Buy
Sell
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 23051 to 23074 of 23250 messages
Chat Pages: 930  929  928  927  926  925  924  923  922  921  920  919  Older
DateSubjectAuthorDiscuss
21/9/2022
08:15
Stamp duty cut will be small beer compared to interest rate rises.
spoole5
21/9/2022
07:11
Should recover most if not all yesterday's losses today imo...
davethehorse
21/9/2022
06:28
A Stamp Duty cut should be announced this week and will hopefully boost the share price here, GLA
davethehorse
20/9/2022
22:16
https://www.ig.com/uk/news-and-trade-ideas/barratt-shares-_-further-turmoil-ahead--220916
bingaxu
20/9/2022
22:11
https://www.fool.co.uk/2022/09/19/2-ftse-100-stocks-that-could-explode-when-the-market-recovers/
bingaxu
20/9/2022
22:04
https://www.marketbeat.com/instant-alerts/lon-bdev-consensus-analyst-rating-2022-09-2/
bingaxu
20/9/2022
15:51
I've got this scanner on stocks that are high quality, high value, good track record, high financial rating I see every major house builder in the list. Only problem is knowing when to buy because when these go exdiv from this level we're looking at 350 area
creditcrunchies
20/9/2022
14:14
On the up.side nice divi, soon to go ex div ;-)
davethehorse
20/9/2022
09:25
Heading south to 400p it seems...
davethehorse
16/9/2022
05:13
yeah maybe, also some consolidation going on if they go much further south.
unastubbs
15/9/2022
15:31
Will be better opportunities to buy housebuilders next year methinks
spoole5
15/9/2022
13:57
Directors adding too ;-)
davethehorse
15/9/2022
13:51
Bouncing nicely and going ex div in a couple of weeks with a 6.5% divi, nice...
davethehorse
14/9/2022
17:33
Have bought in, looks way oversold
davethehorse
14/9/2022
14:25
These got down to .34p in 2008/09. A pal of mine who is a solicitor in a conveyancing office said sales on new builds are now down 30pc plus across the board, if thats true the biz model of all the builders is fxcked without gov assistance, watch this space, screaming short. Wipe out next year for U.K.
porsche1945
14/9/2022
06:37
And now some good results from Redrow too - increased forward EPS guidance and a 31% increase in the dividend on top of the recently announced share buyback!
lafiamma
13/9/2022
09:58
Some good director buying in the sector... Vistry CEO has been buying, and so to has Crest Nicholson's
lafiamma
12/9/2022
08:22
Modest but better than nothing I suppose...

The Company announces that on 8 September 2022, Katie Bickerstaffe, Non-Executive Director, purchased 1,200 ordinary shares of 10 pence each in the Company

cwa1
08/9/2022
03:51
Alastair Osbourne in The Times this morning

Builders stand on firm foundations

Some housing crashes mainly happen on the stock market. Shares in UK-listed housebuilders are down about 40 per cent this year, with Liberum analysts pointing out that August’s performance was the “third worst month since 2008”. But is the roof really caving in? Equity markets always look forward — and no one can miss the trouble ahead. Even Barratt Developments’ boss David Thomas is spelling it out in the full-year results: a hod-full of “macroeconomic uncertainties”, around “inflation, energy costs and interest rates”, with supply chain bottlenecks and the Ukraine war thrown in. How much of it actually hurts depends, of course, on the size of the shake Liz Truss gives to the magic money tree: a bananas £200 billion on the raciest estimates. But, before her big giveaway, there are signs the market is slowing. True, it’s not immediately obvious from Halifax’s latest data (report, page 40). It shows a 0.4 per cent month-on-month house price rise in August, adding up to 11.5 per cent for the past year, with a typical house now at “another record high” — £294,260. Yet, as its mortgage director Kim Kinnaird emphasised: “Industry surveys point towards cooling expectations across the majority of UK regions.” On the ground, too, housebuilder selling rates are falling. Barratt saw a drop in weekly sales at its 332 outlets for July and August — down to 0.6 versus 0.82 last year and about 0.7 pre-pandemic. There was a similar trend in July at Taylor Wimpey. Even so, does that justify the share price falls? The looming end of Help to Buy has long been priced in. Ditto Michael Gove’s myriad cladding taxes, with Barratt making no change to its £435 million provision. And Thomas is relatively sanguine about both a house price dip and rising interest rates. He admits “house prices are off the scale”, with all the intergenerational inequality that causes. But if they fall, so does the cost of buying land. As for rates, he says: “If Bank rate goes to 3, 4 or 5 per cent, so be it. We’ve operated with those rates before.” So, too, he says, have UK banks, all far better capitalised since the financial crisis. He thinks they will still lend against housing. First, because the UK has not only full employment but labour shortages. Second, because history shows that UK house prices keep going up. Underpinning all this? Britain’s housing shortage. “We don’t build enough houses,” he says, with Barratt shooting for 21,500 completions over the medium term, up from 17,908 last year. Long-term demand isn’t going away. To boot, Barratt’s in much better shape than in 2008 to withstand a downturn. Back then it had £2 billion net debt. Now it has £1.14 billion net cash. Despite that, on shares down 2 per cent to 414p, valuing the group at £4.2 billion, it’s trading at 0.8 times net assets. That, says Thomas, is “unusually low”, when the 20-year average is “1.3 to 1.4 times”. It’s one reason he’s using surplus cash to buy back £200 million of shares rather than paying a higher valuation to buy more land. It’s a choice reinforced by extra planning system delays, housebuilders say, since the Tories lost the Amersham by-election and got more nimbyish over their perennially unmet target for 300,000 new homes a year. Yes, Thomas may yet prove too bullish. But, maybe, Britain’s housebuilders are on less shaky foundations than the market thinks.

