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Telford Homes Share Discussion Threads
Showing 2201 to 2224 of 2225 messages
|Brief audio interview with CEO Jon Di-Stefano...
Telford Homes Plc: Fourth Build to Rent sale for £53.7m - HTTPS://www.brrmedia.co.uk/broadcasts/58db6eeae742d95c634a1f82/telford-homes-plc-fourth-build-to-rent-sale-for-53-7m|
|Possibly a template for a repeat deal on phase 2. Also good news that Phase 1 expected to complete next year, so very visible earnings. I wonder how quickly the next note from Equity Development will pop up.|
|Yes perfect timing just before year end Great balance between risk/reward putting some hay in the barn but retaining a number for private sale completing in 2019
This was an inhouse deal unlikely to have been shipped out to a third party party like M&G
Notting Hill their partner in Gallions Reach but unlikely to go down a similar route as Notting Hill have extensive land holdings immedaitely adjacent|
|This morning's announcement seems to have gone unremarked here so far, but it's another very positive piece of news for this go-ahead little company.
|Also strong write up of inl by investors chronicle today. Seems the recognition that the sector is undervalued is growing apace.|
|Hopefully we will recive news of the 4th PRS sale very soon and news on the new site they have been negotaiting on and maybe a new launch The recent Help To Buy event for Bermondsey Wharf put 5 of the 13 on offer reserved in a couple of weeks which is encouraging
The residual apartments at Manhattan and Bermondsey will be be hard to shift but since they have already stacked up so much hay in the barn with forward sales they can easily afford to discount heavily if necessary with only a very minimal effect on profits coming through Berkeley shares sailing away and with M&A activity in the sector too the AIM gem TEF is the perfect place to be|
|I bought 5,700 shares and managed to get the offer price but it's not that liquid. This is very much a long term holding, being in an ISA and exempt from IHT after two years.|
|welcome jb. i keep looking for a dip to buy some more but the dips aren`t very deep or long lasting ....
not that im complaining !
|Good luck with those JB. I speak as a holder myself, so perhaps my view is biased, but I think that TEF is the outstanding pick of the sector. TEF are due to give an update on the current trading on April 12th - their financial year ends on March 31st. The recent update from BKG was quite upbeat and I am expecting the same from TEF.
The analysts are forecasting a 30% growth in EPS for next year. Best in sector by some margin I believe.|
|Yes JB, a quite corner of the garden to be sure
This report from Bellway is a morale booster|
|Just bought an initial chunk. It's quiet on here!|
|Yes I agree !!Thats a pure guess ,mind|
|Thanks. Seems an odd position to me to long other builders and short telford, who are probably the smartest, best placed, most undervalued...|
|Shaker They started the short in May 2016 so its definitely under water It was probably just a hedge on their longs with other housebuilders I guess with all the positive results from the sector they have felt it was safe to start closing down
You can see how they have built their position up|
|Hope Old Mutual get burned!!|
|Thanks for those details hillofwad - I think we can look forward to some advancement of the share price over the coming months.|
|gp1948Yes I agree a lot to like unlikely to be any unpleasant surprises from a company which is never prone to hyperbole,always delivered moving the company up the leaderboard in exemplary fashion and now entering the completion stages of some major presold developments
Private sales of the few remaining units have unsuprisingly been a little slow of late compared to the frenetic pace of recent years late but next week they are holding an event aimed at the owner-occupier for Bermondsey Works looking to use the deposits on offer under London Help 2 Buy . A previous untapped audience for this development as they are prevented from processing interest more than 6 months off completion No doubt TEF sales team will be doing everything they can to get some of these last units over the linen
Plenty to look foward to the future as s guided expect to hear any day of the 4th major PRS sector sale
Very attractive indeed of a company occupying a pivotal position with private /public sector crossover and a portfolio to die for
Old Mutual who had built up a1.6% short position has been reducing of late now down to 1.17% which all helps the cause|
|As we approach Telford's financial year end (31st March) I note that estimates of EPS for this year and the following two years have been tweaked upwards slightly by analysts so I conclude that there will be no unpleasant surprises in the trading update on 12th April or in the final results due to be announced on 31st May.
Forecasts are as follows:
Y/E 31Mar2017 - EPS = 35.7p; P/E = 9.76
Y/E 31Mar2018 - EPS = 46.5p; P/E = 7.49
Y/E 31Mar2019 - EPS = 55.3p; P/E - 6.30
TEF offers a very attractive dividend too - 4.4% this year, rising to an estimated 5.4% in 2019. All figures based on Friday's closing price of 348.5p.
A very well run company and an attractive investment proposition IMHO - I topped up my holding last week.|
|Startosphere It was 90% sold in November 2014 !! over 2.5 years before completion This devlopment although there is a profit share based on an "overage" with previous site owner Caraneo the prices achieved are a country mile ahead of those envisaged at the outset Likley to be the equvalent of over a years profits alone form this little belter|
|A piece of news from TEF which I missed a few days ago:
Telford Homes' latest landmark development 'Stratosphere' in Stratford has now successfully sold all 307 apartments, almost a year ahead of construction completion. Sales at the scheme have been consistent since its initial launch, when the first phase of apartments sold out in just six weeks. The development's second phase received a similar response from those looking to invest in this desirable location, and the final apartments released in the Autumn of 2016 were snapped up very quickly.
More of this article Here:
|Thanks for the link speeds.
|Yes Jim bought and sold around that date in July and did a bit of swapping shares around with his partner He has confirmed he is selling a few as one woulld expect with an 80 year old but neverone to miss a deal as he bought in a few years back when the share price dropped|
|He bought in July 2016 @ £3.01
|Jim and David Durrant announced sometime ago they will be offloading some Jim is 80
Only limited times of the year to offload Nothing to read into it Wont be long til the 4th PRS sale is in the bag Expect Durrant to piggyback Jim with one more tranche|