Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
London 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 am a very happy holder at this current price:
- Q4 disposals at a premium to most recent valuations (suggesting that IP values have definitely bottomed - so potential NAV upside)
- strong tenant mix in good sectors for the current climate. (Including good collection figures)
- and who knows potential significant reval upside from change in use planning consents
- to top it off it's a strong divi yield at this SP too.
Better
Beginning to look like a crash....for growth.
Value holding up well.
No move on the share price though?
How do you come to the 8% dividend?
Very positive... 40 % discount to NAV and 8 % Div... some way to go yet
Oh I forgot please!
I can't remember what they are?
Someone define them for me?
smorris, Assume divi is hitting accounts now and divi reinvestment is a big part of todays SP rise.
These price predictions 120 or 150p how are you coming to those numbers?
NAV or and dividends?
I was thinking 8p dividends this year.
At 120 that's 6.6% dividend.
At 150 that's 5.3% dividends
Someone has suggested a 10p dividend this year.
If so
At 120 it's a 8.3% dividend
At 150 it's 6.6% dividend
I don't think new buyers would want anything less than 8% dividend. Not in the near term maybe a few years down the road when the dust has settled.
Prior to the crash the dividend was at one time 12% + (not fully covered).
Now I do know the price post crash reached or nearly reached 120p but that was before the fire sale of the pubs and the sale of other assets. So I can't understand how these numbers are possible?
Enlighten me here and no answers on a postcard!
when will it be in our account ?
https://www.ft.com/content/37eb7c9d-c4bf-498d-a5ab-ff28d9d2f9c8
Maybe 150 now
Come on MSN we can't all afford the Financial Times.
I can't afford to buy the FT And invest.
Copy and paste....please!
With RPI rent reviews, could see this back to 150 pretty soon..
yes and going higher too. Doubled now since those lows
Nice to see it trade above a pound next stop 115
https://www.ft.com/content/37eb7c9d-c4bf-498d-a5ab-ff28d9d2f9c8
Maybe 150 now
£1.25 was my guesstimate
Can see this at 120 at the next results..
One Thing I would like to to know on the next presentation is target forecast revenue (next 5 years) and in turn the increase of UFFO and associated dividends. Naturally and increase in UFFO value and dividend value will push the share price up. I believe it was mentioned they are targeting a 10& accounting return without asset appreciation but maybe I heard that wrong ....... ?
35 % discount to Nav and 8 % Div ... whats not to like...
Up 7.5% and 52%.
Looking at my dividend investment trusts Value is back in fashion.
For the moment!
Good run. I am back in profit 5% and 40%.
I am hoping for a 8p dividend.
A buy back must by definition result in a lower dividend.
I would assume that sometime in the future that might be something the shareholders would support....via vote.
A scip issue is a choice a buy back isn't.
There has been a lot of scrip issued, so why not. It would make sense.
1msn
That would result in a smaller dividend so I would think unlikely. Hopefully not. To me that is.