Inland Homes Share Discussion Threads

[shanklin] 22/8/2018 07:22

fanshaw

After today's RNS, I was going to write something along the lines of your post, albeit probably not as eloquently.

For a relatively small listed housebuilder, INL manages to make itself incredibly difficult to understand.

[fanshaw] 08/8/2018 14:53

As a longterm holder I am unsure what the company is all about at the moment, the shares are unloved and the management seems to be taking the company in all directions
and appear to be distrusted by the city and potential investors,It has been mentioned
aa number of times on this board that perhaps the best solution is a management byout
or put the company up for sale. suggestions on a postcard.

[skyship] 03/8/2018 17:03

Bought back in for a few. Paid the wrong price @ 63p yesterday; but looking for another advance in yield and NAV which ST of the IC will latch onto and once again point out the value.

[williamgtheobald] 26/7/2018 13:28

Sadly p1966 I have no idea but not planning to sell anytime soon.

Yes the sector is in the doldrums, but this country still has a shortage of affordable houses.

The company is building strong links with housing associations and has an undervalued land bank.

[p1966] 26/7/2018 03:27

Any ideas why the share price has been suffering? - particularly when the sector is generally more positive.https://www.google.com/amp/s/uk.webfg.com/amp/news/broker-recommendations/berenberg-housebuilders--3411988.html

[p1966] 22/7/2018 19:01

My thoughts:Housebuilding- assuming zeros approved, 5 year money with a bullet repayment.- improving margins as construction increasingly taken in-house.Private Rented Sector- lower margins, but improved cash flow- less cyclicalMargin of Safety- substantial discount to EPRADividend- increasing dividend (for those that want it)Periodically, Investors Chronicle have as a buy.DYOR, but what's not to like?Phil

[igbertsponk] 17/7/2018 09:46

Objections aren't shown on the planning portal. Just official docs. I track the application and only one change since January - a May update on environmental impact on Burnham Beeches (nonsensical as its mile away!).

[grahamburn] 17/7/2018 09:15

Surely, Cerrito, rather than searching social media for objections, it would be simpler to search the online portal of the planning authority.

I will do that as and when I have time because any objections which carry any weight will be detailed there. Online chatter, though indicative of emotions amongst the public at large (and, possibly, councillors) won't have any direct bearing on the progress and approval of the application.

[cerrito] 17/7/2018 08:53

I have been seeing if there is any social media comment from the local councillors on Wilton Park and cannot find any- reflecting no doubt that they have a low social media profile and nothing very much happening.All Councillors on South Bucks are conservatives except one independent.

[cerrito] 16/7/2018 13:05

It will be good if they can get planning permission for Cheshunt this year. A Google search does not report any stories of mass objecions after the March 28 submission of planning application. There was a September 2017 story from the local libdems indicating broad support.
Cheshunt is a far less sensitive site than Wilton Park and I suspect does not have active amenity societies like The Beaconsfield Society.
I could find no recent stories on Wilton Park either in the South Bucks Press or on the website of the Beaconsfield Society who as we know are with the Beaconsfield Town Council strongly opposed.
This application must be stretching the resources of the local district council+as indeed with Cheshunt and the RNS does not indicate a resolution any time soon.

[spob] 16/7/2018 07:49

Stephen Wicks, Group Chief Executive commented:


"Following the extensive progress we have made over the past 12 months, Inland now has a very well balanced business model. Strategically, our focus has always been on suburban locations in and around the South and South East of England, where we provide good quality affordably priced homes, and we therefore have no exposure to the weakening central London market.

"The core business of brownfield land acquisition and the growing greenfield strategic land business is generating significant opportunities to provide new outlets for our private housebuilding, as well as partnership housing transactions where we can also secure the build contracts from housing associations.

"With some major planning consents on the horizon and a strong forward order book the Group is in an advantageous position to propel significant further growth for our shareholders."

[suetballs] 16/7/2018 07:30

Impressive trading update. Lots to look forward to. Come on the share price
Suet

[suetballs] 16/7/2018 07:30

Impressive trading update. Lots to look forward to. Come on the share price
Suet

[mip55] 16/7/2018 07:19

Inland Homes (AIM: INL) ("Inland Homes", the "Group" or the "Company"), the leading brownfield developer, housebuilder and partnership housing company with a focus on the south and south east of England, provides the following update on trading ahead of its preliminary results for the 12 months ended 30 June 2018, which will be announced in September 2018. Trading in the period has been in line with the Board's expectations.

[p1966] 13/7/2018 08:29

News announcement from Kcr Residential REIT (KCR) refers to the share-based payment.https://m.londonstockexchange.com/exchange/mobile/news/detail/13716469.html

[yump] 12/7/2018 21:21

It is difficult to know whether INL is left behind, just because it is, or for some actual reason. Seems common to have smaller companies inexplicably lagging and then suddenly they play catch up and nobody really knows why.

[fanshaw] 12/7/2018 15:19

Spud

Every investor has his own reason for investing in the market. I am not a short term
investor but house builders have had a good run recently which has bypassed Inland
and the reason I feel is Inland management is not very well liked.

[spud] 12/7/2018 13:20

With a nice & improving dividend - I'm happy enough. Value ALWAYS wins out eventually. spud

[fanshaw] 12/7/2018 12:51

This company does not seem to know what it wants to become a House Builder/Property
Developer/Land trader/Building Conglomerate or all of them ,or similar to Henry Boot
its becoming a rag tag company when it has the potential to become a first class
middle range building company.

[skyship] 04/7/2018 09:07

Rollover options being pursued for the ZDPs:

[muffster] 03/7/2018 18:09

Also I reckon it's an inflated price deal and all too cosy. Creates a false Market, inflated sale and your other investing Co buys it so all seems well.Just look at the yield Kcr get... Just over 4 pc. Poor

[oi_oi_savaloy] 03/7/2018 13:57

Dominic White is also CEO of Energiser and KCR

Have a look: hxxp://www.kcrreit.com/content/about-us/board.asp

Energiser:



the FD of inland also the FD for energiser

It's all inter-related. It's not stopped me investing in energiser however (at a blended av of a mighty 1.15p....!)

[igbertsponk] 03/7/2018 11:19

Shareholders are fickle things. I first invested when they all took umbrage at the directors bonuses and the share price dropped into the teens.
I'm not confused - if others are then they're welcome to sell.