aspace
28 Jun 2016
Re: LAND UPDATE SUPERB..... Hey Numberbiter, The nightmare scenario we hypothesized about in March has now occurred despite LAND having since issued its annual report recently. We can pat ourselves on the back for getting our analysis right. But I am sure licking my wounds in light of the price drop as a result of the perception that future prospects for lettings and the tenant market are now dimmer than they were a week ago.
JR710
26 Jun 2016
The Petition is gaining support Apologies for board hopping; but !The petition is going quite well; ~5550 signatures so far. Although it needs a boost.[link] petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016.The FCA have finally replied, saying its nothing to do with them as they only deal with market abuse & insider dealing, now is your chance to have your say.If you hate seeing buys reported as sells etc!!!!!!Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.My local MP supported this petition by writing to the petitions committee to help un-stall it.There’s 650 MP’s in Westminster, So have you written to your MP? 649 to go!If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond. ONLY 8 weeks to go !!!So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so.
numberbiter
14 Mar 2016
Re: LAND UPDATE SUPERB..... Exactly!
aspace
29 Feb 2016
Re: LAND UPDATE SUPERB..... Numberbiter, I guess it is true that property values would plummet if UK exited Europe as major commercial occupiers would possibly see Paris or other major European city as a better option, which is probably why there is fear overhanging these LAND shares. Possibly exacerbated by the fact that LAND specialises in UK, not European, property. Our unique currency might also play to our disadvantage. I guess that fear will remain and will fluctuate in line with the likelihood of Brexit.
numberbiter
26 Feb 2016
Re: LAND UPDATE SUPERB..... I have just received an email from Robert Noel, the CEO of Land Securities, His view is that if we voted to leave Europe property prices in London would plummet because of the uncertainty. So it would appear that this share will only hold its current value if we vote to stay in the EU,
KEEPING CALM MIKE
19 May 2015
Re: RNS Figures looking good, now the election is out of the way the property sector has more stability and LONDON will continue to march ahead !!
verbits
19 May 2015
RNS Highlighted by CNBC this morning bought a few on the back of the RNS ------
aspace
25 Jan 2015
Re: LAND UPDATE SUPERB..... These appear to have become a bit pricey now having closed at £12.84. According to my calcs that puts them on a PE of 9.2 and pretty miserly dividend of 1.7%. Compared to last reported net asset value of £11.29 per their website home page (presumably from the 3Q statement issued in Jan 2015) the current share price is on a slight premium. All this makes them look pretty fully valued in my opinion. I am happy to hold but certainly would not add at this share price.
