Share Name Share Symbol Market Type Share ISIN Share Description
Crest Nicholson Holdings LSE:CRST London Ordinary Share GB00B8VZXT93 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.80p +0.21% 380.00p 380.00p 380.20p 381.40p 376.40p 376.40p 197,242 12:54:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate 1,043.2 207.0 66.1 5.7 971.77

Crest Nicholson Share Discussion Threads

Showing 2476 to 2500 of 2500 messages
Chat Pages: 100  99  98  97  96  95  94  93  92  91  90  89  Older
DateSubjectAuthorDiscuss
11/7/2018
07:55
Cascudi, I have done a bit of research on Galiford and they seem to stack up well Apart from the hit they had from the corillion collapse but that will pass Within a short time and will be water under the bridge so I will probably snap up a few of these to hold for a while. As for moss bros I think the general retail trade is A very competitive market at present so will just opt out of this one for now. I have also got my eye on a few Fresnilo which look to be bottoming out at present as the price of silver has gone below 16$. I have made good money on these before over the short term say 2 to 3 month hold. Anyway all the best and thanks for the tips. Always DYOR Ken.
ken tennis
11/7/2018
07:37
Kamitora. Let's hope the Bdev news bodes well for Crest. House builders have taken a beating this year but it won't last Forever. Ken
ken tennis
11/7/2018
07:31
From BDEV this morning: "We have seen better than expected year end trading in Central London." https://investegate.co.uk/barratt-developments--bdev-/rns/trading-update/201807110700032000U/
kamitora
09/7/2018
20:11
A bit of 2-way trading going on according to today's holdings notices and short positions update: +1% Woodford -1% Standard Life +0.5% Henderson short position (i.e. increase in short position)
1gw
06/7/2018
18:25
Good to hear it was helpful. I believe in value investing. I like galliford as well and mosbross. hope they will do well.
cascudi
03/7/2018
07:46
Cascudi, I have Just watched the utube clip you sent through Brilliant article and so true. I have recently built a position in imperial brands as it has been sold off over the last year quite heavily I'm in profit allready but there's no way I'm selling as I think the company is a great earner with a fantastic dividend yield that has always been paid for last 15 + years. All the best. Ken.
ken tennis
02/7/2018
17:02
Looking like they may take this down to the £3.50 mark were it bottomed out after brexit Vote So I'm keeping plenty On standby to top up if it gets there or if it starts to change direction For a week or so. It's extremely oversold at present and has been for the last 2 weeks on the monthly chart. All the best. Ken.
ken tennis
02/7/2018
06:39
Cascudi/eggandbacon, As you say house prices may suffer short term especially if the interest rate rise comes in in the next 3 to 4 months but I thing long term will be good. The other thing is the divi which is a very good income at present at8.47% yield but even if this got cut by 50% and you got in at these levels under £4.00 it would still yield a very respectable 4.23% now that can't be bad. Anyway I'm going to keep a close eye on this and if it goes lower I shall be topping up until I'm happy with my holding then just let it ride for a few years. All the best. Ken.
ken tennis
01/7/2018
16:04
Yield 8%+, PE 6, Cover 2, share price already down 35% from all time high, product in long term demand. House prices may suffer a bit short term but as you say, 'over next 3-4 years'..... Crest and other house builders must be worth a reasonable holding in any portfolio. The only conceivable downside could be if someone came along a did the following... Why doesn't some large institution buy a couple of house builders in order to grab a large land bank. Then in addition to that, finance setting up, or acquiring and expanding an existing company that builds houses in factories??? Surely, factory built houses must be cheaper than having all those trades on site for weeks and weeks..... I read somewhere that there is currently a shortage of 100,000+ brickies for a start. Just a thought! Anyone got a spare couple of £billion? 'Dear Mr Buffet, I have an idea......'
eggbaconandbubble
01/7/2018
14:01
I agree with you Ken listen these guys.... buy and hold https://www.youtube.com/watch?v=e0kXOy8LFU8
cascudi
01/7/2018
12:18
My take on this is that the share price has droped significantly from May 2017 to present an opertunity for good income as crest have a current divi cover of 2 x along with the fact that houses aren't being built anywhere near quick enough in the UK to keep up demand-with the expanding poulatoin. I'm not looking to make quick money by trading this share but build a position for long term say over 3 to 4 years. Therefore I have taken a small bite of the cherry and acquired a few shares on Friday. I'm very happy to hear any constructive comments as to what I have written above. Good luck to all holders and please do your own research before buying. All the best Ken
ken tennis
29/6/2018
08:02
.... Even chopping margins in half brings about decent returns .. You might want to factor operational gearing in that equation. I don't think it's that simple.
