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Started: jamesmaggs, 1 Jul 2024 16:41
Last post: jamesmaggs, 1 Jul 2024 18:02
I think the issue here is the discounts to nav in this sector weigh heavy on longterm holders because the bids if/when are going to reflect the current navs but there’s always a chance additional interest might push it a bit more,see who comes out of the woodwork time!
Noted a late or after hours trade just over 63 showing on google finance just now feeling optimistic for a change!
Agreed, @SussexInvestor. The two encouraging details in today's announcement are that they've received a series of indicative proposals from Brookfield (which means they're not just going "yup" to the first offer they get), and that it is now a competitive process (which always helps to ensure that a fair price is reached).
Just hoping the don't sell us down the river, and that they reject offers that undervalue the company. Commercial asset values are depressed at the moment, but won't be for ever. Need the board of Tritax to think long term, not cut and run at the expense of their shareholders.
Deadline extended, possible other interest,no certainty…..rns here. GLA
Started: MattTheBrave, 4 Jun 2024 08:58
Last post: Morbox, 5 Jun 2024 08:21
I was lucky for once. On the 29th May Bloomberg TV and a piece on Europe warehousing and how cheap the stock valuations were. Not that I did a lot of research on other companies, I’ve had EBOX in my watchlist for an age. Only told a small position and happy to hold for div’s, if an offer does get presented, I’ll be happy with that as well.
Current yield 7% I am happy to hold and take that. Patient investors will be rewarded. Selling out at 65p would be nuts imho.
....even when there's a potential bid for the Company! NAV is around 80pps, but I'd very much doubt the bid will be that much. I would expect a c15% discount which is 65p to 70p if it comes at all. If we get up to around the mid 60s this month, I'd probably let some go!
Started: Apeirogon, 3 Jun 2024 18:50
Last post: Apeirogon, 3 Jun 2024 18:50
Some bore on Advfn is saying that EBOX bonds don’t have a Change of Control Put. They do. Condition 7.4 of the Prospectus.
Started: swazers, 9 Feb 2024 01:36
Last post: swazers, 11 Mar 2024 09:40
My #EBOX idea continues to move in the right direction. https://www.tradingview.com/x/5OReA93O/
Started: LiveLif, 22 Feb 2024 11:01
Last post: LiveLif, 22 Feb 2024 11:01
So where is the bounce?
Started: AL75, 5 Dec 2023 13:20
Last post: AL75, 5 Dec 2023 13:20
Despite a reported loss, the market is marking up the shares a by about 4%. Technically, by this time next year, they could be pushing 73p. So many REITS have wiped off billions of asset value from their accounts that this process should now be waning and accounts next year should report profits. DYOR
Started: ramjisohail, 25 Oct 2023 10:13
Last post: ramjisohail, 25 Oct 2023 10:13
Who is selling them this cheap. Is this company is a real looser? Is this still a buy? Please advise. Many thanks
Last post: BittenTwiceShy, 5 Oct 2023 22:17
8.6% according to the lse summary.
That's a pretty chunky payout whilst waiting for the share price to adjust to more realistic levels.
Can anyone tell me what the current div % is at the current SP? I can't figure it out from the payments.
The share's pulled back as you expected/feared. The portfolio is still very high quality and the price should recover once interest rates start to fall. At the moment, nearly 8% dividend seems to be not enough risk premium for the market when interest rates are 5+%.
Started a small position here, look to add more soon. Might be price drops back, but current yield of over 6% helps negate drop in short term. Like the longer term prospects here and potential for increased (covered) income in future years.
I'm impressed with Tritax and invested accordingly
Last post: BittenTwiceShy, 21 Aug 2023 08:33
There was a full page article on Eurobox in this week's Moneyweek. According to the article, there is no major debt refinancing until 2025. The article didn't specify the current interest rate but it's probably very low. What is interesting is that, unlike the UK, rental rates in the EU are index linked. Also, online sales in the UK are pretty mature whereas the EU has a lot of catching up to do, so more growth is expected there.
Anyone know the interest rate and how long for?
Started: RT003, 3 Feb 2023 04:53
Last post: RT003, 3 Feb 2023 04:53
No idea why as only here for the regular income but nonetheless will take it
Started: carnivalpete, 7 Dec 2022 14:28
Last post: carnivalpete, 7 Dec 2022 14:28
It seems the main issue is that EBOX have not submitted KID/KIID documents.
I don't know why.
Started: carnivalpete, 7 Dec 2022 14:25
Last post: carnivalpete, 7 Dec 2022 14:25
>Legsofman
You can buy on ii, but only by fone call. See result of my chat with ii below:
I put the following note on advfn EBOX thread to see if anone else has come across this glitch.
I'm still waiting for a response.
''I am currently bottom feeding on strong companies, with a 5yr view on those with temporarily high yields. I already hold BBOX and earlier this week I tried to buy it's Euro partner EBOX through Interactive Investor, but they refused to conduct the transaction, due to so-called special conditions. I sent them a Secure Message to ask what the problem was and got the following reply:
''Unfortunately, this stock can only be traded over the phone with us. Please give us a call on the number below to speak with a dealer who can assist you. There would be no additional charges to place this trade over the phone with us. The dealer will ask you to confirm that you have read the Key Information Document and the Cost Disclosure Document, which is attached to the primary listing, BOXE. Please use the link below to view the documents.''
