Persimmon Share Discussion Threads

[brucie5] 21/1/2022 17:28

Interesting, adejuk. I hold phnx, lgen, av.. Good divs, but I guess subject to capital outflows on underlying assets. Not yet minded to sell though.

[adejuk] 21/1/2022 14:22

i sold all my insurance stocks today
thw dow will open 1% down and i think it will provoke a further sell off on the ftse.
kept my psn

[pander45] 21/1/2022 13:54

Bit of down pressure here.

[gurunostradamus] 21/1/2022 11:50

Agreed Karv1

[karv1] 21/1/2022 10:42

For good or bad I am now totally out of DLG and have gone into PSN the 9.3% dividend is too much to resist. It is a dividend that is fairly safe. The company has no debt with 1.3b in cash, a strong order book. A risk I am happy to take. Even with the cladding news.

[adejuk] 21/1/2022 10:23

barclays is prob shorting it

[nick100] 21/1/2022 10:05

BARCLAYS CUTS PERSIMMON PRICE TARGET TO 2,250 (2,500) PENCE - 'UNDERWEIGHT'




UBS CUTS PERSIMMON PRICE TARGET TO 2,650 (3,015) PENCE - 'NEUTRAL'

[woodhawk] 20/1/2022 14:36

Thanks, Gary.

[garycook] 20/1/2022 11:55

Woody,To confirm. The payment of the regular annual distribution of capital of 125p per share will be paid in early July 2022 and any surplus capital in relation to the financial year ended 31 December 2021 will be paid in late March/early April 2022. The value of the surplus capital return, as always, will be subject to continual assessment by the Board in line with the Group's strategy." Announcement of Finals on 02/03/2022.

[woodhawk] 20/1/2022 10:18

Ex-divi in just over a month too.

[effortless cool] 20/1/2022 10:03

I have followed suit with a £100k buy. I do think that this is a very well run company.

[brucie5] 20/1/2022 09:41

100k worth director buy. You're not alone, it seems.

[adejuk] 20/1/2022 09:26

2000 now
that's me done.

[woodhawk] 20/1/2022 08:03

Nice chunky buy from the non-exec!

[brucie5] 19/1/2022 09:08

Looks like support at 2500, while market decides...

[brucie5] 18/1/2022 17:08

Good luck, Ade. 1000 @25 sounds like a pretty confident stake, though obviously don't know the size of your folio.

I hope it pays off for you.

[gurunostradamus] 18/1/2022 16:30

Seemed rude not to buy today - so first time buyer of these at 9%+ divis!

[adejuk] 18/1/2022 15:18

just took 1000 @ 25.39
will hold for more until it becomes clearer

[adejuk] 18/1/2022 15:00

thx bruce. appreciated.

[brucie5] 18/1/2022 14:44

I'm always looking for value, and on the whole find that egregiously large dividends combined with other good metrics give a good indication. Psn has highest div in sector at over 9% and scores 6 screens on Stocko, including screen of screens.
It's also my only housebuilder. I have previously owned VTY, which is an excellent company. Also, my feeling is the negative sentiment is possibly overdone here. And I'd rather buy here than 15% higher, where it would still represent value.
Aimho, dyor, etc.

[woodhawk] 18/1/2022 13:43

To make a profit? Doh.

[adejuk] 18/1/2022 13:35

why did you buy bruce?

[brucie5] 18/1/2022 13:34

Well, I just bought some this morning Fwiw. So expect it to fall further quickly...

[adejuk] 18/1/2022 13:26

btw. i don't trust broker notes.

[adejuk] 18/1/2022 13:25

i am so tempted to go big in this. the divi is so tempting
my problem is that the charts indicate it could fall to £19
i don't know it's personality so i would welcome comments from peeps who do.
thx.