Inland Homes Share Discussion Threads

[ravin146] 30/10/2015 20:48

David well done on your portfolio. Selection is the key. Inland share price ha plenty of potential. Note result are as a June 15. The market is still increasing, with interest rate rise expected early next year.80p by year end is still a target with knowledge that recent sales have been good. The London market itself ridiculous! What is the other share?

[david77] 30/10/2015 17:16

Inland have been my largest holding for several years, but I have been selling recently to buy another share. The value of those shares is now bigger than all the rest.

[davidosh] 30/10/2015 11:34

rhubarbcrumble....It started four years ago. My top holdings rarely change so it is just a review in many ways. This is first reference

Here is the following year... Inland are always in there.

Most of those are still there so nobody can accuse me of being selective. I update each year and the review will be in the PP Pub so head there over the next few days.

[shanklin] 30/10/2015 09:06

Has anybody had sight of an updated broker note for INL please? No idea if there is one but it would seem a good idea to have updated forecasts for coming years.

[winsome147] 30/10/2015 08:52

One of my other property holdings AGR has served me well and others may be interested to know it will be entering the FT250 for the first time soon and the share price is already starting to tick up in anticipation. The AGR board on here is dead as the company is not talked about much yet. I'm not going to talk about the virtues of AGR on here but just thought I'd mention them. A slow but steady performer.

[dt1010] 30/10/2015 08:24

Yes when the news dies down...and newbies stop watching....this will rise and rise...

Investors know you leave it for a good few days before adding...even though I broke that rule, though she holds.....

[rhubarbcrumble] 30/10/2015 08:18

Davidosh,

Re 908- Interested to know where on TMF who will be publishing your review.

I agree INL has been a star performer and that it is wise to have some exposure to AIM, in spite of the occasional hiccup.

[sogoesit] 30/10/2015 02:37

I think patience has to be the order of the day....
Take a major stock like NXT. Had good numbers on Tuesday, sold off and is now responding.
A "minor" stock like INL will be even longer to respond, maybe more than a week... I've seen this quite often when I track news flow. As shareholders in our own stocks we think the world revolves around us but it doesn't so we have to wait 'til the market goes through its own processes, evaluates the news and then takes action.
Well, that's how I see it.

[luckymouse] 30/10/2015 00:21

they've aggressively upped the number of fwd applications too so obv mean biz

Don't think the issue is aim - I think they need new brkrs - the numbers, locations & applications are obv all hot - yet the current bkrs seem lazy to me - how can you pump out a nearly 100% revenue jump beating expectations and competitors - and not even blink?

[jch18] 29/10/2015 21:24

What is the potential value of revenue going forward ? A very simplistic way of looking at things is using the current number of plots X price sold last year. 5170 X 264k = £1.3bn.Now obviously I have not taken costs into consideration, but this gives some idea of potential revenues available for this size of landbank.

[retsius] 29/10/2015 20:52

My comment about AIM was not to be taken seriously:))
The Results today were first class.
R.

[winsome147] 29/10/2015 20:18

I agree. I don't discriminate based on index but my AIM holdings have suffered at times unfairly in the short term. Dart Group has been fantastic for me.

[davidosh] 29/10/2015 19:45

Nothing to do with being listed on AIM

Over the weekend I will be reviewing my top 15 holdings which I do every year at Halloween for TMF. They are all long term AIM and IHT qualifying holdings and their performance including Inland which is a star performer over the last three years has been frankly incredible.

It knocks spots of anything with a full listing across 15 stocks and I suspect the FTSE has barely delivered a minute fraction of the return by comparison. It is all genuine and monitored as I record it every year.

So those who blame AIM for everything are wrong....yes it has some problems but to avoid ALL Aim stocks would be a very bad move IMHO

[dt1010] 29/10/2015 18:47

All you lot are impatient. The enemy of creating wealth investing in shares.

Watch where this is in 2 years.

Buy today and tuck them away ;)

[david77] 29/10/2015 17:22

winsome147 29 Oct'15 - 14:06 - 899 of 905 0 0
.... Would help if they were on the main market rather than AIM.

There are some geriatrics around who buy AIM shares as the investment is free of IHT if the worst happens.

[healthtech] 29/10/2015 16:58

Not sure it has to do with AIM. Most large trades today were sells.

[retsius] 29/10/2015 16:39

Absolutely disappointing finish after stunning results.
Welcome to AIM.
R

[winsome147] 29/10/2015 14:42

Barratt went ex-div today and dropped in line.

[sparkyhd] 29/10/2015 14:36

Anyone know why Barrett is down 3& today?

[tom.muir] 29/10/2015 14:23

Hmmm! I can remember that when they paid the initial dividend in 2012 (it was .7p) most of the criticism here was that it was too miserly!

Anyway I'm happy today as, after a lengthy wait , my initial tranche, bought at 7.35p has become my first 10-bagger since the recession. My next one will come when the price hits 92.50p. :)

Tom

[winsome147] 29/10/2015 14:06

Thanks for the info on NAV Davidosh. I'm not saying that they should necessarily pay a decent div, just that the market would like it more if they did. That held Bovis back until they started to pay out more. Would help if they were on the main market rather than AIM.

I note Finncap's target of just 80p which might hold the share price back even if that may be pessimistic. I see Finncap vastly underestimated UTW's earnings too this week.

LXB is another that is trading well below NAV so trying to guess where share price will go based on NAV alone (as with QED) is difficult unless a takeover happens.

If the usual run on housebuilders happens in 2016 Q1 then INL may well reach 90p at next interims. Unless a rate rise happens during that time!

[ravin146] 29/10/2015 13:31

David has a point, it should work both ways, if shareholder are happy to not take dividend, so should the bod imo.

This has held well at 74p, but a 75p+ finish would be good for the chart.