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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% 3,961.00 3,989.00 3,991.00 0.00 0.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,957.4 775.2 481.1 8.2 4,979

Berkeley Share Discussion Threads

Showing 3026 to 3047 of 3375 messages
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DateSubjectAuthorDiscuss
13/7/2017
07:24
Buy-backs yesterday:- 'Date of transaction: 12 July 2017 Number of Shares purchased: 125,000 Highest price paid per Share: 3274p Lowest price paid per Share: 3247p Volume weighted average price paid per Share: 3262.587p Broker: UBS The Company intends to hold the purchased Shares in Treasury. Following the purchase of these Shares, the Company holds 3,308,472 of its Shares in Treasury and has 136,848,711 Shares in issue (excluding Treasury Shares). http://uk.advfn.com/stock-market/london/BKG/share-news/Berkeley-Group-Holdings-The-PLC-Transaction-in-Own/75227720?xref=newsalert Cost = £4.1M
jrphoenixw2
12/7/2017
07:20
Buy-backs yesterday: 'Transaction in own shares Date of transaction: 11 July 2017 Number of Shares purchased: 125,000 Highest price paid per Share: 3291p Lowest price paid per Share: 3255p Volume weighted average price paid per Share: 3277.2473p Broker: UBS The Company intends to hold the purchased Shares in Treasury. Following the purchase of these Shares, the Company holds 3,183,472 of its Shares in Treasury and has 136,973,711 Shares in issue (excluding Treasury Shares).' http://uk.advfn.com/stock-market/london/BKG/share-news/Berkeley-Group-Holdings-The-PLC-Transaction-in-Own/75218439?xref=newsalert Cost = £4.1M
jrphoenixw2
10/7/2017
11:03
BKG in 98th position in the FTSE-350 per Friday close. But that alone isn't enough to get promoted, close though, and the next cut-off isn't until the end of August. hTTp://www.stockchallenge.co.uk/ftse.php - We seem to be in the summer doldrums for volume. Glad I don't have plans to trade any size until much later this year, but I've been reading up on 'accumulate/distribute' trade strategies just in case...
jrphoenixw2
10/7/2017
10:43
Liquidity is important. I've got holdings in some that only move on news.
r ball
10/7/2017
10:41
re: 2994, no probs, glad to know I've not yet entirely lost the plot ;) re: 2992. Agreed trackers might not make a material difference. But AIUI there are plenty of funds either domestic or international that to the extent they've a mandate to invest in UK stocks, limit themselves to the FTSE-100 only. When you have a look at how the liquidity of the FTSE-100 vs 250 components varies I'm not surprised. Trade in BKG at time of writing (live) is a measly 75.3k or £2.5mm. I wouldn't want to be looking to buy or sell in 'institutional size' into that thin market.
jrphoenixw2
10/7/2017
10:22
Jrp-you're right. Apologies. All the best.
r ball
10/7/2017
10:19
Can you lay out your calculation, perhaps starting with what BKG announced^ then with the complete set of RNS buy-backs layered on top? I've taken their announcement and layered on *some* of the subsequent RNSs that = 23% of 100p spent on buy-backs. [FWIW x-ref the last div P/D 24/Mar/17 was 85.24p, so almost 15% erosion].
jrphoenixw2
10/7/2017
10:10
Irrelevant. Trackers buying and selling tend to have minimal effect.
r ball
10/7/2017
10:00
For a dividend of 67p then the company would have had to have bought back £1.4bn of shares. You need to view the dividend in terms of % of issued shares bought not % of total dividend pre buy back.
