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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
  35.00 0.85% 4,130.00 4,128.00 4,132.00 4,176.00 4,096.00 4,106.00 340,323 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 2,957.4 775.2 481.1 8.6 5,192

Berkeley Share Discussion Threads

Showing 3226 to 3250 of 3375 messages
Chat Pages: 135  134  133  132  131  130  129  128  127  126  125  124  Older
DateSubjectAuthorDiscuss
19/9/2018
11:55
£35 was too cheap, good to see it rising. Stock is still undervalued. STRONG BUY below £40
this_time_its_different
06/9/2018
12:32
Well the builders have had it good for a long while now and the silly multiples of earnings given by lenders have done nothing but force house prices up, especially in the South East. I sold out at £42 and won't buy back until it's under £30 again. I agree with fenners that buying back shares at high prices rather than distribute as dividends seems counter productive. If as I do, you hold shares for income, the current payment seems rubbish at the moment and certainly not enough to encourage me to buy back in with a potential market drop on the way.
warranty
05/9/2018
12:47
These “restrictive” limits are there to protect borrowers. If BKG are calling for a debt-fest, perhaps they fear the party is all but over. “restrictive income multiple limits on mortgage borrowing”
blusteradjuster
05/9/2018
11:50
Buybacks started in January 2017 So almost 12 months now of buybacks were at on average higher market price than today - how many extra millions has that cost and how have today's shareholders benefited from that extra spend ? What would the share price have been with a higher yield instead ?
fenners66
05/9/2018
11:38
33p dividend - pathetic ! I bought these for an income share a few years ago - and I am so glad I sold them ! They talk about returns to shareholders because of the buy back . So if you are a share holder that sold to them on the market does that mean you are still getting a return still classed as one of the shareholders that is getting a return ? But of course you do not know whom is buying your shares - you are just like I did bailing out - a now non-shareholder as every other seller on the market. Sure - All things being equal - there are less shares and EPS may rise But guess what - ALL things are not equal - when did a company ever report an identical result ? Now analysts are forecasting a decline in earnings - so all the shares repurchased at inflated levels will be overpriced as they could be bought cheaper already and arguably for much less next year. On that basis you could say the false demand created by the buy backs artificially inflates the price "on the day" and disadvantages real shareholders that buy the same time. Then when that demand subsides they are left with standing paper losses on their investment - some way that to reward the new loyal shareholders ! DIVIDENDS - reward shareholders for being SHAREHOLDERS - not selling and running after the next quick buck!
fenners66
05/9/2018
07:21
Too much “government221; as this part of statement sums it up: “In essence, this is a market that lacks urgency and London remains constrained by high transaction costs, restrictive income multiple limits on mortgage borrowing and prevailing economic uncertainty, accentuated by Brexit. These headwinds affect all segments of the market from home movers to downsizers and investors alike. A functioning housing market, where good new development can deliver much needed additionality across all tenures, requires conditions for growth and low barriers to entry which are currently absent from the housing market in London and the South East.”
sogoesit
04/9/2018
23:23
CEO's statement at the FY results. Guidance can change, so see what they say tomorrow.
essentialinvestor
04/9/2018
23:06
only reason there will be a bounce due to brexit will be the £ falling even further... EI where are you hearing that fall in EPS?
swedeee
04/9/2018
22:47
BKG is oversold (again), brexit fears bringing down ANYTHING related to the UK. I suspect a massive bounce once we leave the EU (without a deal ofcourse) and the economy hasn't collapsed.
this_time_its_different
04/9/2018
18:45
It's a fantastic company as long as Tony is around.
essentialinvestor
04/9/2018
18:39
Looks high to me too EI and I'll look to buy these under £30 mindful of the 8M+ shares bought back. Still a good company long term but plenty of downside first methinks.
warranty
04/9/2018
18:02
Consensus approx a 32% fall in EPS for the next full year. SP looks on the high side to me.
essentialinvestor
04/9/2018
17:45
BKG is a buy right now, this Brexit fear mongering is driving the price down. The economy is fine, and it will be even stronger after Brexit. £35 is cheap, BKG will be trading over £50 this time next year.
this_time_its_different
04/9/2018
08:04
Not sure about that "this-time" don't forget it went up from around the £25 mark when the dividend was £1 whereas it's next payment is only around33p. Buying back shares worked overall but with the London market slowing and potential Brexit issues hanging over us I'd be inclined to see what happens on the trading statement before jumping in at £36.
warranty
24/8/2018
13:28
reason behind the fall?
swedeee
24/8/2018
09:52
Surely £36 is a good entry point, since it has come down from £43.
this_time_its_different
20/8/2018
09:30
Caveat. Chairman and CEO have sold £100m + of Berkeley shares in last year See full article hXXp://www.thisismoney.co.uk/money/markets/article-6074377/Housebuilding-barons-sell-shares-worth-300m-fears-mount-property-market.html ALL IMO. DYOR. QP
quepassa
18/8/2018
08:49
In what country?
r ball
16/8/2018
11:55
Dividend down to 33.3p. If replicated it now means yield is under 2 per cent. I know we have the buybacks but I just prefer the sensation of cash hitting account.
nk104
10/8/2018
17:58
Don't know about Berkeley, but I play golf with a developer he said his not building anything over 1 million now. Just to hard to sell anything over, in fact reducing prices on 3 million pound properties his built. Stamp duty a killer.
montyhedge
19/7/2018
13:18
There is a 2.8% short position in Berkeley by 4 funds. Any views?
whatsup32
21/6/2018
08:30
Dividend will be announced on 16 August. They take market purchases of shares into account up to that date. £32m currently bought but they will probably buy big up to 16/08/18,
linhur
21/6/2018
01:24
Just looked up the results presentation - still no mention of any actual dividend p/share - all vague references to "returns" either by way of dividend or buybacks ....
fenners66
20/6/2018
10:43
In the results even the company are claiming they have peaked and the market outlook is looking difficult so it's no surprise the share price is falling. This is still a very good buy long term but I see further falls short term and certainly no reason to rush to buy or add.
warranty
20/6/2018
08:17
Guided up but sentiment is poor. Strategy is sound so the concertina company is down sizing and refocusing outside London as highlighted about 2 years ago. You have got to hand it to them though. For those who bought when the price was £8 you have made 500% on your money.
r ball
Chat Pages: 135  134  133  132  131  130  129  128  127  126  125  124  Older
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