Yeah I had some spare cash today and chose to put it here. The results were a lot better than i thought and the future is brighter due to the offloading of non core assets that is still to go and the Data Centre move. |
Well Ive been thinking of adding for quite some time and eventually did so last week - bit premature maybe at 149 but I am happy enough - investing is not for the impatient! I can only see this going one way medium to long and everything I see only confirms it. If they increase the divi as they say they intend to and todays hike of - is it 6%? is a start it can only help and todays statement points to an exciting future I think. |
Very Solid results with plenty of upside.
Annoying that it continues to be out of favour price wise but that will resolve once the interest rate environment improves. Just.... slower than anyone hoped for! |
Great results posted intrinsically this must be worth over 2.00 pounds and the income is welcome bonus |
Cheers alter |
Where did you get that? No RNS and only just come up on the Co. web site. |
That looks a very strong statement to me and plenty more to go for. |
Register for Tritax Big Box's Engage Investor Event TOMORROW AT 2PM to ask the management team questions, sign up and pre- submit your questions via the link below: hxxps://engageinvestor.news/BBOX_IP25 |
Register for Tritax Engage investor event tomorrow at 2pm, Pre-submit your questions now.
hxxps://engageinvestor.news/BBOX_IP25 |
They're doing a Retail Investor presentation on Friday - sign up free here: hxxps://www.engageinvestor.com/ |
Results on Friday
(Dont know why it posted 3X) |
Article in city wire this am about BBOX. Includes talk of increased dividends in the future. Looking at the chart thus far not many punters read it or they are not impressed. |
Agree igoe
Timing is opportune given today's rumpus re the infamous bat tunnel and the government's desperation for growth
This is exactly what they need to give planning permission for |
A lot of funding required for these two projects |
This looks interesting.. |
Thanks Skinny |
Thanks, a clickable link :-
. |
#BBOX in today's Times' Tempus column rated a buy -archive below for non subscribers.
hxxps://archive.ph/NZX3w |
Tritax Big Box Acquires New Distribution Centre from Sainsburys |
yes but nothing we werent aware of yesterday. Strange how markets move from ecstasy to depression at the drop of yet another forecast/report. US payroll maybe or as one report says A win for the Eagles on Sunday spells disaster for stocks !! |
* slowing wider economy and sticky inflation forecast by autumn. |
 i haven't looked at gpe before, EI. i am reited out and from an allocation perspective, i made a decision to keep away from traditional offices until there is a definite trend in the right direction, at least in share price i am not against the subsector in principal at all. the sector in general looks very good value and probably full of good recovery plays.
gpe looks so much a better buy than CLI. compare their LTV of 23 to CLI's. all that the numbers mean to me, is that gpe can focus on the day job of making a profit from property, rather than a company which (imho in case of cli) needs to be thinking more about their finances rather than running shiny new buildings! rgl shows what can happen if a company doesn't keep an eye on the finances and the need to address this quickly if valuations fall.
looks like gpe did a rights issue for the right reason, ie to get cash to buy properties which have already fallen in value. and it looks like, from their interim report, that they made a good buy. as you may well have done. i can also imagine that they are the sort of company buying CLI's properties off them at a discount. might be worth your while digging around to see if the names of the properties they bought are anywhere in cli's old reports. if they are, it tells you about both company's short term prospects. and perhaps give you encouragement to increase your exposure? let me know if you find that might be the case! i can always re-allocate my subsector allocation to a different company.
the 5 year trend in gpe is still down (like virtually every other reit). you are the best judge of when you are happy deciding you enter a recovery play. i will post a log scale on gpe's page which shows it is touching the bottom of an inner trend channel. that might indicate it might make some short term upward movement. log chart sometimes helpful when speed of change is fast, but am deffo no expert.
but nothing stands out as alarming from the charts. there is something precipitous in cli's chart of a drop of over 25% in last 3 months, which to me says that the price knows something which is not widely known in the market. such as large institutional selling because they know something that little people like me don't know.
bw |
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