possible offer

65 days ago

Urban Logistics REIT – “possible offer” means another winner on which to bank gains

We recommended shares in Urban Logistics REIT (SHED), describing itself as “the only London-listed REIT to focus on specialist last mile/last touch logistics assets”, just in March at a 115.6p offer price, concluding that with an “above 25% discount to the noted net tangible assets and a now-improving interest rate environment and a favourable demand/supply mismatch for the type of space the company specialises in, we see 20%+ share price upside here and that dividend whilst waiting. Therefore, at up to 117.5p, a value and income Buy”. What about now a “possible offer” that “it would be minded to recommend” and the shares up to comfortably above 140p to sell?

111 days ago

Bakkavor – already a winning share tip, now “Possible Offer” news takes the gain to 29% in just five weeks

On 7th February this year we wrote that shares in international provider of fresh prepared food Bakkavor (BAKK) were a growth and income Buy at a 139.5p offer price and up to 145p, concluding that a share price return to 175p+ looked quite possible and there also a, growing, likely 5.5%+ dividend yield. The shares had already responded up to a recent close 151p but it’s now clear we’re not the only ones to see further value here...