BAYLIS
- 11 Aug 2008 12:39
jimmy b
- 21 Aug 2009 17:08
- 49 of 430
Yes start a new thread cynic ,i'm interested in all the house builders ,only in TW. at the moment but positive housing news from the US today i'm thinking they are all worth a look .
kimoldfield
- 21 Aug 2009 17:43
- 50 of 430
Redrow has resumed work on nearly all of the projects it mothballed here in Wales last year at the height of the recession, so it is looking good for the industry again.
cynic
- 21 Aug 2009 18:05
- 51 of 430
sorry guys, but too damn busy ..... economic recovery under way!
i almost just picked RDW out of the hat as one of the housebuilders which had been totally hammered over the last yeasr or so
cynic
- 24 Aug 2009 12:42
- 52 of 430
where's that raddled tart KB? ...... amazing how quiet some vitriolic and noisy people get when they are shown to be wrong
jimmy b
- 25 Aug 2009 08:15
- 53 of 430
FT Comment
Bovis has joined Berkeley and Bellway in a select club: UK housebuilders with net cash. That is a good position to be in at a time when the opportunities for buying builders key material land are reckoned to be the best in a generation. Bovis is hobbled compared with the other two by the fact that its cash flow-based banking covenants restrict its ability to spend big, but renegotiation of these will start in the next few months. There are cheaper picks for investors among the housebuilders now Taylor Wimpey and Barratt Developments are priced at less than half the value of their net assets but in normal times housebuilders will sit at twice net asset value. Bovis is still only at 1.02.
jimmy b
- 03 Sep 2009 11:14
- 54 of 430
All the housebuilders coming back strong today.
cynic
- 03 Sep 2009 21:23
- 55 of 430
see post 26 for chart - shall sleep on it, but think i may well be back in for a slice in the morning
skinny
- 23 Sep 2009 08:08
- 56 of 430
gekkko
- 23 Sep 2009 09:51
- 57 of 430
these are gonna fly BUY BUY and BUY
Fred1new
- 23 Sep 2009 14:40
- 58 of 430
WHEN, WHEN, WHENNNNNNNNNNNN!
jimmy b
- 23 Sep 2009 14:44
- 59 of 430
Taylor Wimpy is turning ,,bit of a bear squeeze .
gekkko
- 23 Sep 2009 16:58
- 60 of 430
see i told you so....
gekkko
- 24 Sep 2009 11:15
- 61 of 430
these will fly BUY BUY and BUY
Matt7777
- 24 Sep 2009 13:14
- 62 of 430
why's that ?
the company seems to think this is a good time to issue a load of equity, but the debt levels remain high.... the rerating has been good, but is probably complete.
We're likely in the middle of a minor housing rebound, clearing the buyers who thought they'd missed out last time around. RICS survey is peaking out, the sector normally follows that...
cynic
- 24 Sep 2009 13:16
- 63 of 430
furthermore, at least one downdgrade this morning
goldfinger
- 24 Sep 2009 13:56
- 64 of 430
Thought I might find you here cyners sniffing for a short.
It does look a trifle overbought.
cynic
- 24 Sep 2009 14:09
- 65 of 430
generally speaking, i think it's a pretty brave man who shorts individual stocks at the moment, for though some consolidation is well overdue (so short FTSE if you like), the upward momentum remains.
furthermore, the housing market is definitely on a recovery track and BDEV in particular does not look to have a huge amount of immediate downside
goldfinger
- 24 Sep 2009 15:12
- 66 of 430
jesus, have you been taking elocution lessons??? (very unlike you that post above)
Seriously though I reckon were in for a mild correction in general and then a pick up in the last week of october when 3/4tr yank results start churning out.
cynic
- 24 Sep 2009 15:15
- 67 of 430
btw, i see a number of institutions have been shorting here ..... any idea of what the diluted price works out at?
goldfinger
- 24 Sep 2009 16:34
- 68 of 430
Nope, no interest in this stock at the moment cyners, was just looking for you earlier on to get your take on the market in general.
Dumped it a while back as it was getting too volatile and I keep away from stock volatility.
Market volatility....... brilliant but stock volatility on a changing market........... no thanks.