Boot (henry) Share Discussion Threads

[carpingtris] 31/8/2024 19:26

Just musing as they sit on a lot of land and have a housebuilding element of the business as to what valuation can be achievable if they turned there hand to really pushing out 1000's of houses a year??

Lot of listed housebuilders have MCaps much bigger than BOOT.

[hazl] 30/8/2024 06:51

17th September then ....not long to wait.

[fidra] 22/8/2024 10:16

Thanks for that reply.

[nchanning] 21/8/2024 14:37

They slightly pushed the boat out with debt to buy land at the bottom of the cycle , if the market gets hot they'll probably be paying down a bit of debt imo rather than buying back shares

[fidra] 21/8/2024 11:14

Anyone seeing a share buy back here at any time ?
Just asking as I see Costain announce one this morning.

[hazl] 21/8/2024 10:26

A beautiful 'W 'between November and March.
Hoping that chart sees us through to more of a recovery.



IMO

[dudishes] 20/8/2024 11:30

hazl, give me a break, just bought more at 223.

[hazl] 19/8/2024 12:14

So challenges certainly but good for medium term onwards, is the way I read this.

[hazl] 17/8/2024 11:19

Sorry everyone else,as you can see, I have a troll.

[dudishes] 17/8/2024 09:26

Don't worry so much, go with the flow, never be ashamed of selling!

[hazl] 17/8/2024 04:35

A technical reason at close for BOOT.
The UT trade the culprit.

The trade is already accounted for so I understand.
Nothing to worry about for me anyway.
The bid/offer remain the same as they were before the last trade shown.


IMO

[dudishes] 16/8/2024 16:44

hazl, flat here, 220, not allot of interest, spread wide.

RR. long rather nice but shorts fairing better.

[hazl] 12/8/2024 19:00

TSCO Still going strong....you are very selective with your posts.

[hazl] 12/8/2024 18:59

You always have to spoil it at the end.

I have some very good shares for the future.
Please don't tell me when to sell.

I am really enjoying QED's journey.
Clearly I like BOOT and to be frank am a bit sorry to see you here.
Next minute you will be telling us when you've sold.

[dudishes] 12/8/2024 17:22

Hello hazl, on the same page for a change.

QED, I would imagine in profit there, get out before the next fund raise eh?

Others of yours, goodness you love dogs!

[dudishes] 12/8/2024 15:51

Nasty spread, got in at 223.

[hazl] 12/8/2024 07:26

Come on Henry join the rally today!

[nchanning] 09/8/2024 11:10

In a bog standard housing recovery , which is very clearly underway , Boot shares should go up ~50% over the next couple of years However we have a government promising a radical overhaul of the planning system . Hallam Land has 100,000 plots at various stages of planning held at cost . If the planning process were to speed up there would be a spectacular realisation of value from the land bank . Trading at 0.7 x NAV is too cheap anyway and lagging way behind all the house builders but NAV is going to go through the roof if Labour pull off their plan .

[hazl] 08/8/2024 08:44

Pleased to see a bit of interest.

Though the markets are worrying at the moment.

[hazl] 06/8/2024 06:43

Hmmm....will people pile in today at this cheaper price?

[hazl] 02/8/2024 13:19

Good old Henry!

Pioneers against the storm!

The rest of the market is terrible .

Good to have reliable Mr Boot.


imo