Berkeley Share Discussion Threads

[wad collector] 21/12/2021 23:11

Article in IC this week impressed by margin preservation and capital return but caution about Londoncentric risks concluding HOLD.

[km18] 09/12/2021 14:44

Berkeley Group Holdings plc published its interims for the 6 months ended 31st October this morning. Revenue was up 36.3% to £1,220.7m, profit before tax was up 26% to £290.7m, basic EPS was up 34.8% to 201.7p. The strong performance enables Berkeley to raise its earnings expectation for FY22 by 5% from the current guidance which is for pre-tax profits to be at a similar level to last financial year (2020/21: £518.1 million). Berkeley expects to increase its profit before tax by around 5% per annum for the next three financial years and delivering approximately £625 million of pre-tax profit for the year ending 30 April 2025...from WealthOracleAM

[the white house] 08/12/2021 15:40

Top numbersThe Times reporting that house price levels increase for Q to end Oct are highest for 15 years @ a monster 3.4pc & flat sales prices running at 10pc YoY Future is bright

[robertball] 08/12/2021 10:52

Just my random thoughts.

[our haven] 08/12/2021 10:49

I hope that you are correct Robertball.What are you expecting?

[robertball] 08/12/2021 09:13

It's not 5% - it's always more as you need to downplay updates

[our haven] 08/12/2021 08:38

Great results and with that 5% additional growth year on year, very good for the long term hold.

[robertball] 06/12/2021 13:06

My mistake. Yes 8th

[our haven] 06/12/2021 08:09

I see that Barclays have upgraded from underweight to equal this morning. Unlikely to do much for the share price IMO but may create a bit of buying.

[robertball] 02/12/2021 11:13

7th according to website

[robertball] 02/12/2021 10:30

Looking good today. Any ideas why?

[robertball] 02/12/2021 08:51

Me too. I think it's lost a bit of mojo post Pidgley.

[suetballs] 01/12/2021 13:53

Half year results 8th December.
Expecting steady as she goes with a welcome dividend.
Suet

[robertball] 23/11/2021 22:15

Quite. Some bought at £8.00. After capital returns this is nearly negative.

[wad collector] 18/11/2021 20:44

Impressively quiet BB , good sign of a company quietly getting on with it IMHO. Sorry to break the silence.

[grosvenor] 13/9/2021 11:35

Ignore my previous post - now see that one holding is unable to trade. Still is added to my account balance though !

[grosvenor] 13/9/2021 11:10

Bizarre, since recent corporate actions my share account now shows 2 BKG holdings each with a value approximately equal to prior single holding- how is this???

[robertball] 09/9/2021 07:40

Evergrande teetering. Maybe this makes the Chinese hesitant about property investing in Uk

[robertball] 08/9/2021 13:26

It might just snap up and jump £4 for some bizarre reason. And you wouldn't want to miss that.

[robertball] 08/9/2021 13:25

Haven't the faintest. As always just keep a 15% stoploss. Could be concern about international market

[red5] 08/9/2021 13:19

I just wanted to see if anybody could catch me up to speed as been away on health issues. Please let me know why the price drop lately

[suetballs] 08/9/2021 09:25

I'll be buying back my "lost" shares on receipt of my £3.70 per share.
My holding is in my isa so no tax worries.
Suet

[our haven] 03/9/2021 07:33

2.5 will be the return as they are allocating approx the other half to land bank purchase.Numbers look on track.

[robertball] 01/9/2021 11:08

I reckon it's undervalued. Also B class reorganisation. So £3.70 odd heading our way.