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Land Securities Group PLC (LAND)

Posted: February 21st, 2019, 2:16 pm
by PinkDalek
Land Securities Group PLC RNS Announcements may be found here:

https://www.investegate.co.uk/CompData. ... ouncements

https://www.londonstockexchange.com/exc ... 0GBGBXSET1

The “Investors” section of the company’s website is here:

https://landsec.com/investors

The “Dividend information” section is here :

https://landsec.com/investors/sharehold ... nformation

Future dividend dates are here (including the intended payment date for the Final on 25 July 2019):

https://landsec.com/investors/financial-calendar

The company's Companies House filing history is here:

https://beta.companieshouse.gov.uk/comp ... ng-history (formerly HACKPLIMCO (NO.104) PUBLIC LIMITED COMPANY)


(If I should use ; ( instead of : ) please let me know)

Re: Land Securities Group PLC (LAND)

Posted: May 14th, 2019, 8:27 am
by PinkDalek
Final Results
RNS Number : 8898Y
Land Securities Group PLC
14 May 2019

https://www.investegate.co.uk/land-sec- ... 00068898Y/ including:

Dividend

We're recommending a final dividend of 11.65p to be paid on 25 July 2019 entirely as a Property Income Distribution to shareholders registered at the close of business on 21 June 2019. Taken together with the three quarterly dividends of 11.3p per share already paid, our full year dividend will be up 3.1% at 45.55p per share (2018: 44.2p) or £338m (2018: £332m). The first quarterly dividend for 2019/20 will be 11.6p per share (2018: 11.3p).

Landsec has a progressive dividend policy, which aims to deliver sustainable growth in dividends over time, broadly in line with our underlying earnings growth as measured by our adjusted earnings per share. ...


The first quarterly dividend for the year ending 31 March 2020 will be 11.6p. It will be paid on 4 October 2019 to shareholders on the register at the close of business on 6 September 2019.

Re: Land Securities Group PLC (LAND)

Posted: July 31st, 2019, 9:51 am
by PinkDalek
First interim reconfirmed and entirely a pid:

https://www.londonstockexchange.com/exc ... 70262.html

Re: Land Securities Group PLC (LAND)

Posted: October 18th, 2019, 12:07 pm
by idpickering
I only bought into LAND last week, so a newbie for me. They put this out today;

Confirmation of half-yearly results date

Landsec will be announcing its half-yearly results for the six months to 30 September 2019 on Tuesday 12 November 2019. A presentation will be held at 9:00am GMT and conference call details will be confirmed shortly.

Landsec will be announcing its annual results for the year to 31 March 2020 on Tuesday 12 May 2020.

Upcoming events:

12 November 2019 - Half-yearly results announcement
12 May 2020 - Annual results announcement


https://www.investegate.co.uk/land-sec- ... 30524056Q/

Re: Land Securities Group PLC (LAND)

Posted: October 18th, 2019, 10:02 pm
by Bouleversee
idpickering wrote:I only bought into LAND last week, so a newbie for me. They put this out today;

Confirmation of half-yearly results date

Landsec will be announcing its half-yearly results for the six months to 30 September 2019 on Tuesday 12 November 2019. A presentation will be held at 9:00am GMT and conference call details will be confirmed shortly.

Landsec will be announcing its annual results for the year to 31 March 2020 on Tuesday 12 May 2020.

Upcoming events:

12 November 2019 - Half-yearly results announcement
12 May 2020 - Annual results announcement


https://www.investegate.co.uk/land-sec- ... 30524056Q/


I'd be interested to know what induced you into buying them, Ian. I have held for quite a long time and it's been a bit of a rough ride. What made you think they were a good buy at this moment? (Am not saying they are not and obviously hope that is the case.) I thought you were not planning to add to your holdings so I can't help feeling I must have missed some news; for various reasons I have not been keeping up to date recently.

Re: Land Securities Group PLC (LAND)

Posted: October 19th, 2019, 7:33 am
by idpickering
Bouleversee wrote:
idpickering wrote:I only bought into LAND last week, so a newbie for me. They put this out today;

Confirmation of half-yearly results date

Landsec will be announcing its half-yearly results for the six months to 30 September 2019 on Tuesday 12 November 2019. A presentation will be held at 9:00am GMT and conference call details will be confirmed shortly.

