Inland Homes Share Discussion Threads

[shanklin] 14/2/2020 17:22

LOL, not sure that was a strategic overview as it tells us nothing about INL's strategy. But I guess its a reasonable promotional video.

[igbertsponk] 14/2/2020 15:28

Good vid, ta pudsy.
Lot of buildings a long way along the path to payback. 2021 will be good.

[sev22] 14/2/2020 15:16

Thank you for the link 'pudsy1'

The presentation just re-confirms that Inland Homes are well set up for 2020 and in future years.

I intend to release some funds and top up before it goes ex-dividend next week.

[pudsy1] 14/2/2020 14:59

Inland Homes Strategic Overview 2020

[skinny] 13/2/2020 14:09

Show off :-)

[spud] 13/2/2020 13:45

manrobert - Plenty of stock available. I can buy £50k within the Offer @ 86.47p.

spud

[cerrito] 13/2/2020 13:17

grahamburn
Fully agree with you and indeed a big difference in corporate culture.

[manrobert] 13/2/2020 13:01

why is price not being raised

[grahamburn] 13/2/2020 12:00

Can't see any tie-up between Grainger and Inland. Grainger tend to be involved in large apartment blocks in cities etc.

[manrobert] 13/2/2020 11:39

bt time prices raised

[sev22] 13/2/2020 11:08

ANY POSSIBLE TIE-UP OR POTENTIAL AGREEMENTS WITH INLAND?

(Alliance News) - Residential property landlord Grainger PLC on Thursday said it intends to raise GBP185 million to fund new acquisitions and pursue projects currently in the planning and legal pipeline.

The Newcastle-based company expects to place up to 61.2 million new ordinary shares through an accelerated bookbuild, with the price yet to be determined. Grainger shares in London were down 0.2% at 311.48 pence each on Thursday morning.

The placing, along with additional GBP120 million debt financing, is expected to generate an aggregate funding capacity of GBP305 million for the company.

"This funding capacity will enable the company to accelerate its successful private rental growth growth strategy by committing to a further GBP246 million of new acquisitions into its secured pipeline. In addition, the GBP305 million gives the company headroom to pursue a further GBP59 million of projects currently in the planning and legal pipeline," Grainger said.

Helen Gordon, Grainger's chief executive, said: "We have real momentum in the business and now is the right time to invest for the future and increase our investment in our secured pipeline.

"Today's placing will enable us to bring forward GBP246 million of investment for four new schemes, three of which are in strong regional cities, delivering 1,160 new homes, as well as expand our planning and legal pipeline, accelerating the delivery of net rental income and earnings growth.

"The outlook for the UK's private rented sector is positive, with growing customer demand and structural undersupply supporting the investment case," she added.

[sev22] 13/2/2020 08:09

ARTICLE IN THE TELEGRAPH THIS MORNING.

Housing market bursts into life with strongest sales in six years:

The housing market kicked off 2020 with its strongest sales and price rises for years amid a surge in demand for London property.

Sellers flooded back into the housing market after the post-election bounce extended into a second month following December's Tory landslide, according to the Royal Institution of Chartered Surveyors (Rics).

The organisation's sales gauge climbed to its highest level in almost six years, with a net balance - the difference between respondents reporting higher rather than lower sales - rising to +21 from +9.

An end to the Brexit impasse appears to have relieved pressure on the housing market following a weak 2019 dogged by political uncertainty.

More sellers entered the market in January than any other month since 2013, with the increase expected to continue after a rise in enquiries.

Rics' house price indicator climbed to a score of +17, the highest level in almost three years, as London's market returned to growth territory.

Industry experts are predicting more strong gains, with expectations for prices and sales over the next 12 months rising close to their highest levels on record.

However, economists have warned the recovery seen in the housing market could prove short-lived. Price growth stuttered last year in the face of political volatility and tensions between the UK and European Union could reverberate in the housing market again later this year.

Hansen Lu, of Capital Economics, warned that the latest bounce would be hard to sustain.

He said: "With another Brexit deadline coming this year, the latest uptick in sentiment probably won’t last. On balance, we expect the rebound in housing market activity to cool by the middle of the year."

Mr Rubinsohn added: “It remains to be seen how long this new-found market momentum is sustained for, and political uncertainty may resurface towards the end of the year.”

[manrobert] 12/2/2020 17:06

I agree that seems affair assumption.

[sev22] 12/2/2020 17:03

ST's comments in the IC 8/11/19 - 14/11/19 edition stated his initial price target of 95p - 100p. That was before last week's update, following release of Inland's annual results, revealing the company's European Public Real Estate Association NAV rose 13%. This equates to £233m (113.6p a share), which seems conservative to me, based on the Wilton Park and Cheshunt Lakeside flagship developments having scope to create £100m additional value for shareholders over time. So ST's latest BUY recommendation would probably give a new fair value target of 110p - 115p.

[bwm2] 12/2/2020 16:36

ST did in his review of his bargain 2019 portfolio last week. Still a buy but no price guidance

[manrobert] 12/2/2020 16:19

good to see them moving up again.surprised simon has notyet updated again.

[manrobert] 12/2/2020 13:04

after 300k of sells without a single buy yesterday m.ms finally dropped the price.

[sev22] 12/2/2020 09:43

Buys out-weighed sells yesterday, and mainly buys this morning. Feels like the share price is being held back, next leg up back into the 90s by the end of this week.

[manrobert] 11/2/2020 10:51

strange day not a buyer in sight!

[pudsy1] 11/2/2020 09:53

The pop-up affordable home



..
..
A choice of one, two and three-bed Huggs means they can accommodate single occupants, couples and families, and some are let fully furnished. Each is carefully designed to maximise space. Residents also benefit from secure external storage and parking, and landscaped courtyards and play spaces. Rents start at £656 per month for the Southampton development, and Hugg Homes is working to deliver another 65 units across three new schemes in the next six months.

[bramcych] 10/2/2020 09:45

Simon updated last Friday - extremely positive, expecting £100mln additional value from Wilton Ark and Cheshunt Lakeside over time, which is more than half Inland's current Market Cap BUY

[igbertsponk] 10/2/2020 09:43

Big jump may mean Dixon has sold enough for now so there's no longer a big chunk available to buy. The 3m sales clearly what has caused the drop from the recent high.

[manrobert] 10/2/2020 09:39

big jump maybe expecting simon to update today

[igbertsponk] 10/2/2020 09:22

Dixon has had the 16m since June 2018.
He was a larger holder, dropping from 20m to 17m in May 2017.
So he's now sold another 3m shares to drop to 13m.
he's done pretty well and is still sat on £11m worth.

[p1966] 10/2/2020 09:14

Per the INL corporate website, previous holding appears to have been 16 million.