Share Name Share Symbol Market Type Share ISIN Share Description
Inland LSE:INL London Ordinary Share GB00B1TR0310 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.25p +0.46% 54.75p 54.00p 55.50p 54.75p 54.50p 54.50p 557,777 09:15:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 101.9 32.9 14.2 3.8 110.61

Inland Share Discussion Threads

Showing 7851 to 7873 of 7875 messages
Chat Pages: 315  314  313  312  311  310  309  308  307  306  305  304  Older
DateSubjectAuthorDiscuss
21/8/2017
18:13
A large part of Henry Boot's (BHY) business is getting planning on strategic land. They have generally done well for their shareholders over many years
sleepy
21/8/2017
17:36
That 120k buy @ 54.75p may finally have signalled the bottom. That price represents a 40.5% discount to the Dec'16 92p NAV; and a 44% discount to the prospective but now historic 98p NAV for Jun'17...
skyship
17/8/2017
14:38
Skyship - HWG has some similarities, but its Oop North and all about turning coal mine and similar brownfield sites into commercial or housing estates. Much more specific than INL which is all about finding decent sites in the South East, buying for buttons, working their planning magic, then deciding whether to build out themselves or flog to traditional builders.
igbertsponk
17/8/2017
14:28
I'm holding TEF but I'm sniffing around this one. Is there an argument to choose this over TEF beyond the discount factor?
danieldruff2
17/8/2017
14:10
Igbert - I would say that HWG is its closest peer - 3x the size, but then INL is a tiddler at just £111m MCap. INL is at an excessive discount compared to any other player; and perhaps it will need the September numbers to change the negative sentiment here.
skyship
17/8/2017
12:54
GDV - read this htTps://investmentproperty.co.uk/property-investment-resources/gross-development-value-gdv-property-developers-guide-to-financial-appraisals/ Peer group - there isn't really anyone like INL. Means its somewhat unloved. nearest thing I can suggest is that it's a mine Berkeley. Berkeley is essentially a housbuilder reliant on Tony Pidgeley continuing to be the best site buyer out there. INL are somewhat similar, but much smaller. the discount MAY unwind, but it will take a while and really be on conversion of the sites into cash and profits.
igbertsponk
17/8/2017
12:20
Hello I'm not invested in INL however they came across my radar recently. A couple high level questions: - when they talk about Gross Development Value - is this essentially the value of their land bank? in their recent update they called it 'GDV of short term land pipeline'...whats the 'short-term' bit? - can someone help me with views on what the right peer group is for these guys? I'm obviously well aware of the housebuilders, however they're not really a pure housebuilder are they...are there any listed peers for the development part of the business? I'm mainly interested in understand whether the 40%-50% discount to NAV is an anomaly and by how much. Thanks Adam
adamb1978
17/8/2017
08:03
Yes I have done a deal with them on unconsented land and they very nearly didn't pay me, so trust me, I know. Even when they decided to pay me I had to wait ages. They look after themselves with their share options and have delivered pathetic returns for their shareholders. City is clearly not interested in the company.
dt1010
17/8/2017
08:00
I have known Wicks for many years and nearly did a deal with him until his greed manifested itself
solarno lopez
17/8/2017
07:58
That's the hope by existing holders. It seems the management have no regard for their shareholders, only interested in lining their own pockets. Wicks especially. I have bought for the margin of safety and hope for but out but don't hold me breath. Bought £88,000 worth, piecemeal to greedy Wicks and his board buddies.
dt1010
16/8/2017
09:34
For those unfamiliar, EPRA nav estimates the hidden value in ongoing projects and land assets. Basic current NAV does not reflect any of this hidden value I feel this company could be snapped up by another builder at any time given the incredible value on offer
spob
16/8/2017
06:36
Website - Http://www.inlandhomes.co.uk/ 1 year
spob
10/8/2017
17:11
Anything above £1 should clinch it imo. spud
spud
10/8/2017
16:19
I know management fully value their land and developments here. Understandable as they don't want to be taken out too cheaply. Also generous remunerations. K.
kramch
09/8/2017
12:50
According to Simon Thompson (IC) Stifel forecast a final of 1.1p for a 1.6p total, so at 56p the yield is a prospective 2.86% for the year now gone. For me though the key parameter is the f/c NAV of 98p. That implies a discount of 42.9%!!! The discount is already at 39% to the Dec'16 NAV of 92p. My investments major on investment companies, PE trusts and propcos; and almost inevitably I have done very well buying stocks when on a 40% discount. That degree of discount implies mistrust, poor sentiment and occasionally, just occasionally, irrational behaviour by an exiting fund. Others may have thoughts on what holds true here - I admit to being a newbie to INL.
skyship
09/8/2017
08:58
The interim dividend paid a couple of months ago was 0.5p. up 25% from the previous year. The final divi last year was 0.9p, so unless there is some reason to be particularly miserly which is not evident at this stage, I think we can expect this year's final to be increased by more than 0.05p (which would make up 1.45p for the year) and I'd be expecting 1.1 to 1.2p. We will know in a few weeks.
spot1034
09/8/2017
08:33
Maybe you've got more up to date dividend forecasts than I've seen Spud, although I prefer to work on current dividend yield rather than forecast. Stockopedia show 1.45p for 2018 which is a forecast forward yield of 2.61% on a current mid price of 55.5, against a current yield of 2.52%. I'm actually hoping for a drop in yield as a result of a decent price rise!
impvesta
08/8/2017
18:50
On f/c forward earnings it's nearer 4% & all this on an undervalued growth stock that's likely to be swallowed up before long. Yes I'd classify that as generous imo. spud
spud
08/8/2017
17:19
Unfortunately the dividend isn't 3%, although it will be if the share price falls too much further!
impvesta
08/8/2017
17:00
3% is not too bad. The dividend is a nice bonus since the discount looks way too steep given the NAV forecast of over 100p next year. Not sure what the peer group is though. Is it the housebuilders or brownfield regeneration companies like HWG? But I think INL looks cheap compared to either.
hugepants
04/8/2017
14:08
Generous dividend?
stemis
04/8/2017
11:10
Agreed - That is one of two reasons I continue to hold & accumulate on the dips. The other is a generous divi. spud
spud
04/8/2017
10:42
I can't help but keep thinking that a sale of the company could be close now. It is not as if Wicks and Malde intended to keep the company forever - I think it was stated quite openly in the early days that the plan was ultimately to sell the company on in the same way as happened with Country & Metropolitan. The housing market is still strong but clearly the going is getting tougher, and they would not wish to miss the chance to sell before a significant downturn. Bear in mind also that they are duty bound to act in the best interests of shareholders and if the market is going to continue to undervalue the company, a fair offer based on its true worth would have to be considered very seriously. They might also be considering the possibility that their tax bill upon any sale is much more likely to go up than down in the next few years, even under a Conservative government. Wicks is approaching retirement age and both he and Malde are involved in ENGI, which I think is one of the more appealing penny shares right now purely because of their association with it. So they would still have a significant business interest to stop themselves getting too bored. Every time I think of selling some of my holding in INL because of the poor performance, these thoughts keep stopping me from doing so. Even more so when we get a few weeks without much news from the company and I find myself wondering what might be going on behind the scenes. Having said that, the last announcement from the company was Malde's purchase of more shares, so we know there was nothing going on then but did he do this because he knows that if a decent offer comes along now, they'd probably take it? It will happen one day, maybe sooner rather than later.
spot1034
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