Tritax EuroBoxEuro Ord.
Clicking the link took me to the BOXE page Regulatory Documents, namely:
View 'Key Information Document - KID' (PDF),
View 'Cost Disclosure Document' (PDF).
The links provided a huge amount of detailed info on the likely risks of taking up this investment but, as far as I can tell, there are no more risks than investing in any stock. So what's the big deal here? Have you guys had to go through the same rigmarole?
EBOX looks like a a company with potential to me, but I admit to being a bit put off by all this regulatory stuff, especially when there are so many other bottomed out hi yield shares to choose from.
Started: MattTheBrave, 9 Feb 2022 08:20
Last post: RT003, 2 Dec 2022 09:40
No brainer or income this one
Potential to move up in SP as well
Dear friends
I think this is a quite good investment with dividend yield. Please advise.
Still can’t buy these via ii. Another broker it is then.
Tried to add more at today’s bargain price...good old ii don’t have the kiid...so failed.
Asli had a good uplift today.
Now sub-100p ; I find this mystifying. European economy, despite Russian aggression in the East, is bouncing back strongly from pandemic restrictions. Big discount . Where could the floor be?
Started: Agingcourt, 17 May 2022 10:39
Last post: Agingcourt, 17 May 2022 10:39
What does a company have to do to encourage investment? Unbelievable reaction today to very good results
Started: markydeedrop, 17 May 2022 08:55
Last post: markydeedrop, 17 May 2022 08:55
A great set of results today by the looks of things.
Started: kmlondon, 16 Feb 2022 16:08
Last post: kmlondon, 16 Feb 2022 16:08
I queried this with Sharepad and the reason is that it is a sub-share of BOXE (where divs are shown). Just thought I would post this in case anyone else was wondering.
Started: swsquires, 19 Jan 2022 12:56
Last post: swsquires, 19 Jan 2022 12:56
Just an FYI. If anyone has an account with AJ Bell and has their Trixtax Eurobox shares set up for dividend reinvestment, there appears to be an issue. It seems that dividends received into AJ Bell accounts are now being separated into two payments, an equity component and an interest component (as per the split in the dividend announcement).
The DRIP automated process only reinvests the equity part now, so you will not get all of your dividends reinvested as desired. They seem to admit this is a bug, but it doesn't really resolve matters. For me this is a big issue as my investment strategy for REITs and infrastructure/renewable investment trusts is the compound through dividend reinvestment. As such, I just want to highlight for anyone else so you can check to ensure you are not facing the same issue. Just to note this will affect any dividend that has an equity and an interest component where they are received as two payments.
Started: BittenTwiceShy, 1 Oct 2021 12:01
Last post: MattTheBrave, 7 Dec 2021 11:20
Nice results and share price move. About time!
Entered the FTSE 250 today. I'm not sure if many tracker funds follow the whole 250 but it's definitely going to help with visibility and awareness.
GLA.
Started: BittenTwiceShy, 13 Sep 2021 12:32
Last post: Bottleman1957, 21 Sep 2021 09:16
To be fair to the author of this quite good article he does qualify the 152% figure in the next couple of paragraphs.
He says the consensus is for EPS fall by 152%, maybe I'm missing something but I don't understand where this figure comes from.
Yes, thanks for the link Legsofman.
Kaye184, could you elaborate on what you think is wrong? From what I could make of it, he was saying that the the dilutive effect of the new share issuance will be more than offset by high quality long term rental income from the new acquisitions. What's wrong with that?
Yes the link does work thanks. I don't know where his published consensus comes from but it is so obviously wrong I am amazed he just seems to accept it.
https://www.ii.co.uk/analysis-commentary/stockwatch-trust-firm-capitalise-rising-demand-europe-ii521376
Hope the above works ...Try that or if it gets removed put in www.ii.co.uk/ where the xxxx are then this https://xxxx analysis-commentary/stockwatch-trust-firm-capitalise-rising-demand-europe-ii521376
Started: swsquires, 20 Sep 2021 19:57
Last post: swsquires, 20 Sep 2021 19:57
Well this has closed below the placing price so an opportunity to pick up some more. Increasingly with many REITs, renewable and infrastructure ITs, it does not make sense to add most of the time as they trade at big premiums. These only fall when they do regular placings (seems to be a couple of times a year). Sadly these rarely seem to include PIs, but we do sometimes see opportunities like this where there is a fall below the placing price that institutions were happy to pile in at.
Started: MattTheBrave, 5 Aug 2021 15:45
Last post: MattTheBrave, 5 Aug 2021 15:45
....hopefully keep the momentum up here!
Started: jimmy1961, 30 Apr 2021 16:33
Last post: jimmy1961, 30 Apr 2021 16:33
At last this seems to have broken out - increasing all time highs for much of the last week
Last post: jimmy1961, 3 Dec 2020 11:40
Good results. Good prospects for growth. Share price responding well - at long last.
Started: riky1.1, 2 Jan 2019 18:37
Last post: riky1.1, 2 Jan 2019 18:37
Does anyone know the ongoing charges for holding these? I have shares in BBOX which the ongoing charge is 1.3% with HL, but they quote a charge of 9.8% for EBOX! Cannot get a straight answer from HL
Cheers