Redrow Share Chat (RDW)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Redrow Plc	LSE:RDW	London	Ordinary Share	GB0007282386	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-8.50p	-1.52%	552.50p	552.50p	553.50p	555.50p	549.00p	551.00p	789,809	16:35:02

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Household Goods & Home Construction	1,660.0	315.0	70.2	7.9	2,043.14

Redrow Share Discussion Threads

Showing 851 to 874 of 875 messages

Chat Pages: 35 34 33 32 31 30 29 28 27 26 25 24 Older

Date	Subject	Author	Discuss
20/9/2017 11:37	Interesting article in Sunday Telegraph about how to reduce the ever increasing national debt.Recommends the next Budget should "unleash a huge house building programme" in order to get debt down.Hope it happens! Maybe a cut in stamp duty as well.	richj5000	Read Full Thread Reply
19/9/2017 15:22	Be cheaper to house them here than in Brussels! Save a pile on expenses!!	shaker44	Read Full Thread Reply
19/9/2017 15:11	SP looking more positive now. We'll need more houses to accomodate the extra civil servants we will have after Brexit! (just joking....I think)	bigbertie	Read Full Thread Reply
19/9/2017 10:47	Edit. Ooops - here is what I meant to write. If Morgan's target for 2020 is going to be met, they should be heading for eps of about 78p in 17/18 which make the shares look good value at 554p. I bought some this morning. Here's hoping.....	bigbertie	Read Full Thread Reply
18/9/2017 18:58	Right I have tried cut and paste but it won't tabulate so you'll have to read the PDF from BoE. Carney's speech in Washington today is as per the PDF. He is confirming what I thought already... as per my post last night.But basically what I said yesterday i.e gradual rise in interest rate only. If you dont wanna read it all read Page 16 near the bottom, starts with "I am also mindful that central banks have generally been able to achieve their objectives..... hTtp://www.bankofengland.co.uk/publications/Documents/speeches/2017/speech996.pdf Anyway, it's as I said yesterday gradual un-winding of spring. Not gonna kill us. Plenty of time to make lots of cash building houses. BBC report is as per their easy to digest soundbite website.(albeit a little simplistic). hTtp://www.bbc.co.uk/news/business-41307167	thorpematt	Read Full Thread Reply
17/9/2017 18:07	Yes last week was a bit of a perfect storm here really: The BoE making noise about interest rate rises, Chairman top-slicing profits, HPI surveys published being interpreted as negative. hTtp://www.nationwide.co.uk/~/media/MainSite/documents/about/house-price-index/2017/Aug_2017.pdf hTtps://www.gov.uk/government/publications/uk-house-price-index-summary-july-2017/uk-house-price-index-summary-july-2017 Always tough to see into the future with any degree of acuracy but it is difficult to see a pricing collapse any time soon in the UK with such afforadability still WAY off the 2007 levels; very low un-employment and a chronic shortage of housing stock as backdrops. Only a significant drop in prices would really hurt the new build sector by my calculations - since the margins are so good right now. And I just don't see that being the case. I do see a gradual rise in interest rates, but TBH all western governments will be cautious on that one and so that will take a time to play out I suspect.	thorpematt	Read Full Thread Reply
16/9/2017 22:22	The Telegraph reports that the Morgan sale spooks investors, but does not mention that a number of big investors have bought 26m RDW shares at (I thnk) 590p, which shows great confidence in the building market IMHO. A lot of the fall in this and other shares tis week must be due to political events, natural disasters, BOE comments and rising Sterling - not Steve Morgan. IMHO. I'm holding.	bigbertie	Read Full Thread Reply
13/9/2017 14:19	shaker, I agree - the Telegraph is worried Morgan is losing interest, but he is still chairman and he is still heavily committed financially. When Davidson dropped the reins at Persimmon it kept motoring!	bigbertie	Read Full Thread Reply
13/9/2017 04:13	Hard to see why rdw is suddenly worth less because the boss sold a few. Looks like a buying opportunity surely?	shaker44	Read Full Thread Reply
