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SHED Urban Logistics Reit Plc

114.40
-1.00 (-0.87%)
28 Mar 2024 - Closed
Delayed by 15 minutes
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
  -1.00 -0.87% 114.40 114.60 115.00 117.60 114.20 115.00 2,892,662 16:35:21
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Real Estate Investment Trust 59.71M -82.66M -0.1751 -6.57 542.77M
Urban Logistics Reit Plc is listed in the Real Estate Investment Trust sector of the London Stock Exchange with ticker SHED. The last closing price for Urban Logistics Reit was 115.40p. Over the last year, Urban Logistics Reit shares have traded in a share price range of 98.50p to 144.80p.

Urban Logistics Reit currently has 471,975,411 shares in issue. The market capitalisation of Urban Logistics Reit is £542.77 million. Urban Logistics Reit has a price to earnings ratio (PE ratio) of -6.57.

Urban Logistics Reit Share Discussion Threads

Showing 101 to 124 of 850 messages
Chat Pages: Latest  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
01/10/2019
13:28
Correct, its actually 5% now. Well spotted, just testing
hugepants
01/10/2019
13:18
Subtly different sectors too. Both have a propensity for further equity raises tho.

Thought WHR discount was a little higher than that?

spectoacc
01/10/2019
11:05
Yes interesting.
SHED is on a 9% discount whereas WHR is on a 1% discount.
Yield is about the same at 5.6%
WHR is twice the size.
LTV for SHED is slightly lower as well at 33%

hugepants
01/10/2019
10:49
My vote is for SHED as well - I believe the discount will close
belgraviaboy
01/10/2019
10:38
Oooh... SHED IMO, but it's more illiquid, slower moving. Hold both. WHR is a bit more bandwagon - SHED a bit more pro IMO.
spectoacc
01/10/2019
10:36
Which one's the best. SHED or WHR !?
hugepants
26/9/2019
14:43
Tight spread at moment, 125.45 to buy.
killing_time
23/9/2019
06:26
Looks good BUT chances of Tufnells still being in business in say 10 yrs time? SHED will have done their homework tho - they'll be decent assets.
spectoacc
23/9/2019
06:15
..

.

skinny
06/8/2019
07:30
Good to see Panmure Gordon appointed joint broker today.
trustman
01/7/2019
17:46
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
07:12
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
08:52
www.mailonsunday.co.uk/money/investing/article-7195819/MIDAS-SHARE-TIPS-Urban-Logistics-company-specialising-called-mile-warehouses.html
eezymunny
19/6/2019
08:11
SHED 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
06:54
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
06:51
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
28/5/2019
16:00
Hardman research note out today:
dendria
25/5/2019
20:26
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
06:58
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
06:05
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
06:03
.

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
15:57
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
06:08
I know it's illiquid and not the best yielder, but SHED is my pick of the sector.
spectoacc
17/5/2019
06:05
.

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
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