Share Name Share Symbol Market Type Share ISIN Share Description
McCarthy & Stone LSE:MCS London Ordinary Share GB00BYNVD082 ORD 8P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.80p -0.94% 189.00p 188.40p 188.80p 190.80p 188.00p 190.80p 537,620.00 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 635.9 92.9 13.9 13.6 1,015.53

McCarthy & Stone Share Discussion Threads

Showing 276 to 298 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
24/3/2017
08:18
I am invested here because the story is somewhat different to the 'other' house builders. The demand for retirement housing is just as strong (possibly stronger) as for standard housing, but the barriers to entry into the specialist retirement space is high. The following recent story provides good background, some interesting stats and sums up the opportunity very nicely indeed - 20th March 2017 ‘Over-65s will rise by 50 per cent ... that’s our opportunity for growth’ hxxp://www.bournemouthecho.co.uk/business/news/15170021.___Over_65s_will_rise_by_50_per_cent_____that___s_our_opportunity_for_growth___/
wan
21/3/2017
09:43
so far we certainly chose the wrong homebuilder to own that's for sure.
aim11
13/3/2017
07:55
looking like a breakout about here, 220 is the next stop after that i think
aim11
12/3/2017
21:56
Hopefully the Bovis offer and some speculation in the sector can push this one back through the 200 barrier
jopper74
11/3/2017
15:15
Looks ready for next leg up through 200p.
its the oxman
07/3/2017
14:31
Thanks speedsgh
pillion
07/3/2017
13:26
Definitely worth a read... McCarthy & Stone: an older and wiser company - HTTP://www.telegraph.co.uk/business/2016/05/23/mccarthy--stone-an-older-and-wiser-company/ EDIT - Just noticed that the article is dated 23/5/2016 but still worth a read imo
speedsgh
07/3/2017
12:51
All as expected really. Steady progress.
its the oxman
07/3/2017
11:22
Looks like finishing blue after that little shake by the mm's....good solid results. Boring companies are where the long term gains are to be made.
jopper74
07/3/2017
08:25
full year expectations on track. that is all that metters
melody9999
07/3/2017
08:21
Bit of profit taking after recent strong run. Solid update, no mention of brexit induced weaker demand. Everything on track. Excellent long term story here.
spoole5
07/3/2017
07:44
I still think we may get favourable wind going forwards (over and above the demographics backdrop). Thus the bit that caught my attention - "We look forward to working with the government to build on the policies in the White Paper and support the delivery of a greater choice of housing options for those in later life."
wan
07/3/2017
07:32
Not much new in the trading update, reiterating full year guidance again and that H2 will be stronger than H1 as said before, and that they have enough land under detailed planning consent to achieve the 3000 target. If they start making good progress towards the 3000 number the stock will be towards 300 again.
aim11
03/3/2017
00:07
I'm still hovering over the buy button; just need a push !
pillion
02/3/2017
11:41
thanks mfh, I think this update could go either way. They have already said that first half will not be great, but the key thing will be whether they have taken enough actions to ramp up output from now on, IMHO.
bigbertie
02/3/2017
11:05
half year update 7th March on company's website
mfhmfh
02/3/2017
10:47
Wasn't there an update scheduled for 28 Feb? I have a note to that effect.
bigbertie
02/3/2017
08:28
interesting wan, thanks for posting
aim11
02/3/2017
08:05
From today's FT - Budget checklist — what could it mean for your money? Philip Hammond is not expected to pull any rabbits out of hats Property After the fanfare of February’s white paper on housing, most experts expect the Budget to focus its property-related energies on giving support to measures proposed in the long-term policy document. Another area that the white paper promised to address was the obstacles to downsizing for older people, who can be put off for moving into smaller homes in retirement by the high transaction costs associated with a sale and purchase. Experts have raised the possibility of adjustments to stamp duty to encourage more efficient use of housing stock at this end of the market. Full story - https://www.ft.com/content/ca478ad0-fcdf-11e6-8d8e-a5e3738f9ae4
wan
25/2/2017
09:44
I agree, the huge shortage of retirement housing in the UK, the massive amount of home equity now held by the elderly, and the fact that MCS builds 70% of it, makes for an interesting backdrop for a stock that is on 9x with a strong balance sheet.
