Redrow Share Discussion Threads

[robbo35] 08/11/2013 08:45

Nice bounce this morning.

Jakleeds, agree TEF is a great share with the exposure to London, I invested below 100p but took profits just over 200p and now regret it. Was hoping it would come back a bit but no such luck, wish I still held.

[jakleeds] 06/11/2013 16:35

The stock to buy in this sector is Telford Homes, TEF. Their interims are on 27th November and they have already said they are going to smash expectations for the full year.

A stunning story is unfolding there IMO. Here's the recent trading statement:

[cockneyrebel] 06/11/2013 07:33

Good update from PSN.

CR

[cockneyrebel] 04/11/2013 10:28

Making new highs:

Directors bought 62K, 41K and 7K last month all around 252p.

AGM and trading update on Mon 11th Nov.

CR

[cockneyrebel] 31/10/2013 11:37

Up on heavy vol the past two days.

CR

[cockneyrebel] 29/10/2013 08:00

Big upgrade at Librum:

29 Oct 2013 Redrow PLC RDW Liberum Capital Buy 254.80 254.80 241.00 304.00 Upgrades

Target up from 241p to 304p

CR

[cockneyrebel] 29/10/2013 08:00

Big upgrade at Librum:

29 Oct 2013 Redrow PLC RDW Liberum Capital Buy 254.80 254.80 241.00 304.00 Upgrades

Target up from 241p to 304p

CR

[cockneyrebel] 28/10/2013 10:27

Breaking out - big director buying at this level - trading update in a couple of weeks.

CR

[jaws6] 18/10/2013 14:53

yesterday dirctor buy at 255 ?
was RNS

[mike24] 18/10/2013 11:22

some new builds have had prices jacked up 10%
in the last few wks, wages have also risen to keep key staff
sp looks to keep heading for 3quid

[tiger20] 09/10/2013 08:42

according to wynmck on cr thread

Goldman Sachs put the housebuilders on their Conviction Buy list today according to cnbc,2breakout

thanks for that

[tiger20] 06/10/2013 21:59

Banbury Oxfordshire 1,000 houses to be built

Barratts & Taylor Woodrow involved site just opening up location good.

[skinny] 18/9/2013 07:02

Financial highlights

· Group revenue increased 26% to £604.8m driven by a 15% growth in legal completions and an 11.8% increase in Average Selling Price to £212,300 (due to mix)
· Gross margins rose to 18.8% from 17.3% at June 2012
· Pre-tax profit up 63% to £70m and adjusted earnings per share up 45% to 15.7p
· Value of private reservations up 42% from £472m to £668m
· Help to Buy made a significant contribution to forward sales, but just 3% to private completions
· Return on Capital Employed of 12.2% (2012: 8.7%)
· Net debt increased to £91m vs £14m in 2012, due to our ongoing investment in land and work in progress. We expect net debt to increase further in line with our ongoing investment in inventory
· On the basis of these strong results, the Board is proposing the reinstatement of a final dividend of 1p per share

Operational highlights

· Legal completions rose 15% to 2,827 (2012: 2,458)
· The Heritage Collection now firmly established as primary brand and represented 85% of private turnover during the year (2012: 67%)
· Opening of new outlets remains a priority. In the year to 30 June 2013 our outlets increased from 82 to 92.
· A significant increase in output is anticipated during the current year, with a number of new sites either commenced or in the pipeline
· The owned and contracted land bank at the end of June 2013 was 14,162 plots
(June 2012: 12,350 plots)
· Private reservations per outlet per week in the current year to date are 40% ahead at
0.77 (vs 0.55)

[khitchen] 17/9/2013 07:13

what price after the results

[birdsedgeuk] 09/9/2013 22:52

Excellent movement today

[birdsedgeuk] 06/9/2013 18:53

Ticked up nicely for next week

[cockneyrebel] 04/9/2013 12:47

Nice bowl imo:

[birdsedgeuk] 03/9/2013 19:14

Up today. Same with barratts. I hold both

[tiger20] 22/8/2013 08:18

Bought in at 2.26p up 8p this morning

[rifraf1] 04/7/2013 15:35

Jefferies raises price target to 328p from 278p; rating buy

[mike24] 04/7/2013 08:28

redrow & bellway submitting plans to build
500 houses at Anker Valley, which should come on stream
as prices go back up to 07 levels, share price has doubled since july 12
carney's appointment is political, he has to keep rates down till
next election

19/7 from Times "bricks & Mortar" Redrow city fringe apartments
75% sold remaining 2/3 bed from £730,000 wow!
www.onecommercialstreet.com

edit 14/8 price dropping back , time to take profits? & buy in lower
general market seems in for a retrace,
nai dyor
edit

30/8
225 seems a safe level to hold /add
the government scheme has yet to make impact
london city job vacancies jump 15% in aug