Berkeley Share Discussion Threads

[market sniper1] 04/12/2015 15:50

Any of you guys want the full brokers notes for this?, think I have 2. Ill just post them here if you want, my snitches sent them me. Look pretty good.

[dr_smith] 04/12/2015 09:41

Wow, just gone over £36 an all time high I think and still my own calcs say it is a big 'keep' with lots more to come.
IMO :-)

[sogoesit] 04/12/2015 09:20

£45 would still be a 4.5% yield with 6 years' visibility...
Short answer, in current climate, with no interest rate increases on horizon,
No :-)

[r ball] 04/12/2015 09:08

Just does what it says on the tin.

Sell April 2016 for £45? anyone??

[redips2] 04/12/2015 09:06

I think he is just pulling some legs here. Anyhow I I am v happy to hold these and enjoy those nice dividends :-)

[sogoesit] 04/12/2015 08:59

"Once the interest rate cycle kicks in"
Ah well, that will apply to all financial investments!

Always amusing to have a comedian on the board! Lol.

[ny boy] 04/12/2015 08:38

Just gotta be patient here, not ready yet, higher it goes the bigger the fall, once the interest rate cycle kicks in you will see the falls.

[deadly] 04/12/2015 08:28

NYBoy - got any more obvious shorts? I'd love to buy them.

[molatovkid] 04/12/2015 07:53

Very positive update....I like !

Dividend & income fund junkies gonna love this one.....

[sogoesit] 04/12/2015 07:18

Dividend Return enhanced from £13.00 to £16.34 per share.
First enhanced part to be paid next month, January 2016 and making 200p per share per year return over next 6 years instead of 180p per share (6% yield at current SP).
Great visibility!

[tudes100] 01/12/2015 00:49

Next few days should be very interesting.
NY Boy - where does your information come from about foreign buyers buying 50% of London new build ? Sources please. I hold TEF and their sales have indicated in the last 12 months where there has been a dramatic drop off in foreign buyers the gap has been more than filled by local demand.

[r ball] 30/11/2015 19:18

£30 stop loss here

[sogoesit] 30/11/2015 18:25

WoW 1000p, that's all the way back to 2011... so, I guess another financial crisis in store!
Yield will then be 18%... brilliant!

[doe808] 30/11/2015 17:58

NY Boy- hope you haven't shorted into the results. Historically this one has always been strong in the run up.

[ny boy] 30/11/2015 00:17

The second half could face weaker demand as buy-to-let buyers are put off. Overseas buyers have been responsible for about half of new-build purchases in central London and are facing a rising tax burden. From April this year they have to pay 28pc on any gains, and have now been hit with an additional 3pc stamp duty on purchases.

These are an obvious short, down to sub 1000p next year

[doe808] 26/11/2015 09:08

Agreed. Perhaps get some comment from the company along with the results.

[chickcrumbs] 26/11/2015 08:51

I would have thought that the negative effect of the stamp duty on BTL could be somewhat offset by the London help to buy scheme he announced.

[r ball] 26/11/2015 08:07

Stamp duty on btl. Significant?

[doe808] 24/11/2015 23:15

Double post

[doe808] 24/11/2015 23:14

News tonight suggesting that billions in the spending review tomorrow going straight to house builders to "get spades in the ground"

[jacks13] 19/11/2015 12:16

4 Dec doe.