reports
- Martyn King
Regional REIT - Performing as expected ahead of refinancing
In a challenging market, Regional REIT’s (RGL’s) FY23 operational and financial performance was robust, in line with expectations and previous guidance. Investor focus remains on the company’s loan to value (LTV) reduction and bond refinancing plans, explored in detail in our previous note and RGL will provide an update on this in due course.
Form 8.3 - The Vanguard Group, Inc.: Urban Logistics REIT plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Urban Logistics REIT plc 20-March-2024 / 13:32 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the t...
Primary Health Properties: 1 director
A director at Primary Health Properties bought 150,000 shares at 91p and the significance rating of the trade was 66/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
LondonMetric Property: 1 director
A director at LondonMetric Property bought 10,000 shares at 192p and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
Form 8.3 - The Vanguard Group, Inc.: Urban Logistics REIT plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Urban Logistics REIT plc 05-March-2024 / 14:32 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the t...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 05-March-2024 / 14:27 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the ...
- Martyn King
Primary Health Properties - Stability with income growth
The key feature of Primary Health Properties’ (PHP’s) 2023 results was the further acceleration in rental uplifts, rising at the fastest pace for 15 years. This is driving organic earnings growth to fully cover progressive dividends, which are now in the 28th year of unbroken increase.
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 04-March-2024 / 14:49 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the ...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 01-March-2024 / 14:28 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the ...
- Martyn King
Regional REIT - Lancing the boil?
Regional REIT (RGL) has declared an unchanged Q423 DPS of 1.2p per share and is making good progress with asset sales. However, with H223 property valuations following the market lower, and a subsequent further increase in the loan to value ratio (LTV), investors are focused on RGL’s refinancing plans, particularly the near maturity of its unsecured bonds. The company is considering a range of options, explored in this note, which likely include an equity raise. By removing uncertainty, an equit...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 29-Feb-2024 / 15:24 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tr...
Form 8.3 - The Vanguard Group, Inc.: Urban Logistics REIT plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Urban Logistics REIT plc 28-Feb-2024 / 14:36 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tru...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 27-Feb-2024 / 14:26 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tr...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 26-Feb-2024 / 13:48 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tr...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 22-Feb-2024 / 14:05 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tr...
- Richard Williams
Tritax EuroBox – Calmer waters
After a period of interest rate volatility, real estate seems to have entered calmer waters, with some evidence of asset values stabilising, while occupier markets could support rental growth. Tritax EuroBox’s (EBOX’s) manager says that it is sailing in these waters too, as demonstrated by a portfolio valuation that has changed little and a 30% uplift in earnings that now fully covers its 8.6%-yielding dividend. The company is on the way to achieving its aim of reducing its already low-cost deb...
- Richard Williams
Tritax EuroBox – Calmer waters
After a tumultuous period of interest rate volatility, real estate has entered calmer waters, with asset values stabilising and occupier markets remaining conducive of rental growth. Tritax EuroBox (EBOX) is sailing in these waters too, as demonstrated by a portfolio valuation that has changed little and a 30% uplift in earnings that now fully covers its 8.6%-yielding dividend. The company is well on the way to achieving its aim of reducing its already low-cost debt to a more conservative LTV l...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 19-Feb-2024 / 13:54 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tr...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 16-Feb-2024 / 14:13 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tr...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 13-Feb-2024 / 13:44 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the tr...
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