Landsec will be announcing its annual results for the year to 31 March 2020 on Tuesday 12 May 2020.

Upcoming events:

12 November 2019 - Half-yearly results announcement
12 May 2020 - Annual results announcement


https://www.investegate.co.uk/land-sec- ... 30524056Q/


I'd be interested to know what induced you into buying them, Ian. I have held for quite a long time and it's been a bit of a rough ride. What made you think they were a good buy at this moment? (Am not saying they are not and obviously hope that is the case.) I thought you were not planning to add to your holdings so I can't help feeling I must have missed some news; for various reasons I have not been keeping up to date recently.


Hi Lorna, I hope you are well. With regards to LAND, I recently put up my HYP on the HYP Practical board and as a result of chatting about it, AV. We’re disposed of, IG Group added, and someone suggested doubling up in REITs. I had BLND already, and LAND was suggested. I checked them out, liked what I saw, and went for it. I have no intention of buying anything else new currently.

Ian.

Re: Land Securities Group PLC (LAND)

Posted: October 19th, 2019, 11:46 am
by Dod101
I must say that over many years, I have never had any satisfaction from B Land or Land Securities and that was long before either the huge changes that are taking place in the retail landscape or Brexit were even clouds on the horizon. The result is that I place them with BT as shares I am simply not interested in looking at. In the property market I hold only two, Segro which has done very well and Primary Health Properties, which, whilst there are aspects of it that I do not like much, is in about the steadiest business for property income that it could be, health centres.

Dod

Re: Land Securities Group PLC (LAND)

Posted: October 19th, 2019, 11:49 am
by monabri
See IDP's "HYP Adjustment" post 255791(link below).

Direct Line dropped and replaced with Land...October 4th.

viewtopic.php?p=255791#p255791

Might have been good timing..article from the Telegraph on Oct 13th

https://www.telegraph.co.uk/business/20 ... practices/

"Analysts have claimed that Direct Line could be heavily exposed to the City watchdog’s plan to crack down on alleged overcharging of loyal customers, with the company facing a probable one-off hit to its earnings and possible damage to its brand once regulators announce final measures next year. "

"after the Financial Conduct Authority (FCA) announced a ban on companies unfairly hiking prices for existing customers – a practice known as “price walking” or the “loyalty penalty”


Of course, other insurers will also potentially be affected. It does say it is "probably " a one off hit ( but I don't see how it can be).

Re: Land Securities Group PLC (LAND)

Posted: October 19th, 2019, 2:56 pm
by Bouleversee
Thanks for the explanation, Ian. I also hold BLND and Aviva and both have been disappointing. Let's hope they will continue to improve from now on. Much may depend on Brexit and goodness knows how that will pan out. OTOH my WH Smith and Greggs have done extremely well and even Next is back in profit for me and providing very good dividends on my purchase price but no guarantee that will last either.

Re: Land Securities Group PLC (LAND)

Posted: November 12th, 2019, 7:07 am
by idpickering
Interims; https://www.investegate.co.uk/land-sec- ... 00040342T/

Also posted on HYP Practical, for HYPer chat over there.

Ian.

Re: Land Securities Group PLC (LAND)

Posted: November 12th, 2019, 8:41 am
by dealtn
Net assets per share now reduced slightly to 1296p against a share price of 884p, that's still a very large discount which shows the potential for appreciation should the market decide it is the party that is "wrong", not the professional valuers.

Digging into the numbers a little more it is clear it is once again the Retail sector, although significantly less so around London, that is driving the negative valuation. Yields are out, with Regional Retail taking a 9.4% decline in valuation, and Retail Parks a 11.1% decline. There are some valuation uplifts in other segments and the Directors sound positive on development.

Personally I prefer BLND, but am interested generally in how the REIT sector plays out as the "Brexit" outcome plays out and becomes less of an influence generally across the investment community, and fundamentals once more are the point of focus.