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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
  -0.60 -0.29% 207.40 207.40 207.60 208.40 205.80 208.00 5,243,011 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 194.5 449.5 26.3 7.9 3,566

Tritax Big Box Reit Share Discussion Threads

Showing 1426 to 1449 of 1625 messages
Chat Pages: 65  64  63  62  61  60  59  58  57  56  55  54  Older
DateSubjectAuthorDiscuss
11/11/2020
21:41
William Maybe but have you read any whispers about likely candidates?
scruff1
11/11/2020
15:32
don't wake him up ffs
alter ego
11/11/2020
15:04
anyone seen Buywell ???
financeguru
10/11/2020
22:24
List as long as the old yellow pages :) Everyone wants into the space Every fund manager/investor/PE house wants exposure External management contracts though could have poison pills
williamcooper104
10/11/2020
22:02
If a take out was in the offing who do you see as likely suitors?
scruff1
10/11/2020
21:59
That may be a point. Maybe some think this has peaked for a while and using the cash to try and catch a quick profit on some of the rapid risers that have a few months in the doldrums eg BP but lots of others. Maybe that a vaccine is seen as a shot in the arm to the high street and therefore less pressure on BBx's - bit weak I know.
scruff1
10/11/2020
21:22
Not sure - certainly goes against weight of money in private markets Could be generalist equity investors fleeing to recovery stocks - appears that way with PLD/SGRO If dips further will add If dips further then given weight in private markets a take over bid is likely
williamcooper104
10/11/2020
21:09
Im surprised that weve had another day of sustained drop. If its profit taking now they could have done it Friday. share price was higher then. Is there another interpretation?
scruff1
10/11/2020
06:36
I'm more than happy to hold here - new high touched yesterday @171.60p. Dividend this Friday (13th).
skinny
10/11/2020
00:26
Interesting movements - the big boys PLD and SGRO tanked c5 percent (I sold out of SGRO as thought BBOX better relative value) BBOX is trading a little below NAV (my guess c5 percent at next valuation date) Whereas SGRO is at a huge premium
williamcooper104
09/11/2020
21:03
Well it looked exciting til dinner time ! Profit taking I presume - cant blame em
scruff1
31/10/2020
17:38
And yet another deal closed - this time 10 percent above asking £500m - secondary assets at 4.9 percent - bought by BLackstone Core Plus fund (eg seeking 6-8 returns) Not going to be a lot, or rather any, non-on line retail spend this Christmas
williamcooper104
28/10/2020
08:44
Moutpark $550m logistics deal, all new build so little reversion, 15 year WALT, went under offer today at sub 4 - note that prime logistics yields were previously c4.3-5 Also the reversionary yield on the Canning Town asset that Segro bought was 4 percent with the NEY at 3.3 percent
williamcooper104
27/10/2020
22:42
Back to school for me. I think.
norland1
27/10/2020
22:20
Blimey William. I used to have a chemistry teacher like you. He was a really clever bloke -I think.
scruff1
27/10/2020
21:09
The returns for core plus investors are there at tight yields due to rental growth - there's 94m sf of demand - equiv yields haven't moved in as much it's more revisionary driven Buy at 3, get 3 rental growth lever 50 at 2 debt cost and you are at 10 Don't lever and you are still getting 5-6 IRRs which more than works for core The 2.57 is one example but there's plenty more that are going under offer/being bid up at moment (and of course not all of BBOXs assets are at sub 3 yields but they are all floating on the same sea)
williamcooper104
27/10/2020
20:25
"weight of capital" means little (though is more positive than negative, by definition). You can have substantial capital earmarked for sheds, logistics or whatever, but often it sits there waiting for an acceptable return. Who knows, it may all get invested and push prices higher (yields lower), but until it does, the needle has not moved. Also, one single transaction cannot be used to move an entire index (were there one) by 50-80bps. But if much of this increasing capital leads to offers at higher levels, then yes, the needle has truly moved. Unless the agent is comparing the market with 6 months ago, but that is stretching the meaning of 10 days.
chucko1
27/10/2020
20:21
Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes BBOX and recent developments on the Chart. We also chatted about loads of other Stocks and Ideas for research, and the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing which this week included the concept of ‘Badwill’ and a lot on how we seek out ‘under the radar’ stocks. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 34) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-34-how-to-find-winning-stocks-ixi-g4m-rmg-sdi-rec-elix-gsk-ai
thewheeliedealer
27/10/2020
20:01
2.57 evidence from a week ago - Bond Street yield for an east London shed (which was 25 percent north of marketing price), the ever increasing weight of capital and many transactions about to go under offer at higher pricing levels
williamcooper104
27/10/2020
19:44
How on earth can that be? 50-80bps comes from what evidence? Gilts are actually out a few bps, so it's not from that direction (which is stating the obvious). There would need to be several significant transactions to suggest a move like that. In the last 10 days???
chucko1
27/10/2020
16:19
Chatted to an agent today and an investor - both confirming that yields are in 50-80bps in last 10 days or so (that's about a 10-20 percent capital value increase) The weight of money is getting weightier
williamcooper104
22/10/2020
16:27
Agreed - good for at least 5 years and maybe more with fresh investment.
eagleblue1
22/10/2020
16:09
In the long long run - I wouldn't want to be holding in 20 years when leases expire and But for next 5 odd years can see little downside
williamcooper104
22/10/2020
16:00
Share price holding up well today considering it's ex dividend day. Should perform well regardless of Covid, Brexit over the winter - seems like a safe dividend stock in an age where the usual oil and banking dividends are unstable and I think this will continue to appeal in the long run.
eagleblue1
Chat Pages: 65  64  63  62  61  60  59  58  57  56  55  54  Older
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