essentialinvestor
22/6/2018
20:06
Looks like Henderson's property short was a contributing factor to yesterday's fall. Back up from 1.45% to 1.60% short on Crest Nicholson. hTtps://shorttracker.co.uk/company/GB00B8VZXT93/
1gw
22/6/2018
11:04
I don't think things are that bad out there. Ultimately huge demand still there so it will boil down to margins. They are enjoying supernormal profits and really shouldn't be making as much as they are. Even chopping margins in half brings about decent returns. The advantage they have at the moment is balance sheets pretty strong and minimal debt. Immediate demand still very strong so they can work through inventory and just slow the pace of building whilst improving balance sheet even more. Its a shame there hasn't really been a proper sell off. Markets are just far too sanguine and calm these days.
horndean eagle
22/6/2018
10:57
I agree Mike, that house prices are bonkers. It is a disgrace that living spaces are being reduced continually and I'd be all for German space standards being introduced to force developers to provide reasonably sized properties and a limit on the percentage of a plot that may be developed to reverse the trend of no longer providing reasonable sized gardens. However, the UK has been flooded with people over the last 20 years and every young person who makes their home here will eventually become 2 (on average) as they re-produce. This will maintain this unprecedented surge in population for another generation, unless things go very wrong with Brexit and we have some form of exodus. So we have huge demand. Which way will it go? I suspect that we will now plateau for a while. It will then be for the housebuilders to find ways to reduce their costs and negotiate hard with local authorities over social tariffs to maintain margins, this in tandem with increasing output. IMO it is going to be tough to maintain the top line and we may see a drop off in the year after next as the shunting of numbers from next years accounts into the present will only defer matters short term. However, the housebuilders are on very low PE's and may be able to maintain their yields. Would the market accept slowly declining earnings? A difficult one to call as I don't see housebuilders as growth companies any more, but we could have a 20-30% recovery in CRST share price and the dividend maintained. Best case for CRST would be to be taken out by Barratts or Persimmon. Unfortunately, I went in heavy at the beginning of the year hoping to ride out the historically reliable first quarter share price rise before halving my holding. Obviously, this hasn't worked out well. Trying to be objective, I have always said that you shouldn't hold onto a share out of loyalty/sentiment and should coldly consider the fundaments to determine whether you would buy if you didn't already hold. I think the answer to this question for me at the moment is that I would likely take a small holding, which indicates that I should reduce and sit on some cash in the hope that the overall market declines and creates a buying opportunity. Hmm decisions!
wilkie_hk
22/6/2018
09:47
house price rises since 2000 Waltham forest 364% Hackney 339% Southend, Bristol, Lincoln, Exeter, Norwich many more all over 250% rise, re-assure us we are not in for a crash? in 2000 you could pick up a quality CRST flat for just 50k with a 5k deposit, so what is the % gain on these figs HPI of only 100%=5k making 900% the point being this is hyper-inflation who are the real winners wk-end press, the economy is 2% smaller than it would have been had Britain not voted for Brexit, = £23billion a yr
mike24
22/6/2018
09:15
Up to the shin for me 👍
philanderer
22/6/2018
08:16
Dipped the small toe of my left foot in here, not brave enough to bung the whole foot in yet. Good fortune all.
cwa1
21/6/2018
19:49
Go on! Put your whole leg in!
eggbaconandbubble
21/6/2018
17:24
Never held these before but temped to dip a toe in here.
philanderer
21/6/2018
15:51
I've bought some more at just under £4 to take Crest up to my second biggest holding again. The chart looks a bit grim, I admit, and I have heard the expression "Nothing yields 8%" but I can't help myself. Crest has been very good to me over the last few years and the results presentation did a reasonable job I thought of rationalising why they felt able to keep the guidance at 18% op margin for next year as well as this. So here's hoping £4 gets established as a floor rather than a ceiling and that the "lower for longer" bet that has worked so well with the housebuilders when sentiment has been negative for the last few years continues to be a good one.
1gw
21/6/2018
14:15
Low PE, good cover. If there is a downturn in the property/house-building industry, they will still be here putting up houses in 5 & 10 years time! Very little in investment is for certain but in terms of solid........ OCAIMHO!
eggbaconandbubble
21/6/2018
13:32
I have just bought back into these at 405.8p (inc. costs). Notwithstanding the macro headwinds, this does now look like good value with a well covered 8% yield.
gostevie63
21/6/2018
11:13
Broker says now is the time to load up on Crest Nicholson shares - HTTPS://www.sharesmagazine.co.uk/news/shares/broker-says-now-is-the-time-to-load-up-on-crest-nicholson-shares ... Campbell [from Liberum, joint broker to CRST] has a 528p price target, suggesting you could make nearly 30% from the shares over the next 12 months if the analyst’s bull case proves to be correct. It is also worth considering the potential income from the stock. Campbell forecasts 34.5p dividend per share for the year to October 2019, implying a 8.5% yield off the current share price.
speedsgh
19/6/2018
15:41
The problem they have is too much exposure to high end London housing. Surprised to see the percentages for over properties of £600k so high. No wonder there is a such a huge disparity compared to its peers. Although should add BKG should be even more exposed but no such issues there.
horndean eagle
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