unastubbs
07/9/2022
14:14
UK housing market shows signs of slowdown, says builder Barratt

Home reservations fall over fears of inflation and rising interest rates


"The UK’s housing market is showing signs of slowing down as inflation and rising interest rates rein in buyers, according to the country’s largest housebuilder.

Barratt Developments said in its annual results statement on Wednesday that the number of homes reserved by buyers each week had fallen and was now below pre-pandemic levels. The company anticipated that house price growth would moderate as a result."


https://www.ft.com/content/cceb0015-f6e9-46d2-8e23-41e53f28fbbf

sikhthetech
07/9/2022
09:50
I get this is a cyclic stock and Im here mainly for my portfolio divestments. Since it is lower price and moving towards the bottom of the cycle that is the reason I have start accumulating now. I believe in BDEV ability to perform even in difficult times, and eventually I expect both share price and dividend rewards in next 2-3 years. Will follow in details over next month until ex-divi date and decide if to add few more or not here. If they are making the share buyback step it bodes well in their confidence, even if I dont believe in this approach to return excess cash...
tornado12
07/9/2022
08:23
Future still bleak - especially with Interest Rates on the move - fewer Buyers - less demand but just my thoughts .
I prefer the BIG Energy Players - BP for example ... Hydrogen Developments look very promising !

advfn_1122
07/9/2022
08:13
gh. hb shares will go up before earnings pick up in the same way the share price have fallen before earnings have started to fall. the mkt looks ahead. the question is whether the bottom in earnings will be in 6 or 12 months or longer. i think mkt is over reacting but that doesnt stop shares falling, so the wait to buy continues. before the talked about price cap, consumers could expect to see 50% or more lower prices next winter and maybe 75% lower the following year. thats all money in pockets. but the price cap muddies the waters in that it fixes energy over the next few years, unless there is a mechanism to pass on falls in energy prices to the consumer.
roguetraderuk
07/9/2022
08:08
£800m of that is intangibles and the net cash is before deducting land creditors.

However all HB's have never been in such a great position to weather the impending slowdown. Markets are assuming that they will steam straight into the highly visible Iceberg. However they now have the contracted forward sales and cash to minimise the damage. Barratts went into 2008 Sub Prime with £2bn net debt!

Clearly all HB's are now reducing land purchases and will build more to order, thereby raising cash. No HB is going to say that they expect house prices will fall because that's the Kiss of Death. However this will be Plan A.

At some point HB's will be re-rated as recovery stocks, hence earnings are likely to fall over the next 6-12 months but at some point shares will go up. HB's trading at 5 - 7 years lows!

ghhghh
Chat Pages: 930  929  928  927  926  925  924  923  922  921  920  919  Older
Your Recent History
LSE
BDEV
Barratt De..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

Log in to ADVFN
Register Now

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20221202 07:13:23