Urban Lo Share Chat (SHED)

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Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Urban Lo	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
	+0.00p	+0.00%	120.50p	118.00p	123.00p	120.50p	120.50p	120.50p	265,682	08:00:00

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	5.6	9.9	19.5	6.2	103.75

Urban Lo Share Discussion Threads

Showing 76 to 100 of 100 messages

Chat Pages: 4 3 2 1

Date	Subject	Author	Discuss
16/2/2019 18:15	Thanks David for the information. I think the company's name is spelled wrong on that link you sent. I still think SHED should be a much bigger company that it is. Just look at the success of TRITAX which is a similar theme (eCommerce, Online retail), but SHED specialises in small boxes not big boxes.	sirgainalot	Read Full Thread Reply
16/2/2019 12:00	Just to let shareholders and potential holders know that Urban Logistics will be exhibiting and presenting at the MelloTrusts and Funds event on Wednesday 15th May and all are welcome to come and meet them plus hear from some of the excellent speakers and panelists taking part..... Http://melloevents.com/trusts-funds/tf-exhb/	davidosh	Read Full Thread Reply
31/1/2019 10:52	7p spread for MMs to shaft the tip readers. Fair, I suppose.	spectoacc	Read Full Thread Reply
31/1/2019 10:23	Thanks Claus.As always i wish i had more now.	shauney2	Read Full Thread Reply
31/1/2019 09:53	bit annoying as i had only accumulated 70% of my target holding - at least i started at 113 though.	nimbo1	Read Full Thread Reply
31/1/2019 09:22	Ah-ha, thanks - wondered why the small buys.	spectoacc	Read Full Thread Reply
31/1/2019 09:08	Tipped by Questor in DT.	clausentum	Read Full Thread Reply
21/1/2019 07:31	I've got SHED, WHR, SLI and Regional Reit - worth looking at the update there this am - v strong lettings activity in contrast to the huge discount to nav and v high yield.	nimbo1	Read Full Thread Reply
19/1/2019 14:07	Great value in these industrial reits - got SHED, MKLW, SGRO & BBOX. Outside industrials also got AEWU, SUPR & PSDL.	riverman77	Read Full Thread Reply
16/1/2019 14:38	good point on ebox, doesn't look like a buy to me yet - its not like there is a chunky yield to fall back on there - they are buying expensive assets by historic standards and there is currency risk.	nimbo1	Read Full Thread Reply
16/1/2019 14:37	I have BBOX, RGl, AEWU, WHR & LXI and looking at SHED & EBOX.	skinny	Read Full Thread Reply
16/1/2019 14:14	Got SHED, RGL, AEWU here - wondering at what point EBOX is a long too.	spectoacc	Read Full Thread Reply
16/1/2019 13:19	thanks - i bought 30,000 this am so not conviction but useful income! indeed there is a lot of choice. WHR is my largest holding in this space and I also bought SLI this am and some regional reit too. Nice income : )	nimbo1	Read Full Thread Reply
16/1/2019 09:53	Been wondering about adding too - think NAV forecast at 135p for full year (subject to change!), decent yield, still doing everything they set out to do. WHR also had a nice dcb recently. Plenty of options out there but SHED seem to be well run. Good luck.	spectoacc	Read Full Thread Reply
16/1/2019 09:29	Just bought some at 112.75 - fingers crossed.	nimbo1	Read Full Thread Reply
15/11/2018 08:18	129p+ NAV and from the sounds of it this morning, that'll be heading up again at next report.	spectoacc	Read Full Thread Reply
15/11/2018 08:15	Decent update - been buying this week and added this morning	belgraviaboy	Read Full Thread Reply
08/11/2018 09:33	Agreed Specto-great yield and entrepreneurial management out to make money! PS I see from the announcement they seem to have added N+1 Singer as their broker which must help raise the profile.	trustman	Read Full Thread Reply
