The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
To deliver income and capital returns to shareholders through investment in Big Box assets in the UK.
Find out MoreLondon South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I'm confident in my investment here and feel that we can look forward to an uplift in the next quarterly dividend. The SP is holding well despite today's turndown in markets generally.
Good trading update, hopefully a hike in dividend in results next month.
Holding above 185p atm. Looking good to move closer to 190p short term imho.
I was invested here a while back but had sold out at around £1.60 a share (still made a decent profit). Mainly because my investment criteria was no longer met (I target a dividend yield of 6-7%+ on investments). I am, however, considering re-investing in large scale logistic assets, like BBOX.
But one question - does anyone have a view on where the main difference is between bbox and Warehouse REIT (as an example)? Torn between the two. Yields on Warehouse REIT are more appealing but this looks good still.
The BOD is limited in their control over paying dividends. By law an REIT has to pay at least 90% of their income as dividends.
You should be fairly happy this am alexia. Nice timing
The RNS shot me in the foot. I have held these since March (a week too early) and recently I have been trading them for 5-7p turns. I was out at 169p and have a limit at 164p to buy back in. I think this share is a cracker and I will probably buy back in if I'm lucky and it drops below the 170 level in the next few weeks. This is a banker share in the right market at the right time with reasonable growth prospects.
I don't know why you people can't accept that others may have different opinions to yourselves.
I have no wish to reinvest in a company paying less than 4 percent dividend. If you want to call me a fool then so be it. You collect your pittance and I'll collect my 10 percent. If you bothered reading you would have read that I don't chop and change, I prefer to keep the dividends rolling in. When the market next has a dramatic fall, which it always does, I will have money available to pick up the bargains. Goodbye.
adv11 Im happy. Only decided to invest in July - 144. Since then picked up two divi payments and its currently 178. Its your choice to sell and no one ever went broke taking a profit. But if you are waiting for the price to half then you could have a long wait imo. More chance the divi doubling maybe. I suspect this has some way to run yet. There is plentyin the development pipeline and we have heard nothing from ASI yet.They aint been a deal for old times sake. Keep chopping around in the market is for those with big bucks or for fools who usually miss out on the few steep rises eg today. But as they say dyor or as I prefer to say - its your money, your choice so do what you want. A cash ISA is fine for some. Thats ok by me.
I currenty average 5.5 percent but want to get it to 6 percent. Everyone has different ambitions, mine is to get into high dividend payers at a low price, which makes a dramatic difference. The ones I invested in last March when the bargains were to be had, are paying 10%.
Nothing wrong with investing for profit, I prefer to let the dividends roll in. I'm getting 10% plus on VSL, RGL, AEW Uk, HONY, SDV, RECI .... BBox was once a favourite, now it's time to get out and reinvest if the price halves, or the dividend doubles.
Seems pretty solid. Nice steady upward trend and probably benefitting from Brexit and covid woes. Excellent news
I agree. A welcome RNS. Pleased I stayed put.
Adv11, Do you really mean that a running yield of almost 4% is of no interest to dividend investors? Especially when the SP here has increased by 36p, from c. 140p two years ago, to 176p today.
That's a 15% pa return in income and capital combined, in an era when inflation is under 1%.
Just how much of an income return are you expecting from your dividends?
Unfortunately, BBox would need to make a large dividend increase to make the company of interest to dividend investors. Another ex-favourite to be sold to keep my yield up.
going in right direction - should now rise towards £2
60% of the Fund Manager (Tritax), not 60% of the Fund (Tritax Big Box).
How will ASI acquire a 60% stake
I asked on 17th Nov. Dont hink that one was about holdings
Increased holdings
Anybody explain the RNS to me ?
So already up on the ex div and broker tips 170-190. Looking good
Has there been any comment on Brexit event (affecting the business). There could be more demand for storage but there could be transportation issues and negative impact on customers I suppose.
with excellent rent collection in difficult times. Divi to be paid within a month so I will recycle this back into shares. BBOX seems to be doing well out of the impact of Covid. With a safe yield in a low yield environment these have further to go. Ticks my boxes.
Seem to be just about right on this one recently - which is not often the case - but as far as the order book is concerned are the mms seriously hopefully thinking they can buy in the 130's when its picking up to the 160's ??
More after hours trades than ever it seems and then guess what - positive RNS following morning.