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Always lovely when we're in agreement, latpulldown.
There have been one or two on here a few weeks ago suggesting it's all going online. I think the points you make reflect my own belief. I'm not a big "shopper" but many people are, and the smarter retailers will balance both routes. Centres will become experiences; a day out where events, activities, and retail combine.
The vaccine (incl future tweaks/boosters), continued (lat flow) testing and improved filtration of air-circ systems (eg: copper-infused virus-killing filters such as those soon to be produced by RMS), all point positively.
Pickuzawinnah,
I think as we can see from the reported explosion in bookings for holidays over the last few days that there is an absolute abundance of latent demand out there ready to be unleashed for shopping, holidays, haircuts, cinema, theatre, football matches etc etc etc. People have been deprived of these freedoms for what will be 4 or 5 months come shops reopening time, longer for some of the others.
Internet retailing has done well (I follow and have done well out ASOS) but there is no substitute for actually getting out there and feeling the cut of the cloth, seeing the true colours and when you can, trying it on. The big advantage of HMSO Shopping Centres and designer outlets is that you have an abundance of shops all right next door to each other and you can easily shop in numerous venues and combine with meals out, cinema or other leisure activities. Most parking is free or a nominal sum and you also don't have to pay for either postage in the first place or return postage. Summation: There will always be Shopping Centres
We are only starting to catch up on some of the retailers we house, some of which have already doubled and more off lows (Joules, Superdry etc)
Rents have to be paid and reopenings are the route to that. The big difference this time around is that this time it is backed by vaccine rollout and is intended to be irreversible and permanent.
Easily imho one of the cheapest stocks on the market right now. The mark of that is that a 10% gain right now is only a couple of pence. Many holders on here will remember what that used to be.
The other thing that has changed is that people have reassessed their finances and are putting more into pensions. These funds have to invest their cash somewhere and although not as good as they use to be, shopping centres properly managed are good long term investments. If Hammerson was broken up the value of the parts would exceed the value of the company +debts. Someone will soon buy the company and do that. The lazy, useless current management are incapable of realising this value and consistently make the wrong decisions. This is a hold in the hope of an offer at 40p+
Good points, latpulldown. I suppose the risk here is that HMSO is a secondary link (IE: consumers don't pay HMSO directly, while the likes of CINE and CCL derive income directly from consumers).
Ultimately, imo, much of it boils down to whether, in the medium term, people will have switched to online or whether the experience of shopping in a place - almost as a social event - will have a massive pull after nearly a year of being isolated. And whether retailers will return with the same strategies, or whether they'll have taken the last year to revise strategies and use retail units for experiential branding/presence.
Fair to say I am holding for a LOT longer up the chart over the next 6-12 months.
The thing is Pickuz.. you can track the way HMSO has gone whilst others gained and the vaccine made its progress.
First vaccination was on the 8th December.
15th Feb was the date all 4 Cohorts were met and exceeded. (That should take 88% mortality out of the death rate after 2nd Vaccination.
22nd Feb was the date for the Roadmap.
Track it against CINE is say another I have an interest in like Carnival Cruises (CCL).
Incidentally of HMSO, CINE and CCL which one will see the doors reopen first - and in actual fact 25% of the estate which is essential retail is already open.
Agreed. Just pent up spring unleashed by clear evidence of vaccines' impact and path to end of lockdown and then Morgan Stanley's people seeing the opportunity for a significant gain.
There will be profits taken along the way, but imagine triple-bagging off a FTSE250 company within a year !
It us only catching up off the back of two days price suppression imho
When retail is one of the first to open and whilst most have previously gained on vaccine optimism this one has retreated.
I'd put it down to "short" positions controlling the price and some slowly starting to exit to avoid any attention.
Morgan Stanley's stake build though has taken a fair few out of the market.
Reddit effect = No
Pump and Dump = No (there have been days on here with hardly any posts and negative share prices when anyone posts anything remotely positive)
Try the 1 year chart to let you where you are buying or selling in any share price cycle.
I know there is massive scope for this to rise as everything unlocking, but now over 11%; I mean is there any thought here as to why, with the exception of MS?
Reddit influence? Pump and dump, like we've seen with SGC and RR recently.
In a month this should be North of 40p..!
Maybe so Gusto1,
Better to look back in a month or two and see where we are then.
Just let sentiment build as we get closer and closer to retail reopening (permanently and irreversibly)
Cintrol the Virus, Cure The Virus, Reopen Those Doors.
This is getting ready to pop....
Now seeing it starting to move goinglarge.
They only spent two days delaying a rise to pick up what they could. By my reckoning there are a lot of short positions that are vulnerable and will have to buy in the market to close their positions. Bearing in mind the next PM's roadmap has been set up the way it is to lead to irreversible and permanent reopenings. TBH the only way I can see from here is UP.
Another stock with major retail exposure that has not stayed in time with vaccine rollout success and has a lot of ground to make up imho
Someone will buy this company on the cheap and realise the value that the current management cannot achieve. Let’s hope a bid comes soon at 40p+. Long term I would like more but I cannot see an alternative to a complete buyout
I just love it that they keep presenting value on this stock.
HMSO is in the best place it has been for over a year. Vaccines rolling out, left right and centre and now shops reopening as one of the first of the sectors.
Whilst they scramble for stock I'm happy to bag a few more also.
There is only so long you will be able to hold this back as the retail landscape is changing fior the better by the day.
They've just got 10% to make up on my CARD shares this morning.
Who incidentally will be one of the one paying their rent in HMSO properties.
They are doing a good job of holding it back to let whoever needs pick up stock.
It is far too cheap for vaccine progress and being at the front of the queue for reopening out of Lockdown.
A few more RNS regarding Morgan Stanley will confirm serious stakebuilding which will start raising questions on why they want in. They must think it`s seriously undervalued.
I topped up again just now...
Waiting now patiently for my muti bagger!
GLA
Yep agree, they are loading up at this cheap price!
Gla
Raising its position again according to the RNS. That's 3 times in recent days.
It's all competition for the unsticky shares that are available