Member Info for Bev88

Buyers returning at last, waking up to the best bargain in town ie. a desirable spread of international assets , capably managed at around 35% discount. Share split may be helping and a marketing exercise is planned but this is a product that should fly off the shelf.

Change of domicile has pannicked many small holders whose agents are not able to deal.
Given the asset value of 1410p now priced at under 950p for world class assets paying a decent div. this is one of the best situations I can remember in my 50 years of investing-my boots are full11

Shareholders will be happy with another solid set of results. Asset value is up ,rentals well up ,and increased div-now around 1.8% is well covered. Astute management with increasing dollar exposure all at a huge discount to sound property backing makes this a reliable long term core holding.

Unlike the Persimmon board,with the disasterous Fairburn debacle this one has shown real mettle in standing up to their over- greedy CEO.
This epitomises the behaviour of a sound board acting in shareholder interests and very refreshing to see.
More fool the market makers for not realising that this is a positive not negative event.
As always , value will out given time for mature reflection-meanwhile sieze the 0pportunity IMHO.

Seems like market makers have manipulated price down. This is a great growth story at a discount to well managed assets run by smart people paying a good div.-I,m filling my boots at these silly levels.

Feels like a solid home for one's cash. Well covered generous div. supported by a mix of well established drivers with a solid track record- what's not to like?

Like all class outfits these shares look expensive but they are dominant in various growth areas and very well managed.
Current drivers include brick manufacture at Edenhall and water treatment e.g. drainage on smart motorway conversions.

Best wishes and thanks go to Jamie Hopkins- trust his issues whatever they may be, resolve and hoping he remains on St.Modwen board.

Today's results confirm that competition is being met with stellar performance on all fronts. The economy of using inferior bricks cannot make sense as labour is main building cost. Assets in land underpin shares as does well covered dividend with greatly reduced borrowings.

Solid growth on all fronts clearly not enough for inflated and unrealistic expectations of some market pundits.
This is a great business in a niche growth area which should prove to be a sound investment.

Looks well oversold-this is a class company priced like a duffer-perceived oversupply of packaging is probably overdone and bounce could be considerable.

Looks like upbeat tone at AGM is transferring into action following positive update-stock is outperforming market in response. Mark Allen is leading from the front.

We were greeted at AGM with news that two directors had bought over a million pounds worth of stock.Presentation by CEO revealed that assets now way above share price underpinning the stock. Rolling out the 8000 house development south of Edinburgh in the main focus backed up by solid income from well established services capabilities.

Looks to me that Ian Cockburn has engineered a very satisfactory deal-cash in the bank and one less distraction for management to handle.

Recently visited Hitching Post in Bradford and Green Dragon Welton near Hull.Both very busy with excellent food offer and service.
With so many closures elsewhere those that remain have a great opportunity to thrive-people still like the pub experience and Marstons have a well located estate with a superb portfolio of beers.

We must agree to differ Mortevicar. I am also a very long holder and chatted to most of the directors at AGM. It was evident that they all believe that Mark Allen is following the money shrewdly and that the new momentum he and Jamie Hopkins can instill will drive the company to maximise their considerable assets. Their track records speak for themselves and both seemed enthused by the mid term prospects.I respect your view but time will tell.

Rest assured that the conveyor belt of projects in hand will ensure a solid flow of profits - this outfit is positioned to churn out steady growth which may fluctuate according to timing of project completions but optimism unlikely to be unfounded.

Wow- results are stunning,asset with value and earnings powering ahead way above my expectations. This outfit keeps on delivering !

I'm with recent comments- this stock is ripe for better times-superb beers,excellent portfolio of properties, well controlled borrowings , asset backed 50%above share price. If this wasn't enough, throw in an 8% dividend and the world cup and summer days approaching which should be positive catalysts.' Mr Market' seems to be presenting us with a bargain.

Stunningly good performance-a well oiled machine driven by class acts-well done!