Share Name Share Symbol Market Type Share ISIN Share Description
McCarthy & Stone LSE:MCS London Ordinary Share GB00BYNVD082 ORD 8P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.60p -0.89% 178.90p 178.70p 179.00p 182.00p 177.80p 182.00p 8,642,118 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 635.9 92.9 13.9 12.9 961.27

McCarthy & Stone Share Discussion Threads

Showing 326 to 350 of 350 messages
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
DateSubjectAuthorDiscuss
21/7/2017
12:14
some big buys today. MACD turning positive for the first time since April/May.
mfhmfh
06/7/2017
16:11
McCarthy vulnerable to housing slowdown, says Numis - HTTP://citywire.co.uk/money/the-expert-view-rolls-royce-jd-sports-and-ocado/a1031110#i=4
speedsgh
05/7/2017
10:37
More or less what they have been preparing people for. At least the expected good bits have materialised, ie better margins, improved order book, and more sites opening. The big increase in sites will not be till next FY so will not deliver results till 2018 / 19 year, as I read it. But worth holding IMHO. Good luck all.
bigbertie
05/7/2017
10:34
On track with a smidgen of uncertainty, which is not to be unexpected. Let's not forget that the market is (should be) forward looking. So hopefully the tide will turn when the forecast uplift for 2018 starts looking like more of a reality.
wan
05/7/2017
09:39
Ok update, all is fine it seems, but it will be next year when sales really pick up. Until then it remains a little out of favour I guess.
its the oxman
05/7/2017
08:57
I exited last December. Uninspiring update imo. Off my watch list now.
aishah
05/7/2017
08:28
you may be right spoole. I think their RNSs are very conservative too. Whereas most companies tend to lead with the good news ....and you have to search for the not so good....with MCS its almost the other way around. In the longer term, with an ageing population... you would have thought they were in a good place to grow
melody9999
05/7/2017
08:27
What does the RNS tell us: 1) Sales openings weaker this year, compared to last: 39 compared to 58. 2) Reservation rates holding up, but with fewer sites, unit sales will likely be lower. 3) This lower opening rate will impact the start of next FY, with fewer units available for sale until the new sites come on stream. 4) Prices holding up, but the higher prices, with same sales + reservations value implies fewer sales this year. 5) If they push to get unit sales up by year end, then it is likely they will have to discount or offer other incentives. They should probably hold the line on pricing and accept fewer units, although this will impact turnover and profits. Not disastrous, but no longer showing strong growth. 80 sales releases next year will give a blip upwards, but so far only 55 permissions granted, so FY19 won't have such strong sales releases. 55 sites equates to about 2,200 units, so quite a way from 3,000 unit target.
7kiwi
05/7/2017
08:08
The market really does hate this stock!
spoole5
05/7/2017
07:56
SP has already factored in bad news .... look at the chart. A good statement "reservations broadly in line" " margins improved". I would expect to see a share price recovery but lets see what the market thinks.
melody9999
05/7/2017
07:33
This will drop first thing.
eastbourne1982
05/7/2017
07:24
Nothing really not to like
argylerich
05/7/2017
07:13
Steady as she goes Statement
gswredland
03/7/2017
09:40
concensus forecast seems to be a drop in adjusted profit before tax despite margin improvement in 2H. They have previously said they will meet expectations for the year but this latest weakness makes me wonder if they are going to miss. The most important thing in the trading update is confirmation that they have opened more sites and got more orders for next year IMHO. Good luck all.
bigbertie
30/6/2017
11:42
trading update on July 5th - if it's positive then should set us up well for next year. IMHO. read somewhere earlier this year that PEG is 0.3 but can't be 100% sure about that. DYOR.
mfhmfh
30/6/2017
10:54
165 looks a good price, I'm back in. The results will not be great but they should confirm the opening of more sites in good locations, which should pay off next year IMHO. good luck all
bigbertie
29/6/2017
10:50
'Jefferies International today reaffirms its buy investment rating on Mccarthy Stone Plc (LON:MCS) and raised its price target to 288p (from 265p).'
mfhmfh
28/6/2017
08:10
Thanks that's a good article, which underscores one of the rationales for me being invested here, in other words and above the demographics, it is quite possible that we will get a tail wind which is not yet factored in.
wan
27/6/2017
21:21
hxxp://www.bournemouthecho.co.uk/news/15373009.McCarthy___Stone__building_more_retirement_homes_could_save_the_country_billions/
mfhmfh
02/6/2017
10:50
McCarthy & Stone can’t match rivals’ yield - HTTP://citywire.co.uk/money/the-expert-view-glencore-first-group-and-itv/a1021537#i=6 Numis has initiated coverage of retirement house builder McCarthy & Stone (MCS) with a ‘hold’ rating, arguing its lower yield versus mainstream builders means the shares offer less upside. ‘McCarthy & Stone is the only way to play the long-term shift in demographic trends to an ageing population in the housebuilding sector,’ said Chris Millington. ‘However, the group is focused on the trade-down buyer, it is not a beneficiary of the Help to Buy scheme and is more exposed to the vagaries of the second-hand market,’ he added. He flagged that the group expected to launch twice as many sites in 2018 as in 2017, supporting higher volumes, prices and margins. ‘However, given the lower dividend yield and the fact that return on equity is somewhat constrained by a lower asset turn, we forecast the shares have slightly less upside than the average house builder.’ Millington placed a 197p target price on the shares, which were trading 0.2% higher at 185.4p at the time of writing.
speedsgh
28/5/2017
09:56
I am really surprised MCS has performed so poorly finkle. I have been a long term holder based on the ageing population being a big positive catalyst for them and perhaps it will be but the share price isn't reflecting it at the moment.
chickenrun1
28/5/2017
09:44
What's the gut feeling on mcs here? Seems like Goldman are reducing stock anyone an idea on their overall view have they sold down from circa 6% to below 3%? I sold at 190 but since then they've been within a 180/190 band it seems, I like the stock and aging active increasing population will help their business long term but they probably need a re think on the style of developments offered and look to the states for the upscale complexes developed there perhaps.....
finkie
05/5/2017
21:33
Check this out: https://twitter.com/millionpoundisa/status/860418744245530624
aiuk
28/4/2017
23:29
All housebuilders down today.
spoole5
28/4/2017
17:38
stock went ex div 1.8p but that was yesterday, payable on 9 June.
aim11
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:30 V: D:20170722 06:48:56