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
  -38.00 -0.7% 5,368.00 5,366.00 5,370.00 5,372.00 5,342.00 5,350.00 10,110 08:20:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,957.4 775.2 481.1 11.2 7,042

Berkeley Share Discussion Threads

Showing 2851 to 2874 of 3350 messages
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DateSubjectAuthorDiscuss
23/3/2017
11:30
Blimey, this ain't hanging around😀 John
2350220
23/3/2017
10:24
Paloma Partners Management Company are a hedge fund that focus on relative values. This suggests that they have shorted BKG as part of a complex trade set up. It would be better if the FCA also told us the total of the private shorts disclosed to them as well as listing the public ones.(Remember positions above 0.2% have to be privately disclosed to the FCA)
this_is_me
22/3/2017
17:32
Another odd short positions spreadsheet this evening. Oxford is now shown on the historic tab as increasing from 2.62% on 17th March to 2.76% on 20th [edit: and then down to 0.04% on 21st, so] has disappeared from the current tab. Adelphi Capital has also disappeared from the current tab having decreased from 0.62% to 0.49% on 20th according to the historic tab. Meanwhile Paloma Partners appears (for the first time) on the current tab with a 1.97% position on 15th March. Gremlins in the FCA spreadsheet I suspect. A pity, because it would be nice to know what is really happening given the activity in the sector (string of positive TUs and Bovis M&A activity).
1gw
22/3/2017
12:14
my thoughts exactly 1gw ... I wish it were correct to be honest but I very much doubt it.
raffles the gentleman thug
22/3/2017
11:57
I'm not convinced that Oxford position is correct. 0.62% would be more plausible. 2.62% of BKG appears to dwarf Oxford's other disclosed short positions in terms of value (i.e. % x market cap). I wouldn't be surprised to see it corrected in the next few days.
1gw
22/3/2017
08:50
You were saying?
dim the bellend
21/3/2017
18:02
>>They're just following me imo.>> A case of the bellend leading the bellend then?
zho
21/3/2017
16:54
They're just following me imo.
dim the bellend
21/3/2017
16:19
I notice Millennium has gone back up significantly on its Bovis short and Citadel has appeared on the Bovis short list as well (both as of Friday). So it looks like it's not just Odey and Dim deciding things are getting a bit overheated with the housebuilders.
1gw
21/3/2017
16:13
Disclosed shorts. Oxford Asset Management has suddenly appeared on the list with a short position of 2.62% as of Friday (17th March). If this is correct, then total declared short position is now nearly 5.6%.
1gw
21/3/2017
08:49
Odey increases his short, meanwhile [17-Mar] Numis reiterates it's buy rating with a 12-Mo target-px of 3844p, and this morning Deutsche reiterates it's buy rating target 3571p. @Gbengus, well you're doing better than hedge-fund 'wunderkind' Crispin Odey :)
jrphoenixw2
21/3/2017
08:41
Last week I read about Tony Pidgley on CityAm and I bought small units of BKG at 2930.
gbengus50
21/3/2017
08:29
Already been discussed a thousand times has it not ...Either he's got a sector pair trade on or he's lost his marblesNothing more to be said on the matter is there ?
raffles the gentleman thug
21/3/2017
07:59
Odey shorting = buy indicator?Discuss.
r ball
20/3/2017
17:20
Odey apparently feeling courageous though. Back up to 0.97% short (from 0.85%) today according to the FCA spreadsheet.
1gw
20/3/2017
16:00
Interesting to see today's 8.3's from Blackrock on BVS & GFRD in that context...
1gw
20/3/2017
15:31
Bellway interims tomorrow, Crest Nicholson AGM on Thursday, Takeover code deadline for Bovis offers (RDW & GFRD) 9th April. It feels to me like it would have to be a fairly "courageous" investor to leave a short on a UK housebuilder through all that.
1gw
20/3/2017
13:01
Good post Shank. I'll cover soon when I'm in the money.
dim the bellend
20/3/2017
10:04
"I shorted this today. A rising interest rate environment wont be helpful for this company. Target £20 or lower by year end." Dim, Companies which are in debt are good to short when interest rates are going up because the cost of interest payments on the debt will increase. Companies which pay no dividend are good to short because whenever a dividend is paid a shorter in that company has to pay up. Companies which have little free cash are good to short because they cannot start share buy back schemes to support the share price. With Berkeley, it has a lot of free cash: it can defend its share price; if interest rates go up it will earn more on that cash; it will be paying up to £2 per share per year in dividends which you as a shorter will have to cough up. You might be right, but its a big risk you are taking. As interest rates rise the cost of development land will decline setting Berkeley up for when interest rates start to decline. Its good to have cash in this business... and Berkeley has lots of it.
shanksaj
20/3/2017
09:06
That's amusing. Pictet actually increased their short last week, at around 2930, before the TU. No change in the others.
bluemango
18/3/2017
05:18
^+1 done, thx. Meanwhile: +6.11% on Vol/Avg 2.34M/709,915.00 = 3.3* the 30-day daily average From the previous close [Thu] of 2963 it gapped higher +2.4% on the open at 3033 Vol = 120k [5.1% of daily tot] from 8:00-8:02. Then pretty quiet from 11-4 with buying picking up into the close [4-4:30=3130>3144]. Going to be interesting to see how much of that, if any, was buy-backs, since the most recent [9-Mar] disclosed highest paid was 2950p. I.e. if there was buying-back on Friday it would be materially above the previous price range. And if that was 'natural' buying, I consider the price action pretty damned bullish. ps Numis reiterated it’s Buy rating on Friday with a [12Mo] Target Price of 3844
jrphoenixw2
18/3/2017
02:56
This is me,Good research.Will filter also.
garycook
17/3/2017
18:52
Well that's what makes a market I suppose. Always good to have someone prepared to take the other side of the trade.
1gw
17/3/2017
17:14
I shorted this today. A rising interest rate environment wont be helpful for this company. Target £20 or lower by year end.
dim the bellend
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