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The shares are available to cancel at a 30% discount to NAV ATM. BLND look to be disposing assets above NAV as per Ledenhall. They are finding difficulty buying property at prices which met their longer term hurdle rstes. The proposed buy back looks a reasonable risk/reward to me.
It never ceases to amaze me how people will invest their hard earned without even a basic knowledge of how a particular company goes about its business.
'Of course buy backs reduce the number of dividends to pay ' No. Pay-outs by way of PID's will still be a minimum of 90% of rental income, meaning a higher payment per share than without a buyback
Of course buy backs reduce the number of dividends to pay especially useful when they are less likely to increase from earnings and at a time when it may be better to hold back on acquisitions ! I opinion at Neutral but use the Hold as former not there!
'Normally they are investing' They are investing in what currently is the best investment BLND shares which will increase income per share
As a REIT they have to pay out at least 90% of the tax-exempt profit in the form of a Property Income Distribution, or 'PID', so future payments to shareholders will always have a narrow range of between 90 and 100% of BLND's rental income whatever that may be
On first repurchase. Buyback interesting. Normally they are investing..probably buyback but no divi increases from now on.
on the announcement that BLND are embarking on a share buyback. This is a good use of hundreds of millions of pounds due to the large discount to NAV.
For anyone renting out a property income tax is due on the rental income. It is the same on the rental income that you are getting from holding BLND shares. If however you hold the shares within an ISA you will get the 20% that has initially been taken off, given back to you several weeks later
Seems to be day trading range in these. Will be adding down to 3.95 as good investment long term when Brexit issues possibly resolved.
May go to 500 medium term High PE Inflation eating into consumer spending .Dividend peaked and modest retracement likely
Now looks over 30% on today's close. That gap looks very generous just IMV.
bl is a reit therefor they knock tax off prior to paying us, I have 500 and get £29.10/ quarter
http://www.lse.co.uk/regulatory-news-article.asp?ArticleCode=1qygw4vb&ArticleHeadline=Dividend_Declaration Says the last dividend paid was 7.3p yes.
The divi was 7.3p please. I only had 487 shares but £28.44 is not right. It's not the amount that is of immediate concern, it's the loss of trust that ********** know what they are doing that bothers me.
Hi YB 34, I have been invested here for about a year or so.I have about 50% of my portfolio holding consisting of British Land which I intend to retain for a long period,maybe for very long term. The quarterly divi really appeals to me, it is not get rich quick divi stuff ,but excellent if to play the long intelligent play.I have made great plays with in and out plays also on drops in SP of this stock whilst still retaining my core holding for regular good divi. BLND is a tough resilient company that in my opinion is still a great buy for any type of investor either long or short player.BLND will always rebound from stock market shocks and holders should not have sleepness nights as the divi structure is sustainable , sustainability I mean as historical evidence I mean,sustainability cannot be guaranteed.I hope that makes some kind of sense. BLND was trading at between 750p and 8 quid not long ago ,also a fortune historically,there I go again on share history.But I perceive that history of a company through tough times is critical in my analysis before laying out my hard earned.BLND is proven and meets my CODE before investing. Now back to your question of adjusted earnings, I will endeavour to look into your query with my fellow investors and get back to you. Meanwhile if anyone else can help in answering or have any input on BLND please write.
Hi, Does anyone know why there is such a difference between Basic and Adjusted eps for the last 3 years please ??
Took a small holding at 620.Only way I can afford to get on the property market.
For such a large company I can not see how this is so cheap. Rates are now at 0.25%, the pound should fall even further which makes London property prices even more competitive for investors from overseas. We have already need a number of take overs (not that I can see this being taken over) since the brexit.
Running about 25% below its NAV and oversold. 750+ looks conservative short term to me. Entry 668.5
Hopefully rates drop tomorrow
More opportunities? Weighted average leases according to the last set of accounts was something like 10 yrs, with 98 percent occupied. Good strong cash flows, I'm struggling to,see the downside and would be more than happy for someone to educate me. Britexit is the biggest risk, potentially everyone leaving the south east but personally I can not see it happening, if anything rates could reduce short term therefore decreasing costs in this company.
http://www.bbc.co.uk/news/business-36708844 Share price likely to drop further
There are just so many good opportunities at the moment. Wish I had more money to invest. This In my opinion is way oversold, Commercial property should not drop that much and with talk of a potential drop in rates should make this an even better prospect.
Good buying opportunities recently. Low P/e plenty of earnings to pay the dividend even if we have a flat period for a while and there has been a healthy correction from the frothy levels of last year.Surely if you hold in an ISA no tax to pay ?