Berkeley Share Discussion Threads

[pj fozzie] 07/12/2018 09:59

Good results - yeah - but he's still destroying shareholder value with the ongoing bloody buy backs. A lousy 7.9p dividend. Very disappointed. I bought these (before this buy back madness started) for the income. If I had any sense I'd sell the lot now and stick it all into MRCH - 36 years of increasing dividend.

Irritated,
PJ

[salver2] 07/12/2018 07:30

Good results here - housebuilders laughably undervalued

[arja] 06/12/2018 11:43

so it was a dead cat bounce but moststocks hammwered today as dow futures tanks .
Wish I had a shorting mentality but trying to get there !

[robertball] 05/12/2018 18:24

Jpmorgan note

[arja] 05/12/2018 15:51

but not sure why building stocks rocketed today ? I doubt there are enough people who will vote for a PV but hope iam wrong ! So we are likely just to crash out of EU as parliament will not agree a no deal . the witch's deal or a general election.

[this_time_its_different] 05/12/2018 11:59

£35 broken now, will keep rising till £37 for sure, then some resistance. Still a STRONG BUY.

[this_time_its_different] 05/12/2018 11:14

Any sort of deal or brexit being suspended, this stock will be over £40. BKG is the best homebuilder in the UK. Stock should be at £40 for fair value. I see it going to £50 this time next year and then pulling back to £45. A lot of upside right now. STRONG BUY

[thomstar] 05/12/2018 11:01

On the rise and fast

[this_time_its_different] 05/12/2018 10:57

VERY STRONG BUY, £35 will be broken soon. Racing to £37.

[this_time_its_different] 05/12/2018 09:37

STRONG BUY, stock will race to £35 soon.

[this_time_its_different] 29/11/2018 17:00

STRONG BUY, stock is oversold. £50 target.

[montyhedge] 22/11/2018 08:31

Just go to London, glut of new apartments.

[fenners66] 20/11/2018 08:49

Report being mentioned on Bloomberg about record number of unsold (presumably) new homes.

That had been flagged on here for a while.

Meanwhile share price drops and once again shows that the buyback has done nothing for long term holders.
Cash spent - yield dropped - share price dropped - future sales dropping .

I still contend that buybacks are a waste of money.

[zho] 16/11/2018 11:36

Our scenario assumptions of a “No deal Brexit” are a nationwide 30% fall in house prices and a 50% fall in housebuilders volumes.

[robertball] 13/11/2018 23:20

The stock market is a forecasting machine. If the news is in the press you are already too late. If you don't realise this then don't invest. Imho

[robertball] 13/11/2018 19:49

No. PSN was an issue in March time when the chairman resigned. It has become a lightning rod ever since for criticism of the help to buy (yachts) scheme. His passing will not be missed.

[unabkxb] 11/11/2018 09:49

Why did all of my housebuilders fall dramaticaly on friday ? Is it a response to the Persimmon bonus row?

[robertball] 30/10/2018 13:23

Not the 2-3% from conference

[r ball] 29/10/2018 17:46

consulting on non resident 1% SDLT.

[pj fozzie] 25/10/2018 17:34

Well this is all gloom & doom at the moment. Starting to look like BKG may be risking losing it's FTSE100 status again. Fortunately everything else around it is also doing poorly - even so, there are only three companies below it in the 100.

Thoughts anyone?

Cheers,
PJ