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
  -54.00p -1.67% 3,171.00p 3,167.00p 3,168.00p 3,239.00p 3,154.00p 3,225.00p 608,683.00 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,047.5 530.9 295.8 10.7 4,444.38

Berkeley Group Holdings Share Discussion Threads

Showing 2876 to 2897 of 2900 messages
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DateSubjectAuthorDiscuss
29/3/2017
22:16
It is coming up to the end of the tax year which can have an effect.
this_is_me
29/3/2017
17:29
Would only say that it's both month and quarter end on Friday so one does tend to see a bit of profit taking in those shares which have been great performers like BKG - so it should not be too unexpected. However do remember that the recent earnings guidance given by the company for 2017 and 2018 was sufficient to justify at least a 10% upgrade to consensus and a share price over 3200p
raffles the gentleman thug
29/3/2017
15:11
Has anyone got an idea as to why we've dropped so far today? John
2350220
24/3/2017
14:10
To last night's close BKG was +3.7% week-to-date [after +5.47% the previous week]. Vs the FTSE-100 week-to-date to last night being -1.1% and +1.12% the prior week. 2-week view = Market flat, BKG up 9.2%. It being Friday perhaps profit taking was on the cards, esp. as this pm has the risk of Trump's first major policy test re: Trumpcare. The latter might be delayed, but whilst it remains pending the markets will be nervous as Trumps first major policy needs to pass, or any future ones are thus thrown into doubt IMO. In fact in the face of all of that^ I'm not surprised the stock is pulling-back today... In fact I hope BKG aren't buying-back today, no point fighting the wider market mood today IMHO.
jrphoenixw2
24/3/2017
13:02
Just bit of profit taking across whole sector before next let higher imo. BKG rarely back at pre-referendum levels and a much better company today than many thought it was last year
raffles the gentleman thug
24/3/2017
12:44
Shame, it looks like we're giving back all our lovely gains from yesterday. I'm hoping that it's just a standard pullback. John
2350220
24/3/2017
08:13
I'm watching Carillion closely for signs of a rush for the exits among the shorters. But in order to have a short squeeze you need to have a catalyst. It's difficult to see one at the moment for Carillion, absent credible takeover rumours. With BKG, and UK housebuilders more generally, though I think there is at least potential for a squeeze in the relatively near term. We've had "lower for longer" on interest rates for some time now, so that in itself isn't enough I think. But there has been a string of positive trading updates recently and we have signs of M&A in the sector with the Bovis situation. Although I suspect Bovis is a bit of a one-off rather than the start of a trend, given the relatively benign land market, a decent auction on Bovis combined with the signs of returning/sustained confidence in the UK newbuild housing market through the spring selling season could just be enough for the shorts to capitulate, causing the squeeze.
1gw
24/3/2017
07:55
CLLN, declared shorts -23.2% woah! Shares in issue 430mm, * 23.2% = 100mm, Ave Vol 4.6mm, SIR=21.8 lol! Going to be interesting to observe the volatility in the px around the time of the next earnings release. I used to have a CLLN position several years ago, rather glad I no longer have, way too much potential for drama in that one for me...
jrphoenixw2
24/3/2017
07:26
You should have a look at the size of the short on Carillion.
rcturner2
24/3/2017
07:20
The above = 2.33%, with total shares in issue of 138mm = 3.22 million short. Avg daily vol = 786k, so short interest ratio = 3220/786 = 4.1 It's just this week I've learned that a SIR of 5/+ is commonly thought to be a short-squeeze 'panic button'. I.e. if shorts decide they need to cover, the risk is high it might take 5/+ sessions to do so, and that's when a squeeze is on. With additional sundry undeclared small shorts it wouldn't surprise me if the SIR is still up around there. And we almost certainly were before the recent declared short-covering. I suppose that's a risk of shorting a relatively low volume [FTSE-250] stock; especially one where there's a strategic buy-back programme in place.
jrphoenixw2
23/3/2017
17:34
Disclosed short positions. It looks like the FCA has now sorted the gremlins and recent references to Oxford and Paloma appear to have been removed from the spreadsheet. Current declared shorters are therefore: 0.97% Odey (as of 20th March) 0.69% Blue Mountain (2nd March) 0.67% Pictet (15th March) So on 20th March Odey went up a bit and Adelphi went down about the same amount (and below the threshold).
1gw
23/3/2017
17:14
Zho - LOL as I got to the word "Colin"
fenners66
23/3/2017
15:43
jrphoenix, IC features house builders this week. BKG is their pick.
zho
23/3/2017
15:41
Anyone know what's stoking the shares oven this pm, sectorial read-across or specific news?
jrphoenixw2
23/3/2017
13:59
I bet it's not bellend. In doing your calculations do heed to the words "at least £3bn pretax" and not the plain ordinary £3bn reported in the press
raffles the gentleman thug
23/3/2017
13:22
What sort of person calls themselves Bellend ?
handykart
23/3/2017
13:15
The rising share price isnt being altogether helpful in that regard.
dim the bellend
23/3/2017
12:13
wasn't talking the sector dim bellend ... was only talking BKG too which you seem oblivious to the fact that they have only just raised earnings guidance by at least an incremental one billion pounds yet not commented on payout. How is the short going my friend ??
raffles the gentleman thug
23/3/2017
12:10
I cant see the sector raising dividends with so much uncertainty over Brexit. Quite the opposite imo.
dim the bellend
23/3/2017
11:53
My own personal view - which many may not share - is that the dividend guidance continues to need upgrading by at least £500m or 72p per year over the forecast period to 2021. When this happens the effective dividend yield will be a sector leading 8.3% even at this price level of 3254p
raffles the gentleman thug
23/3/2017
11:30
Blimey, this ain't hanging around😀 John
2350220
23/3/2017
10:24
Paloma Partners Management Company are a hedge fund that focus on relative values. This suggests that they have shorted BKG as part of a complex trade set up. It would be better if the FCA also told us the total of the private shorts disclosed to them as well as listing the public ones.(Remember positions above 0.2% have to be privately disclosed to the FCA)
this_is_me
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