Tritax Big Box Share Price (BBOX)

I think the planning decision on the Manor Farm data centre is due soon. I remember early June was the revised date. Haven't seen any news.

Interesting podcast "The Business Case" with Colin - it is 62 mins but worth a listen

https://open.spotify.com/episode/77a5WR7jYqW8mZ8sOADltb?si=ff41a83a34d7499e

9th June 2026 is "ground hog day" for BigBox IMHO.

If we get approval I fully expect our SP will move north of 160p soon afterwards. Gla

Was expecting it to fall off a cliff after ex div, so thats a good sign right?

Time to buy the dip. At least that's what I'm doing.

These indiscriminate market wide sell offs where everyone panics tend to throw up some decent entry points. Reits have undoubtedly taken a good beating on the back of gilts going haywire, but of all of them this stands out as strongest.

Management have proven very adaptable moving to growth areas like last mile delivery warehouses in addition to big sheds, can't fault them really. Blacktsone bought in here for more than today's price Now at a circa 20% discount to tangible NAV and with nearly 100% occupancy on very long leases underpinned by blue chips like Amazon, suspect that discount will narrow in coming months as share price recovers.