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Share Name Share Symbol Market Type Share ISIN Share Description
Bellway Plc LSE:BWY London Ordinary Share GB0000904986 ORD 12.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -88.00p -3.06% 2,784.00p 2,783.00p 2,785.00p 2,826.00p 2,773.00p 2,826.00p 203,527 15:29:48
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,957.7 641.1 423.4 6.6 3,426.53

Bellway Share Discussion Threads

Showing 751 to 773 of 775 messages
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
27/3/2019
14:04
Just spotted a zoopla report out today: "Latest data from Zoopla shows that average city house prices in the UK rose by 2.8% for the 12 months ended 28 February 2019." So the like increase to BWY share price perhaps not just results and some sector peers seemingly have read-across.
dr_smith
27/3/2019
11:16
Looking very good indeed. Should continue to rise over next day or two, at least.
rafieh
27/3/2019
09:05
Results look ok to me and according to this morning's Times Bellway are a 5-star Company (highest) for the purposes of the Governments 'Help to buy' scheme. One of the best builders in the sector as far as I'm concerned and continue to hold.
ygor705
26/3/2019
13:14
!YOUTUBEVIDEO:c5ex9Ax6-y8: Can Bellway’s half year statement on Wednesday help patch the holes in its roof? In February the company revealed that, for the 6 months to 31st January, total revenue is expected to jump over 12% to £1.5 billion. However, as with all things in the UK, these figures sat in the shadow of the Brexit storm clouds lurking over the economy. Bellway acknowledged the fact that its cancellation rate had risen ‘marginally’ from 11% to 13% year-on-year, while stating that the Board ‘remains cautious given the uncertainty regarding the UK’s forthcoming exit from the EU and the extent to which this will affect wider customer confidence.’ Read what Spreadex analysts have to say, or watch a 60 second earnings preview video, here: https://spreadex.com/?tid=388819
connorcampbell
26/3/2019
13:14
Can Bellway’s half year statement on Wednesday help patch the holes in its roof? In February the company revealed that, for the 6 months to 31st January, total revenue is expected to jump over 12% to £1.5 billion. However, as with all things in the UK, these figures sat in the shadow of the Brexit storm clouds lurking over the economy. Bellway acknowledged the fact that its cancellation rate had risen ‘marginally217; from 11% to 13% year-on-year, while stating that the Board ‘remains cautious given the uncertainty regarding the UK’s forthcoming exit from the EU and the extent to which this will affect wider customer confidence.’ Read what Spreadex analysts have to say, or watch a 60 second earnings preview video, here: hxxps://spreadex.com/?tid=388819
connorcampbell
04/12/2018
19:50
The 2016 Agm was at the very sensible and easily achievable time of 2pm in the afternoon so all shareholders hoping to attend could actually meet the directors and ask questions. They could travel from all over the country and even have time for lunch ! I guess Bellway shareholders like getting out of bed earlier, this year’s AGM kicks off at 8.30 am on Wednesday 12 December 2018 at Jesmond Dene House Hotel, Jesmond Dene, Newcastle upon Tyne NE2 2EY. So what changed....Do directors at Bellway not want shareholders any more....maybe the huge remuneration at housebuilders and recent furore at Persimmon has made directors devise cunning plans to avoid awkward questions and attention from the media.... The anti shareholder mindset seemed to set in last year with an early morning start but still six shareholders made it through the doors .... The 2017 AGM was held at 9.30 am on Wednesday 13 December 2017 at Jesmond Dene House Hotel, Jesmond Dene, Newcastle upon Tyne NE2 2EY. So they have moved it closer to breakfast for those who like to vote whilst eating their cornflakes. Here’s hoping that the 2019 AGM is not held at 7.30am and at least one shareholder will make it through the early morning fog on the Tyne !!
davidosh
01/12/2018
09:31
Eh? No news out, no price up, I think you have the wrong thread Casino..life is a lottery. ;-)
dr_smith
01/12/2018
09:08
great news
casino444
01/11/2018
12:00
Biggest trading volume in Bellway shares for 3 years yesterday and nearly all buys. Sentiment has changed towards the whole sector.
ygor705
22/10/2018
09:29
During the recent conference, CEO made a point that although everyone across the country is aware of Brexit, it is London that has seen an impact and is most concerned with it. The rest of the country continues as normal, be it a little worried.
mtsblogs
21/10/2018
19:36
Even though always a shortage of houses, if the crazy brexit happens it must be bad for house prices as most peolle will be poorer ( NOT JRM or Boris of course ) . But surely a good chance of a peoples vote and it would nean we stay in the EU .
arja
17/10/2018
18:05
Thank-you mtsblogs. I do most research via internet, so nice to have a bricks and mortar perspective.
dr_smith
17/10/2018
14:58
Walbrock, nice piece of analysis, thanks.
