Inland Homes Share Discussion Threads

[spud] 28/12/2019 23:07

30% dividend increase yoy is nice. £1 for 2020 is achieveable and realistic.

Here’s to 2020.

spud

[cravencottage] 28/12/2019 22:38

Cheers Spud

Been holding for a little while now and think your target of £1 will easily be achieved and surpassed in 2020.

Well respected directors and a good divi to look forward to keeps me sleeping like a baby at night.

Luck to all holders for 2020

CC

[spud] 27/12/2019 20:40

Barring famine & pestilence, this beauty has hit & held my 2019 80p target for 2019. All aboard for 100p during 2020!Happy New Year & a most prosperous 2020!spud

[spud] 20/12/2019 16:21

Not easy to buy in quantity online atm suggesting the MMs are keeping a slightly unbalanced Book.

spud

[manrobert] 20/12/2019 14:56

marketmakers happy to give shares away despite strong buying

[spud] 19/12/2019 14:19

Should help secure a Hugg Home!

spud

[skinny] 19/12/2019 14:18

They pledged this some time ago and it would appear they have stood by it.

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[sev22] 19/12/2019 14:12

NEWSFLASH - THIS HAS JUST POPPED UP IN MY INBOX...MUST BENEFIT INLAND IN THE FUTURE.

Details of 30% discounts for 'First Home' local buyers revealed.

The government has given details of a scheme allowing 30 per cent reductions for what it calls ‘local first time buyers’ and 'key workers'.

There will be a scheme called First Home which will make properties available at a discount.

“Councils will be able to use housing developers’ contributions to discount homes by 30 per cent for people who cannot otherwise afford to buy in their area” says a statement from the Ministry of Housing, Communities and Local Government this afternoon.

The statement fails to make clear whether this will apply only to new build property purchases or whether it could be extended to all homes, but it says the new First Home scheme will be available "for people who cannot otherwise afford to buy in their area."

The MHCLG has also revealed that the Affordable Homes Programme - widely criticised for its failure to deliver affordable homes under the previous Conservative government - will be “renewed.̶1;

The government has also confirmed that it will ban new houses being sold on a leasehold basis and it will reduce ground rents for new leases to zero.

New legislation will also be brought forward to require developers of new build homes to belong to a New Home Ombudsman.

“We will … help first time buyers get a foot on the property market with 30 per cent discounts for local people and key workers. We are moving forward with legislation to set ground rents to zero, abolish leasehold houses and prioritise the safety of residents with the biggest change to building safety laws for 40 years” claims Housing Secretary Robert Jenrick.

[manrobert] 16/12/2019 10:23

marketmakers must be getting pretty short of stock

[qs99] 16/12/2019 08:57

Thanks SPhere, looks good IMO...

[sphere25] 15/12/2019 14:43

Tipped by Midas as part of a special wider piece.



"MJ Gleeson and Inland Homes are worth watching too. Midas recommended low-cost housebuilder Gleeson in 2011 when the shares were £1.09. They had risen to £6.12 by 2017 and today they are £8.60 with brokers predicting further growth next year.

Inland Homes has also had an impressive run recently. Midas tipped the innovative regeneration specialist at 32p in 2013, and again this June when the shares were 66p. They have since climbed to 81p, and, if the Government really does aim to stem the housing crisis, the business should continue to do well."

Surprised these haven't rallied more considering some of the monstrous moves in the sector on Friday. Still, it provides opportunities when the smaller caps lag due to the attention focussed on the larger and mid caps initially.

Picked these up with other laggards like FIF and CTO on Friday. They will play catch up as the newly invigorated investor confidence starts to branch out and investors snap up smaller caps as part of the wider UK market re-rating.

[spud] 13/12/2019 20:39

Held above 80p for a first. Not totally convinced though. If we build on this Monday then 80p could be the next support.

spud

[spud] 13/12/2019 11:09

All good - Still needs to convincingly break hold above 80p before we all get too excited though.

spud

[igbertsponk] 13/12/2019 10:57

Prescient indeed - saw hadn't moved with the other builders so added a chunk for a short term ride.

[hawaly] 13/12/2019 10:47

Very prescient contribution Igbert 😎

[skinny] 13/12/2019 10:45

NMX2350 construction index is up 2.4% today and looking at all time highs.



NMX3720 Household Goods & Home Construction is up 5.4% today.

[mallorca 9] 13/12/2019 10:34

Breakout - and results due January.

[qs99] 13/12/2019 10:27

looks like it IMO!

[igbertsponk] 13/12/2019 09:04

Tory win should spur this on. Quid soon.

[spud] 11/12/2019 13:17

Housing, infrastructure and energy efficiency stocks to benefit
The 2019 Conservative manifesto appeared to water down previous 2017 proposals to build 300,000 homes a year. That target was always regarded with some scepticism given that level of new-build completions has not been achieved over the last two decades. In FY18/19, the figure reached 213,000 for new-build completions and including conversions was 241,000. Instead there is a pledge to continue progress towards the 300,000 target and a commitment to build one million new homes over the next parliament (200,000 a year, effectively). We think that the supportive policy towards the housing sector, in particular extending Help to Buy to 2023, plus the removal of market uncertainty and a pledge to hold income taxes, will be a boost to the housing sector.

The housing policy came with a commitment to spend on infrastructure (schools, GP surgeries, etc) before housing and a pledge to invest £100bn on new infrastructure. The pledge to improve energy efficiency for social housing by committing to spend £6.3bn in England is also noteworthy.

In terms of stocks, house builders such as Taylor Wimpey (TW.L, market cap £6n), Persimmon (PSN.L, market cap £8bn), Barratt Developments (BDEV.L, market cap £7bn), Redrow (RDW.L, market cap £2bn), Bovis (BVS.L, market cap £2bn) and the less well-known Inland Homes are all likely to benefit. We also think names such as Sureserve (SURS.L, market cap £52m), which are focused on improving energy efficiency for housing associations, may benefit as well.

spud

[spud] 02/12/2019 14:21

Once we get over this 80p resistance, it's going to lend some pretty strong support to the price as we head on towards the 100p level next year imo.

spud

[igbertsponk] 02/12/2019 09:13

Good news indeed. Robert Adam will be doing the big posh houses that will sell for £millions. They're obviously trying to create a really expensive area on the leafy Eastern side of the Park. Old boss of mine got Robert Adam to build a country mansion, they made him a beautiful home that looks like it's been there centuries.