Tritax Big Box Reit Share Discussion Threads

[scruff1] 03/5/2022 08:52

Tritax said it will also continue to appraise potential investment acquisitions on an opportunistic basis.

From Sept 2021 albeit after the last placing.

What you all reckon? Is something afoot or are we in lemming territory

[scruff1] 03/5/2022 08:46

nerja
Not sure what to do myself. :-)

My permanent state. Its the closeness of a possible announcement and the fall in the share price that worries me. It looks like there is an expectation of less than a brilliant. Then again there are always surprises. Could do with some insider information - William !?
Personally I cant see anything other than general sentiment or maybe a placing. Is one due? Without looking back hadnt they aquired some land to be devloped - seems to ring a bell. Will check and if so could be a placing coming.

[nerja] 03/5/2022 08:35

Asli and WHR also going down so across the sector. Not sure what to do myself.

[financeguru] 03/5/2022 08:35

not sure what is going on but I have topped up on this fall. It is too good imo to miss out

[bloodhair] 03/5/2022 08:34

Dividend announcement was 6th May last year so hopefully end of this week.

[scruff1] 03/5/2022 08:30

In a bit of free fall here. last year we had a trading update and a dividend in May. Looking to me that either the update is due and not good (cant really see why) or there is a placing in the offing. Could be time to scarper for a while. Views anyone?

[petewy] 27/4/2022 09:52

Read this. Not impressed by anything in the IC these days. I stopped taking it after 50 years of reading it. I bought in all these shares during the pandemic for their dividends and foreseeing shortage of warehouse space.. Shed is paying me a 6.24% div at buying price £1.22. Now it's £1.87 but I have top sliced most warehouse shares to buy more warehouse to build up dividend. Therefore a 20% hit( Bubble burst) doesn't worry me.
Mitchell Labiak the writer of this piece doesn't mention dividends. If there is a bubble then the prices will drop until the share is giving a 5+% dividend. Someone in the IC should have pointed this out to him.

[scruff1] 27/4/2022 09:39

Could only read the initial part as not a subscriber but its an interesting view. However will retail ever go back to the high street? I think habits have permanently changed. Retail parks are a major feature of modern towns of any size and they are dependent on sheds. There is no doubt that they have grown rapidly in recent years and inevitably there must reach a supply saturation point. Its a good discussion topic for threads like this though. Views anyone?

[speedsgh] 27/4/2022 08:06

New article on IC website. Relevant to #BBOX #SGRO #LMP #SHED #WHR

Is a 'shed' bubble emerging in the property sector -

[skinny] 12/4/2022 09:45

RBC Capital Markets Outperform 244.80p 0.00p 275.00p Reiteration

[williamcooper104] 09/4/2022 16:41

BSIF is worth a look (DYOR of course) it traded previously at a bit of a sector discount as it had a lot of power price exposure NESF is good in that they found some absolute muppets to lend them non-amortising preference shares - a huge credit sin in project finance - but what's bad for creditors is great for equity

[williamcooper104] 09/4/2022 16:38

The great thing about renewables is we don't exactly need to worry about NAV hits due to falling power price assumptions any time soon

[scruff1] 09/4/2022 12:24

Hope so William. Not in but have noticed grids recent rocket boost. Envious

[williamcooper104] 09/4/2022 12:20

I'm in GSF too - GRIDs recent knock out results should be reflected in GSF

[scruff1] 09/4/2022 11:50

Yes. I am a bit too old for too much growth potential (long term especially) although I must admit your ITM has been fairly profitable as its been relatively predictable and easy to trade. The lack of yield presently is a real drawback to me.

[skinny] 09/4/2022 10:47

I sold HFEL last year in the 320s having held for @8 years - they are still on my list to revisit.

On edit - I could add that I'm also looking at GSF - I have too many direct hydrogen facing shares currently - plenty of growth (potential) but no yield.

[scruff1] 09/4/2022 10:35

As a holder already I have bought into the GSF raise. Decent yield (7%) with growth potential. Its done well for me so far. Also like HFEL again good yield (8%)maybe not so much growth potential but maybe when the far east rids itself of the covid ball and chain it may move up to previous levels. Just my thoughts anyway

[skinny] 09/4/2022 08:45

I had a similar dilemma with INVP - bought for the yield, but sold half yesterday - where now though - maybe EPIC.

As you say Williamcooper104 - there are worse problems to have!

[scruff1] 08/4/2022 20:22

I did a big slice about a month ago. Question is growth or divi. I did about half of each. 8% inflation so divi has to be good

[williamcooper104] 08/4/2022 18:43

I feel the top slice urge too Where to put the top sliced cash not such an easy one (but worse problems to have)

[phillis] 08/4/2022 15:36

Time for a top slice methinks

[skinny] 05/4/2022 11:29

Nice to see a director 'Bed and ISA'.

[scruff1] 29/3/2022 19:02

Skinny 838
Totally agree. I still hold a fair number and am content. I probably think the divi will rise and the share price will follow - that makes me ponder about when to act. Defo right sector. Shed too looking a tad energised

[grahamburn] 29/3/2022 14:58

Thanks, Skinny, for providing a much more succinct explanation than I did of the correct approach to recognising the actual current dividend yield and the ROCE.