12/9/2017 23:44	Its a bit over 10% of his holding; personally I don't have a problem with it in the slightest	adamb1978	Read Full Thread Reply
12/9/2017 20:50	Seems to me the share placing is both reasonable and logical, and a fairly minimal sensible diversification by the Chairman.	gorse	Read Full Thread Reply
12/9/2017 18:42	BFN Steve Morgan, Chairman, sold 12,950,000 shares in the company on the 12th September 2017 at a price of 590.00p. The Director now holds 96,436,045 shares. Story provided by StockMarketWire.com Director deals data provided by www.directorsholdings.com	the_equaliser	Read Full Thread Reply
12/9/2017 10:08	Perhaps someone has assumed that this placing is (like most others) new shares and will therefore dilute eps and maybe dividends? The fall in share price is almost the same percentage as the quantity of shares placed! I am assuming that the shares placed were included in eps calculations and dividend payouts while held by Bridgemere & the Foundation - is this right? Edit - it looks like the 2 holders are (very sensibly) planning to diversify their portfolios. However in the current market this will probably be interpreted as "calling the top of the housing market". So it's either a warning sign or a buying opportunity.............hmmm	bigbertie	Read Full Thread Reply
12/9/2017 09:45	only selling some of his HUGE redrow holding nothing wrong with seling some, if you hold that many shares	spob	Read Full Thread Reply
12/9/2017 09:39	Big placing of 7% of the shares: https://www.investegate.co.uk/barclays-bank-plc--96es-/rns/proposed-placing-in-redrow-plc/201709111651484185Q/ There have been a lot of big sales recently by directors of house builders. Is that a signal of a market top?	jaknife	Read Full Thread Reply
12/9/2017 09:02	Why the share price dropped so much?	thaiger	Read Full Thread Reply
12/9/2017 08:42	Well that's handy. Nice opportunity to buy some discounted stock. Sometimes as a PI it's a bit easier to seize in these opportunities than it is is for those trading in larger volumes.	thorpematt	Read Full Thread Reply
05/9/2017 22:04	Looking at their medium term guidance again, which implies EPS of almost 95p, it put them on Jun-20 PE in the region of 7x, so in effect this if pricing in a recession. Assuming no recession and an incredibly undemanding PE of say 10, there's 50% upside in this over the next 3 years. Remains a long-term hold for me	adamb1978	Read Full Thread Reply
05/9/2017 08:50	Yep, very decent results, PE of around 9x for the year just finished. I liked the 3 year guidance - around 30%-35% earnings growth over three years and, given that that guidance will err on the side of caution, means that at least 10% EPS growth p.a. for the next 3 years should be comfortably achieved. Also pleased to see a meaningful reduction in net debt given that I'd rather that they were sitting on a net cash balance when the economy turns, whenever that will be. All good though and pleased to see the share price reacting as well	adamb1978	Read Full Thread Reply
05/9/2017 08:20	Yes easily beating forecast and very positive outlook will be popular with markets I suspect. Broker upgrades to follow me thinks.	thorpematt	Read Full Thread Reply
05/9/2017 08:11	Really excellent set of figures this morning, not least the major hike in the dividend payout - much bigger than I had dared hope for. A very confident outlook, too, over the next few years, even to the extent of forecasting a near doubling of the dividend by 2020. You have to be very confident to do that !	aimingupward2	Read Full Thread Reply
04/9/2017 13:17	Had hoped for more action in the results run up. Hope they don't disappoint...	shaker44	Read Full Thread Reply
31/8/2017 16:42	Moving up very very nicely.	2walwen	Read Full Thread Reply
29/8/2017 13:04	RDW shares moving up very nicely today, in anticipation of what can be expected to be encouraging results and a significant increase in the dividend payment next Tuesday.	aimingupward2	Read Full Thread Reply

Chat Pages: 35 34 33 32 31 30 29 28 27 26 25 24 Older