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
	+0.00p	+0.00%	122.00p	119.00p	125.00p	122.00p	122.00p	122.00p	67,140	08:00:20

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	10.8	18.7	22.1	5.5	107.00

Urban Logistics Reit Share Discussion Threads

Showing 76 to 100 of 100 messages

Chat Pages: 4 3 2 1

Date	Subject	Author	Discuss
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
15/6/2019 07:51	I have followed this one for some time - but think if they increased the liquidity the share price would be trading at a premium or close to NAV as opposed to discount. I've tried to buy a number times in blocks of 25k and never been filled. Unfortunately, interactive brokers doesn't allow voice trading so can't ring up a market maker. However, i don't see why at this size, other REITS are fairly liquid but SHED is happy letting market makers sit 5-7 cent wide.	pyufak	Read Full Thread Reply
06/6/2019 11:32	Interview with Hardman & Co - http://bit.ly/2QP1ehH	astonedt	Read Full Thread Reply
28/5/2019 17:00	Hardman research note out today: HTTPS://www.hardmanandco.com/research/corporate-research/plenty-of-future-growth-stored-up/	dendria	Read Full Thread Reply
25/5/2019 21:26	Yes, a nice set of results. Of course, they have a tailwind in this sector at this point. Nevertheless, a well run REIT.	topvest	Read Full Thread Reply
24/5/2019 07:58	Great board and management team delivering good results from active portfolio management in a very promising sector. If SHED can get the NAV >£200m there may be a much wider investment audience to help it grow substantially. AIMHO etc.	lovat scout	Read Full Thread Reply
24/5/2019 07:05	SHED are my favourite small property REIT - not the most liquid, not the highest yield, but somehow the most skilled. I'd fancy them to see through a market downturn too, something I wouldn't necessarily expect the newer ones to do.	spectoacc	Read Full Thread Reply
24/5/2019 07:03	Results for the Year Ended 31 March 2019. Financial Highlights · EPRA net asset value ("NAV") per share up 12.6% to 137.96p · Portfolio valuation at 31 March 2019 of £186.4 million · EPRA Earnings per share up 42.7% to 7.01p · Second interim dividend declared of 4.02p per share making a total of 7.00p per share for the financial period, up 10.8% · £20.4 million of equity capital raised from new and existing investors in April 2018 · Total Accounting Return (NAV + dividends) of 17.7% Operational Highlights · Seven logistics properties acquired for £48.0 million with asset management potential · Disposals totalling £11.3 million, all at or above book value, representing average Total Property Return of 25.2% · Portfolio fully occupied · WAULT of 5.5 years (2018: 5.0 years) · Low average rents of £4.83 per sq ft with significant upside potential. Rent reviews increasing rent by average 39.6% more.....	skinny	Read Full Thread Reply
23/5/2019 16:57	Results tomorrow.I see MKLW got taken out by LMP.SHED are only a tiddler so maybe not so much interest.	shauney2	Read Full Thread Reply
17/5/2019 07:08	I know it's illiquid and not the best yielder, but SHED is my pick of the sector.	spectoacc	Read Full Thread Reply
17/5/2019 07:05	Disposal. Urban Logistics, (AIM: SHED) the specialist UK industrial and logistics REIT, is pleased to announce that it has sold a site located on Postley Road, Bedford for £9.2 million realising a Total Property Return* of 74%. The 85,012 sq ft site was purchased at the time of the Company's IPO in April 2016 for £5.5 million and comprises four industrial units together with a piece of development land. The development land, which the purchaser has an option to acquire if planning permission is granted (for £0.5 million), is not included in the disposal and will be retained by the Company. The units, which have been sold to Apperly Estates Limited, are fully let with an average WAULT of 5.9 years. They have undergone extensive asset management, with new rents agreed at £6.52 per sq ft on Unit A and £6.26 per sq ft on Unit B.	skinny	Read Full Thread Reply
09/3/2019 15:40	Well up, is my guess.	spectoacc	Read Full Thread Reply
08/3/2019 20:05	Stenprop will eventually be a multi-let industrial estate portfolio whereas Shed is single tenant mid sized boxes. A different economic risk profile and I suspect Shed NAV will he written up next results	lovat scout	Read Full Thread Reply
07/3/2019 20:36	Isn't Stenprop doing the same as SHED? But Stenprop is on a 16% discount to NAV so looks cheaper than the 4.7% discount on SHED.	apollocreed1	Read Full Thread Reply
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

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