Persimmon Share Discussion Threads

[luckymouse] 03/1/2014 16:25

Trading Update - next week 8th Jan

www.stockmarketwire.com/article/4700379/Persimmon-has-650m-in-forward-sales-reserved.html

Should be hot

[kam5lc] 28/11/2013 11:45

Think this is only a short term drop. Results out in around 6 weeks time so I'm going to wait and see the results for that

[festering pustule] 28/11/2013 11:16

Ah, to be on the inside track, eh?

5. Date of the transaction 20 November 2013
and date on
which the threshold is
crossed or
reached:(v)
-------------------------------

[davesta] 28/11/2013 11:13

Aha, the BoE has said it will heavily scale back the Funding for Lending scheme. All house builders have taken a battering!

[mike24] 28/11/2013 11:13

base rate rise won't make any difference to house purchases,
in the influx of foreign buyers in london was nearly 40% in 2012
this yr foreign buyers account for 33% of london offplan purchases
which should increase as far east investors look for safety outside
the chinese property bubble,

plus the housing ripple effect is going to gather
pace,as ever more employees travel daily to the capitol,and those moving
out for better value/close to retiring manage on a shorter working wk
14quid fair value

[davesta] 28/11/2013 11:08

Woah, what's happened here?! I was just getting ready to open a short position as it hit resistance at c.1280p - looks like I've missed the boat!

[jonwig] 06/11/2013 14:25

Thoughts that interest rates will rise sooner than BoE was proposing, maybe?

[bigbertie] 06/11/2013 12:18

Very good statement today. The only slight cloud is the slow start to phase 2 of Help to Buy scheme, and this may be the cause of some weak builders' share prices today. Hopefully more lenders will come in to the new scheme shortly.

edit - share price dropped as I was writing! What's up now?

[major clanger] 21/8/2013 16:47

Today's broker recs:

JPM - Neutral [unchanged]
Citigroup - Buy - TP 1,300p [unchanged]
Deutsche Bank - Hold - TP 1,202p [unchanged]
Beaufort Securities - Hold [unchanged]

More here: hxxp://www.brokerforecasts.com/news/article/articleId/4654580

[birdsedgeuk] 20/8/2013 18:05

Sell off i think....will start to pick up i think

[bigbertie] 20/8/2013 10:34

Yes - good results, and with landbank and sites increasing, and reservations up there is more to come IMHO.

Edit - the share price is not very excited about it though!

[deadly] 20/8/2013 09:03

Excellent results; the dip yesterday was overdone on nervousness.

[badtime] 19/8/2013 13:40

Dumped the ones I bought on Friday at 1115 for 1200

[marksp2011] 17/8/2013 09:59

what a fine demonstration of efficient market theory this week. Down 7% up 8% and the "new" news? None at all

[malcolmmm] 16/8/2013 19:42

best to stay away from miners they can catch you out, made a couple of k on frr, pure luck though, OPAY and Parity these are my big bets, so far so good, can see OPAY spiking to 220p shortly pre results and they say results will be extremely good,they generate huge amounts of cash . Parity seems to wont to breakout as well.
Nice bounce today on these

[birdsedgeuk] 16/8/2013 18:59

See psn boomed today. Certain site i follow bought plenty

[it_trader] 16/8/2013 15:08

Must admit I stay away from oilees/miners too, unless they are loaded with cash and no debt, in exploitation phases, and a value situation play. ZIOC & RPO are my only small holdings in that area but again speculative, but at least backed by cash assets.

I do touch the AIM, but very very rarely. It's no better than a casino I think an american once said. It'll be interesting to see if the liquidity, and subsequent volatility improves with the added ISA cash, but that will still leave rogue companies and MMs to wade past.

I'm with you I don't really believe in 10 baggers. Yes they do happen, but seriously how many people actually hold on to them that long anyway?

[marksp2011] 16/8/2013 14:40

Ahhh. we all have some skeletons :)

I don't do anything outside the FT150 and, i would guess at the S&P 75. i don't touch AIM (may be MJW). No oilers, miners unless they are big cap ANadarko is the smallest I hold and that is 44BN market cap

plenty of scope for losing money without hunting 10 baggers. I would rather have 20 2 baggers, enogh lottery tickets, been there and done that.

[it_trader] 16/8/2013 13:01

Yes i did note your different investment styles too. Bottom of the draw Value stocks I presume?

I have those too,but not diversified into the states. I get you point tho ;)

[marksp2011] 16/8/2013 12:53

42 Stocks

No not really an index :) but that is the idea. I have never really followed why I would want to buy an index as an investment when 20% of the companies in it are not the sort of things i buy.

I have 10 US stocks which are probably a global index in their own right
The rest are UK and europe with ITs for Asia and Japan. It isn't so many when you break it down

PSN...... didn't add, didn't sell just sitting from October 2011

[badtime] 16/8/2013 10:30

added at 1115

[it_trader] 16/8/2013 10:16

42 stocks!!!!!!!!!!!!! That's not a portfolio, that's an index.