Share Name Share Symbol Market Type Share ISIN Share Description
Bovis Homes Group LSE:BVS London Ordinary Share GB0001859296 ORD 50P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 1,124.00p 1,120.00p 1,121.00p - - - 0 06:33:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 1,054.8 154.7 90.1 12.5 1,512.05

Bovis Homes Share Discussion Threads

Showing 2276 to 2299 of 2300 messages
Chat Pages: 92  91  90  89  88  87  86  85  84  83  82  81  Older
DateSubjectAuthorDiscuss
14/11/2017
08:36
Trading statement all looking positive and as expected, except: "We have also made two land sales in the period realising proceeds of £12.9 million. We will continue to review our land bank as we progress towards our target of reducing to 3.5 to 4.0 years of owned land (14,000 - 16,000 plots)." I can understand a strategy of reducing the years worth of plots in land bank, but selling off land to meet that change rather than time elapse and replace at slower rate. Possibly OK, but some comment would have been nice to justify, as to replace same land at later date you would expect to cost more. IMO :-) There is also: "We are confident of delivering profit, pre one-off and exceptional costs, in-line with the Board's expectations for FY 2017 and a significant improvement in profits for FY 2018." The pre one-off and exceptional costs presumably include the lease buy backs/rectification, so a known..
dr_smith
10/11/2017
15:16
Only one comment, wad.... the statement does say returning "surplus capital", so one would assume that would be after replenishing/revitalising the land bank.
grahamburn
10/11/2017
15:03
Ah well remembered. Based on the current operating plan and reflecting the Board's confidence in the outlook for the business, the Board intends to increase the ordinary dividend to shareholders for FY 2017 by 5% to 47.5 pence per share and by a further 20% in FY 2018 to c. 57 pence per share. Thereafter it intends moving progressively towards an ordinary dividend twice covered by earnings by 2020. In addition, reflecting the Group's commitment to increasing the efficiency of the balance sheet through a reduction of capital employed in the business, the Board announces its intention that this surplus capital will be returned to shareholders via special dividends totalling GBP180m or c.134 pence per share in the three years to 2020. Personally I would rather they invested the money in land than paying the special dividends , but shan't say no....
wad collector
10/11/2017
14:52
Wonder if they have included the proposed special returns to shareholders over the next three years which were announced in the last results statement.
grahamburn
09/11/2017
13:33
I do hope that you are correct wad collector, but I rather feel that there is going to be a few more buying opportunities in the coming months. There is plenty to worry about for the housebuilder sector starting with a budget in a fortnight or so time. Although I still hold a wedge of shares, (it is now below 1,000), I feel that the rise in the share price has run far ahead of itself and there will be a period of 12 months or so of reduced margins to bring the share price down closer to a long term trend line. Anyway, I am sitting on the sidelines for the time being, believe we are in for a pretty dull November and began the re-balance of my portfolio a few weeks ago. Many more winners than losers this year and a slightly better year than last. 2018, I think is going to be very turbulent - opportunity vs risk
erogenous jones
09/11/2017
11:50
Just bought my trading stock back at 1140. The RICS houseprice data and the wider market growth forecast is casting a shadow over the share price I think.
wad collector
06/11/2017
12:58
Shame for someone is down as a 3000 sell not a buy ! Hopefully for them it was £12 not 12p .
wad collector
06/11/2017
12:46
Anyone manage to average down at 12p earlier today, lol
firtashia
02/11/2017
15:36
Ah..... the parasitic Mr Google.
erogenous jones
01/11/2017
16:25
Sold the half that I bought just after brexit. Nice returns :)
samuelcafc
01/11/2017
16:20
I had to ask my symbiotic friend to google commensalism for me..just hope it's not confused with cannibalism. ;-)
dr_smith
01/11/2017
15:42
I am familiar with Hermit Crabs when I lived in Aden during the troubles. Quite fascinating creatures. Loath Attenburgh though so turned the sound off. Commensalism at its best.
