Galliford Try Share Chat (GFRD)

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

Date	Subject	Author	Discuss
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
03/6/2019 10:31	Mr. Market is an over arrated cretin. He has altzeimers and was not very intelligent to start with.	careful	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
29/5/2019 13:10	I’m bewildered how it didn’t go up like this yesterday	salver2	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
28/5/2019 15:15	How much are GFRDs borrowings?	sleepy	Read Full Thread Reply
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	Read Full Thread Reply
28/5/2019 14:12	spot on value hound!	jaf111	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
28/5/2019 09:56	Thanks JAF111	rat attack	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply

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