Galliford Try Share Discussion Threads

[denc] 14/2/2020 15:56

I am guessing someone knows

[denc] 14/2/2020 15:42

Big question is , what will be the Divi from last year?

[our haven] 14/2/2020 15:35

I agree with the hold as I think we will see lots of government infrastructure announcements

[gbh2] 14/2/2020 15:22

I usually sell when I see +10% profit but I'll hang on to GFRD & TW. for the next couple of weeks.

[our haven] 14/2/2020 15:09

Looks like the place to be is construction presently

[our haven] 14/2/2020 15:07

Looks like it may go through 190

[gbh2] 14/2/2020 14:53

I'm lucky enough to be retired and when the weathers not too good I can spend as long as I want in front of a computer, so my opinion of what to and what not to buy can change by the hour.

I've ben adding Kier this last two weeks, having a good run on those too.

[dr_smith] 14/2/2020 13:45

We'll have to call you Oliver.
"Please sir, I want some more".

Wow.. missed todays increase, curious how before the BVS split 160 ish seemed the boundary pending their new outlook/statement, now smashed that at 184.
Pre-split some folks on this thread IIRC calculated the share price as a few pence.

Stobart also up 4.49%, so possibly some commonality, e.g. HS2 again, and Stobarts rail section.
Stobart have been through management/structure/finance changes so whilst they seem a go ahead company, their unpredictability has put me off.

[gbh2] 14/2/2020 13:00

Just picked up a few more after selling off BP.

I hear there's no future in Oil ;))

[dr_smith] 14/2/2020 11:38

So was Brexit date ;-)
BJ does seem to be in full steam. I heard him briefly on the radio yesterday and he spoke so fast I thought he was on fast forward, it was akin to adverts reeling of legal terms.
BJ may be another Maggie taking single handed attitude (and Trump too now I think abput it).
Reminds me of famous spitting image sketch where Maggie has order taken in restaurant..

(OT but only 10 seconds long)

[grahamburn] 14/2/2020 10:20

Not just critical - it's a legal and financial requirement.

[gbh2] 14/2/2020 09:54

DR_Smith - Boris has already sent his yes men into number 11 to ensure Rishi Sunak comes up with what Boris wants in the Budget.

I don't there's much chance of it being delayed, as you say the end of the Financial year is looming and imo having a Budget announced before that date is critical.

[dr_smith] 14/2/2020 09:45

gbh2. Thsnk-you for your thinking.
I have most of folio in building sector and sruggle to find better options in FTSE 350.
I don't go in for trusts and o'seas.
I put some of folio into cash pre brexit etc as, other than housing, it seemed right and now looking to put that money back in, to give a little balance to my skew to housing.

I was surprised like most by Sajid Javids exit, but read..
"He has been replaced as chancellor by Chief Secretary to the Treasury Rishi Sunak - who just seven months ago was a junior housing minister."
so ponder whether housing minister experience will bring any wind of change to building sector, not long to wait to budget.. if the planned date doesn't change, I haven't caught up yet.. hang on..

"Meanwhile, a former adviser to Mr Javid said Downing Street had misjudged the reshuffle and that the Budget could be delayed as a result.".

I don't know the rules, but expect there is high priority for budget to be done before next tax year, so my guess is any delay won't be for too long.

[our haven] 14/2/2020 09:40

Riley109It does give confidence to have those institutions investing and with our new chancellor in place, infrastructure spending is due to expand greatly. All good news, but I would still like to see a plan.

[riley109] 14/2/2020 09:28

GallifordTry - link to home page

Capabilities
Investors
Careers
Sustainability

Investors Overview
Financial Calendar
Key Financial Information
Share Price Information
Reports & Presentations
Regulatory News
Shareholder Information
Company Information
IR Contacts

Significant Shareholders
Advisers

Significant Shareholders

Pursuant to the FCA's Disclosure and Transparency Rules, the Company has been notified of the following interests in 3% or more of the Company's share capital:
Significant shareholders Information Shareholder Name Amount % Holding
BlackRock Inc 10,015,413
9.01
Standard Life Aberdeen plc 6,436,890
5.80
Premier Miton Group plc 5,746,818 5.17
J O Hambro Capital Management Limited
5,738,929 5.17
Dimensional Fund Advisors LP 5,552,493 5.001
Brewin Dolphin Ltd 5,169,266 4.66
Norges Bank Investment Management
3,515,528
3.17

This is good enough for me

[gbh2] 14/2/2020 09:17

Dr, I've have been on Hold and would have stayed there IF the Trend in Housing & Construction hadn't taken a sudden turn for the better, as you indicate above there appears to be a Government move towards a significant investment in these sectors.

Admittedly yesterday's purchase increased my ave GFRD share price but it's still way below the current price and imo the Trend is up, that said most of this months spare cash went into TW on the 6th Feb @ 222p a share because for me GFRD is just a Punt until we have some solid information.

[billbailey1] 13/2/2020 20:01

Anyone any thoughts where the share price is headed please

[gbh2] 13/2/2020 17:06

I picked up a few during this morning's drop, would have liked to have seen more interest/volume but it's been a bad day across the market, other than in this sector.

[spudders] 13/2/2020 10:51

Cheers GC 👍🏻

[garycook] 13/2/2020 09:51

Work on around a 10p FY Divi,which is 18.05% of 58p,the old GFRD FY Divi.

[gbh2] 13/2/2020 09:14

I hope a revised (attractive) figure will be announced in the upcoming results.

[spudders] 13/2/2020 09:07

Anyone know what the divi is after the split. Held here since 2007 and now the profitable bit has been offloaded I’m considering wether to stay put 👷🏻‍♂️

[our haven] 12/2/2020 15:03

I could not justify topping up on the split so it is a bit like a free bet. I say that because there is not the information you need to evaluate what to do. I may be missing either a fantastic opportunity or a crash and burn, who knows

[gbh2] 12/2/2020 14:36

Guess we'll have some answers in four weeks time and with the current share price being some 20p more than my ave purchase I'll still be here :)