erogenous jones
01/11/2017
15:25
Personally I don't see it as too important if stamp duty loaded on buyer or seller. Even with eased pro rata deal > £250k, as you say it is killing house moves as a whole, most acutely for the higher priced homes, with London the biggest hit. For gov't (and all) they will get more tax by having low duty and normal turnover than higher duty with low volume moves. Then there are gains from the bigger picture, a mobile flexible work force to enable businesses to be more competitive with rest of europe and a world economy. It is all very complex, best explained in this video (jump in around 1 min 40 secs if in a hurry) where the £1.5m+ 12% stamp duty candidate makes an appearance. https://www.youtube.com/watch?v=f1dnocPQXDQ Did I make you smile?
dr_smith
01/11/2017
13:41
The interesting element to look out for IMO, DR_SMITH will be in the Budget later this month. My hunch is that the Chancellor will address Stamp Duty which is killing purchasers. I would not be in the least surprised if the onus fell on vendors for Stamp Duty. While this might relieve the pressure on buyers, it will hurt sellers and in particular housebuilders. Anyway, I still have a goodly chunk of shares in this outfit at the moment, but I cannot help feeling that history has a habit of repeating itself and 1200 was too good a point to take some cash off the table.
erogenous jones
01/11/2017
09:31
EJ - I corrrecly spotted a peak 8/9/17 and sold most at 11.40, expecting a short term correction to buy back in in.. but.. you know the rest. I do see a short term correction in builders as all good stuff is priced in, no positive surprises, so not atttractive for short termers.. but Uk still needs way more houses and interest rates going up a piddling amount won't change that. I believe this sector still has waaaay to go for long term term holder. I know of nowhere else, apart from technology based which is destined for substantial growth - but that comes with many inherent risks.IMO :-)
dr_smith
01/11/2017
07:46
The shares had a great runs in the past and have topped out twice at 1200. The long term trend for the share price would be around 950-975 and having reached 1200 again, the opportunity to bank profits was too tempting. Also have cashed in half my holding in ITRK yesterday so am seeking ideas of the next sectors to bung some shekels at for a year or two. Any thoughts on forestry/raw materials, shipping or retail as they don't seem to be much in favour at the moment would be appreciated.
erogenous jones
24/10/2017
18:24
The demand is there , the housing "shortage" is there, there is cheap money about (albeit too available ) .Even if the H2B scheme disappears , the housebuilding industry looks well placed to build. Whether BVS is organised enough and popular enough to prosper is a different question.... I am happy to hold here and happy to buy back if the price does fall back.
wad collector
24/10/2017
02:40
Government seems to be leaning towards more help for first-time buyers. I am hopeful that the Autumn budget will be good for builders. But as Rothschild famously said, you never get poor taking a profit....
shaker44
23/10/2017
21:39
I sold just under half my holding in BVS today. Nice to bank a profit..... whether the timing is correct will be seen in the next few months. My concern is that the only thing propping up the sector is the "help to buy" scheme. Stamp duty has almost killed the market and the convoluted conveyancing laws mean that a pantomime is made over the wording on a sheet of A4 which somehow takes 3 months to work out by supposedly intelligent legal brains.
erogenous jones
20/10/2017
16:16
May want to look at Uanc then, ahead of results/update 27/10 I believe. Dyor
shaker44
20/10/2017
15:49
Finally hit that 1203 target. Made some bad choices recently , was that another?
wad collector
11/10/2017
14:54
Nice rise today , decided to top slice some if they reach £12. Seems good chance of another fall soon looking at the volatility.
wad collector
08/9/2017
07:58
That's clear then!
wad collector
07/9/2017
18:29
I am in agreement, i didnt not see anything good to be honest Bdev had better resukts and went down lols
the_equaliser
Chat Pages: 92  91  90  89  88  87  86  85  84  83  82  81  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:32 V: D:20171120 07:42:23