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% 129.00p 126.00p 132.00p 129.00p 129.00p 129.00p 6,511 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 5.8 113

Urban Logistics Reit Share Discussion Threads

Showing 76 to 100 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
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
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
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
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
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
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
06/6/2019
11:32
Interview with Hardman & Co - http://bit.ly/2QP1ehH
astonedt
28/5/2019
17:00
Hardman research note out today: HTTPS://www.hardmanandco.com/research/corporate-research/plenty-of-future-growth-stored-up/
dendria
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
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
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
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
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
17/5/2019
07:08
I know it's illiquid and not the best yielder, but SHED is my pick of the sector.
spectoacc
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
09/3/2019
15:40
Well up, is my guess.
spectoacc
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
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
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
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
31/1/2019
10:52
7p spread for MMs to shaft the tip readers. Fair, I suppose.
spectoacc
31/1/2019
10:23
Thanks Claus.As always i wish i had more now.
shauney2
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
31/1/2019
09:22
Ah-ha, thanks - wondered why the small buys.
spectoacc
31/1/2019
09:08
Tipped by Questor in DT.
clausentum
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