essentialinvestor
17/10/2018
13:51
Poor sentiment continues to dog Bellway but the PE is now looking a bit silly. Yet another big increase in the dividend leaves very little justification to sell but dyor.
ygor705
17/10/2018
13:12
Redrow is aimed at a more ...mature audience, its head (who formed the company and holds 20% I believe) is very old-fashioned and a little stubborn. I suggest you check out his videos where he is taking with apprentices... I've looked at different house builders and BWY stands out. From financials, its NAV, p/e, price-to-book, current ratio, to how its products compare to others (Redrow, Crest). New management is good news too. Out of all house builders it has the best chance to do above average. Not guaranteed to double, but one-two percent above average is likely. It's a steal at this price: 6.89 p/e (!), 1.4 book (!!), current ration 3.8 - it beats other builders on all fronts.
mtsblogs
17/10/2018
11:48
mtsblogs - No, I haven't seen Redrow houses - are you saying they are good or bad design? I hold a number of housing shares and they have been hit today, aswell as the as the last week. I assume it's Brexit. I held housing through the Brexit vote (now way back) thinking they would be the safe port in the storm for investors and if anything go up. They dived as you know..but came back stronger, so felt my gut instinct was mollified. I am hoping it is the same now, regardless of Brexit we all need to live somewhere, we will continue to trade between ourselves and the world. So expecting the low sector sentiment to turn. IMO :-) Dave
dr_smith
17/10/2018
11:10
BWY is a cracking company. New management is great and standardisation of houses is long overdue, well done CEO. Financially, everything looks right and price-to-book is even better after results. Its a steal and now they have 100M cash too. I do not expect this to rocket today or tomorrow, but it is likely to do better than average in a long run. Compared to peers, its stronger and, frankly, the design of houses is very good (have you seen Redrow??) FD seems out of place and I'd not be surprised if he moves on.
mtsblogs
17/10/2018
07:38
After nine years of continuous sales and growth, is #Bellway still a good investment or has valuation been priced in? Here are Walbrock’s thoughts: http://bit.ly/2OrAxS4 Enjoy!
walbrock82
16/10/2018
12:57
Bigbertie, Since Bellway is cylindrical, it implies a different interpretation of PE. So, a low PE tells investors to expect slower earnings growth or a possible decrease in earnings in the future. A high PE (like in 2010 and 2011) tells us to expect higher future earnings growth. Hope this clarifies things.
walbrock82
16/10/2018
12:35
Summary of Bellway’s results 1). Bellway with sales coming in at £m, marking 9 years of sales growth. During that period, it manages average sales growth of 17.65% p.a., and the latest sales growth is below average. 2). Thanks to government schemes such as “Help to Buy”, home prices and higher prices contributed to this higher revenue. 3). Bellway’s order book volume grew by 2%, compared to last year 2.2%, but the average home value fell from £272,962 to £268,767. Meanwhile, reservations per week growing at 2.9% in the first nine weeks, this was down from 5.6%. Article tomorrow.
walbrock82
16/10/2018
12:21
Thank-you Big-Bertie. Everyone refers to the sector as cyclical, but I don't see it that way. The BOE and gov do everything they can to avoid peaks and troughs, boom and bust, I see cyclic activity as a failure of policy and interest rates, something that CAN happened, not something ordained to happen. There are also strategies that can be employed to mitigate effect of rising costs. I remain LTH. Builders can also maintain t/o (rather than increase) and return money to s/h, giving the same effective ROCE to investor, without having to progressively get bigger and bigger. IMO. :-) Dave (middle name Russell - not a Doc)
dr_smith
16/10/2018
11:04
Doctor I'll provide some company for you. The results are great but the concern is that the housing sector is heading for its usual cyclical downturn. Gross margins (which have been rising) fell slightly, so costs are rising faster than sales prices. There are several reasons why this trend may continue [skilled labour shortage, material cost rises, land costs rising, house prices already high]. However Bellway seems to live on lower p/e than its peers which is surprising considering its recent good track record. Cant explain it! I sold out a year ago and am hesitating to buy again now. Good luck.
bigbertie
16/10/2018
09:21
Me again, talking to myself again it seems. Final results out today. That means you should be excited and writing lots of important stuff. Business as usual despite doomsayers on these boards for this sector,and low sentiment. Last year PE was 8.8, now 6.8, so it is low sentiment not fundamentals holding back share price I read this morning Aliens had landed in Mongolia. Aha.. so you are awake! Just testing ;-) Whilst we have world trade wars, all storm in a team cup really, but I see property sector with it's supply/demand imbalance as good as any sector if not best, for longer term investor with lowish risk. Just cos it doesn't have volatility that traders thrive on, they stay away, but I am happy to play the long game. All IMO. - Apart from the Aliens bit. Dave. ..phwooooooh... tumble weed crosses...
dr_smith
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
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