| EUR |
Eurocommercial Properties 2021 jaardraadje
quote:Branco P schreef op 9 februari 2021 16:39:thanks for pumping up the volume today, Kleine John! ;-)No worries Branco, I decided to reduce my position in Cloudflare too, and bo...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
just bought some more, total 2561 piecesand some more now total 3214...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
Im back! just bought 1370 pieces after selling Teladoc, it went over 40% last month so wise to reduce this position a bit....
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
Some bad Covid news from Northern Italy:Italys Covid-19 zone restrictions updated as Alto Adige goes into lockdownwww.thelocal.it/20210207/italys-covid...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
[quote alias=Branco P id=13165208 date=202102051158]Kleine John,overall kun je stellen dat in de herwaarderingen per eind juni 2020 overwegend kleine opwaartse yieldaanpassingen geweest zijn, ec...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
When will we know more about the valuation of shopping centers in countries where ECP operates?Six months to 30 June 2020 ECP valuations:Overall €4,060.2m -2.9%Belgium €596.5m -4.8% ...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
[quote alias=Branco P id=13140953 date=202101291025][...]Op 17 december kregen we nog een update van de nieuwe CEO Kleine John, inzake verkopen en herfinancieringen. Prima eerste bericht. Wat zo...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
An interesting article from the UK market: Nuggets of value amid the chaoswww.propertyweek.com/insight/nuggets-...RICS is looking at ...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
Calls for third lockdown grow as France’s new Covid-19 hospitalisations rise sharplywww.france24.com/en/france/20210126-d......
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
In the case of further lockdowns in ECP countries and the possibility of an active corona crisis lasting maybe even another year - are you trying to estimate what impact this may have on valuations? ...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
[quote alias=Branco P id=13077501 date=202101111129][...]Dank je Kleine John, maar als ik je goed begrijp hoop je juist dat ik geen gelijk krijg omdat je hoopt om later tegen 12,50 weer in te s...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
[quote alias=Branco P id=13077177 date=202101111023][...]Succes kleine John!De eindejaarstaxaties zijn al definitief. Een nieuwe lockdown heeft geen invloed meer op die waardes. Dus laat ik ...
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LittleJohn2 |
| EUR |
Eurocommercial Properties 2021 jaardraadje
Happy new year to all forum members! Ive sold all the rest of my ECP shares, I will be looking from the sideline for now - I think unfortunately Covid is far from being over in Europe, I expect t...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Gaston Lagaffe id=13020988 date=202012221030][...]Het is goed dat Degiro short gaan in Tesla niet faciliteerde anders was ik in dit aandeel ook short gegaan. Tesla is opmerkelijk. Niet ...
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LittleJohn2 |
| EUR |
ECP 2020
Yesterday, I sold another 430 pieces, now Im left with only 1375 pieces (from over 4500 a week ago ).Covid updateBelgium: Coronavirus: Belgium’s reproduction rate rises to 1.0...
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LittleJohn2 |
| EUR |
ECP 2020
Authorities in Poland plan to tighten existing coronavirus disease (COVID-19) restrictions from Dec. 28 until at least Jan. 17 due to elevated disease activity in the country. During this time, all in...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=NLvalue id=13010080 date=202012181420][...]All individual elements are small stuff - not worth a press release 17/12 was closing date on 1 transaction - apparently n...
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LittleJohn2 |
| EUR |
ECP 2020
re valuationsThese two disposals at a combined price of €55.3 million reflect the Group’s latest independent asset valuations taking into account some extra works to be completedIsn&...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=NLvalue id=13009503 date=202012181247][...]#misinformatie. ECP refereert naar de laatste taxaties die gedaan zijn.Kom eens door - en laat jij eens zijn dat je kan rekenen:In...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Branco P id=13009222 date=202012181206][...]2x oud nieuws kleine John.de kestinkopen zijn nu. De retail in België, Zweden, Italië en Frankrijk hebben dus hun "...
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LittleJohn2 |
| EUR |
ECP 2020
Im more and more worried that COVID will return once again before we see any effect of vaccinations:Italy:UPDATE: Italy set to announce strict lockdown over Christmas and New Yearhttp...
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LittleJohn2 |
| EUR |
ECP 2020
Eventually we have some news from ECP and these arent bad news in the current climate. What were the most recent valuations of the Les Trois Dauphins and the Bronsen retail par...
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LittleJohn2 |
| EUR |
ECP 2020
Some bad Corona news from Sweden:Swedens prime minister admits the country got its coronavirus strategy wrongwww.businessinsider.com/sweden-admits...
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LittleJohn2 |
| EUR |
ECP 2020
Covid-19: Is Italy about to announce a national lockdown over Christmas?www.thelocal.it/20201215/we-must-be-s...
