Tritax Eurobox Share Discussion Threads

[williamcooper104] 07/5/2024 18:28

Or Blackstone

[wshak] 07/5/2024 18:24

There has been strong buying in EBOX even before the "leak" this afternoon.

[wshak] 07/5/2024 18:23

Have to agree with Paul.If it is Segro, then surely there must be some announcement in the morning, even if only a preliminary approach at this stage?

[skinny] 07/5/2024 18:21

1knocker - well done and don't 'knock' it!

[ghhghh] 07/5/2024 18:19

Segro the most likely bidder? £800m war chest raised in March

[alan pt] 07/5/2024 17:54

IF there is a bid then it could easily be 30% above the current price and still be a bargain for the bidder, but sometimes these rumours are just rumours

Personally I sold more than half my holding today to take the profit, holding the rest for the possibility of that further upside

[nickrl] 07/5/2024 17:45

Been a big step up in volume over the last week with a nigh on tripling today over last week.

[boystown] 07/5/2024 17:38

Surely it's time to take some profits if there is no substance to the rumour? I bought sub 45p in late October thanks to the experts on this BB.

[wshak] 07/5/2024 17:08

No link, as it's Bloomberg above

[wshak] 07/5/2024 17:07

Tritax EuroBox Advances After Betaville Issues ‘Uncooked Alert’
By Alexandra Muller
(Bloomberg) -- Tritax EuroBox shares gain as much as 6.2% following a so-called “uncooked̶1; mention in a Betaville report regarding potential takeover speculation.
Bloomberg has reached out to Tritax EuroBox for comment
NOTE: The speculation is described as “uncooked,R21; a term the Betaville blog often uses to refer to market gossip--With assistance from Michael Msika.
To contact the reporter on this story:
Alexandra Muller in London at [e-mail]
To contact the editors responsible for this story:
Thyagu Adinarayan at [e-mail]
Guy Collins
EBOX LN Equity
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[stun12] 07/5/2024 16:52

It's gone up because I chose ASLI instead. Same sort of investments and NAV. Oh well. Should make ASLI look cheap, I guess.

[skyship] 07/5/2024 16:45

WShak - could you provide a link. Didn't come up on a search there.

[spectoacc] 07/5/2024 16:45

Someone must pay the c.£12k/year for it, but I certainly don't ;)

Should get the headline in due course.

Edit - strewth, £15k pa now, has gone up.

[cwa1] 07/5/2024 16:43

Yes, I'd expect it to be something along those lines...just wondered if anyone could put some "meat" on the bones?

[spectoacc] 07/5/2024 16:41

It'll likely be a bid rumour if it's Betaville.

[1knocker] 07/5/2024 16:32

I have held my holding here less than a month and am currently up over 26%. That makes no sense to me for a 'boring' income stock which has made no announcements, and was then and still is between ex div dates. In a month's time will I be 26% down?

The moral is, i suppose, that the market is not efficient at present, and price is no guide to value.

[cwa1] 07/5/2024 16:28

Interesting. Anyone know in connection with what?

[wshak] 07/5/2024 16:25

*TRITAX EUROBOX RISES 5.7% AFTER BETAVILLE MENTION

[rjmahan] 07/5/2024 15:48

Thats an inflation linked yield - so I'd argue 7% still too cheap.

[alan pt] 07/5/2024 14:22

Not that I'm complaining, but the market seems a bit random at the moment

This was under 48p a couple of weeks ago (which seemed far too cheap), now 61p+ which arguably is becoming expensive - on the verge of dipping under 7% yield with no divi raise in the foreseeable future

[williamcooper104] 04/5/2024 09:56

A material divi cut in a few years is a risk but then if that happens it's likely the trust gets wound up so either way should provide good returns

[williamcooper104] 04/5/2024 09:54

PLD and O would both from a trough have been 10xers a few years ago - would be more like 5-7 now Add in dividends reinvested and likely both still 10x SGRO is about 4-6x

[1knocker] 04/5/2024 09:11

There does not seem to be huge optimism here.

After looking at this once or twice a few years ago, but not quite pulling the trigger,I started a position a few weeks ago because it seemed 'cheap and boring', and to my considerable surprise I am up 20% !! I guess that whether that evaporates or whether it proves a decent long term purchase all depends on the dividend. I note that it has never been cut, so I hope for the best, taking some comfort from the fact that even a 255 cut would still leave me quite a decent return on capital invested.

Reading this board (to which I am new), I now wonder whether I ought to cut and run with a decent profit to bank. As there is nothing else I want capital to buy at present, i am inclined to hang on and hope for the best.
GLA

[spectoacc] 03/5/2024 20:09

VIP lower than 10 years ago, lower than pre-financial crisis 2007 share price - wow.

But a difficult one to judge as for so many years they also held a large UK equity portfolio.



I'll leave it there unless someone has a 10-bagger example, even from absolute low to absolute high?

[Should add I'm mildly bullish on the market atm, inc REITs.]

[rcturner2] 03/5/2024 18:26

Another good example of long term return in property is VIP.

(thanks Sky BTW for the correction)