Countrywide Share Discussion Threads

[hillofwad] 02/1/2020 14:06

Xmas arrived early for the property investment agents in the shape of the Election The market has gone bananas since with mega deals being struck with fat fees attaching

£170m city deal completed today which had been hanging around the market since the summer waiting for the election

The LSH investment lads will be arriving with a pocketful of deals brewing for the new owners Bish Bosh hitting the ground running with an early payback of the £38m

CWD couldnt have picked a worse time to say TaTas to LSH

How on earth this set of BODS ares still on the premises is beyond
Crenfield a journeyman director at best who is ex LSH and not residential is now surplus to requirements Early retirement beckons -the sooner the better

[albanyvillas] 02/1/2020 12:22

Sales of LSH very earning diluting as it was most proftable bit


Going to warn in coming weeks , possible CVA likely to get rid of empty shops

[albanyvillas] 30/12/2019 16:14

Going bust

[turvart] 30/12/2019 13:25

LSH good bye to them.

[hillofwad] 30/12/2019 13:19

Turvart
You seem to be missing the point

Well aware that a rising tide lifts all boats and that is why I invested post election

However that doesn't detract from the fact that they got a lousy price for LSH

Long has been detrimental to shareholders interests Made some dreadful decisions .saddled the company with huge debts and doesnt deserve to be on the premises

Zero core business directors at main board level

H2FY20 unlikely to be an improvemnt on H2 FY19

[turvart] 30/12/2019 12:13

One thing is for sure, the OKI KOKI shake it all about shorts couldn't shake this today so its positive news when the charts get back on track.

[turvart] 30/12/2019 12:04

When you have SLA one of the largest pension funds in the UK on your side buying into CWD then you know your on the right track!

[turvart] 30/12/2019 11:53

And I don't give any remorse to shorters because I Took shorters money on that fund, In fact it was nice taking it!

To be a great trader you have to Eat, sleep and drink it!

[turvart] 30/12/2019 11:48

The FACT is that I've been right since the last 10 weeks with property funds and that fund I'm talking about with SLA went from 135 to present 153, so on that basis I will say I'm right!

[turvart] 30/12/2019 11:39

H2 results are going to be so much better than H1 with CWD, they also have Santander on their side with H2.

What the point is that I'm trying to make is CWD is in the property sector of financials, it's also in many funds with Pension companies that offer funds for property related stocks.

So what I'm trying to say is if H2 is average then CWD will get dragged up with a rope from what I've been trying to explain to you about Sectors and pension funds.

[turvart] 30/12/2019 11:31

What some people don't realise, is you can actually invest into sectors, there is a property sector of which tails from financials and people invest into that sector and CWD along with pension property related stocks are in that sector.

But some people like hillofwad don't seem to know all the background of big money and where it's going, to come on ADVFN with a pathetic opinion, well in out, in out and shake it all about with a CFD or spreadbet and made £60 for the day on their pathetic short!

BIG deal!

[turvart] 30/12/2019 11:22

CWD is going to be a multi-bagger but at the moment only smart money seems to see it!

[convb] 30/12/2019 11:21

I agree...my point was normal seasonal reporting - H2 is typically stronger than H1.

[turvart] 30/12/2019 11:18

convb,

No offence mate because I know your bullish, read my above post's and see why smart money is moving over from pension funds into property related stocks, smart money act's before spring and summer.

[convb] 30/12/2019 11:13

Hillofwad,

Page 25
Interim Results for the six months ended 30 June 2019
31 July 2019

''7. Seasonality of operations
The UK housing market is seasonal, with peaks in the summer months. Typically, more income is recognised in the second half of the year. In 2018 income was split 48% in the first half and 52% in the second half. The Group’s operating profits are typically higher in the second half than in the first half of the year because, while fixed costs (such as wages, salaries and finance costs, which are not seasonal) tend to be consistent throughout the year, volumes of transactions in the second half are typically higher and therefore there is a higher marginal contribution over such fixed costs''

[turvart] 30/12/2019 11:12

Research these stocks over the last 10 weeks! AGR, BYG, RMV, SGRO, CWD.

Are you going to then argue with me hillofwad that people are not switching their pension funds into property related share stocks? look at the evidence for crying out loud are you dense?

[turvart] 30/12/2019 11:05

hillofwad,

Did you read my posts? the sector is coming up, pension funds are switching into property, argue all you like about spring and summer times are good for buying houses, there is at the moment loads of people switching their pension fund into property share related funds! the evidence is there with AGR, BYG, RMV, SGRO, CWD.

What don't you seem to understand about this and not whether it's about spring or summer?

[hillofwad] 30/12/2019 10:56

convb

Incorrect

Sales and fresh instructions usually dwindle from the 2nd week of November and normally don't start picking up til the middle of February with March and April very good months . This then continues until September

[turvart] 30/12/2019 10:54

One thing I do trust is how these pension property share related stock funds are performing, I switched into one fund with SLA about 10 weeks ago (with above mentioned stocks) when it was 135p it's now 153p, I'm still holding and my pension is coming up nicely.

So if your taking a little short on your in out, in out and shake it all about CFD or spreadbet then I would carefully think of the consequences before trading against the big money coming into this sector.

[hillofwad] 30/12/2019 10:51

Turvart

Exactly there has been a massive surge in property investment with safe haven money arriving so selling LSH for peanuts and at a loss doesn't make any sense at all

They would have easily raised £38m in the market instead to get the banks off their backs


This Homefact deal likley to be a damp squib .Sure some most welcome revenue in the short term. It will go the way of the ill fated Home Conditions Report Just a gimmick by Santander to sell some mortgages

[convb] 30/12/2019 10:44

February when increased activity in the Housing market normally occurs? wrong...and even if this was the case it would be reported in H1 trading 2020 reports.

Increases trading activity is usually over the summer months and therefore reported in H2. This is why analysts are suggesting H2 trading data will be an improvement on H1.

Good luck with your short though, a few months late.

[turvart] 30/12/2019 10:30

Ha Ha Ha, if only you do your research! have you any idea how much new turnover is generated by the new Homefact deal with Santander that started the end of August?

Do you have any idea how property funds in pension funds are surging since the election and money from pension funds are going into CWD?

All the smart money are switching some of their pension fund into pension property share related stocks that pension funds in property related share stocks then buy such stocks such as, AGR, BYG, SGRO, RMV, CWD, the list goes on!

But you know best going against BLN's invested by pension companies just because you haven't done your research on your pathetic short!

[smurfy2001] 30/12/2019 10:27

1:50 consolidation

[hillofwad] 30/12/2019 10:22

It was looking expensive before !

At 360p with £110m less revenue from the loss of LSH they will be unlikley to make any inroads into debt redcution for sometime



We will need to wait until late February when increased activity in the Housing market normally occurs whether there is a Boris bounce