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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
  -0.40 -0.19% 207.60 207.40 207.60 208.40 205.80 208.00 3,341,783 15:29:15
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 3,569

Tritax Big Box Reit Share Discussion Threads

Showing 1476 to 1498 of 1625 messages
Chat Pages: 65  64  63  62  61  60  59  58  57  56  55  54  Older
DateSubjectAuthorDiscuss
08/12/2020
08:09
I bought a few myself yesterday on the theory that we have been down for about a month for no real reason. A drop due to the deal/no deal malarky and I reckon it was as good a time as any because the fundamentals havent changed. Time will tell.
scruff1
07/12/2020
17:45
From React news Resilient take-up and strong investor demand could push prime logistics yields below 3% in 2021, according to new Savills data exclusively shared with React News. "When you consider some of the lowest cost of capital currently active in the sector then there is a case to be made that prime yields could move below 3% for the very best assets in the core markets," said Marcus de Minckwitz, director, regional investment advisory, EMEA. "And it's not just the number of interested parties but also the amount of capital they have to invest. Portfolios are therefore trading particularly well, with premiums being paid from anywhere between 5% and 20%," he added.De Minckwitz expects logistics prices to stabilise and different sub-sectors to emerge as we move to the next phase of the pandemic, which will be characterised by social recovery but widespread economic uncertainty and turmoil.Resilient take-upLogistics take-up remained resilient in the first three quarters of 2020, reaching 21.8 million sq m – a 10% increase compared to the same period last year. The strong performance was driven by the Netherlands, where take-up rose by 56% y-o-y, Poland (+33% y-o-y) and the UK (+46% y-o-y). 2020 is already set to be a record year for logistics take-up in the UK, exceeding the 3.5 million sq m achieved in 2016, while Germany remained the most dominant market this year, with 5.1 million sq m. Logistics demand grew by 7% y-o-y in Spain and 35% in Portugal, due to rising e-commerce penetration rates. "With supply currently looking limited, we anticipate rental growth to resume across the core mainland European markets from 2021, particularly given the structural undersupply of prime last-mile facilities," said Mike Barnes, associate, European research at Savills.Investor interestEuropean logistics investment reached €22bn in the first three quarter, just below the same period last year, and Savills expects 2020 to be in line with the five-year annual average of €29bn.In Poland, investment volumes surged 368% above the five-year average, while in France, they were up 25% compared to the five-year average. "All the lead indicators point to increased demand for warehouse space going forward, particularly in urban locations, which has led to record levels of competition, be it between developers, occupiers and investors," de Minckwitz said. "This year has reset the dial for the sector in terms of its relative value within the real estate market, which the underlying fundamentals and growth trajectory wholly support," he concluded.
williamcooper104
07/12/2020
13:44
Ah you're right imo I didn't realise we were back at around 1.34. Not paying attention! I agree 1.20 is closer to the mark with no deal.
geko5trade
07/12/2020
12:19
Currency markets largely priced in a deal - saw first tremor of that this morning when cable fell IMO no deal and we are back to c1.20 and close to parity with the euro (there's an irony somewhere in that if that comes to pass) Currency markets are notoriously hard to call but sterling has reliably moved up and down on Brexit and how hard/soft or non existent it might be I'm net v short sterling - as hedge to my U.K. domestic focused equities
williamcooper104
07/12/2020
11:51
At first I read that as, 'a no Brexit' outcome is going ...! I assume it is 'there is no Brexit deal that would see...' I'm pretty sure a no deal Brexit is priced into sterling now. W've yet to see what 'Ol Slippery Joe can do to the dollar once he's wheeled into the White House. I think that would be the first president since FDR to be inaugurated in that fashion!
geko5trade
07/12/2020
11:35
157 v last epra NAV of 154p Couldn't resist a little top up Only fear that there will be more top up opportunities in next few weeks One things for certain - no Brexit outcome is going to see less demand for warehousing It's just might be worth less in Great British Pesos
williamcooper104
07/12/2020
08:04
Great name 'Abottopotamus'. The fact that she is still in a job and Priti Patel is struggling to save hers underlines the whole farce that is politics.
scruff1
06/12/2020
23:19
Starmer is too white, and too male(only just mind). The next Labour leader must be female, not white, and not be suited to the job at all to please the marxist chattering class. Leaves an obvious candidate. The delightful Abottopotamus, and her policeman biting son for home secretary.
purplepelmets
06/12/2020
21:23
Agreed. Also shows what ineptide can develop without an opposition (either side). Politicians need accountability the Conservatives didn't have that post corbyn. Only hope is now Starmer has decided that Labour do want to get elected and acting like it some checks and balances may return. Not holding my breath
dhoult12
06/12/2020
15:11
Yep - last U.K. GE was solely a choice of which group of nutters to vote for
williamcooper104
06/12/2020
14:11
'elected nutters'. There are only nutters to choose from. I reckon this pandemic has shown em all up for what they are. Most politicians these days imo have gone from university straight into politics with not much in between or theyve decided there are better pickings to be had from a bit of political power. They have spent years rehearsing the lines of well trodden topics such as welfare, transport, green issues etc etc etc. With summat out of the blue they are clueless and are exposed for the clowns most of them are. Pubs can open but cant serve beer, sit your granny near an open window, dont waste a good pandemic, a pasty isnt a meal unless its with a piece of lettuce, stars and businessmen are ok but the plebs have to quarantine, contracts for mates etc etc etc Nobody I know reckons they will vote in future - waste of time they are all crackers and self serving
scruff1
06/12/2020
10:54
F knows Probably a deal but with a lot of grandstanding before hand Nuts not to get a deal - but we have elected nutters Might short pound when Asian markets get going as a bit of a hedge (but might not - so just like Brexit then :)
williamcooper104
06/12/2020
10:33
Way the talks are going tomorrow could be a good buying op - depending on your take. I reckon nerves will lead to a fairly sharp drop first thing. I think I will chance it if it does. Any of you guys got views?
scruff1
04/12/2020
09:29
Thanks for thoughts chaps. That was as far as my thinking went. If william doesnt know then I'll take it there is none !!!:-) Plenty buying. Could be seen as a buying op at moment I guess. I suppose we are still at a fairly high valuation
scruff1
04/12/2020
09:16
That's highly probable.
skinny
04/12/2020
09:13
None - bizarre given increasing valuations of underlying assets Could be part of general equity market rotation out of lock down stocks into recovery stocks
williamcooper104
04/12/2020
09:09
Any particular reason that anyone knows of for this months particularly bad showing?
scruff1
02/12/2020
19:18
hxxps://www.ii.co.uk/analysis-commentary/tritax-why-share-price-may-have-further-rise-ii514338 Unsurprisingly, Tritax (LSE:BBOX) falls into the former category, the FTSE 250 member specialising in supply of unimaginative Big Box buildings for the distribution market. Now we think about, it was inevitable these massive logistics centres, which seem to grow alongside motorway junctions, could probably be bought from a catalogue!
solooiler
23/11/2020
07:56
Cheers skinny. My HL alert just came through 7.52 !! Its another reason to pat myself on the back for choosing to invest in BBOX. Heres to a good week :-)
scruff1
23/11/2020
07:02
First Sterling Green Bond Issuance for a UK REIT.
skinny
17/11/2020
03:10
William - I take my hat off to you but how the hell do you find all this? It amazes me
scruff1
17/11/2020
00:51
That's the one Not sure we will get a full 15-20 percent uplift - but there has to be a material uplift all the same
williamcooper104
16/11/2020
22:34
Aha. More yield compression. It would be nice to see a 20% increase in our NAV. Cheers
scubadiverr
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