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
  0.00 0.0% 4,558.00 4,547.00 4,550.00 0.00 0.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,957.4 775.2 481.1 9.5 5,980

Berkeley Share Discussion Threads

Showing 2751 to 2775 of 3325 messages
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DateSubjectAuthorDiscuss
08/3/2017
08:02
Foxton read across today.
r ball
08/3/2017
07:43
This confirms,and I believe that TP,also believes like me that BKG are worth at least £35 a share.The board can spent all the dividend money on buy backs.Well worth it IMHO.
garycook
08/3/2017
07:38
The Berkeley Group Holdings plc (the "Company") Transaction in own shares The Company announces that on 7 March 2017 it purchased 134,861 of its ordinary shares of 5p each ("Shares") through UBS, in accordance with the authority granted by shareholders at the Company's Annual General Meeting on 6 September 2016. Date of transaction: 7 March 2017 Number of Shares purchased: 134,861 Highest price paid per Share: 2950p Lowest price paid per Share: 2922p Volume weighted average price paid per Share: 2938.4277p Broker: UBS The Company intends to hold the purchased Shares in Treasury.
garycook
08/3/2017
07:33
Wow, hadn't realised it represented 22%, and interesting they're now paying up to 2950 which might be the highest buy-back px to date [?].
jrphoenixw2
08/3/2017
07:12
Buy back recommenced yesterday with company buying 22% of days volume up to maximum of £29.50.
raffles the gentleman thug
07/3/2017
13:59
And the perverse side-effect of heavy SDLT is people who have discretion are disinclined to sell-up and move out of London, hence less supply and hence prices go up. Despite several years abroad my home is still in London, in a borough adjacent to K+C. When we return to the UK in just over a year I'd prefer to move for early retirement out on London to a regional shire city. We'd enjoy some more space and some peace and quiet, maybe even a small garden. But if I sell now, relo back to the UK and buy a place out of town, paying large sums of SDLT, and find in fact I/we can't cope with living outside the big city hubbub the costs of buying another place in London would make it very difficult to return. So, meanwhile I sit on my hands, no 'getting on my bike' [Norman Tebbit] for me. There is a parallel with B2L. I used to be a landlord but with the ever tightening grip of taxes [the latest hammer blow to B2L being deductibility of loan interest as an offsetting expense vs income is being phased out] the rental market is going to be clobbered so I've sold up over the past few years. I'd owned those rentals since the mid 90s, and due to that rule-change^, growing tenant expectations, and the hassle of supplying a service to at times challenging customers there are better investments for me. No wonder rents are rising ahead of inflation. I'm not sure how to judge the %property that is mortgaged by area, the CML show lending in absolute sums but not %. FWIW I could pay off my mortgage now but choose not too since it's so cheap, and again I'd pay lots of fees to get another one. But yes I can believe there are more cash-buyers in London, and others who've paid off their mortgages. I expect I'm far from alone in either having a small/no mortgage but being unable to justify the costs and risks of moving out on London. Your illustration of move costs vs the alt of renting for years is pretty astonishing IMO. re: yr last point, something is going to have to give, or prices/rents will continue northwards increasingly pricing out people who need or would prefer to live in a place that is expensive. But like I suggested being seen to help 'the rich' is not going to fly for this government IMO.
jrphoenixw2
07/3/2017
11:10
HI Phoenix ... I think when one considers prime London, areas like Kensington and Chelsea for instance, one has to remember that a large part of the housing stock is un-mortgaged, so there is little pressure to sell in the first place. Hence why there its actually not very much stock even for sale at the moment. But buyers are rare because frankly what one pays in Stamp Duty on a £4m or £5m plus transaction, one could instead pay rent on a similar property for around six years. Really interesting thing with London property is that there is a serious disconnect between what Sadiq Kahn is saying about growth in London population through to 2021 and the plummeting number of new housing starts. Something needs to be done with Stamp Duty to encourage the likes of BKG to take risk again in the capital otherwise the longer term picture is just one of serious housing shortage and ever rising rents
raffles the gentleman thug
07/3/2017
10:52
Good comments, interesting. Osbourne's SDLT hikes were a cynical and misguided direction. It's a tax on aspiration which is hardly Tory, and predominantly hits the Tory-voting south. I'm surprised the London property market is holding up as well as it is. Trouble is with May pitching for the 'Just About Managing' vote, as noble as that is, cutting it for the 'doing very nicely thanks' isn't going to happen. In Singapore, which regionally is considered a desirable safe-haven type place to live there are large amounts of regional money still flowing in to property. To try and limit the impact that has on locals they have a set of SDLT rates for citizens and another for foreigners. This 'Additional Buyer's Stamp Duty' for foreigners is c15% ! It is due to such targeted and dynamic policies that the government can afford to make it such a low tax economy.
jrphoenixw2
07/3/2017
10:17
In considering Odey one does have to remember that a lot of what he does, as indeed many other long/short equity managers do, is invest with sector neutrality. Hence Odey's long Sky/Short ITV, and his long Plus500/short IG Group. So his short BKG may well have been paired against something else in the sector on the long side. I do think that when one considers the precipitous slump in volume of transactions in high end properties, its blindingly obvious that Osborne's draconian stamp duty changes need reforming - and reform will actually be a rare tax cut which raises the Government incremental tax revenue. BKG is certainly not a share one wants to be short of if that were to happen - and BlueMountain and Odey know this full well.
raffles the gentleman thug
07/3/2017
10:15
Yes although it's actually more nuanced than that. He supported Vote Leave, but for much of last year was busy telling his clients that recession was more or less unavoidable. Like a true hedge fund manager, I guess.
bluemango
07/3/2017
10:04
Indeed BM, and looking at the direction of Odey's BKG short it looks like he bought into the Project Fear campaign.
jrphoenixw2
07/3/2017
09:39
Well spotted Rtgt. This is the first reported change in any of these short positions since mid Jan, when Pictet dropped below 5% short. It is also now the lowest aggregate short position in BKG since before the EU referendum, when Project Fear was still in full swing, with all the talk about Armageddon, punishment budgets, back of the queue for trade deals and people and businesses deserting the UK, remember all that?
bluemango
07/3/2017
09:38
Odear is having a bad year.Would not want my money invested with him.
garycook
07/3/2017
09:07
OIC thanks, I thought it was an RNS or headline or similar. On short-tracker looking at the past 100 entries for Disclosed Position I think [IMHO] that the direction of the Odey position is significant. He does appear to be progressively winding down his short. Whereas Bluemountain's position seems to gyrate around. - Interesting to be reminded from that page that Odey is -4.49% short Lancashire/LRE, [another of my bigger holdings]... he's got to be hurting on that one too.
jrphoenixw2
07/3/2017
08:11
www.shorttracker.co.ukBlueMountain - from 0.70% down to 0.69%Odey - from 1.10% to 0.85%Results due March 17th
raffles the gentleman thug
07/3/2017
08:00
Where are you seeing this data/news?
jrphoenixw2
07/3/2017
07:33
Probably trying to cover there losses !
garycook
07/3/2017
07:16
OMG - can this be true? Blue Mountain Capital and Odey Asset Management both starting to cover their shorts in BKG !!
raffles the gentleman thug
03/3/2017
12:10
Thx for the tip-off. These are the current firm upcoming dates per their site: Interim Dividend Record Date 3 March 2017 Trading Update 17 March 2017 Interim Dividend Payment Date 24 March 2017 Year End 30 April 2017
jrphoenixw2
03/3/2017
10:40
Trading update now scheduled for 17 March
raffles the gentleman thug
02/3/2017
08:03
Ex div so 34p up at pixel time
r ball
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
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