  53  52  51  50  49  48  47  46  45  Older
ADVFN Advertorial
Your Recent History
LSE
BBOX
Tritax Big..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210928 19:48:43