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
  -104.00 -1.95% 5,242.00 5,244.00 5,248.00 5,358.00 5,242.00 5,356.00 370,366 16:29:56
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,957.4 775.2 481.1 10.9 6,877

Berkeley Share Discussion Threads

Showing 2926 to 2948 of 3350 messages
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DateSubjectAuthorDiscuss
10/5/2017
07:42
Read across from Barrett
r ball
10/5/2017
07:38
Is this lovely rise down to Blackrock Investments adding, to give them 10% holding? John
2350220
03/5/2017
09:09
Isn't the extension of that line of thought that you don't mind whether it's in the 250 or 100?
jrphoenixw2
03/5/2017
08:55
You only get demoted because your share price and market cap are falling, which is depressing. There is no additional negative effect for the demotion.
rcturner2
03/5/2017
08:50
@RCT. Interesting, I haven't been watching the reshuffles for as long as you so haven't that perspective. But I was holding BKG when it was demoted and it's an all round depressing experience IMO.
jrphoenixw2
03/5/2017
08:06
I think the recent evidence is that moving from one index to another has very little effect now. When trackers first became big there was a measurable effect but not now.
rcturner2
03/5/2017
07:53
The reshuffle is once a quarter, and the last one had a cut-off date for valuation of 1-March, with the reshuffle taking place on circa 17-March. As it is a quarterly process I'm estimating the cut-off for the next one is 1-June. [The actuals can be found buried somewhere on the LSE website :)] From what I've seen you get articles identifying the likely promotions and relegations just starting to appear about say two weeks prior to the cut-off. I.e. that might be starting in c2 weeks from now. Not all trackers are the same. Some are 100% plain vanilla, others have some capacity to deviate from the latter. Maybe use derivatives or 'front-run' the rumours before the cut-off. But from what I've seen previously the cut-off date is when the significant market reaction commences. I agree, if it were promoted you might assume that FTSE-250 trackers would sell it. But I imagine there are more '100' trackers than '250'. Being in the 100 also carries significant status/profile in it's own right and that carries value.
jrphoenixw2
03/5/2017
05:16
Dumping by FTSe 250Trackers prior?
r ball
02/5/2017
17:17
And it's currently 3rd highest Market Cap in the 250 index, with the lowest 3 on the 'big-board' smaller. So... when is the next re-shuffle, when all the FTSE-100 trackers will be buying? :)
jrphoenixw2
02/5/2017
12:27
Odey increased his short on 20th March at 3180p from 0.85% to 0.97% 0.12% of 137.74M shares in issue = circa -165k shares on that last trade so that's another £1/4M down. His total position is currently circa -1.34M, and that's down £2M since 20-March.
jrphoenixw2
20/4/2017
08:53
Well take Odey well publicised positions then - long Sky/short ITV; long Plus500/short IG Index - it's the way he and most hedge funds invest with sector neutrality and he'll invariably be long something in home builders against a short in BKG
raffles the gentleman thug
20/4/2017
08:49
If you look at say the 1-Yr px charts for the housebuilders in the FTSE-350 they have a common theme. Jump off the BREXIT-vote cliff and subsequently slowly recover. So no obvious intra-sector long/short play there, but hey what do I know etc... I take your point about a sector-neutral play. A year ago you might have shorted BKG due to stamp-duty hikes at the higher end, stamp-duty 'extortion' on second-home buyers, and had a non high-end builder on the long side. But then Sterling fell off a cliff and made BKGs products a bargain for foreign investors. Swings and roundabouts maybe... Lol at Chinese Investor, shld have swooped in late 2016 when it was at 2400p
jrphoenixw2
20/4/2017
08:10
Looking Good !
chinese investor
20/4/2017
08:09
Doubt they are hurting that much Phoenix as vast majority of hedge funds today are little more than sector neutral, so undoubtedly their BKG shorts are merely paired against something in the sector on the long side and they are content to see BKG go against them
raffles the gentleman thug
20/4/2017
07:56
If you're 69 with a huge amount of wealth tied up in one stock I'm not sure how I'd define 'too soon'. Directors should have a better insight to future price direction than most but it's still never going to be spot on. And there is a point in time [esp re: age] where missing out on some subsequent upside doesn't matter as much any more. Perhaps he crystallised it prior to year-end for tax purposes, or to diversify into other risk assets, or simply to spend or donate. I can't imagine he's ruing his sale. Put another way, there have been occasional rumours that BKG could be a take-over target, 'Chinese investors' and so on. These pop up every year or so, but nothing yet has come of it. If we decided to sell some/all our holding now, having achieved what we want, how much does it matter the later price 'we might have got'? IME you have your 'if only' thoughts, but it is what it is. I was watching the price yesterday wondering whether we'd see RNSs re: shorts covering issued this morning. I haven't seen any yet, but man they've got to be hurting!
jrphoenixw2
20/4/2017
06:18
It looks like Tony Pidgley sold those shares too soon and remaining shorters, having made a loss, were buying back more than Tony Pidgley sold.
this_is_me
19/4/2017
11:54
So can we forgive the director share sale now?
fenners66
19/4/2017
08:59
Wow, what a lovely few days. I was a bit nervous a week or so ago, but this has lifted my Spread Betting account into a decent profit. Looking to hold for a while yet methinks. John
2350220
11/4/2017
07:57
Hmmm. Yesterday the share closed at +41p +1.32% [*] Considering there was no relevant news behind that, or none that I saw, I thought that was probably induced by buy-backs. Though with Monday's open at 3104 any such buy-backs would be right around the top of the previous px range seen. Previous buy-backs have been announced the following working-day morning between 7-7.05am and I can see why the company want their actions broadcast ASAP. But this morning no such news [yet?]. On the face of it yesterdays rise was market rather than buy-back induced... I wish I'd have checked the 'Daily vol/Avg' now... ps. the BKG site shows vol yesterday as 441k. Yahoo shows average vol [30-day] as 708k. So, rise due to buying into a thin market... perhaps * depending on your data source and 'after-market' trading etc
jrphoenixw2
07/4/2017
16:43
...and below: 'Date of transaction: 6 April 2017 Number of Shares purchased: 39,458 Highest price paid per Share: 3100p Lowest price paid per Share: 3082p Volume weighted average price paid per Share: 3097.1762p ' --------------------------------------------------------------- But on thin total traded volume of 423k. So again it seems they're attempting to nudge direction, or limit falls, but not straying about buy-backs of more than say 10% of daily volume...
jrphoenixw2
07/4/2017
06:08
Now buying at £31
r ball
06/4/2017
14:26
Phoenix - very balanced reply thanks. Its good to have a sensible reasoned debate. Something a lot of the posters on Advfn could learn from.
fenners66
06/4/2017
14:18
But gotta say I totally understand your frustrations Phoenix, the way the news came out of the blue
raffles the gentleman thug
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