Member Info for APAcquisitions

Any thoughts on why the more shares they buy back, the lower the price drops?

I've held PPHE for a number of years and the latest results show that the company's fortunes have vastly improved.
NAV at £25.12, profitable and occupancy improving. Surely this is a takeover target for someone? Although I'm happy to tick along!

Trading update states results will be ahead of market expectations. Looking forward to share price rise in due course.

Any concerns? £1.5m sold in last few days...

Good to see a value investor increasing its stake before results next month.

Many thanks Rivaldo.
Any target price?

Yes, 7.35p payable on 26th Feb.

Does anyone know any target price for Loop? E.g. Investors Chronicle / Simon Thompson?
Many thanks.

My guess is the cruise ship crashing in Venice doesn't help the company that controls the cruise port. Protests at the weekend to ban them from the area.

Yes, I think it was reported at the time to 'meet institutional demand'...
A couple if v large trades went through this afternoon.

Why didn't I sell at 260p?????

NAV of 53p per share and recent acquisitions in Vienna and Brussels reported to be immediately earnings enhancing.
Brokers reiterate target of 70p.
Several large trades went through at 40p during the last couple of weeks.

Revenues improving plus "Further renovations and repositioning programmes across the Group continue to be considered, with the view of upgrading the property portfolio. In addition, the Group continues to focus on acquisition opportunities for further expansion. These repositioning programmes and future expansion are both expected to add further value to the Group, including an increase of the Group's EPRA NAV per share, which at 30 June 2018 was £24.21."

is approx. 50% higher than current share price.
Anyone got better idea if value?

Summary:
"Valuation: Way to go
While refinancing valuations had drawn attention to substantial hidden reserves, EPRA reporting should enhance recognition of PPHE’s investment case. EPRA NAV of £24.21 at June 2018 means an excess of c £680m over book value. Likely investment activity should accentuate this, given the strong development record. In operational terms, at 10x 2018e EV/EBITDA excluding the Waterloo finance lease, the rating compares well with an average of c 11x 2018e for branded European peers."

also gives 230p target.

Hi Rivaldo. Do you know anything about Regent? Is it an investment or hoping for takeover from them?
Kind regards,
AP

Sorry. Repeating myself now!

and statement on 25 September.

expect developments will push NAV up to £26 per share.