Barratt Developments Share Discussion Threads

[stuart37] 23/2/2015 11:33

Long enough for us bulls to make some decent money and ignore you! You will be right one day but so will everybody - go with the flow - not against it!

[taffee] 23/2/2015 09:35

You guys seem to get so personal...try to argue the point not the person

Stocks go up and down all the time and look at the chart in 2007

Near zero rates help to buy and other props are distorting the market..
Anyone can see that....but for how long?

[cockneyrebel] 23/2/2015 09:34

Agree - I think a bitter guy that missed the rally

CR

[hillbrown] 23/2/2015 09:13

I don't believe he is either..........

[cockneyrebel] 23/2/2015 08:48

never admit to defeat taffee - that's the way.

Pride has a price when you're an investor or trader.

CR

[taffee] 23/2/2015 08:46

It's all in the price already...no doubt figures are good but rises costs
Demand rising prices to protect margins

Where would builders be with rising rates falling prices and help to buy pulled

Risks to the downside are huge

[taffee] 23/2/2015 08:45

It's all in the price already...no doubt figures are good but rises costs
Demand rising prices to protect margins

Where would builders be with rising rates falling prices and help to buy pulled

Risks to the downside are huge

[cockneyrebel] 23/2/2015 07:59

Great statement from BVS imo :-)

CR

[montyhedge] 23/2/2015 07:49

House builders will take off this week, re-ratings must come through now for the sector after everyone having superb figures.

[taffee] 23/2/2015 07:26

I did note a big increase in costs which they said would be offset by price
Increases.....well let's hope prices don't go down then....costs were up 12%!

[1gw] 23/2/2015 07:06

Bovis results statement continues the trend of saying 2015 has got off to a good start. Sales prices ahead of their expectations and robust trading:

"Sales prices achieved on these private reservations to date have been ahead of the Group's expectations set prior to the start of 2015 by circa 2%"

"The strong sales position brought forward from 2014 combined with robust trading in the first seven weeks of 2015 has positioned the Group well for 2015."

[lauders] 21/2/2015 00:39

Good to see £5 breached. A little faster than I thought so next week will be very interesting indeed. I wonder where we will finish the week come Friday 27th? Hopefully nearer £5.50? Look forward to knowing about the dividend and capital return figures too. Then perhaps those broker reviews will start "flooding-in" CR ;-)

[cockneyrebel] 20/2/2015 17:07

It's the way they work Lauders - put out a buy again just to let people know that's their stance then upgrade on the results imo.

All imo

CR

[1gw] 20/2/2015 16:39

A £5 finish. IMO that sets things up very nicely for a big housebuilder results week next week. Will it be sell on the news or will the momentum of Bovis Monday, Persimmon Tuesday, Barratt Wednesday just keep driving us higher?

[lauders] 20/2/2015 11:04

They are being brave before the results aren't they? The only one with a higher target than present is JP Morgan. Let's see what happens after the results ;-)

[cockneyrebel] 20/2/2015 10:56

20 Feb 2015 Barratt... BDEV Panmure Gordon Hold 496.50 496.60 - 465.00 Reiterates
20 Feb 2015 Barratt... BDEV JP Morgan Cazenove Overweight 496.50 496.60 470.00 550.00 Reiterates
20 Feb 2015 Barratt... BDEV Deutsche Bank Buy 496.50 496.60 - - Reiterates

[hillbrown] 20/2/2015 09:29

I've unfiltered you Taffee to have a look at what twaddle you are posting now. You really are desperate for attention.

The article you mention states "the sentiment index, which each month tracks whether homeowners think the price of their property will go up or down over the next 12 months, fell from 74.9 a year ago, to 68.2 this February, having peaked at 75.1 in May. (so its asking homeowners, not buyers whether they think price will go up or down and over 2/3rds of them think UP).


February’s index represents the lowest perceived rate of price growth since August 2013. (So its 'perceived' growth not contraction)

The overall tenor of the article was for continuing growth.

Filtered again.

[cockneyrebel] 20/2/2015 08:50

That's 5 quid gone Taffee - how's your short? :-)

CR

[taffee] 20/2/2015 08:19

Housing market continues to cool

[shutittrev] 19/2/2015 18:24

Now then taffee my old mucker.....remember the conversation we had a few months back.....spectacularly wrong with your predictions yet again.....Bdev at a high....nothing personal mate but if I was you I'd chuck this share game. Best regards mate.

[gill17] 19/2/2015 17:38

Actually Taffe your wrong about London prices dropping in 2008/2009, they stabilised but didn't fall at all. They then rose from 2009 onwards. But the price increases have spread a long way out of London, and the rises continue. I should know, I've had my own Letting Agency in London since 1992. My office manager is buying a 3 bed house in Cheshunt in Herts for £350,000, it came on the market and she put in a full asking price offer immediately. But in North Lindon where we work, the only option would of been a 2 bed flat. Crazy I know, but that's how it is.

[bluerunner] 19/2/2015 17:11

Yawn ... But it was a bubble bursting at 100p lower than this according to you, Taffee.I love it that both you and that shorting maggot - Eastbourne - are getting it so badly wrong.Keep posting - you're both good for a laugh (at).

[taffee] 19/2/2015 16:57

Property in London dropped like a stone in 2008/2009 it was bailed out
Of a crash when near zero rates were introduced along with other props

Now it's in another speculative bubble and its bursting affecting our
Banks who have been lending into it...that affects the whole market

[cockneyrebel] 19/2/2015 16:44

Yeah, like they did in the last recession in 2008 Taffee - yet London sailed through it.

Too few properties and too many people wanting to live there. Add to that it's the finance capital of the world so the big money is there too. The most popular city in the world. So all of that commands a premium that people are prepare to pay. And London property has been 'too expensive' for 50+ years.

But BDEV isn't London is it Taffee? It's national. When your case isn't working make a new one ah?

Fwd PE 10, a near 5% yield. And punters are dumping bonds to find income now - think about it.

CR

[taffee] 19/2/2015 16:38

Have an aunt who is from Tokyo remembers their property bubble..said
London is worse..they said all the same things about demand but when prices
Started to fall amazingly the demand disappeared because like London and
Ireland it was a speculative bubble....this one however is also fuelled by
Near zero rates and help to buy...25% of all uk mortgage money is held in
London so it is significant.