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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% 177.00 177.00 179.00 178.00 176.25 177.50 1,058,922 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 24.2 47.6 21.7 8.1 575

Urban Logistics Reit Share Discussion Threads

Showing 151 to 174 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
31/3/2020
15:20
Very pleased but not surprised to see some life in the share price.Shed seems to me to be in the right place with a lot of cash to invest
jbarcroftr
31/3/2020
15:14
The longer SHED go without telling me they've spent the c.£135m on the assets they'd lined up, the more confident I am that they're THE pick of the real estate ITs. Forget gearing, debt etc, they're cashed up to the 9's and ready for diving in to a buyer's market. I hope.
spectoacc
20/3/2020
09:18
Not sure I'd have done it but for being stuck in 25k at the 137.5k placing price, but doubled holding at 101.5p.
spectoacc
18/3/2020
19:32
I wouldn’t want them to move from last mile logistics.But the share price has dropped by 35% so maybe 8% initial yield on new purchases
jbarcroftr
18/3/2020
18:42
That is exactly what I was wondering...SHED got very lucky raising cash when they did. If they can't renegotiate terms, surely they can walk away and buy something else at a knockdown price
jombaston
15/3/2020
17:45
Yes and I think they will be able to improve the purchase terms of the portfolios they have lined up Cash is king and they have it
jbarcroftr
05/3/2020
08:04
SHED looks to be in a strong position It’s got the money and will surely to be able to improve the terms on the portfolio it has in it’s sights
jbarcroftr
28/2/2020
16:49
Certainly considerably more liquid than SHED, to be fair. An interesting "sell the sharing economy" post on FT Alphaville - not sure you couldn't argue some SHED/BBOX involvement in that. Or the opposite - everyone orders online and stays away from the shops. Or is that the last 5 years? ;)
spectoacc
28/2/2020
16:47
BBOX gets a huge thumbs up from me - I essentially use it as a piggy bank. Comfortably my largest holding and growing at these prices. Discount, right sector, great management, highly liquid, decent yield and enough volatility to make a turn for the patient.
belgraviaboy
28/2/2020
16:36
Hadn't thought about BBOX in fairness - will keep an eye on it. It's not a SHED (who are highly active) and of course "big box" not "last mile", but on the right discount and yield it's got to be worth a look.
spectoacc
28/2/2020
16:26
Yeah...looks like there are a lot of other good opportunities. I bought BBOX last Friday at 145 ---Duh!!
apollocreed1
28/2/2020
14:06
@chucko1 - good point re GE! I'd spent much of that cash by now of course :) Been variously averaging and adding yesterday & today but I totally agree - things could get very much worse from here.
spectoacc
28/2/2020
13:55
sell this and buy BBOX is the obvious trade
orinocor
28/2/2020
13:52
What are your key targets now, Specto? You did well to sell out pre-election!! In any event, the rally you missed is all gone and more so there is much to feast your eyes on. I like a lot of stuff here, but I do not rule out very substantial further falls in some areas, which will force people to sell the good stuff too. It’s been too easy for too long, and the backlash could be hideous. I recall a massive bounce back at the end of 2007, in particular in the credit markets. Doom was just around the corner. The main credit index fell from 20bps to 55bps, but rallied back to 29bps which I considered insane. Ended up at 220bps within less than a year with banks sprinting to the Fed and BoE. I see ETFs as the poison brew here.
chucko1
28/2/2020
13:19
Attempting to cancel but bet Selftrade fail to. Isn't that I don't still love SHED - I do - or think they'll do anything other than continue to do well. Is just that there's suddenly a sea of opportunities out there.
spectoacc
28/2/2020
13:12
Cancelled also. They may pull the offer, anyway.
chucko1
28/2/2020
11:02
apollo Agreed - just cancelled my excess application (kept the basic). Decent value appearing in other places.... If these dip once the offer goes through will look to add
belgraviaboy
28/2/2020
01:56
In light of the recent fall in the share price, the open offer doesn't seem such good value. On the LSE website, it seems that some sales went through at 140p today, so buying shares at 137.5p is only a discount of 1.8%, and in this plunging market that could easily be wiped out.
apollocreed1
19/2/2020
13:39
https://www.directorstalkinterviews.com/urban-logistics-a-realistic-growth-stock-mike-foster-reveals-all-interview/412805916 anyone heard this
petewy
12/2/2020
08:41
Yes, I’ve been gradually buying at the current price in order to get a reasonable slice in the offer. The size of the Open offer is hardly a feast, is it?
chucko1
11/2/2020
22:06
Good luck with that. Although they are looking to place between £100 to £200M, the open offer is only on a 1 for 18 existing basis.
2wild
11/2/2020
14:11
I had been reducing recently - the equity raise was well flagged in advance, but I still hold a good chunk. However, I plan to apply to at least double my existing holding on this raise. I very much like the no nonsense management here and am happy to provide funding at around NAV.
belgraviaboy
11/2/2020
13:57
Disagree with both. Money being raised at NAV. This isn't your usual REIT, part of the attraction is superior management, who have access to purchases no one else seems to. Is worth seeking out presentations from the previous fundraising to hear that. If you look at the value they've added since purchase (at, say, the £1 fundraising, with c.6p/year divi along the way), it's a strong bet there'll be much value added from these purchases too. Then add the c.10% premium HSTN went at, or LMP or SGRO's premiums. This is a time to get in, not to sell IMO. The point on costs is a good one - it hit eg WHR's NAV - but SHED management are streets ahead of WHR IMO.
spectoacc
11/2/2020
13:40
In light of all that it is perhaps surprising that the share price has held up so well. IMO they should be sold, profits banked and an alternative REIT found.
skyship
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
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