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Share Name Share Symbol Market Type Share ISIN Share Description
Barratt Developments Plc LSE:BDEV London Ordinary Share GB0000811801 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 405.50 404.10 404.40 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 4,811.7 812.2 64.5 6.3 4,146

Barratt Developments Share Discussion Threads

Showing 22976 to 22998 of 23250 messages
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DateSubjectAuthorDiscuss
24/8/2022
10:53
I generally agree there can be further downside risk in BDEV and that is also reflected in the share price I invest in small tranche into any stock like this that is in downward turn with good prospects in both yield and share price recovery in 2 yrs. For me they have solid balance sheet and can weather this storm, but need patience and the rewards can follow. The U.K. people have not fallen out of the home owner dream and push to build more affordable will continue directly supported by the government policies on either side GLA
tornado12
24/8/2022
10:40
wskill,

18% inflation will make affordability significantly worse.

Interest rates rising to curtail inflation. If inflation continues to surge then so will interest rates. Just like they did during GFC, just before the previous housing market crash. The interest rates then were around 5-6% not 17%

https://themortgagereports.com/61853/30-year-mortgage-rates-chart


sikhthetech20 Feb '22 - 15:26 - 5884 of 5899 Edit
<...>
When the housing market crashes, no HB is immune from the crash. Likewise, listed HBs are not immune from stockmarket falls or movements.

Govn support, provided during pandemic, has ended. Repossessions which were stopped during pandemic are legal again.
Around 30k homeowners in severe mortgage debt.
Inflationary pressure, interest rate rises, NI rises, Council tax rises, energy price rises all impact affordability.

sikhthetech
24/8/2022
10:32
Inflation of 18% will help with affordability its not like we will have 17% interest rates as we did in past recessions wage rises will help pay off mortgages added with fixed rate mortgage offers which have been widely available in the past year .
wskill
24/8/2022
10:25
There you go, HBs falling as predicted.
More and more news of recession and housing market crash in the media.



sikhthetech - 13 Apr 2022 - 14:25:40 - 2388 of 2451 Barratt Developments - Building Profits - BDEV
Affordability is a major problem and is going to get worse.

House prices would only rise if people could afford to continue buying...

When the housing market crashes, no HB is immune from the crash. Likewise, listed HBs are not immune from stockmarket falls or movements.

Govn support, provided during pandemic, has ended. Repossessions which were stopped during pandemic are legal again.
Around 30k homeowners in severe mortgage debt.
Inflationary pressure, interest rate rises, NI rises, Council tax rises, energy price rises all impact affordability.


What do you think will happen once courts catch up with all those evictions which were halted during the pandemic??? What will happen to the number of homeowners in severe mortgage debt..

sikhthetech
24/8/2022
09:36
Bdev remains a medium term invest as they have huge cash pile plus a very healthy land bank portfolio. I’m here for sustained dividend which they also have a good track record. The main challenge is to find the bottom in this market. That’s going to take months , but waiting for the business update in September to decide when I add further.
tornado12
24/8/2022
09:02
P45,

The market started predicting some bad news for HB's back in Mid 21.
YE 2021 the noise grew.
Russia invasion, the noise was deafening.
You missed the boat old chap.

beckers2008
22/8/2022
14:14
Rising energy prices could push UK inflation above 18% next year, the highest rate in nearly 50 years, according to experts.
Inflation - the rate at which prices rise - hit 10.1% in July, which is five times the Bank of England's target.
Investment bank Citi, which made the forecast, said inflation was "entering the stratosphere".
The Bank of England has previously projected that inflation will rise to more than 13% in the coming months.
Citi's forecast - which would be the UK's highest rate of inflation since 1976 - comes ahead of Friday's energy price cap announcement on the maximum amount suppliers can charge households for gas and electricity from October.
Citi's chief UK economist, Benjamin Nabarro, said affordability concerns were "growing more deafening by the day". This just on business wire, if Citi are right you can kiss goodbye to the property market, will be talking a 40 per cent reset with the interest rates needed to contain it. ALL builders are now a screaming short.

porsche1945
22/8/2022
11:09
Added more @ 450p. Expecting the business update to be positive note with good divi payment in November. Risks for further weakness, but satisfied as a long term investment into my balanced portfolio GLA
tornado12
16/8/2022
06:43
News from this am:-

Aug 16 - UK's Competition and Markets Authority:


* COMPETITION AND MKTS - LEASEHOLD INVESTIGATION UPDATE


* UK'S COMPETITION AND MARKETS AUTHORITY SAYS IS POSITIVELY
ENGAGING WITH FIRMS WHO PURCHASED FREEHOLDS FROM TAYLOR WIMPEY
IN ORDER TO SECURE FORMAL COMMITMENTS FROM THOSE FREEHOLDERS TO
REMOVE DOUBLING CLAUSES FROM THEIR LEASES


* UK'S CMA SAYS REGARDING ITS INVESTIGATION INTO ALLEGED
MIS-SELLING BY BARRATT HOMES, CMA HAS NOW CLOSED ITS CASE


* UK'S COMPETITION AND MARKETS AUTHORITY SAYS BARRATT'S
SALES
PRACTICES HAVE CHANGED, AND THEY NO LONGER SELL LEASEHOLD
HOUSES.


