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WYG looks likely to benefit from infrastructure spending (target 150p) while hotels available at large NAV discounts - PPHE, EHG and SSTY.
BBC reports done deal at £10.75 so 10%-ish upside tomorrow?
I bought at 99p on 1st September valuing it on its property alone (independent property valuation - debt) to give target of 180p. Came home to the good news last night, patted myself on the back and sold at 180p this morning. Came home tonight to see latest rise! Very large trades and sp above both 'offers' so looks like more in the tank (or behind the bar).
GYM just taken out 20yr lease of former BHS store in "location that is emerging as one of London's most vibrant neighbourhoods." http://www.lse.co.uk/share-regulatory-news.asp?shareprice=CAL&ArticleCode=y3sco2je&ArticleHeadline=Update_on_BHS_units
Yes, fingers crossed for tomorrow.
shake?
What's your target here, Jolly? Also - Bilby taken hammering lately. Not in vested but intrigued...
SPPC ? Cash and assets about 3xSP and up for sale. Any good?
effectively put itself up for sale and a management buyout is a distinct possibility. Even with more write-downs the take-out SP would be double the current level surely?
Thanks Jolly.
thoughts on WYG?
EPS 10p last year, forecast 12p this year; positive trading update - profit 'significantly' ahead of last year; UK market gaining ground; EU market unaffected by Brexit; earnings helped by low pound also? order books 35% ahead. Price drifts. One to put away 'till results??
I sold at the low of 63p a few weeks ago in a bit of a panic, even though I bought them a few weeks before that thinking "I'll hold onto these for a while as the value will eventually be recognised..." I may be tempted to buy back in as the half-year dividend will be about 5% at this level (10% on full year), NAV much higher than current price. My guess is a US operator will buy this on the cheap once the hurricane season has done its worst...
have any thoughts on WYG? Strong order book, increasing spend on UK infrastructure and overseas earning which will benefit from low sterling. Seems to have been overlooked recently but 150p by results on 1st December should be manageable surely?
today so someone has confidence...
actually been found?!
a turnaround today...
What are you thinking Jolly? Worth a punt?
I know. I watched it go all the way from 745 to 870 them back to 760 before bailing out...and still it falls... Lots of bonds (debt) issued lately but space is an expensive place to work!! Market sentiment mixed lately but ISAT seems to have performed worse overall. Will to find broker notes etc and maybe look to buy in in time for trading update.
and modest bounce...