r ball
10/7/2017
09:57
Just go back a few pages and follow the declared buy-backs. Or better still go through all the RNSs and give us an accurate update ;) 2966/Me/21-Jun. Quoting BKG themselves: ‘In February, we announced that the next £138.8 million (£1 per share) will be returned by 30 September 2017, again through a mix of dividends and share buy-backs. To date, £23.2 million of share buy-backs have been made against this commitment.' My comment: [---> Suggesting 16.71p/100p of the next div has gone on buy-backs to date] 2973/1gw/28-Jun ‘Nice to see the company buying back up to 3276p yesterday.’ [volume not mentioned] 2981/Me/4-Jul +140k on 30 June, +125k on 3 Jul I was away on holiday so haven’t been following these buy-backs closely. But we know the next div (cash+buy-backs) is ‘£138.8 million (£1 per share) will be returned by 30 September 2017’. Of which £23.2m was spent by 21-Jun. Plus (265k*say £32 = £8.5million) = £31.7/£138.8*100p= 22.8p gone on buy-backs, so that's 23% spent. Then the RNSs I missed whilst away...
jrphoenixw2
10/7/2017
09:21
69 div would imply that 30% of shares have been bought back!
r ball
10/7/2017
06:23
According to my notes, estimates I gather from various sources before the definitive data is on the BKG website: Prelim annual results 21 June £ sum of dividend announced 17-Aug X/D 24 Aug R/D 25 Aug Trading Statement released 4-Sep AGM 5 or 6-Sep [TBC] Payable date 15-Sep This is E+EO/work in progress, and I'd be happy if anyone has anything more definitive :) The figure of 99.76p for the div is incorrect. Due to the buy-back activity we know it's going to be materially less than that. The last estimate here derived from the RNSs re the buy-backs up until 4th July was a div of 69.42p.
jrphoenixw2
10/7/2017
03:53
Looking at BKG Financial,s page here.ADVFN,are showing a 24/08/2017. Final XD date with a 99.76p Dividend payable on 15/09/2017.Can anyone throw any light on this,because after reading the Final results statement from 21/06/2017 the Final dividend amount will not be declared until 17/08/2017 ?
garycook
07/7/2017
09:00
Pidgley put not withstanding, I've taken a tranche off the table there to free up funds for elsewhere.
1gw
04/7/2017
23:46
Unless it was blackrock that sold...
fenners66
04/7/2017
08:08
+140k on 30 June +125k on 3 Jul [3172>3204, Avg 3183.92] Treasury stock = 'The Berkeley Group Holdings plc advises that as at 30 June 2017, the total issued share capital consisted of 140,157,183 Ordinary Shares of 5 pence each. The Company holds 2,668,472 shares in Treasury. Therefore, the total number of voting rights in the Company is 137,488,711. These figures exclude the [above two purchases] which are yet to settle into Treasury.' As buy-backs reduce the number of voting rights, a side effect is a notification from Blackrock that has gone from 9.98>10.02% holding of tot. voting rights. Let's hope that doesn't force them to sell a slab...
jrphoenixw2
29/6/2017
14:58
Hee hee - well spotted the double negative !!!
raffles the gentleman thug
29/6/2017
14:45
If that was to happen I reckon there would be some very angry shareholders and the share price would tank back to 25 quid
catswhiskas
29/6/2017
14:45
RTGT I suspect too many "nots".. I would not be surprised if 2nd "not" was unintended ;-)
dr_smith
29/6/2017
14:38
In fact would not be surprised if motivation for buybacks at this lofty share price was not for 69 year old Pidgeley to unload another 20% of his share holding
raffles the gentleman thug
29/6/2017
14:35
Well if they're still buying on valuation grounds, and I haven't seen any comment from the company to suggest otherwise, then I fully support it. If the management believes the company is materially undervalued and has cash available to buy back shares, that's got to be good, hasn't it? Provided of course that we have faith in management's ability to value the company. Maybe the management couldn't convince the board of the undervaluation case when the share price was at £24-25. I certainly wouldn't expect them to use cash to buy shares of peers on a relative value basis even if they believed there was a relative undervaluation in peers.
1gw
29/6/2017
14:27
Well said - I could not agree more - they had ample opportunity to buy shares at £24/£25 or more and it's ridiculous now paying this price when the company is in fact trading on a 10% premium to peers like TW on 2018 numbers
raffles the gentleman thug
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