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
  0.00 0.0% 133.00 131.00 135.00 133.00 133.00 133.00 92,572 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 10.8 18.7 22.1 6.0 117

Urban Logistics Reit Share Discussion Threads

Showing 51 to 72 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
16/1/2019
14:14
Got SHED, RGL, AEWU here - wondering at what point EBOX is a long too.
spectoacc
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
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
16/1/2019
09:29
Just bought some at 112.75 - fingers crossed.
nimbo1
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
15/11/2018
08:15
Decent update - been buying this week and added this morning
belgraviaboy
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
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
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
25/5/2018
15:59
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
25/5/2018
15:33
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
25/5/2018
13:22
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
25/5/2018
12:41
I've taken a decent turn, selling at 130p. Will look to rotate into something trading on a discount.
tiltonboy
25/5/2018
12:11
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
11/5/2018
08:30
Thought it might be a little more liquid post-equity raise, but still quoted by only two MMs, NMS 1k shares (tho that'd take a while to change), & MM's in 2.5k & 10k respectively. Not too fussed as it's a LTBH for me, to see how far they can build the co (no pun intended), with the yield in the meantime.
spectoacc
29/4/2018
07:12
Link to old thread under PILR: https://uk.advfn.com/cmn/fbb/thread.php3?id=40363075
spectoacc
08/9/2009
09:44
http://www.shedworking.co.uk/2009/04/nissen-hut-search.html "..Shedworking is the only daily updated guide to the lifestyles of shedworkers and those who work in shedlike atmospheres..." http://www.shedworking.co.uk
m.t.glass
17/11/2005
21:47
even more reason to wing one your way at xmas. meeting in DC went well, waiting for the big metal bird to wing me back to blighty. c u monday for some serious kd'ing
vinnie the bean
03/11/2005
14:52
Certainly MK. I'll visit you within the hour. VBR, H.
7h
03/11/2005
14:28
any chance of an appearance on the old PB thread (currently PB71)?
mkearns
03/11/2005
14:27
afternoon H.
mkearns
30/10/2005
15:02
Sheds - Don't buy a Walton. Bag of sh1te.
wilmot
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