Tritax Big Box Reit Share Discussion Threads

[igoe104] 26/8/2020 15:25

Unless we see a massive market selloff again, I cant see £1.40 again, with online shopping orders growing in a big way, and Amazon going to increase warehouse capacity up to 50% the warehouse sector is a great sector to invest in. That's why I hold these WHR, SHED.

[tyranosaurus] 25/8/2020 10:32

Back to 140 ?

[skinny] 12/8/2020 11:27

Low volume (so far) and the sector generally is off today.

[scruff1] 11/8/2020 20:23

Sorry guys but bought quite a few (for me) more yesterday so that could put the skids under it :-)

[skinny] 11/8/2020 11:16

New 12 month high @162.20p

[dhoult12] 08/8/2020 23:31

Indeed. Of course if you are Segro you could go for a share based take over at 30% premium to close on this and still come out looking smart from a board perspective.

[scubadiverr] 08/8/2020 11:15

I can see this far surpassing previous highs. Various tall winds in its favour and it focuses only on the bits people are rating Segro for, the mega warehouse logistics hubs. This is BBOX s sole focus and yet it is Segro currently trading at a 38% premium to its NAV and offering only a 2.1% yield. BBOX barely at a premium to NAV and offering twice the yield. With interest rates likely to remain at all time lows and inflation likely to increase, I know where my money would go.

[skinny] 08/8/2020 10:36

What's not to like :- .

[igoe104] 07/8/2020 09:13

Tritax Big Box REIT profit up on rent collection levels; secures 20-year pre-let with Amazon .

[tyranosaurus] 06/8/2020 10:19

Thank you.

[scubadiverr] 06/8/2020 10:15

C. 164 late July 19

[tyranosaurus] 06/8/2020 10:04

Anyone know what the all time high is for this share ?
Must be getting close to it at the moment.

[18bt] 06/8/2020 07:21

They've tempered the dividend, which seems sensible at the moment. But for the interesting thing is the 6m sq ft of developments which have planning permission - indeed I could argue that the dev pipeline is bigger than Segro's as totals 9m sq ft. It also seems sensible to recycle some properties - there should be plenty of demand in the current market even for propoerties which are not quite as good as larger tenants want.

[scruff1] 06/8/2020 07:02

Surprised its taken til 7.52 to comment!! Ditto igoe

[igoe104] 06/8/2020 06:52

Solid looking results, and possible dividend increase as well, what's not to like.

[williamcooper104] 05/8/2020 21:15

Yep - though Segro has a whopping 8m sf development pipeline - the profits in it are being reflected in Segros NAV Rather than work out which one is best I'm a happy holder of both BBOX and Segro

[scubadiverr] 05/8/2020 19:02

Segro results out today and given a buy recommendation by IC. It's currently trading at a 38% premium to NAV and offering a 2.1% yield. If Bbox were to command only the same premium we would be at 207p with a 3.4% yield on previous guidance.

[williamcooper104] 31/7/2020 12:29

And Sergo - worth investing in too despite the yield and premium to NAV - they could grow into a prologis sized beast Though best way of getting into segro is to be buy a reit that they are going to buy

[igoe104] 31/7/2020 09:51

These and WHR will benefit in a massive way with Amazon expansion plans.

[williamcooper104] 31/7/2020 08:24

Amazon to increase capacity by 50 percent https://mobile.twitter.com/reactproperty/status/1289106858297483264

[scubadiverr] 28/7/2020 08:57

So the other companies response was polite but not very helpful then? They haven't disclosed anything that is price sensitive

[rustle2] 28/7/2020 07:26

Thanks guys. I had a similar query with another company last week. I got a helpful reply but without giving away actual dates that weren't yet in the public domain. Seemed much more professional.