* COMPETITION AND MARKETS AUTHORITY (CMA) IS POSITIVELY
ENGAGING
WITH FIRMS WHO PURCHASED FREEHOLDS FROM TAYLOR WIMPEY IN ORDER
TO SECURE FORMAL COMMITMENTS FROM THOSE FREEHOLDERS TO REMOVE
DOUBLING CLAUSES FROM THEIR LEASES


* CMA- CONCLUDED IT WAS INSUFFICIENT TO SUPPORT A CLEAR
LEGAL CASE
FOR CMA TO SECURE COLLECTIVE REDRESS FOR BARRATT LEASEHOLDERS
UNDER CONSUMER LAW POWERS

cwa1
14/8/2022
05:55
very positive BUY rec from Questor today (Sunday Telegraph)
hTTps://ibb.co/kQZmc5L

unastubbs
09/8/2022
21:45
The fall in Housebuilders is not going away due to :


Household energy costs are now thought to be 4K by Jan 2023 and reach 4.4K months later

A 100% increase in prospect as mortgage rise too and the cost of food and everything else rises as inflation goes from 9% to over 14% --- a 50% increase


buywell hopes to read that Liz Truss announces a widespread policy of solar energy installations to help with the electricity costs

This could be done in a number of ways including 50% subsidized home installations with batteries included

Just giving cash handouts is a waste of time and shows lack of vision

A long term solution using tested and available technology NOW is what is needed and was needed well over 18 months ago

Our so called government, have been very shortsighted

All need to book appointments with their optometrists today





The fall in Housebuilders is not going away due to :


Household energy costs are now thought to be 4K by Jan 2023 and reach 4.4K months later

A 100% increase in prospect as mortgage rise too and the cost of food and everything else rises as inflation goes from 9% to over 14% --- a 50% increase


buywell hopes to read that Liz Truss announces a widespread policy of solar energy installations to help with the electricity costs

This could be done in a number of ways including 50% subsidized home installations with batteries included

Just giving cash handouts is a waste of time and shows lack of vision

A long term solution using tested and available technology NOW is what is needed and was needed well over 18 months ago

Our so called government, have been very shortsighted

All need to book appointments with their optometrists today

buywell3
07/8/2022
13:40
It isn't all about interest rates....

Approx:
A 0.25% rise in mortgage interest on a £100k mortgage is around £20 pm.

Whereas energy price caps increase would be (forecast Oct) around £180pm++, so is eq of around 2%-2.5% increase in mortgage interest based on a 100k mortgage.

That's on top of interest rate rises, fuel price rises, food price rises.

sikhthetech
06/8/2022
08:36
Seems from reports the market is softening with flatening of house prices. I don’t expect a complete tanking unless the inflation doubles again into next year. I think below 450p is a good investment point and 400p would be ideal. Waiting patiently …
tornado12
04/8/2022
13:48
All the house builders were down 5% on Tuesday so it was already accounted for
888icb
04/8/2022
12:46
Interesting the market didn't react
creditcrunchies
28/7/2022
11:11
nailed down I should say. in the barclays results analyst call the FD said they were going with 2.5% base for the end of 22. but shares seem to look further out than that hence they (housebuilders i mean) are rising a little right now. the strong balance sheet here plus the structural dearth of houses in the UK will see these right in the medium and long term. i'm happy to hold.
unastubbs
28/7/2022
11:07
I wonder how the market will react to a BoE hike of 0.5% on 4th August? It seems quite likely after 0.75 Fed hike
creditcrunchies
25/7/2022
09:09
EVEN if it is slowing down that doesn't mean house builders are a poor investment. This news/expectation/fear is ALREADY over-discounted in the price.
medieval blacksmith
24/7/2022
15:17
New housing market data shows ‘start of the long-awaited slowdown’

https://propertyindustryeye.com/new-data-shows-start-of-the-long-awaited-slowdown/

sikhthetech
24/7/2022
14:23
interesting beckers thanks
unastubbs
21/7/2022
13:48
Good news for the longs here, Marshall Wace have been buying back shares and reduced their short position to less than 0.50% and notified on the 19th July.
Looks like the bears are retreating.

beckers2008
21/7/2022
13:45
Anyone here think Barratt might be making a bid for Countryside Partnerships?

A billion in cash.

Update investors in September as to capital allocation.....

Countryside putting itself up for sale.

Actions and timings all fit in and CSP EV within affordability.

medieval blacksmith
15/7/2022
12:41
Nothing goes down in a straight line otherwise everybody would be waiting you get seasonal variation in price, for example the dividends coming in for FTSE stocks into the autumn are huge
creditcrunchies
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