aim11
25/2/2017
09:14
Personally I am only mildly interested in charts/technical analysis. For me it's the market backdrop, which I believe already offers significant opportunity. However, in my view, it may well get even better! There are several reasons to expect this; From the FY Results - "We have been encouraged by a recent indication from the Government that they are beginning to look beyond the first time buyer when considering their policy options, with housing for older people identified as the only "critical" housing need in the Government's 2015 National Planning Practice Guidance. Retirement housing improves well-being, releases under-occupied and much-needed family-sized homes and is highly sustainable. The provision of apartments specifically designed to meet the needs of the retirement market is an essential part of the UK housing output and the housing needs of this age group should now become a priority for Government. We believe that there are a number of policy options available to the Government to encourage and assist those wishing to move to more suitable retirement housing. On 21 October, we wrote to the Chancellor of the Exchequer to request that he considers a reduction in Stamp Duty for homeowners looking to downsize. We firmly believe this would be a highly effective incentive that would help people to move, provide a much-needed stimulus to the wider housing market by freeing up large family-sized homes for those lower down the housing chain, and could result in a net revenue increase for the Treasury of some GBP740m per year through increased Stamp Duty receipts from the additional housing chains created as a result." (END) So whilst some were perhaps expecting that to be full fleshed out in the housing white paper, I think there could be more to come. The Housing Whitepaper indicates that indeed more will be done. Excerpt - Housing for our future population 4.42 Offering older people a better choice of accommodation can help them to live independently for longer and help reduce costs to the social care and health systems. We have already put in place a framework linking planning policy and building regulations to improve delivery of accessible housing. To ensure that there is more consistent delivery of accessible housing, the Government is introducing a new statutory duty through the Neighbourhood Planning Bill on the Secretary of State to produce guidance for local planning authorities on how their local development documents should meet the housing needs of older and disabled people. Guidance produced under this duty will place clearer expectations about planning to meet the needs of older people, including supporting the development of such homes near local services82. It will also set a clear expectation that all planning authorities should set policies using the Optional Building Regulations to bring forward an adequate supply of accessible housing to meet local need. In addition, we will explore ways to stimulate the market to deliver new homes for older people. 4.43 Helping older people to move at the right time and in the right way could also help their quality of life at the same time as freeing up more homes for other buyers. However there are many barriers to people moving out of family homes that they may have lived in for decades. There are costs, such as fees, and the moving process can be difficult. And they may have a strong emotional attachment to their home which means that where they are moving to needs to be very attractive to them and suitable for their needs over a twenty to thirty year period. There is also often a desire to be close to friends and family, so the issues are not straightforward. 4.44 The Government is committed to exploring these issues further and finding sustainable solutions to any problems that come to light. To do this we will draw on the expertise of a wide range of stakeholders including housebuilders (both specialist and mainstream); mortgage lenders; clinical commissioning groups; housing associations and local authorities; and most importantly older people and the groups that represent them. We want to build on the evidence that already exists to help deliver outcomes that are best for older people.83 This conversation will generate a range of ideas for incentives and other innovations for the Government to consider: improved information and advice for older people about housing choices, including advice on adaptations; supporting custom build for older people; looking at how community living could work; as well as innovative models of housing with support available. These will sit alongside the Government commitments to fund and develop supported housing, including sheltered, step down and extra care housing, ensuring that the new supported housing funding model continues to provide the means for older people to live independently for longer while relieving pressure on the adult social care system. Fixing our broken housing market https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/590464/Fixing_our_broken_housing_market_-_print_ready_version.pdf July 2016, the evidence that already exists - Future of an Ageing Population https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/535187/gs-16-10-future-of-an-ageing-population.pdf In Short, there are very good reasons to stimulate the market for retirement housing!
wan
25/2/2017
08:19
what are you guys looking for on the technicals in terms of short term targets?
aim11
24/2/2017
20:25
Cheers BD, I'm in while Monday
pillion
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