Urban Logistics Reit Share Discussion Threads

[spectoacc] 10/8/2020 09:05

IC tip still feeding through after weekend reading.

[jbarcroftr] 07/8/2020 18:44

Spiked up today on Investors Chronicle buy recommendation

[skinny] 10/7/2020 16:32

Yes .

.

[spectoacc] 10/7/2020 14:49

Franklin Templeton stake RNS'd this morning.

[dhoult12] 06/7/2020 10:43

Yet down on the news.. Surprised with increased size we haven't seen increased liquidity as well.
Maybe too soon.. Once increased balance sheet consists of cash generative assets rather than well cash we will hopefully see some more interest

[leopoldalcox] 06/7/2020 09:35

Great update today. Gives confidence in the strategy of the business

[jbarcroftr] 06/7/2020 07:55

As expected.I expect further acquisitions shortly.AGM on friday

[skinny] 06/7/2020 07:15

.

Urban Logistics, (AIM: SHED) the specialist UK logistics REIT, is pleased to announce that 98% of rent due for the quarter to September has been collected, the remaining 2% is expected to be collected imminently.

This follows a strong cash collection in March when 100% of rents due were collected. The current levels of rent collection evidence the Company's proactive approach to strong covenants and intentional bias towards resilient sectors, such as food and pharmaceuticals, consumer staples and other essential goods.

[spectoacc] 23/6/2020 16:24

@Tooty - you can have mine at £1.50 ;)

[dhoult12] 23/6/2020 15:34

Volume has been averaging 70,000 a day or so - so £100k. Its rather illiquid in the absence of news this one but depending on your size you should be able to trade

[skinny] 23/6/2020 15:22

Lower the price :-)

[tootyfrooties] 23/6/2020 15:04

There's hardly any volume; I've had an order outstanding for almost a week which still hasnt been filled.

[skinny] 17/6/2020 07:08

Urban Logistics, (AIM: SHED) the specialist UK logistics REIT, announces that the Company's Annual Report and Accounts for the year ended 31 March 2020 and Notice of Annual General Meeting, ("AGM") have been despatched to shareholders.

The documents are available from the Company's London office and can be downloaded from its website www.urbanlogisticsreit.com.

The AGM will be held at 124 Sloane Street, London, SW1X 9BW at 10.00 am on 10 July 2020.

[skinny] 13/6/2020 10:02

There's probably a more general thread to post this on?

But worth a read :- .

[dhoult12] 09/6/2020 17:38

Nice close. Now above the raise price. Still think there are some legs in this in the medium term.

[1tcm1] 08/6/2020 13:03

The most important thing in this pandemic is to observe the rules of lockdown. At a guess, 80% of the adult inhabitants of the UK did so pretty punctiliously. This served the country well, I believe.

Not, however, our voluble hero SpectoAcc. He was boasting, on ADVFN of all places, that he refused requests to keep social distancing in his local Leeds Morrisons, called the staff person who asked him a "Stasi" and elbowed his way to the front of the queue.

He is very lucky that the majority of the population avoided this disgusting, unintelligent behaviour

[spectoacc] 05/6/2020 15:13

For a share in a Covid sweet spot (not to mention a Brexit warehouse demand sweet spot), seems harsh that they're below highs. Plenty of definitely affected shares pushing or through highs.

[jbarcroftr] 05/6/2020 14:16

If all the June rents come in I expect the share price to creep back up to 137 p
Then in July and August more acquisitions- including debt they have about 100 million to spend.

[chucko1] 05/6/2020 13:39

It might just have done so. There is no large offer in the market right now for the first time in some days. Unless the offer was merely dodging the US jobs report (which no one understands just now - the number was completely unexpected).

[chucko1] 05/6/2020 12:19

There's a large seller on the offer - has been for a while now (most likely Allianz). Eventually, this will pass.

[jbarcroftr] 05/6/2020 12:03

Questor surprised SHED aren’t higher.So am I.

[nimbo1] 30/5/2020 15:15

Had a flick through their remaining European stuff - some care homes, stand alone retail units and mixed used stuff. No stopping centres other than a small mixed use shopping centre. It’s definitely not high quality stuff - they got very lucky selling their largest European asset in March.

[dhoult12] 29/5/2020 16:52

Whats the retail? Would imagine the 81% pay rate means 95% on logistics and about 20% on the retial.
Assuming this is shopping centres etc others are trading at 30% of previously stated NAV.

[nimbo1] 29/5/2020 15:23

Gearing is low when you take into account restricted cash - c20percent. Not sure why the cash restricted though

Im not saying its a buy - I bought some but because it looks like a trade going into results.