Hardboy
06 Jul 2016
Re: SAMUEL TAK LEE He's now increased his stake to 6.25%. And if he is stake building in preparation for a bid, he must be happy as Larry (who is a very happy chappy) at the weakness in property prices. On the other hand it may be just his demand for shares which is stopping this tanking.
forddrive
24 Jun 2016
Re: SAMUEL TAK LEE Why are you unhappy? It is quite possible that this will trigger a full bid.
KEEPING CALM MIKE
24 Jun 2016
Re: SAMUEL TAK LEE Todays BREXIT has had a massive impact on the property sector, my fear is that now we are going to see raids on UK companies by foreign overseas investors who have the double benefit of a weaker pound and falling stock prices . Not happy . K.C.M.
KEEPING CALM MIKE
21 Jun 2016
Re: SAMUEL TAK LEE No Chinese take away please !!He is going to have to dig very very deep to build a sizeable holding
Hardboy
21 Jun 2016
SAMUEL TAK LEE Has increased his stake to back above 5%. I wonder if he is considering another approach.
Hardboy
25 May 2016
Re: Good results but weak dividend At current inflation levels, a 4.8% hike in dividend is acceptable. We have to trust them to use their/our money most effectively, and while they still see profitable growth in the form of acquisitions and refurbishments, then the money is probably better spent there. Part of me believes a company should never pay a dividend whilst it is in debt (the principal of borrowing money to pay dividends is not sound) and net debt has increased a fair amount in the last 6 months, with £43.2m of acquisitions, plus £11.1m of major refurbishments. I'm quite happy with the small but inflation busting rise in dividend, whilst the company is still growing profitably.
tejo
25 May 2016
Good results but weak dividend Good results which justify our confidence earlier in the year when the sp had fallen sharply. Still an excellent company but I believe that the results justify a much higher dividend since increased valuations and profits alone do not put bread on the table.
Hardboy
27 Jan 2016
Re: SHAFTESBURY PLC PLANNING CONSENT GRANTED... "buy on any weakness"Like now?
KEEPING CALM MIKE
27 Jan 2016
SHAFTESBURY PLC PLANNING CONSENT GRANTED FOR 57 BROADWICK STREET, CARNABY Good read todays News Item, gives a good summary of their portfolio and assets. Long Termer for me and buy on any weakness, Central London/Soho is only going one way . K.C.M.
forddrive
26 Jan 2016
Shaftesbury I also have bought into this share recently. It is a mystery why it has the brewers' droop, but I still expect it to be a firm hold.
tejo
26 Jan 2016
valuation I know that the market is down etc. but the valuation of Shaftesbury is clearly a mystery for most.We had a tender offer at 888p which no one liked, we have Jeffries rating the co. as a hold but with a valuation of 801p and another broker with a target of over 900 and indeed people were talking about 1100 not so long ago. Interest rates are low, the prime London market is still the prime London market and yet the sp has been on the skids. It seems to me that over the medium term this has to be a good buying opportunity. I shall hold on to my shares and buy more if I have the funds.
Hardboy
24 Nov 2015
Re: Good results Agreed.Safe as houses!
KEEPING CALM MIKE
24 Nov 2015
Good results Good reading ,
Hardboy
02 Oct 2015
Re: Lee Brothers Looks like whatever the Lee boys' gameplan was, they have given up - Samuel's holding now gone below 3%.
Hardboy
24 Aug 2015
Lee Brothers Another day like today & the Lee boys may find some takers.
