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
  +12.00p +0.41% 2,938.00p 2,931.00p 2,933.00p 2,954.00p 2,903.00p 2,923.00p 345,012.00 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,047.5 530.9 295.8 9.9 4,117.82

Berkeley Group Holdings Share Discussion Threads

Showing 2676 to 2698 of 2700 messages
Chat Pages: 108  107  106  105  104  103  102  101  100  99  98  97  Older
DateSubjectAuthorDiscuss
19/2/2017
08:51
FT - Prime London housing market showing signs of life Number of homes under offer in Chelsea and Belgravia at highest since Brexit vote
raffles the gentleman thug
16/2/2017
20:33
Well I think they could get promoted comfortably before March if they wanted - since the five year dividend programme was originally based on three years of earnings, and the last guidance extended their earnings visibility to five years. So quite a positive uplift to the dividend programme is likely to come at some point. But it's more whether paying out so much cash over the coming years they could sustain promotion over the longer term
raffles the gentleman thug
16/2/2017
13:36
@RB - the promotion impact isn't clear-cut but as I understand the added profile and FTSE-100 trackers having to buy is held to be a positive. But @Raff makes a good point. What with them paying out so much cash [planned to be ongoing to late 2021] then the likelihood of them getting promoted is perhaps a long-shot.
jrphoenixw2
16/2/2017
13:16
re: EGM. The resolutions seem to be re: directors pay and a directors purchase of a property*. ie maybe no major or indeed 'extra-ordinary' matters? hxxp://tools.morningstar.co.uk/tsweu6nqxu/globaldocuments/document/documentHandler.ashx?DocumentId=125709410 *1. To approve the Directors’ Remuneration Policy. 2. To authorise the amendment to the rules of The Berkeley Group Holdings plc 2011 Long Term Incentive Plan. 3. To approve the increase on the limit to the aggregate annual fees payable to Non-executive Directors. 4. To approve the transaction involving S Ellis, a Director of the Company.
jrphoenixw2
16/2/2017
12:24
Concept of promotion and demotion is somewhat academic given they are gonna payout at least 34% of market cap in four and a half years. EGM next Wednesday I believe ...
raffles the gentleman thug
16/2/2017
08:05
Promotion can lead to share price drag as trackers have to sell as well as buy depending on mandate. Happy to be in ft250
r ball
16/2/2017
08:02
The next FTSE-100/250 reshuffle has a cut-off date of 1st March. Per my calcs were it happening today 4 stocks would get relegated; Capita, Dixons, Intu, Easyjet. Hence 4 would be promoted; Scottish Mortgage IT, Weir, Rentokil, Smith DS. As has happened in other recent reshuffles BKG sits just below this promotion band, a/o today missing it by 2 positions in 6th place. Polymetal just ahead in 5th. FWIW BKGs Market Capn is only 4.5% shy of what would be needed for promotion this time around.
jrphoenixw2
13/2/2017
18:19
Hi fozzyb, look at CAML, no debt, cash in the bank, good, well covered dividend and amongst the worlds lowest cost copper producer. Still undervalued given their assets and future plans. Great news today on their Copper Bay project in Chile.
warranty
09/2/2017
20:09
Banks. OML and BARC.
r ball
09/2/2017
16:57
Hi Gary, very true and I put it on 'gutshot' SPD which yields nothing but time will tell.The problem is as you allude to, where to put the funds to work as alternative? BP doesn't appeal, dividend cover very weak and too much of a play on oil price. Sitting on my hands for now to stop them twitching!
fozzyb
08/2/2017
13:08
fozzyb,You top sliced HSBC and its gone higher.I would leave your money in BKG,unless you can put it,in something better.How about BP ?
garycook
08/2/2017
12:53
Yes, could be worth top slicing if you want to crystalise a CGT gain and use against annual allowance.
r ball
08/2/2017
12:43
Agree on short position looking foolish, but highly tempted to top slice holding here as now at a 6 month high...never feels wrong to take a bit of profit off the table, am i being premature and short termist?
fozzyb
08/2/2017
12:32
shanksaj ... yep absolutely the 85p would relate only to the impending half year dividend about to be paid. Future half yearly 100p dividends are actually accreted by about 0.5% over the remaining four and a half years of the dividend programme. Re potential upside to dividend programme I was just making the point that the five year payout is worth £1,390m (inclusive of the impending February dividend). At the time the dividend programme was last updated the company declared its intention to deliver aggregate pre-tax profits of £2bn through to April 2018. Subsequently guidance was raised last December to pre-tax profits of at least £3bn over the five year period beginning 1 May 2016. So its not inconceivable there could be at least another £500m added to the dividend programme over the five year period which would equate to as much as another 35p half yearly dividend payment on top of the 100p pushing the annual yield up to a best in sector 9.1% at current share prices. In my view thats precisely why we gonna see £32 plus near term. Anyone still short is frankly a fool
raffles the gentleman thug
08/2/2017
12:18
Thanks Raffles. Just for clarity, I take it you mean for 6 months, not 12 months.
shanksaj
08/2/2017
11:14
If anyone interested they have so far spent £21.124m on buybacks, meaning £118.146m available for distribution, which on the smaller share base equates to 85p a share. But I continue to expect upside to the dividend programme since payout ratio its rather small respective to retained earnings over the next five years - and that should be an important catalyst to get these shares trading into a new range
raffles the gentleman thug
08/2/2017
09:43
Per my notes EGM 23 Feb, per RNS dated 23 Jan. From that I *estimate* XD 25 Feb.. payable March... likely @ 100p net of cost of buy-backs
jrphoenixw2
08/2/2017
08:20
Date for divi declaration anyone ????
eithin
06/2/2017
13:23
Housing out tomorrow
r ball
02/2/2017
07:56
It seems that the buyback programme will keep the share price above £28. That makes reasonable sense. I wouldn't want buybacks much above that price.
this_is_me
01/2/2017
12:54
1.5M shares now in treasury - £42M - enough for a useful bolt-on acquisition
dennis russell
30/1/2017
09:54
So far 457,472 shares bought back at cost of £12.967m, theoretically reducing next dividend distribution from £139.270m down to £126.303m - i.e., a net dividend of 91p a share versus 100p a share. So far the implication of the reduced share count has had only had a negligible impact on theoretical future dividends over the remaining five years of the distribution programme, increasing them by about 0.3%. But my personal opinion is that there remains upside to this dividend distribution plan in any event.
raffles the gentleman thug
28/1/2017
09:01
2820 held up pretty well
jrphoenixw2
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