Berkeley Share Discussion Threads

[chinese investor] 26/6/2014 13:05

Thanks Cameron.
And my BDEV & TW. have also had a good day.

[badtime] 26/6/2014 10:41

CR..u called it right then :)

[r ball] 25/6/2014 07:57

yes. but. how much of the rise is priced in and how sensitive are bwrkeleys customers and the London market to rate rises. I see the strong pound as being a bigger threat.

[nw99] 25/6/2014 07:13

Rates on the rise I am banking profits on all the house builders

[luckymouse] 24/6/2014 19:39

Interested what others think in the long term about the markets and economy?
Personally I think we will hover around these levels of activity for a year or two then there will be another economic downturn.
The slow creep of austerity vs. real inflation has to bite back eventually IMO - as does the reality that little GB basically cant compete with 6bln Chinese who work & study twice as hard for a quarter of the money. History shows that empires with the largest slave armies generally win.

I guess as long as they keep buying BKG homes you don't care ;)

[montyhedge] 23/6/2014 09:45

Cameron and Bris said we need to build more houses, surprised how weak house builders are.

[envirovision] 23/6/2014 09:43

Just about its cash position and strong cash generation and healthy land bank and noting the return of £13 per share owned by 2021. All the usual reasons why we are already holding this stock in anycase really.

[rickyvader] 22/6/2014 21:37

So what did the tip say? Any interesting bits

[redips2] 22/6/2014 17:58

Aye I saw that----lets see what the week brings .

[envirovision] 22/6/2014 10:24

Tipped in the FT weekend

[cockneyrebel] 20/6/2014 19:27

Change of trend?

[leeson31] 20/6/2014 16:40

not followed them for a while mate, so hard to give an opinion on rdsa..... hold a few moni though :-)

have a good weekend!

[garycook] 20/6/2014 16:38

Could not live there too.Better here in Thailand.See you are still IOM.Agree with you on BKG.Would you sell RDSA now if you have them?

[leeson31] 20/6/2014 16:25

hi Gary - hope youre well!! re MANX, ~6pc yield, seems OK, just wide spread and thinly traded, but good divi. manx telecom doesnt have much competition at all.... sorry OT...

ive bought some bkg too. more as a recovery play to high, but the divi will be helpful! seems a tight market in london which is where BKG are mainly focused. I just couldnt live there lol :-)

cheers

[garycook] 20/6/2014 16:14

Hi,Leeson.How are you.Purchased here Wed,@ 21.82 in my SIPP,and some more today for Dividend and growth @ 23.20.Looking to buy MANX to replace VZC.any thoughts?

[redips2] 20/6/2014 15:25

Cheers lees :~)

[leeson31] 20/6/2014 15:13

R Ball. Thanks. yes, i mean in the coming few yrs. even recovery to highs is looking good, plus the divis to boot en-route and beyond. cheers

good luck redips!

[redips2] 20/6/2014 15:07

Just had a nibble .

[r ball] 20/6/2014 14:52

Leeson31

This is not your typical dividend paying stock. They announced a few years back that they are paying out £13 in dividends for the period to 2018 so its a capital return.

[redips2] 20/6/2014 10:28

Thanks lees .

[leeson31] 20/6/2014 10:23

if the share price breaks its down trend, and you hold for ~3 months, then in theory you can collect the divi's and see capital appreciation too. just need to endure divi day, and hopefully break the down trend. seems a great long term income (+ growth) stock.

cheers :-)

[redips2] 20/6/2014 10:21

Aye lees, Looking for a slightly lower sp, hence the maybe baby :~)

[leeson31] 20/6/2014 10:12

might be good just for the divi, think you have to hold on 12th aug, to get paid in sept, but timing is the key...