Member Info for latpulldown

That's where we wish to be for permanent and irreversible UK reopenings.

Just what we want to be hearing on the run up to UK reopening.

The way the US are rattling out the vaccine they can't be far behind.

https://www.dailymail.co.uk/news/article-9475029/Englands-Covid-outbreak-shrinking-official-statistics-reveal.html

Just what we want to be hearing on the run up to UK reopening.

The way the US are rattling out the vaccine they can't be far behind.

https://www.dailymail.co.uk/news/article-9475029/Englands-Covid-outbreak-shrinking-official-statistics-reveal.html

Filter bin for you.

Its clear as mud they have Zero left

Resulting situation on the date on which threshold was crossed or reached

0.000000

0.000000

0.000000

0

The Top Right boxes ximto show 0.000 and O. That means they are completely gone.

Confused or being deliberately obtuse?

Jabar just to put a little more context on what Daytrader17 is saying.

In recent weeks the share price got to 42p and 43p and MS started selling and imho (and many others opinion) they have been day trading and manipulating the share price for their own gain thereafter. Plenty RNS's above to show that.

Then on the run up to retail reopening on 12th April, hopefully permanently and irreversibly and with potential for revenues, profits and improved rents paid MS then sold down most of their holding and depressed the share price. The Times then at the weekend published an article on HMSO being in talks with Brookfield to sell 7 Retail Parks for £350 Million. Another positive article that would help transform the balance sheet. MS sold the remainder on Monday, hence todays RNS.

Yesterday though British Land expressed a desire that it wants to increase its exposure to retail parks (at a time we have 7 to sell)

Todays RNS shows that as of Monday they had nothing left and therefore the headwind or brakes we have previously seen at key times have been removed. "Seller gone as they say" and hopefully we can now make the lost ground on the sp that we should have got without the seller.

The one thing I will say is credit to them for they have announced that they now have a zero holding which they didn't need to do.

Another Trailer released. This time Fast and Furious 9

https://www.dailymail.co.uk/tvshowbiz/article-9471717/Vin-Diesel-battles-John-Cena-explosive-new-trailer-latest-Fast-Furious-installment-F9.html

I did suggest that might be the case yesterday. The bulk were sold prior to the Time article and with the remnants on Monday.

Headwind gone it should be nice to see where we settle given shops are now reopened and we are in talks with Brookfield to sell 7 retail parks, and British Land want more of the same.

They've been doing their best to get as much as they can around or under the £1.00 level.

Not getting very much though at these levels.

Next batch of Regal cinemas should open shortly and then its a steep ramp up curve of reopenings thereafter both in the US and UK.

Any MS trading headwind now having disappeared seems to be assisting with a delayed catchup of Non-essential shops reopening and a delayed reaction to ongoing talks with Brookfield for the sale of 7 Retail Parks for circa £350M.

British Lands interest, expressed today, in increasing the number of Retail parks they have adds a nice and timely twist.

Given the way that trading has panned out today I now think that we may well have lost any Morgan Stanley drag on the share price. They sold down on the 8th, and then unfortunately for them up popped the Times article at the weekend detailing that HMSO were in talks to sell 7 of its Retail Parks to Brookfield.

Hopefully now we get to make up the ground on what could be circa £350 Million for HMSO. If British Land are also interested in buying retail parks as indicated today then that might be improved upon.

The generous scrip dividend should ensure they retain most of the cash pile they had. That plus economies reopening.

I don't think personally that they are in any rush but they do seem to be prioritising making inroads into reducing debt.

Google "British Land buys up retail parks and warehouses in diversification push"

I don't have access either Gazzawalk but its probably the article on British Land paying £150M to take full ownership of their retail park platform.

According to the FT they are also in the hunt for more, (at a time when we might be selling 7 of them).

Now things are opening up again, people suddenly seem interested again. Could that be bacuse NAV's are at Covid closed levels?

Google "British Land buys up retail parks and warehouses in diversification push"

FYI

https://www.lse.co.uk/rns/HMSO/virtual-shareholder-engagement-session-yd6oao1hjijiq04.html

Bazinator, You can tune in today for the virtual investor presentation and maybe ask the question?

Some quick cigarette packet numbers for you and given the Elephant and Castle is inner London and only a mile and a half away from Westminster.

1 Bed Flat - conservatively £450k to £600k dependent on spec, and parking.
2 Bed Flat - £500k to £1M dependant on which floor and views, spec and parking
3 Bed - Add more.
Penthouses - Start multiplying the £M

Student accomodation.
Each Pod / Unit would generate £7K to possibly £10K per annum income dependent on facilities and size of studios.
Normal halls probably 100 to 200 units. So x2.
These could also be readily sold to cash investors for, conservatively for London, £80K to £100k each. Gross yield is very good at that, so probably an underestimate.

I think a nearest postcode to give you a flavour would be SE1

Regionally adjust those prices down for other cities and according to their house price. Minimum for student accomodation, £6K per year.

It fell today given B.O.A's recent increase in holding did nothing for the share price.

HMSO has a land bank of 100 acres. Demolition not required as far as I am aware.

https://www.dailymail.co.uk/news/article-9465379/End-iconic-EYESORE-Bulldozers-trample-south-Londons-Elephant-Castle-Shopping-Centre.html

Just as I got a personalised Valentines Card online at Card Factory, today I visited one of my local Card Factory stores whilst out shopping and bought cards for the next 5 family events that are coming up in the next few months.

Morgan Stanley crossed their threshold on the 8th April which was prior to the Times article at the weekend leaking talks of circa £350M for the Retail Parks. All those shares have already been passed on. Anyone who also knows MS from Cineworld knows that they trade the stock. Get used to them yo-yo ing in and out for profit and I'd say the way trading has gone over the last two days there is a distinct possibility that the next RNS will be them having increased their stake again. In Cine, whilst they were trying to trade, Jangho turned up and kept increasing.

More importantly though for me is to see BlackRock further increasing. Far far more integrity about their holding.

We patiently wait for the RNS of the sale of the 7 Retail parks and circa £350Million onto the balance sheet, whilst our UK retailer clientele is reopened and things have started well with them getting good custom. remember: Permanently and irreversibly reopened this time.

Been out shopping myself for the whole day today and it was Extremely busy and I'd say aking to Saturday crowds and queues on a Tuesday. I probably spent more than I should, but to be fair have not had much else to spend it on for the last 4 months.