Inland Homes Share Discussion Threads

[dt1010] 24/11/2015 17:33

V good news to see Henderson has bought a lot more.

Market will like that.

Keep buying. Keep holding.

[qs99] 24/11/2015 16:33

continuing to rebound towards previous highs IMO....good stuff

[ravin146] 24/11/2015 11:10

...Let's stick to relating this to the bottom line which is better off and share price which has risen considerably.Hopefully this continues, though I believe profits will be lower based on easing price growth.

[luckymouse] 24/11/2015 11:04

Ha - well politics & religion will always get a lively debate going I guess :)

[ravin146] 24/11/2015 09:57

Budget tomorrow, let's hope the housing sector continues to get the boost!

[source] 24/11/2015 09:14

Keep posting LuckyMouse! I for one like to read your viewpoints here and elsewhere. They are far from off topic as some seem to suggest. Keep it up!Regards,Source.

[masurenguy] 24/11/2015 08:43

IgbertSponk - 1132: Looks like Henderson picked up the directors shares

Hendersons prior holding was 6.3m shares. Consequently they increased their stake by 53% to 10.4m by adding a further 4.1m shares, which presumably included the 1.5m sold by Stephen Wicks.

[joe say] 24/11/2015 08:30

Salchow - I'd echo that - especially when he talks such utter nonsense

Immigration obviously has an effect on available housing supply in some of the heavily ghetto-ised areas but not nationally I believe

There's no helping some - hence the mess we're in now

[source] 24/11/2015 07:32

Good sign that institutions are buying into Inland. Regards,Source.

[impvesta] 24/11/2015 07:28

Yes, they have announced a holding of more than 5%:

[igbertsponk] 24/11/2015 07:25

Looks like Henderson picked up the directors shares

[luckymouse] 24/11/2015 00:04

There is a chronic imbalance of supply to demand compared to other countries - Carney was surprised by it.

- the builders want this socially destructive imbalance as their margins just get fatter and fatter - stuff the people
- the govt want this because
a) they don't want to pay for social housing
b) they want to slowly reduce the well fare state and force everyone to be good little tax paying life long struggling worker bees
c) property owners tend to feel wealthier when their homes are going up and vote the same govt back in

So for the sake of profit, bribed votes, & reducing well fare bill - it always will be so in the UK unless there is a long run of a hard socialist govt.

It really sucks for the young & is unjust in terms of generational opportunity but govt power, votes and money comes first-not people!

Immigration obviously has an effect on available housing supply in some of the heavily ghetto-ised areas but not nationally I believe - years of govt under spending, a refusal to aggressively go up or out in planning terms (it has to be one or the other!), & cynical vote catching policy is the primary cause.

Sao Paula has 20m people packed into high rises - some luxurious. When you fly over London it looks ridiculously flat by comparison and surrounded by 100s miles of fields?? I doubt UK builders will ever be short of work whilst this deliberate strangle is maintained.

[ravin146] 22/11/2015 15:31

Inland homes winning awards and then this from twitter...WiltonPark ?@newwiltonparkPublic exhibition on the proposals for the redevelopment of Wilton Park. Open 4/5th December. #newwiltonpark

[qs99] 22/11/2015 08:34

from a green belt perspective I wish that were true, but that IMO is absolute nonsense ....immigration as it is must be pushing housing demand up, let alone anything else! let's see....although I would say that the best bull years I do agree are behind us....

[sogoesit] 22/11/2015 08:30

There seems to be poor sentiment in the house-building sector right now.
A recent article in Money Week suggested that the under-supply of housing, except maybe in the SE, is drawing to a close.
Seems a bit optimistic (that supply/demand will be balancing out) but pessimistic for us investors if prices soften.
I'm not, myself, a believer in this story; started by Liberum a few weeks ago, but perhaps there's some fear around.

[lollipop4] 21/11/2015 14:39

Agree with Joe Say, spouse still regarded as a related party, IMO.

[luckymouse] 21/11/2015 12:49

Happy to stand corrected JoeSay if that's the case - I can't remember seeing a spouse sell so maybe thats only my perception.

[joe say] 21/11/2015 09:05

Lucky Mouse - you're incorrect re:spouse transfer and then invisibility

As a related party their sales/purchases would be reported as if they were the Exec Directors (albeit the detail will be explained in the RNS)

[igbertsponk] 21/11/2015 07:40

Looks like some nice design, all very Robert Adam style. Will be interesting to see the details in December.

[luckymouse] 21/11/2015 00:53

Agree with general sentiment INL appear not well versed in slick LSE reporting form - that fwd dir sell guidance a good idea. Others deploy the usual platitudes such as tax liabilities, divorce, reward for exceptional performance, spouse transfer (after which you don't know if they are held) etc

Its amounts to the same thing - and dirs are supposed to sell at some point especially if they have done well as a reward (better than after a rotten period!) but a little gloss on dir sells is seen as the 'politically correct' way in the city. They are builders after all - so classier house brkr/advisor needed here methinks.

[luckymouse] 21/11/2015 00:38

Caradog - haven't read the full report but I know a couple of small time developers and they generally always have a separate ltd sub company for each project - that way if one project goes belly up the main co is protected - Its because its a cyclical business. They could theoretically start a large project right at the top of the mkt & get caught - so best practice perhaps is one interpretation.

[igbertsponk] 20/11/2015 20:41

https://twitter.com/newwiltonpark/status/667729194470653952