Inland Homes Share Discussion Threads

[spob] 20/9/2018 07:52

buy now, before the next update from Simon Thompson

[spud] 20/9/2018 07:44

Yield up to over 3.3% based on current price! I can't see many if any negatives here aside from an undervalued Company. Surely it can't be long before they hit someone's radar...spud

[jaf111] 20/9/2018 07:35

Whatever happens post Help to Buy, IMO simple supply and demand strongly supports all builders especially those focused on lower priced homes

[skyship] 20/9/2018 07:23

Headline news of NAV & dividend are positive. Loads of detail to plough through. Pity Wilton Park still on hold:

"While our FVA, which demonstrated that the delivery of the decreed 40% Affordable Housing at Wilton Park would be unviable due to heavy infrastructure costs, was signed off by a source approved by the council, the council has refused to accept the findings. It subsequently commissioned a further viability assessment which took six months to prepare and came to a similar conclusion, which, frustratingly, the council is again refusing to accept.

Inland Homes is making every effort to engage with the Council to resolve this matter to everyone's satisfaction and discussions are continuing. Such delays caused by arguments over the level of affordable housing are one of the biggest causes of delays in the delivery of new homes in the UK; the battle continues!"

[muffster] 20/9/2018 07:13

Help to buy is driving this. It will be withdrawn by 2020 then builders will struggle selling their overpriced homes.Too many in negative equity now.

[solarno lopez] 20/9/2018 07:09

Another good set of results

With net asset value over £1 and a share price of 63p some scope for an uplift !

[skyship] 19/9/2018 14:03

From the Interims:

“The average sales price of our residential units was GBP322,000 (2016: GBP319,000), remaining firmly in a part of the market that continues to see strong demand driven by the government initiatives to help first time buyers get onto the housing ladder- 61% of our private sales used the Help to Buy scheme.”

With that measure now under attack for boosting house prices, there has to be some fear that it may be scaled back in the Autumn budget.

On the positive side is today’s announcement, which supports the move announced last month re the registration as a for profit provider of social housing by the Regulator of Social Housing.



Likely to get a mention in tomorrow’s Prelims…

[skyship] 17/9/2018 07:19

Prelims this Thursday...

[sefton1] 17/9/2018 00:08

ITS STILL GOING DOWN, YOU DINGBAT POTATO HEAD

[spud] 14/9/2018 09:06

With results out soon, I'm looking forward to yet another uplift in the divi taking us into the mid 3%'s.This is becoming a very attractive income stock with great growth potential. spud

[nitbhav06] 31/8/2018 07:00

It seems so. As a long teem investor, I think now is an excellent time to accumulate. INL is so cheap at current price.

[davebowler] 30/8/2018 11:32

Builders out of favour?

[skyship] 23/8/2018 20:19

The 50day MA seems to be providing support to the share price If the share price can climb through 66p then the 50day could cross the rising 200day - a positive sign for a recovery to the 80p level:


free stock charts from uk.advfn.com

[yump] 23/8/2018 19:22

Breakout was in June but ended in failure.

[sefton1] 23/8/2018 17:37

Breakdown.

[fanshaw] 22/8/2018 18:34

As pointed out in previous posts have Inland got the depth of management to manage
a mini building conglomerate ? I hope they don't become estate agents as well.

[bwm2] 22/8/2018 16:44

I think this is a very shrewd as they now won't be forced to give the affordable housing units away to a third party for a pittance and can manage them profitably

[cerrito] 22/8/2018 12:44

Feel free to call me a party pooper, but when I read the RNS first thing my first reaction was to wonder if they have the depth of management for all these new initiatives- however each one makes sense in isolation- especially now that Paul Brett is no longer full time.

[davebowler] 22/8/2018 11:22

Panmure comment;
Inland Homes, the leading brownfield developer, housebuilder and partnership housing company with a focus on the south and south east of England, has announced it has gained a Housing Association license. This impressive move demonstrates its innovative approach to house building and broadens its ability to drive further growth in the business.



Given the timescales involved in delivering schemes (whether on the private side or the HA side of the business), we have not changing any forecasts. However, very few private house builders are able to achieve this milestone, which over time should enhance both the robustness of the business and growth opportunities.

[skyship] 22/8/2018 08:57

Personally I don't understand the criticism. Looks like an entirely sensible and laudable route to both add value; and to present themselves as a good partner to local authorities.

Could those with doubts please explain just why they see this permission as in any way deleterious to INL. Looks like a positive to me...

[igbertsponk] 22/8/2018 08:46

Assume that what they're doing is saying "Right, rather than being held to ransom by a social housing operator every time we have a mixed development, we'll have our own so we can share the spoils".
Makes perfect sense. Though as ever with INL, makes it even harder to value them.

[spot1034] 22/8/2018 08:41

duplicate post

[spot1034] 22/8/2018 08:41

I tend to agree. When I first invested in INL several years ago I understood the intention was to build the company up to a point where it would be sold, as Wicks and Malde had done previously with Country & Metropolitan. As I recall they pretty much spelt this out as their ultimate goal, yet they now seem to be doing everything they can to stop this from happening.