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Gusto1, the MM's or MS etc are imho still trying to squeeze as much as they can out of anyone wishing to sell and without giving them what should be a fair and real return.
All Retail reopened, and permanently and irreversibly so, is a completely different economic outlook for the retailers and their landlords being the operators of large shopping centres, designer parks, retail parks. It is a completely different outlook from all the uncertainty of tiered restrictions and lockdowns although strangely the sp is still hardly reflective of that yet.
Add in an "online shopping levy" if that gets announced and that is a seismic shift and should start to equalise things up in terms of the actual operating costs of sales between those sold by Bricks and Mortar Retail and those sold Online.
*Then lets keep the vaccines rolling out (and there is an abundance coming in March)
*Then shops reopening on April 12th
*More vaccine impacts and lessening restrictions like 2 metre gaps for instance the ability to reopen changing rooms and try things on would give Bricks and mortar retail one of its main competitive advantages back. NB: There is a Govt report commissioned on social distancing and preventative measures which is set to report back by 17th June. It is one of the 4 commissioned by the Government across the back of the Roadmap for Unlocking.
Any return to normality will ultimately mean more and more rents fully paid on time (plus also any agreed previous defaults and deferred payment plans).
This is brilliant.... Heading in the right direction!
Morgan Stanley buying in bulk
This is set for £1+, by the end of the year!
Hold for gold!
Its the Budget tomorrow so hopefully Rishi Sunak takes away the need for innovative management solutions with his bigger macro picture. Its the Government that can set the retail scene for recovery.
Its the Budget tomorrow so hopefully Rishi Sunak takes away the need for innovative management solutions with his bigger macro picture. Its the Government that can set the retail scene for recovery.
Cheers Pickuzawinnah,
Yes some innovative management decisions would be fantastic, we are owed that to be fair. Let's hope the management have set some juicy renumeration for themselves based on share price performance....
Who knows take over bids may happen by summer... Atb
Morgan Stanley: Can see a stake build to 15~20% before any major announcement made. That would take the S.P. even higher although there will be some profit taking from PI`s along the way. Worth holding onto for a while longer if you can.
RNS Morgan Stanley buying again.!
I think I reached about the same conclusion dadean.
Honestly, no science behind it - seriously who can predict what's going to happen to reach a specific SP value - but my sense was somewhere in the region of 40-50p. Maybe more if two factors: 1/ Hammerson leadership team innovate and take decisive action in one or two areas because I suspect the pandemic will be a seismic event in retail with new challenges to "business-as-usual", and 2/ the return to physical retail consumer experience is on the higher side than expected.
You know, even if it "only" reached 35, I'd take a 40% increase on my money thanks.
I did some rough calcs came up with net asset value of around 79p, 40 % discount would be around 47p, I think that might be achievable this year. Nice target
The 250p must be a pre rights issue target....
12 Month, 20 opinions
Ave 26p
Max 86p
Min 10p
https://www.investing.com/equities/hammerson-consensus-estimates
I see HMSO have also been making repayments while under current restrictions,
One to watch I think, plenty of upside, and shoppers will go crazy when let out ..
Cant wait to buy some socks, and I have holes in the backside of my jeans too.
But will have to make do with some compost and daffodils for now.
40p by Easter would be good for me going large :)
We are not getting to £2.50 any time soon but possibly 40p by Easter
Analyst Ratings
HAMMERSON PLC (HMSO.L) (LON:HMSO) PRICE TARGET AND CONSENSUS RATING
12 Wall Street analysts have issued ratings and price targets for Hammerson plc (HMSO.L) in the last 12 months. Their average twelve-month price target is GBX 95.09 The high price target for HMSO is GBX 250 and the low price target for HMSO is GBX 30. There are currently 7 sell ratings, 4 hold ratings and 1 buy rating for the stock, resulting in a consensus rating of "Hold."... Is this the latest forecasts? If so it's pretty positive...