St Modwen Properties Live Discussion

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Ripley94 03 Jan 2020

TOPPED SMP… XXXXX To soon last slice here opened gap up @ 510p today .

Ripley94 20 Dec 2019

TOPPED SMP… XXXXX Had 17 different ones on this afternoon this limit slice lifted in after hours action for 486.5 Chart shows days high @ 482p and puling down from that 4pm high to close . GHG had lifted minutes before @ 157p so that will be a direct comparison very similar deal value .

Ripley94 10 Dec 2019

TOPPED SMP… XXXXX Dropped to 448p by 2nd Dec … heading back to high again today .

Ripley94 11 Nov 2019

TOPPED SMP… XXXXX This hit 472p 17th October 2019… dipped a bit but going back to those highs now.

Ripley94 29 May 2019

TOPPED SMP… XXXXX looks like slice ( J ) went through AT over 441p . none left there now. Handy as M & S rights next week .

Ripley94 19 May 2019

TOPPED SMP… XXXXX Note of first buying these in August 2011 @ 152p. Have a larger holding now then at that time. on a two year high now

dazedandconfused 09 May 2018

longbridge and wembley sales at 4% net discount to book value...ostensibly to fund the second half of Longbridge development, but something (lack of detail, or enthusiasm) rings the wrong bells for me!

aspace 16 Apr 2018

25% increase in employee numbers Just noticed in the accounts an increase in employee numbers from 345 in 2016 to 342 in 2017. But not obvious as to why as there were no acquisitions I can see. Only a change in strategy, but reading that it doesn't seem to justify a necessary 25% increase in employee numbers. Is this inefficiency or extravagance by the new CEO? Or is there a business justification I have missed?

aspace 06 Mar 2018

Re: NINE ELMS SOLD TO who at what price Hi KCM.I have a moderate holding in SMP which has done quite nicely over the years as seen in the chart below. But I am more active on boards other than this one where I have larger holdings. Further to your message below did you find out the details on the Nine Elms sale?

KEEPING CALM MIKE 06 Mar 2018

No uplift from PM house building comments Disappointed that the shares did not get a boost today after the PM comments on More Homes !! Maybe the market is trying to digest the impact of the comment , if they will relax the planning rules to help in the long drawn out planning permission process . K.C.

KEEPING CALM MIKE 22 Feb 2018

director Buys in at this level !! Jenefer Greenwood, Non Executive Director, bought 10,359 shares in the company on the 21st February 2018 at a price of 384.20p. The Director now holds 10,359 shares representing 0.00% of the shares in issue. Good to see £40k Director buy at this price , lets hope its a good sign . K.C.M.

KEEPING CALM MIKE 20 Jan 2018

6th Feb, watch them rise Results to Nov 17 , will be announced in Feb, to me I think they will be ahead of market expectations and give a good hike to the stock. Great company diverse property portfolio will always give a good steady balance, no great hikes but no CARILLION crash too. Maybe see you at £4.50 mid July and £5.00 Happy Xmas !! K.C.

KEEPING CALM MIKE 28 Aug 2017

NINE ELMS SOLD TO who at what price Whats going on 21st June announced sold to WANDA contracts exchange for £470m so you would expect £47m as a non refundable deposit, then announced sale completed. However the FT and others are saying WANDA pulled out and the site has been sold to a H.Kong Company R&F Properties and CC Land Holdings , so if so at what price, are they connected to Wanda, have St Mods kept the 10 % Deposit of £47m ??? Anyone and views or comments, I for one will be ringing them on Tuesday morning to find out what the deal was and to what price and did they keep the deposit .I stated a few months back that overseas investors due to the weak pound will be up for this !!!! K.C.M. K.C.

Ripley94 26 Jul 2017

Re: TOPPED Odd shows as suspended digital look . ( i don't think so )

stratty 02 Jul 2017

tipped Tipped in the Sunday Express today.

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