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 2801 to 2824 of 3325 messages
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DateSubjectAuthorDiscuss
17/3/2017
09:47
The short in BKG only amounts to just over 2%. That is hardly going to make a huge difference to the share price even in the short term and none in the medium or long term.
this_is_me
17/3/2017
09:24
Remarkably of those who have a position in BKG through IG index only 65% are actually long - making it one of their most shorted stocks
raffles the gentleman thug
17/3/2017
09:23
Looking at the intra-day chart earlier I was mentally screaming 'SHORT SQUEEZE!' too :) It'll be interesting to see if the shorts are covering, when the latest data has been processed [shorttracker etc]. With it's div% it's a expensive stock to short. And now with the current outlook looking ok, and similar guidance suggested into 2018... well, I wouldn't want to be short!
jrphoenixw2
17/3/2017
09:13
Most sympathetic to that warranty ... but Pidgley not getting younger and at 69 ish I imagine he is gonna want an exit strategy this cycle.Certainly prioritising buybacks over his own income is a sign he wishes to correct the valuation anomaly
raffles the gentleman thug
17/3/2017
09:11
I think we might be close to a serious squeeze on the shorters. The Bovis M&A activity already appears to have caused Clinton Group and Millennium International to slash their shorts on Bovis, and Millennium has also cut its CRST short in March. Henderson has moved down in one housebuilder but up in another in March. Edit: and I shouldn't have forgotten Odey already reducing his BKG short earlier this month. Today we have Berkeley with a strong TU on the health of the London & SE market through the spring selling season. Crest Nicholson AGM next week may give a further boost. There are an awful lot of shares on loan in the housebuilder sector and I wonder if outside the relatively small number of disclosed positions there are a lot more smaller short bets that the holders will now be feeling queasy about.
1gw
17/3/2017
09:08
Sod the Chineses Raffles, the current management are doing an excellent job of ensuring investor returns and we don't need foreigners interfering with that.
warranty
17/3/2017
08:57
I do wonder whether we not close to M & A activity here with valuations still 20% below five year averages and an absolutely unprecedented level of Governmental support. Chinese have already dipped toe in water buying Cala Homes
raffles the gentleman thug
17/3/2017
08:40
Berkeley signals surprisingly strong profits in ‘stabilising’ London property market https://www.ft.com/content/c5b65095-ea1d-3509-b22e-125626a42832
rcturner2
17/3/2017
08:17
Fun will be when they raise the dividend guidance later in year and folks realise that at £30 a share the forward yield was around 9%
raffles the gentleman thug
17/3/2017
08:14
Lovely day!!! Happy days.
dbensimon
17/3/2017
07:52
(The 24% short in CLLN will have to be covered at some point.) Our chairman knows how to run the company and manage the stockmarket well. It's a pity he is such a plonker when it comes to politics. He hasn't forgiven the country for proving him wrong about his expectation of a dire and immediate collapse being the result of voting to leave the Evil Empire.
this_is_me
17/3/2017
07:50
RTGT,That is why the share price is under £30,and not around £35 where it should be,and the board of BKG currently agree,hence the buy backs.
garycook
17/3/2017
07:50
Raffles, From the Trading Statement: "Berkeley is in a strong position and remains on target to meet its ambition to deliver at least £3.0 billion of pre-tax profit over the five years ending 30 April 2021"
exmooroil
17/3/2017
07:49
GC, certainly seems that way!
rcturner2
17/3/2017
07:43
Positive FT article citing London recovery and on track to deliver £3bn pretax - but missing the all important words "at least" which should precede the £3bn number
raffles the gentleman thug
17/3/2017
07:28
RCT2,Much better company than CLLN ?
garycook
17/3/2017
07:16
Pre-tax profits for the year ended 30 April 2017 are expected to be at the top end of analysts' expectations, with the actual outturn dependent upon completion timing on Berkeley's larger developments. A similar level of profitability is anticipated for the year ending 30 April 2018.
rcturner2
17/3/2017
07:08
Very good I think - especially the comment on the level of profitability for the year ending April 2018.
1gw
17/3/2017
07:04
Encouraging.
r ball
16/3/2017
16:24
Nice to see a bit of strength into the close ahead of tomorrow's update.
1gw
15/3/2017
11:30
I'm not sure they will bother buying this close to the trading update phoenix ... i've been buying myself this morning and just feel sector is coming down on mortgage data for January which was uninspiring save for the new build sector. I continue to take the view that the sector is too cheap relative to historic valuations, where its as much as 20% cheaper than the five year average. And then on BKG specifically the EV of the company remains only about £800m more than the cumulative pre-tax profits they are all but guaranteed to record through to 2021. I assume they will not do much more than reiterate the recent upgraded earnings guidance in the upcoming trading update.
raffles the gentleman thug
15/3/2017
11:17
added: Looks like buying-back from 2890p starting circa 10.40am
jrphoenixw2
15/3/2017
10:31
BKG is the 'Stock of the day' over on Spreadex. Note though, that means it's featured rather than tipped. Gives a useful look-back over the past year and thoughts as to Friday. hxxps://www.spreadex.com/financials/market-analysis/financial-trading-blog It's a short article but due to copyright I won't copy/paste it all. I did find this para interesting... 'In terms of Friday’s update, investors will be eager to hear if there has been any revival in demand in the last few months. Given that last week Foxtons saw its profits more than halve thanks to London’s property slump, however, they may be left wanting.'
jrphoenixw2
15/3/2017
10:24
Well we're solidly in buyback territory now, so there should be some protection there. Fed and Dutch elections maybe causing some near-term anxiety but not long to wait for the trading statement.
1gw
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