Urban Logistics Reit Share Chat (SHED)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Urban Logistics Reit Plc	LSE:SHED	London	Ordinary Share	GB00BYV8MN78	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.50p	+0.38%	131.00p	130.00p	132.00p	131.00p	130.50p	130.50p	21,012	14:00:28

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	10.8	18.7	22.1	5.9	115

Urban Logistics Reit Share Discussion Threads

Showing 101 to 124 of 125 messages

Chat Pages: 5 4 3 2 1

Date	Subject	Author	Discuss
14/10/2019 19:28	No question it deserves to trade a lot nearer to its (growing) NAV IMO. But then I would say that :)	spectoacc	Read Full Thread Reply
14/10/2019 17:50	Last Mail on Sunday tip saw it up 10% ish - with a REIT that is flying in my book	belgraviaboy	Read Full Thread Reply
14/10/2019 16:52	Not sure it's the sort of stock which will really 'fly' (although happy to be proved wrong!) but there may be a little nudge upwards. Still see it as primarily a good little income earner.	trekker60	Read Full Thread Reply
14/10/2019 16:16	Muted response so far - once it gets tipped it will fly	belgraviaboy	Read Full Thread Reply
14/10/2019 08:07	Joined the club this morning, had my eye on it for a while and it sounds like very solid progress so far to me-judging by that report.	cwa1	Read Full Thread Reply
14/10/2019 07:54	Good start to the day :-)	killing_time	Read Full Thread Reply
14/10/2019 07:20	Excellent. Portfolio valuation up 3.8% over just 6 months. Highlights -- Portfolio valuation up 3.8% to GBP195.0 million on a like-for-like basis since 31 March 2019 -- Unaudited EPRA NAV up 5.2% to 145.2p per share since 31 March 2019 -- WAULT of 6.1 years across the portfolio (31 March 2019: 5.5 years) -- 100% occupancy across 38 logistics properties -- LTV (net debt) of 34.1% (31 March 2019: 33.7%)	spectoacc	Read Full Thread Reply
14/10/2019 07:06	There we go: 145p NAV 34% LTV 100% occupancy	belgraviaboy	Read Full Thread Reply
11/10/2019 17:02	Are we expecting a trading update next week? There was one this time last year.	belgraviaboy	Read Full Thread Reply
01/10/2019 14:28	Correct, its actually 5% now. Well spotted, just testing	hugepants	Read Full Thread Reply
01/10/2019 14:18	Subtly different sectors too. Both have a propensity for further equity raises tho. Thought WHR discount was a little higher than that?	spectoacc	Read Full Thread Reply
01/10/2019 12:05	Yes interesting. SHED is on a 9% discount whereas WHR is on a 1% discount. Yield is about the same at 5.6% WHR is twice the size. LTV for SHED is slightly lower as well at 33%	hugepants	Read Full Thread Reply
01/10/2019 11:49	My vote is for SHED as well - I believe the discount will close	belgraviaboy	Read Full Thread Reply
01/10/2019 11:38	Oooh... SHED IMO, but it's more illiquid, slower moving. Hold both. WHR is a bit more bandwagon - SHED a bit more pro IMO.	spectoacc	Read Full Thread Reply
01/10/2019 11:36	Which one's the best. SHED or WHR !?	hugepants	Read Full Thread Reply
26/9/2019 15:43	Tight spread at moment, 125.45 to buy.	killing_time	Read Full Thread Reply
23/9/2019 07:26	Looks good BUT chances of Tufnells still being in business in say 10 yrs time? SHED will have done their homework tho - they'll be decent assets.	spectoacc	Read Full Thread Reply
23/9/2019 07:15	Portfolio and asset acquisitions.. The Proposed Sale and Leaseback of Selected Tuffnells Properties.	skinny	Read Full Thread Reply
06/8/2019 08:30	Good to see Panmure Gordon appointed joint broker today.	trustman	Read Full Thread Reply
01/7/2019 18:46	I'd only sell this if it hit a ridiculous premium, like some of the infrastructure funds. I think it 's a very well-managed and defensive trust.	apollocreed1	Read Full Thread Reply
01/7/2019 08:12	Thanks, reads well, good to know why it's gone up this morning. I often sell into tips but SHED's a vLTBH for me. Hopefully if/when another share placing, we either participate, or it's at NAV. SHED have always been surprisingly under the radar, perhaps due to size.	spectoacc	Read Full Thread Reply
30/6/2019 09:52	www.mailonsunday.co.uk/money/investing/article-7195819/MIDAS-SHARE-TIPS-Urban-Logistics-company-specialising-called-mile-warehouses.html	eezymunny	Read Full Thread Reply
19/6/2019 09:11	SHED at Mello Trusts & Funds May 2019 Https://www.piworld.co.uk/2019/06/19/urban-logistics-reit-shed-presentation-at-mello-trusts-funds-may-2019/ Including their investment strategy, shown in some of their investments and a good overview of the market.	tomps2	Read Full Thread Reply
15/6/2019 07:54	I've always got inside and sometimes can buy in size when there's a seller around - but agreed, very much pot luck. Last time I looked about 40% of the shares were held by a handful of insts, & market cap just £110m.	spectoacc	Read Full Thread Reply

Chat Pages: 5 4 3 2 1