Share Name Share Symbol Market Type Share ISIN Share Description
Berkeley Group Holdings LSE:BKG London Ordinary Share GB00B02L3W35 ORD SHS 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -10.00p -0.34% 2,898.00p 2,897.00p 2,899.00p 2,937.00p 2,878.00p 2,930.00p 294,163.00 10:24:52
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,047.5 530.9 295.8 9.8 4,061.76

Berkeley Group Holdings Share Discussion Threads

Showing 2601 to 2624 of 2625 messages
Chat Pages: 105  104  103  102  101  100  99  98  97  96  95  94  Older
DateSubjectAuthorDiscuss
07/12/2016
09:33
what that mean phoenix ... is it going up ? EV is still only £3.85bn for over £3bn in free cashflow in five years 80% of which is guaranteed so still viewing it rather favourably here and expecting to see £32 at least
raffles the gentleman thug
07/12/2016
09:17
Oh well that didn't last long lol, it then retraced down below 2908 thus 'filling the gap' and so negating the support it had created... :-p
phoenixw2
07/12/2016
09:02
Two bullish points of interest: - From a technical analysis perspective, the FTSE closed yesterday with a hammer formation candle. - BKG closed last night @ 2908, and 'gapped higher' on the open this morning @ 2931.
phoenixw2
06/12/2016
15:37
ODEY starting to unwind their short position BKG, this could really take off over the remainder of this week.
curriedquaker
06/12/2016
15:20
+4% and change intra-day at time of writing. And through 2900 which I'd previously mulled as potential re-promotion territory. Of course you can't consider re-promotion without the dynamic context of the other contenders, but it's looking pretty rosy right now IMHO. I suspect that the growing risk of re-promotion would force bears to capitulate, as the price rise on re-entering the FTSE-100 would blow them clean out of the water.
phoenixw2
06/12/2016
14:37
yep they'll rue the day they ever messed with this one
raffles the gentleman thug
06/12/2016
14:23
Squeezing the shorts now!
tonytyke2
06/12/2016
07:55
Thx pheonix much appreciated. FYI now disclosed Odey did commence covering Friday but only 0.03% of market cap or about £1m versus outstanding short of 1.09%. One can't be too dismissive of shorters though, since there may be many motivations for going short, in both an absolute ad relative sense. So some short positions may well be as simple as pairing against something they like better in the sector like TW and attempting to play a perceived valuation anomaly without the sector specific risk. But either way those trades are now broken.
raffles the gentleman thug
06/12/2016
07:01
Shorting is so philosophically different from plain ol' LTBH I hadn't given the shorters approach much thought, so thanks for that. re: FTSE reshuffles. Apparently the next is Dec 19th but the victims [incl Travis Perkins] and heroes were already decided on Nov 29th In 2016 the FTSE-100 constituent market capn cut-off dates were 1-Mar, 31-May, 30-Aug, 29-Nov. And the changes were published the next day. The actual reshuffles were 21-Mar, 20-Jun, 19-Sep, 19-Dec. [hxxp://www.ftse.com/products/downloads/FTSE_FAQ_Document_UK_2016.pdf] I can't see the 2017 dates yet but based on 2016 estimate the market capn. cut-off date will be between Mon 27th-Feb to Wed 1st-Mar with the actual reshuffle taking place three weeks later. ps. Wikipedia says: 'The constituents of the FTSE are determined quarterly, on the Wednesday after the first Friday of the month in March, June, September and December. The values used to make the changes to the indices are taken at the close of business the night before the review.' [That is reference-linked to the FTSE Russell website, but as that on-link is dead, I can't link it from the definitive source.]
phoenixw2
05/12/2016
19:14
Phoenix ... in my experience one would normally expect those shorting BKG to have sufficient conviction to add when it goes against them, but I think it is quite telling that nobody would appear to be doing that yet, despite the near 20% run in the shares from the very recent lows, which leads me to conclude shorters will sooner or later give up on it, especially when the company begins to disclose its own purchases. As I posted before the trouble is that the results were merely in line, nothing more, meaning nobody short it had actually done their homework in the first place. If they had they would have understood what the company had been saying for a year that £2bn of pretax earnings deliverable 2016 through 2018 was already effectively in the bag from 2013 and 2014 pre-sold developments which are not seeing any material change in cancellations. As for the incremental £1bn of earnings which was announced this is predominantly coming from high demand areas in the SE rather than London, which again I think few understand. Not sure when next FTSE 100 quarterly review is, but must be on the cards shortly, and with a valuation shortly breaking through £4bn, I would have thought it would be a potential promotion candidate.
raffles the gentleman thug
05/12/2016
18:52
Apparently RTGT, but I don't see the shorters details in the granularity that you do. However at some point they're going to have to capitulate, and THAT is going to be interesting. The stock can't be at all far off re-promotion territory; that would drive the message well and truly home :)
phoenixw2
05/12/2016
16:50
anley this link shows a list of hedge funds that have 3 year performance well over what you are stating as the hurdle rate. http://www.zerohedge.com/news/2016-06-21/top-100-hedge-funds-2016-according-barrons
rcturner2
05/12/2016
16:36
I am fed up with repeating myself but these hedge fund people have had their day - find me one which has made anyone serious money and by that I mean 10% over the S&P and after taking their 20% in generated profits.
anley
05/12/2016
15:37
but they are doing squat at the moment phoenix ... just hoping the pain goes away with no conviction to add to their shorts - and what's really hurting them was that the numbers were only ever inline ! Meanwhile heading for close above 200 day moving average for first time since June 23rd
raffles the gentleman thug
05/12/2016
15:29
To mix metaphors: The bears are currently being squeezed out of the woods.
phoenixw2
05/12/2016
15:18
so there is a serious pain trade going on ...
raffles the gentleman thug
05/12/2016
15:14
And if IG Index is in any way representative of smaller investors, then only 60% of its account holders who have a position in the stock are long - i.e., 40% of their holders are still short ...
raffles the gentleman thug
05/12/2016
14:39
Adelphi Capital £25m; BlueMountain £25m; and Odey £44m plus whatever is captured within ETF sector shorts
raffles the gentleman thug
05/12/2016
14:24
So who is still short please...........?
anley
05/12/2016
13:59
No one covering their shorts yet - so thats about another £100m of buying interest that needs to materialise ..
raffles the gentleman thug
05/12/2016
13:30
Not me Raffles. I've been banking just about all divs this year, and will do the same next year too, in order to get my margin on a reducing path towards hopefully have 0% by early 2018. I certainly like the stock though and currently expect to hold it for the foreseeable into 'early retirement' [mid 2018]. Interesting observation in the research-tree article, the Forward Yield is currently higher than the P/E!
phoenixw2
05/12/2016
12:43
don't know about you lot but feel compelled to continue buying here ...
raffles the gentleman thug
05/12/2016
11:35
Ditto@Jambo. Initially I thought you had to register to read it but you don't, the piece on BKG begins about half-way down the page.
phoenixw2
05/12/2016
11:00
thx jambo good to read ..
raffles the gentleman thug
Chat Pages: 105  104  103  102  101  100  99  98  97  96  95  94  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:43 V: D:20161207 10:39:56