Redrow Share Discussion Threads

[robertball] 19/3/2021 12:26

Not affected by today's CMA announcement I see

[robertball] 08/3/2021 19:11

Now of posts inversely related to success of company. BKG a case in point.

[purplepelmets] 08/3/2021 14:43

Probably for the best mate. TW thread get most of the housebuilder trolls

[s34icknote] 08/3/2021 13:38

Supprised of the lack of following here On wards and upwards

[s34icknote] 05/3/2021 10:28

Eps 41 p for 6 months !!!

[s34icknote] 04/3/2021 18:51

House builders string good figures from vty

[s34icknote] 03/3/2021 14:39

Large buyers around again

[s34icknote] 01/3/2021 13:01

Looks like market re rating completely .Rdw riding through covid with no issues

[aimingupward2] 01/3/2021 09:51

Yes, indeed. It was over £8 before it was hit really badly by the first Covid lockdown and it’s perfectly reasonable to expect it to be back there in due course.

[s34icknote] 01/3/2021 08:49

Bought in this morning Seams undervalued against its peers .Nice div too . Although I missed a the interim .Expecting a re rate through the summer !

[the juggler] 23/2/2021 19:48

Big fire at their Ebbsfleet site today, story on kentonline dot co dot uk

[seatank8300] 19/2/2021 08:03

Does anyone buy Singapore stocks on this discussion board? I've got a Chinese housebuilder called Yanlord Land, listed in Singapore. It's contracted sales are growing 20-30% at a gross margin of over 30%, pays a dividend of 7% and is valued at 3.0x earnings. Cheapest quality housebuilder globally. Thought I'd mention. I'm expecting the dividend to double over the next year or two.
hxxp://yanlord.listedcompany.com/newsroom/20200812_233906_Z25_U6G2SWMYOB9S4XXU.3.pdf

[aimingupward2] 12/2/2021 10:58

Now UBS goes higher than the three of them with a tp of 885p !

[aimingupward2] 11/2/2021 10:57

Broker notes from Jefferies, Liberum and Credit Suisse, out this morning, all say BUY Redrow. Target prices range from 640 - 665p.

[sikhthetech] 10/2/2021 13:12

Farrugia
"does ReDrow has any exposure to potential cladding liabilities like Persimmon?"

New levy on HBs just announced to help pay for removing 'cladding' from high buildings.




I think the more important questions you should ask are:

1) if they have any liabilities from the leasehold scandal.
2) The impact from Help to Buy for 2nd homes ending, 31st March, and the new less favourable scheme starting.
3) The impact of Stamp Duty hol ending 31st March.


Help to Buy contributed to the leasehold scandal. There is an ongoing investigation by the CMA into the leasehold scandal where 4 HBs were mentioned.

[gbh2] 10/2/2021 12:09

How do you ‘find on this page’ ?

I don't much bother with this thread my main interest is TW, just thought I'd add my two penneth today :)

[gbh2] 10/2/2021 10:58

No the 26th is the clearing date, 25th will be ex divi

[aimingupward2] 10/2/2021 10:27

It’s well tucked away below the financial statement. I expected to find it in the main text. Actually xd is the 26th Feb’, not 25th, but no matter.

How do you ‘find on this page’ ?

[aimingupward2] 10/2/2021 09:34

Thank you, gbh2. Is that in the results statement - I don’t see it? If not, where then?

[farrugia] 10/2/2021 09:23

does ReDrow has any exposure to potential cladding liabilities like Persimmon?

[gbh2] 10/2/2021 08:57

9th April 2021 Ex divi 25th February 2021.

[aimingupward2] 10/2/2021 08:36

Has it been said when the interim dividend is to be paid?