Share Name Share Symbol Market Type Share ISIN Share Description
Berkeley Group Holdings (the) Plc LSE:BKG London Ordinary Share GB00B02L3W35 ORD SHS 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  631.00 13.99% 5,142.00 5,122.00 5,128.00 5,158.00 4,642.00 4,735.00 1,383,954 16:35:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,957.4 775.2 481.1 10.7 6,746

Berkeley Share Discussion Threads

Showing 2726 to 2749 of 3325 messages
Chat Pages: Latest  121  120  119  118  117  116  115  114  113  112  111  110  Older
DateSubjectAuthorDiscuss
01/3/2017
22:11
Lags sector today.
r ball
01/3/2017
21:29
£45 target.
r ball
01/3/2017
20:13
Yup , been posting here , and on Stockopedia and Twitter since the Fool went dark
rhomboid
01/3/2017
20:03
Rhomboid? .... you used to post on Motley Fool long ago? [just wondering]
jrphoenixw2
01/3/2017
19:42
Odey has the reverse Midas touch of late so I'm v happy to see he's short httP://www.leaprate.com/news/odey-asset-management-hedge-fund-loses-50-in-2016/ I have a holding and wish I'd been braver around the lows..
rhomboid
01/3/2017
17:47
Biggest shorts are: Odey 1.1% Blue Mountain 0.7% Adelphi 0.62% hxxp://shorttracker.co.uk/company/GB00B02L3W35/all [No notified changes to shorts since 18th Jan] Shares in issue say 138.5 million, so Odey is c12.6 million short = -£8.2 million loss on his position today. Lol.
jrphoenixw2
01/3/2017
16:55
And a company delivering £3bn of pretax over the next four and a half years is worth a lot more than an enterprise value of £4bn
raffles the gentleman thug
01/3/2017
16:49
Well I got more to buy, the company think they are materially undervalued, the dividend programme requires upward adjustment and you gotta be a fool to be short over budget day
raffles the gentleman thug
01/3/2017
16:46
After today's jump it will b3e interesting to see the price action tomorrow.
this_is_me
01/3/2017
09:03
Shares trade ex tomorrow ...
raffles the gentleman thug
01/3/2017
07:45
And another: 'Date of transaction: 28 February 2017 Number of Shares purchased: 59,053 Highest price paid per Share: 2925p Lowest price paid per Share: 2907p Volume weighted average price paid per Share: 2917.6487p'
jrphoenixw2
28/2/2017
07:30
Yesterday's buybacks an encouraging 18% of daily volume paying up to a "materially undervalued" price of 2924p
raffles the gentleman thug
27/2/2017
17:39
yep phoenix you are so right - personally if I were short I would be most worried about the budget - particularly as BKG and many other builders tend to be large supporters of the conservative party
raffles the gentleman thug
27/2/2017
16:48
Paying 6.85% div + the stock-borrow fee% - interest% earned on cash [or alt investment] + the risk of a stamp duty re-jig in the next budget. Yes, it's surprising that the big shorts are still holding out. One wonders what cataclysm they're holding out for...
jrphoenixw2
27/2/2017
15:48
Extract from last results release - "This recognises that, at certain price points, the Board is of the opinion that the Company is materially undervalued and share buy-backs will be in the best interests of all shareholders." So view of this management team is that these shares are materially undervalued at these levels ... clearly those still short the company have yet to work that out and are preparing themselves to pay another chunky dividend
raffles the gentleman thug
27/2/2017
11:30
encouraging to see their conviction that the company is materially undervalued at this level. I am buying more as effectively paying 2793p ex the dividend and expecting enhancement of the dividend programme
raffles the gentleman thug
27/2/2017
08:00
They were buying back shares on Friday. 34,864 at average px 2889.9256 = cost £1,007,500. Meanwhile share price rose 25p or +0.87%. With 138,458,579 shares in issue they spent a million and saw 34.6* that back in the share price.
jrphoenixw2
27/2/2017
07:39
Great results for PSN,it should be good for housing stocks today.
garycook
26/2/2017
09:34
Here's a dot on the radar to keep an eye on. Re: the budget due on 8-March. 'As I mentioned last week, the best way to raise revenue is to cut the rate of taxation: and it is pitiful that the Conservative Party, which used to understand that point, has so abjectly forgotten it. Another example emerged last week, with a report suggesting that the massive rises in stamp duty imposed by George Osborne during his lamentable period as chancellor mean the Treasury takes £500 million less each year, because the top end of the property market has seized up. If Philip Hammond does not rectify that in next month’s Budget he will need his head examined – not just because a stamp duty cut would bring in much more money, but because the tax falls with disproportionate severity on the south-east, and Tory constituencies.' [Source: Telegraph, today's column by Simon Heffer]
jrphoenixw2
24/2/2017
11:36
Thanks bluemango ... still of opinion that there is good upside to dividend distribution programme. They announce an incremental £1bn of pretax earnings but haven't yet changed dividend guidance. On a 50% payout that extra £500m is worth 70p a share per annum giving a 9% annualised yield over next four and a half years... BKG the gift that keeps giving ...
raffles the gentleman thug
24/2/2017
11:05
Thanks for the answers.
rcturner2
24/2/2017
10:29
"This recognises that, at certain price points, the Board is of the opinion that the Company is materially undervalued and share buy-backs will be in the best interests of all shareholders." (From 2nd Dec interims) In this context it is great to see they were buying yesterday at 28.90.
1gw
24/2/2017
10:29
I can see your point, but I think the question was a simpler one, what's the cash div, rather than the errr... theoretical capital+cash return.
jrphoenixw2
24/2/2017
10:00
The dividend is a easy calculation to make. You could argue that including share price accreation the return is more than 100p. I would say it's closer to 102p reflecting the discount between shares in treasury and current share price.
r ball
Chat Pages: Latest  121  120  119  118  117  116  115  114  113  112  111  110  Older
Your Recent History
LSE
BKG
Berkeley
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.

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

P: V: D:20191214 15:28:10