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LittleJohn2 |
| EUR |
ECP 2020
Ive reduced my position today and sold over 2700 pieces, that left me with around 1800 pieces. I still of course believe in ECP, but COVID uncertainty is a problem for me again. There will be a n...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Felix M. id=12982785 date=202012101334][...]Kortom, indien we voor boekjaar eindigend op 31 dec 2020 (6 kwartalen) en 2021 een volledig stock dividend gaan zien, dan zullen we al ...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Gunther id=12982334 date=202012101158]Als ik kritisch kijk, dan is het grootste risico de afwaardering. Ik blijf een visie houden waarin ik denk dat de locaties van ECP schaars zijn en ...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Branco P id=12979308 date=202012091626][...]Is niet extreem moeilijk. De basisaanname voor een taxateur is dat zodra de lockdown voorbij is de huurders weer gewoon de huur gaan bet...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Gunther id=12970369 date=202012071152]Little John, will never happen. Valuations are based on rental income and the agreements ECP will make with their customers for the period closed w...
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LittleJohn2 |
| EUR |
ECP 2020
re funding, I expect that ECP will announce that they took some more state guaranteed loans in Italy, but possibly also in France. I doubt that they sold any objects, but if they did and also close to...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Gunther id=12970369 date=202012071152]Little John, will never happen. Valuations are based on rental income and the agreements ECP will make with their customers for the period closed w...
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LittleJohn2 |
| EUR |
ECP 2020
ECP is relatively small, so if in a few months we see some good results and rebound in economy (which are expected), there should be quite a lot of investors who would like to open small positions (...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Harm Wijk id=12943016 date=202011261803]De toekomst voorspellen blijft altijd lastig. Op dit prima forum doen we ons best om op een zo rationeel mogelijke manier een idee te vormen over...
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LittleJohn2 |
| EUR |
ECP 2020
Italy:Covid: the contribution to shopping center shopswww.pmi.it/impresa/contabilita-e-fisc...Shops open from 8 t...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Gompie id=12925261 date=202011201522]De huren zijn veelal gekoppeld aan een cpi oftewel inflatie. Er worden nu megabedragen in de economie gepompt. Dat gaat tot inflatie leiden en dan z...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=!@#$!@! id=12923962 date=202011201010][...]De hoogte van de huur werd vroeger misschien bepaald door de omzet groei. Maar tijden zijn door online veranderd. Huur wordt natuurlijk oo...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Branco P id=12917587 date=202011181102][...]That is my assumption based on knowledge of how these major tenant like HM and Inditex operate and considering their excellent barga...
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LittleJohn2 |
| EUR |
ECP 2020
Covid Italia, shopping centers on their knees: -60% admissions every day:www.adnkronos.com/lavoro/dati/2020/11...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Branco P id=12915538 date=202011171549][...]Dat is het inderdaad, je hebt het wel begrepen. Alleen heb ik gezegd dat die eenmalige correctie van 100 --> 90 plaatsvindt in de ...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=!@#$!@! id=12912290 date=202011161555]Toch apart die verschillen in dividend rendementen:Ik neem 2019 als basis:SPG 8 op $80, maakt 10%DEQ 1.50 op 17 maakt 8,8%Li 2.10 op 21 maa...
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LittleJohn2 |
| EUR |
ECP 2020
NEW CEO is probably a little bit shy, its been over 2 weeks and he hasnt even said hello....
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LittleJohn2 |
| EUR |
ECP 2020
quote:MFCons schreef op 11 november 2020 09:50:[...]In the past Branco has been close to the truth. Its not what you want as a company, but act according to circumstances.Ex...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Branco P id=12897106 date=202011102244][...]Ik verwacht niet dat er weer nieuwe betalingsregelingen komen maar gewoon kwijtscheldingen. Dus dat wat niet binnenkomt wordt kwijtgesc...
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LittleJohn2 |
| EUR |
ECP 2020
quote:Felix M. schreef op 10 november 2020 17:36:[...]As I said: your response is totally hilarious and you have no clue about how listed companies put out press reports ....T...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Felix M. id=12896072 date=202011101704][...]Keep on dreaming - this is all wishful thinking. As I said: you are denying the latest press report. There is no new information in t...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Felix M. id=12895556 date=202011101518][...]What you state is hilarious: the new CEO happens to be the ..... former CFO who is actually responsible for developing and maintaining th...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Felix M. id=12895155 date=202011101337][...]You suggest that ECP would not have problems issuing bonds, while the press release explicitly mentions the word worry. That ...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Felix M. id=12894916 date=202011101237][...]I do not think that is a proper like for like comparison: Klepierre has a rating and is issuing bonds, while ECP is purely relying on ban...
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LittleJohn2 |
| EUR |
ECP 2020
[quote alias=Branco P id=12892755 date=202011092159]www.tradingsat.com/klepierre-FR000012...htt...
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LittleJohn2 |
| EUR |
ECP 2020
The share price doesnt want to go down - has the market already priced in all lockdown related mess and maybe also the potential hostile takeover for peanuts? Or maybe it is also starting to beli...
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LittleJohn2 |