Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
To provide shareholders with an attractive level of income together with the potential for income and capital growth by investing in a diversified portfolio of UK commercial property warehouse assets.
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Patience grasshopper. Property in general not flavour of the month at the moment. Sit back and enjoy the dividends. The capital growth will come, albeit perhaps slowly...
My little friend, I was expecting more from you today. Ex-dividends tomorrow 5.8 Yield and 1.50p will be paid...
1200 a;; day today and we still at 108.00 why the MM's don't let us fly? More Buys than Sells
"IC View
The cost of acquisitions remains below the cost of replacing warehouse assets, which should help drive further rental income growth. The trust's shares trade at a 3 per cent discount to forecast NAV, which given the lack of logistics capacity looks like an undemanding asking price. Buy.
Last IC View: Buy, 104p, 8 Aug 2019 "
There is a presentation on WHR's website that accompanies today's 6 month results.
https://www.warehousereit.co.uk/umbraco/Surface/Default/Download?url=%2Fmedia%2F1741%2Fhalf-year-report-to-30-september-2019.pdf&filename=Half-year%20report%20to%2030%20September%202019.pdf
1/2 year results duly out and much in line - slight price drop as lower NAV as per recent share issue (105.2p from 109.7p),
this always tends to happen with REITS distributing nearly all profit, and the only way to grow is issue more shares, seems to equal a repeated 2 steps forward and 1 back.
Cost of debt slightly higher but offset by new properties now starting to contribute, favourable rent renewals, longer lease breaks.
Positive market despite Brexit etc, has them talking of expected higher dividends for 2020, which can't be bad and a lot more than you can get from a bank!
6 month results to end of September due tomorrow. Lots of small automated trades today.
Well I wonder who had the better part of this deal? A lot of dry stock in a market where yields are moving out
Small shareholders always cry out for Open offers so they can participate - but how come the one chance that comes along is higher than you can buy them for in the market !?!
Div confirmed. 1.5p, xd 28th Feb.
Cheers Adv, looks good. See it's down on ex div today. Got a few divs due so will split them between AEW and here.
Have a look at AEW UK if you haven't already, over 8 percent yield and director buying heavily. I'm in both.WHR and AEW UK, as well as the up and coming AEW LL.
Recommended for the user name over anything else :)
Just joined you in here with a toe in the water 2500 shares, will add more if it makes progress.
All that Brexit stock has to be stored somewhere.
💥💥💥💥💥💥💥💥💥💥💥💥 for a week then 🥴🥴🥴😩😫🤯🤯🤕🤕
Good to see that WHR, wouldn't overpay. and with a extremely large Divi next year, and with operating in a big growth market, these are certainly long-term winner.
WHR is looking to buy a lot of property from Hansteen (HSTN) in conjunction with a 3rd Party. This could be considered a reverse takeover due to the size of the transaction and thus the shares are suspended until it is resolved one way or the other. The suspension just means shares can't be traded - the company continues to operate as usual and can pay out dividends in the normal way. Not heard anything further about how things are proceeding and there was nothing of interest about it in Hansteen's half year report on 22 August.
I bought these 24 October 2017 @ 99.75p ( D )
They appear to have been suspended pending a takeover , recent RNS about a dividend.
Not sure what going on can anyone please explain .
Yes thanks, I have discovered this. Seems to be happening more frequently - has happened today with Medic X. Broker says it is the companies not following instructions... but could be either at fault. Apparently it takes 4 to 6 weeks to sort out. I don't mind the wait but a/ it messes my paperwork up and b/ without contacting the broker and having to explain it all again, I have no idea if they know about it or not.
I had this before on another REIT share, your ISA provider needs to obtain an exemption from the 20% withholding tax
Thanks a lot, I really appreciate this. I assumed it would be a mistake by I-web, but explaining it to them will be a nightmare.
I also have mine in an ISA and I got the full 1p - 0.78 as PID and 0.22 as non-PID - I'm with AJ Bell if that helps.
Could anyone with their Warehouse shares in an ISA confirm what they have been paid please ? I was expecting the full 1p (being in my ISA) but have actually got 0.844p, split as the 0.22p non-PID and 0.624p PID.
Tale of Two Cities. Hansteen sell, Warehouse REIT buy for what seems to be a very full price .in pass the parcel Morgan &Jones at Hansteen who have managed to time their exits and entrances in the industrial property market to perfection None so more than last time on the merrygoround when they sold their industrial portfolio to Warner Estates which ultimately precipitated their demise .Its not difficult to guess who has got the better part of this bargain