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Jwebster's Latest Comments

Urban Logistics Reit (LON:SHED) REIT in the only popular property area right now, i.e. e-commerce logistics. Seems fairly priced with a 5.5% yield and about 100% cover. NAV 138p price 127p LTV 34%. I would say a fairly safe place to park money in the scheme of things. Interesting to compare to Newriver Reit (LON:NRR) which is a REIT in the hated small retail area.…

IG Group (LON:IGG) Released positive update today. Trading update indicates FY19 operating profit of £190m. They expect to maintain the 43.2p share dividend which I estimate will cost them £160m in cash for the full year. In terms of dividend cover H1 generated 112m in OP and 69m in own funds after Capex and tax, about a 61% conversion. This implies 190m OP converts to…

Sosandar (LON:SOS) I too am interested in Sosandar, triggered by Paul Scott’s positive review. Paul does have expertise in this sector. My view is it is a small start up and only has a market cap of £30m, which is tiny in the scheme of retailing. The only thing that matters is product and growth. The rest they can figure out, although appreciate cash burn…

Photo-Me International (LON:PHTM) Yes, I recently submitted a passport renewal application on-line and the relevant government let me upload my photo, no need for a physical version. They had a on-line 'checker' programme which told me immediately whether the photo met passport requirements. Eventually other governments will move to this, although it will take some time due to the usual security concerns. So Photo-me is…

Numis (LON:NUM) Look cheap. Market cap 266m with 140m cash on hand. So on last year's PAT of 26.7m their PE is theoretically only 4.7x However, some of that cash pile is required capital for regulatory reasons, so is not all available for acquisitions, dividends, etc. Their recent guidance indicated a 26% reduction in revenue. If that held for the full year that implies a…


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