Inland Homes Share Discussion Threads

[masurenguy] 07/7/2016 08:32

"I KNOW I am right (I won't tell you how I know)"

That comment undermines any credibility you might have had. You know that you are right but you consciously won't make any attempt to substantiate your claim. You clearly expect people to blindly believe your claim on the basis that you are omniscient!

[dt1010] 07/7/2016 08:24

No no. I do not confuse land values with the share price

This company's share price has crashed along with other housebuilders. When I use the word crashed it is clear I am referring to the ASAP and not land values, don't be ridiculous. Let's not deliberately try to make out I sm confused or trying to confuse.

The FACT is, whether I am right or wrong about falling land values- and I KNOW I am right (I won't tell you how I know) the fact is I was selling this in the seventies and it's now what 50p

You gave just come on the scene from what I can tell, I don't recognise your name.

But I was am I bestir here from 19p. Out in the mid seventies. I will be re investing. Not yet though.

I assure you of one thing. I am without a shadow of a doubt the only poster on here who has done a land deal with INL. (Found them brownfield, negotiated a sale to them, watched them get Resi planning and turn it).

Does that qualify to know land values are dropping? To an extent, knowing the caution being reflected in prices, I think to a small extent it does.

But if you chose to rubbish everything I say, that's fine too. Everyone is entitled to their opinion.

A European banking crisis is in motion. Whether the ECB can stop it flowering is yet to seen.
You would have be blind not to see similarities with 2008 in the commercial unit trust crash that is happening now. That WAS the start of the crash. Not saying we are about to see the same thing imminently but I will predict that unless the new PM sorts out a way ahead to retain access to the single market fast, the worldwide result will be very damaging to resi and commercial property values.

That will further damage housebuilders if it comes to pass. The support the BOE can offer is not unlimited. Debt upon debt does not lead to growth in real terms.

Land values will drop and that is where the value is in inl.

The stockmarket is pricing that in by slashing the values of housebuilders SPs by forward valuing the land banks and drop in housing activity.

[muffster] 07/7/2016 07:58

DT, thanks for your input. You've confused land values and have said they have fallen and your evidence is by saying this has crashed.This is a share and not land values. It reflects sentiment not land value.Show me evidence land values have fallen. And no don't quote commercial property lock ins as they are again a share and not land values.

[dt1010] 06/7/2016 21:23

Rumors continue to spread that Deutsche Bank is essentially insolvent at this point, and many are watching for the imminent collapse of the largest and most important bank in Germany. When this happens, it will be a much, much more cataclysmic event for the global financial system than the collapse of Lehman Brothers was back in 2008.

[muffster] 06/7/2016 15:31

DT, land values have not dropped. Also you have no evidence to support this.
I still think BOE will look upon the housing sector as one that they will support with various loosening measures, both monetarily and through planning rules

[sjc] 06/7/2016 14:36

yesterdays chart showing 50% retrace to 47p good entry point


free stock charts from uk.advfn.com

[shanklin] 06/7/2016 13:53

It does highlight that the cash flow issues, alleged by various posters on this board, don't actually exist.

[solarno lopez] 06/7/2016 13:49

take a few years to develop and profits to flow through

[homebrewruss] 06/7/2016 13:25

A great new site.
Right by the lea valley park and Cheshunt station with links to liverpool street and stansted airport:

[norbert colon] 06/7/2016 13:18

Yes, I have added given big discount to NAV and long term prospects for UK housing.

[igbertsponk] 06/7/2016 13:06

Meanwhile, business as usual as they pick up another massive regeneration site !

[dt1010] 06/7/2016 12:51

Impossible to know as land values have dropped

[solarno lopez] 06/7/2016 11:40

And what is / was the asset value per share

[tiswas] 06/7/2016 11:13

I am worried about Brexit but:

Interest rates at record low and going lower so mortgages affordable.

High demand for housing, shortage of supply.

Property now circa 10% cheaper to overseas buyers.

BOE improving liquidity to help banks lend more.

Negs are recession possibility and sentiment.

Took my first small position in INL this morning based on the fact that not all of that nav is going away. But WTFDIK!

[dt1010] 06/7/2016 10:46

Trying to pick a bottom?

Too early.

And how do you think the Bank of England is going to 'support house builders'???

[muffster] 06/7/2016 10:43

Buying in now. BOE will support housebuilders. Watch for announcement

[dt1010] 06/7/2016 10:25

Capitalisation is important for any Plc.

It can affect loan covenants. Whether the collapse in the price here will cause loan renegotiations I don't know.

I would expect an announcement from Wicks soon though on the share price collapse.

[dt1010] 06/7/2016 10:09

Capitalisation is important for any Plc.

It can affect loan covenants. Whether the collapse in the price here will cause loan renegotiations I don't know.

I would expect an announcement from Wicks soon though on the share price collapse.

[david77] 06/7/2016 09:57

I need some cash for the taxman after Christmas, so I would welcome a takeover here at a sensible price.

[source] 06/7/2016 09:52

Forecasts all seem same here. Is there any risk to Inlands financing from all this turmoil? I thought it had good lines and covenants well in place suggesting this is a bit of a panic over little?Regards,Source

[dt1010] 06/7/2016 09:45

Nearly at the 45p I memtioned yesterday.

People were rubbishing me the other day day
For saying sub 60p was on its way.

There is a crisis in property and it's not hit the media - yet.

[tiswas] 06/7/2016 09:40

So any guesses as to what impact all this has on David's post of 20/6?

Adjusted net asset value

158,258,000

78.43p

[badtime] 06/7/2016 09:38

QS..you had your buy pice...hit just below 49 a few mins ago