Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Galliford Try Plc LSE:GFRD London Ordinary Share GB00B3Y2J508 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% 615.50p 613.50p 614.50p 623.00p 613.00p 619.00p 114,891 11:04:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 2,931.6 143.7 121.1 5.1 683.00

Galliford Try Share Discussion Threads

Showing 6351 to 6374 of 6375 messages
Chat Pages: 255  254  253  252  251  250  249  248  247  246  245  244  Older
DateSubjectAuthorDiscuss
19/6/2019
09:03
Glad to see they're still increasing the house building side which should be the cash generator for years to come. Surprised we haven't heard more of the Boris situation or is that completely dead now?
warranty
17/6/2019
19:01
They've just snapped up a smaller builder: hxxps://www.constructionenquirer.com/2019/06/17/galliford-try-partnerships-buys-northern-builder/
thorpyuk
08/6/2019
05:27
Hi Derrick,I have been with I-web for five years now and have been very happy with the service
micos
06/6/2019
13:17
I've tried to compare BBY with similar-ish GFRD and MGNS.. Galliford Try's results were back in September and the numbers scream value (or value trap?) after this year's 18% dividend cut (Feb), CEO exit to Crest Nicholson (Mar), profit warning giving £40m hit to consensus (April). And one commentator (Anh Hoang through Motley) points out that 85% of earnings are from its Linden Homes brand ... but i thought the bulk of revenue was still from infrastructure etc ? Adjusted p/e 3.87, div yield 11.8% (cover 1.57), share price approx. at or below NAV.. but again figures based on last year results and only 1 major contract award since, of modest proportions. Briefly googling reviews for their house-building divisions, customers seem generally happier with Balfour (about 3.5 out of 5) than the other two, with Galliford's Linden Homes being the worst. Morgan Sindall doing ok i guess better than BBY on some measures. Both have had contract wins recently since after their last results: MGNS: Sellafield $1.6Bn over 20 yrs, Brentwood BC £500m over 30 years BBY: £1.3Bn Dallas roads (presumably much higher rate of turnover?) Finally it is the touted (but apparently successful) 'Build to Last' programme and the slightly better homebuyer's reviews that swings my vote in BBY's favour. Certain broker targets for both BBY and MGNS currently have about 50% upside. Just not sure if its a good sector to be in in macroeconomic terms right now but looking good value on paper. I'm bit concerned tho about BBY's intangibles (25% - what are they? i tried looking back through company news), ROCE (5% vs MGNS 18.5%), and slightly negative cashflow at last results. Any help, corrections, counterpoints and more forward looking summaries than my rough analysis welcome please :-)
cordwainer
03/6/2019
10:31
Mr. Market is an over arrated cretin. He has altzeimers and was not very intelligent to start with.
careful
03/6/2019
10:27
Looking at the share price collapse of Kier today. Normally we could assume with so many large operators going bust it would be better for the survivors, such as GFRD. There is work to be done and less competition. The normal rules do not seem to apply here, but maybe long-term there is an opportunity.
careful
29/5/2019
14:17
Mr Market screws over PI’s in general. The smart money is one step ahead of us! All we can do is sit it out or bail, for now I’m sitting tight as the sector is improving imo. Good luck all 🏠
spudders
29/5/2019
13:10
I’m bewildered how it didn’t go up like this yesterday
salver2
29/5/2019
09:17
I would expect to see a steady climb now in the share price over a period of months if the BOD do not mismanage the company as badly as they have in this period.
our haven
28/5/2019
22:29
The offer was not for the entire company. It would have left just a construction company which may not be viable on its own
sleepy
28/5/2019
21:57
Can anyone explain how this went up so little today. One would have expected a 20 percent rise not a 4 percent rise
salver2
28/5/2019
21:57
Can anyone explain how this went up so little today. One would have expected a 20 percent rise not a 4 percent rise
salver2
28/5/2019
21:38
if the directors had the guts to reject such a bid they'd better follow their claim by buying some big chunks of shares at what they consider 'bargain prices'!
sum493
28/5/2019
18:25
https://www.dailymail.co.uk/money/markets/article-7077371/Housebuilder-merger-stopped-tracks-Bovis-backs-Galliford-Try-rejection.html
eeza
28/5/2019
15:15
How much are GFRDs borrowings?
sleepy
28/5/2019
15:11
Presumably major Institutional Investors would have been consulted or can the BoD just reject a bid without reference to them?
marky60
28/5/2019
14:12
spot on value hound!
jaf111
28/5/2019
12:52
Bovis shares are certainly not as good value as GFRD's - but to call them grossly overvalued is overdoing it IMO. Personally, I would far rather have received something in the region of £9 worth of Bovis shares per share for my GFRD shares. I would then have employed the expedient of selling them. It's just about arrogance and jobs for the boys IMO - rather than extracting shareholder value at what would have been around a 66% premium to the prevailing share price
value hound
28/5/2019
12:21
Bovis shares are grossly overpriced today and GFRD are hugely undervalued. The value of these companies should be about the same, but the ,market has driven Bovis too high and GFRD too low. Just look at turnover, profitability, prospects and assets. GFRD should forget this cheeky offer by its former boss. Odd isn't it that GFRD once tried to takeover Bovis. We should hold long term GFRD will do well. Too many old chums and insiders for comfort here. It has a worrying smell about it.
careful
28/5/2019
09:56
Thanks JAF111
rat attack
28/5/2019
09:51
as i read it Bovis were offering £950m (+£100m debt assumption) for the non-construction parts of GFRD.........ok so in shares but that compares with a current market cap of around £600m for the whole of GFRD....
jaf111
28/5/2019
08:46
Why would anyone swap GT shares for Bovis pro rata? Is that not swapping one poor management team for another? Is this not extreme arrogance? Someone please tell me I am missing the point here !
rat attack
28/5/2019
08:43
They should simply have said 'yes' IMO; it's vanity that makes them want to hang on rather than seeing real value extracted for those of us that own the company, i.e. the age-old dichotomy.
value hound
28/5/2019
08:40
Very surprised that this has risen only slightly it normally goes up and down about 5 percent on a normal day - very weird share this!
salver2
Chat Pages: 255  254  253  252  251  250  249  248  247  246  245  244  Older
Your Recent History
LSE
GFRD
Galliford ..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

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

P: V: D:20190627 10:19:32