08/11/2018 07:40	SHED slips under the radar compared to many others, but I really like deals like this - not small beer either: Urban Logistics REIT PLC 08 November 2018 Urban Logistics REIT plc ("Urban Logistics" or the "Company") Acquisition Urban Logistics, (AIM: SHED) the specialist UK industrial and logistics REIT, is pleased to announce that on 7 November 2018 it exchanged contracts to acquire the freehold of a site located at Hudson Road, Bedford for a total consideration of GBP17.0 million from 3M Products Limited, (the "Acquisition"). The site comprises a building and adjacent development site totaling 20.1 acres. The building represents 183,883 sq ft of warehouse space, which is being acquired with vacant possession. As part of the Acquisition, the Company is simultaneously selling a plot of development land of 12.1 acres for GBP5.0 million to a local developer that has plans to build new logistics facilities. The vendor, who was also the previous occupier, has vacated the site and marketing of the warehouse space has generated strong interest from a range of high-quality local and multinational occupiers that fit the Company's tenancy criteria. The Acquisition is consistent with the Company's investment strategy of identifying well located and attractively priced stock with asset management potential; and sits within an industrial estate that is well known to the Company. The Acquisition is being financed from the Company's cash resources, following the recent sale of a site in Leeds, as well as with debt finance from its club facility with Santander and Barclays. Commenting on the Acquisition, Richard Moffitt, Chief Executive, said: "The acquisition of this well-located, institutional-grade logistics property offers attractive asset management opportunities for the Company, together with the potential to add newly developed assets in the future. "This is another example of our approach to creating value whereby the proceeds from successful asset management are reinvested into new opportunities, ensuring the portfolio continues working for shareholders. "We have had considerable success with investments in Bedford and are confident that this site will prove attractive to a variety of different occupiers. "Looking ahead, we remain opportunistically acquisitive, focusing on assets that serve the 'last mile' needs of a diverse tenant base, especially those responding to the challenges of e-commerce and supply chain constraints."	spectoacc	Read Full Thread Reply
30/10/2018 17:45	This has delivered total return in excess of 15% every year since IPO. So I am being paid 6% divvy to hold whilst also getting some real returns through management efforts on lease regears and rental growth which is being experienced across the whole sector. What am I missing?	sirgainalot	Read Full Thread Reply
25/5/2018 14:59	I agree, though still seems to be accelerating, eg WHR's results this week, & SHED seem to source everything off-market at decent yields/prices. I think the trend you mentioned will benefit them, eg: "Disposal of site in Bedford for GBP5.8m, representing an IRR of c.43% and a net initial yield of 6.0%". Then again - if/when the market does a fast turn a la the credit crunch, SHED won't be an easy sell in any sort of size, so no harm exiting whilst there's liquidity. Feels like a bet on the management more than the market tho, & happy to run it for now. Starting to sound like I'm needing to convince myself... ;)	spectoacc	Read Full Thread Reply
25/5/2018 14:33	Specto, I've been in since 100p (or thereabouts), and while I still see good growth, I am concerned that yields are increasingly driven lower, as more participants try to enter the market, and vendors become more savvy on pricing.	tiltonboy	Read Full Thread Reply
25/5/2018 12:22	Think you were in at the same placing I was @Tilts? I still think SHED isn't like the other small REITs, or at least the other "income/little NAV growth/ticking along" ones. Feels like an empire's being built (albeit much smaller than they'd been hoping!) & hence has a fair way to go yet. So staying in most of mine for higher, but can't go far wrong taking a profit, well done. Do wonder when the market will turn for warehouses; retail has died but offices, warehouses, student, & resi still motoring along.	spectoacc	Read Full Thread Reply
25/5/2018 11:41	I've taken a decent turn, selling at 130p. Will look to rotate into something trading on a discount.	tiltonboy	Read Full Thread Reply
25/5/2018 11:11	Someone bought 22.6k at 1.33, vs NAV in (good) results earlier this week of 1.22. Results are worth a read, they show the direction SHED is going in.	spectoacc	Read Full Thread Reply

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