Redrow Share Discussion Threads

[dan_the_epic] 07/2/2024 07:42

Let's hope the CMA do their job and reject this bid

Last thing we want is even more of a housebuilder oligopoly stifling housebuilding

[scepticalinvestor] 07/2/2024 07:42

Well been holding since the days of the 450s. Time to offload i think

[craftyale] 07/2/2024 07:41

Could be a nice suprise at open.

[eigthwonder] 07/2/2024 07:25

Hope you weren’t short kreature.

[kreature] 06/2/2024 11:47

Can’t see myself buying new build what with a Management Company being a part of the TP1 doc. Personally I value the houses at zero until such companies are removed from the TP1

[kreature] 06/2/2024 11:13

Mortgage rates ticking up again today apparently

[kreature] 05/2/2024 08:27

Me thinks the bag is out of the cat here. Uncapped unregulated estate management fees in the freehold ?

[coopstock] 11/1/2024 10:08

Surprised there wasn't a better reaction to the Persimmon update?

[kreature] 09/1/2024 16:58

Hmmm….I think they want to discuss the size of the incentive in person. All sounds a bit like gangster style to me.

[eigthwonder] 09/1/2024 16:47

Incentives are part of the business model (except in the silly boom times); it's not the existence of incentives which is of interest but the size of them

[kreature] 09/1/2024 15:02

Incentives being offered to sell the houses here, apparently.

That must mean everything this fine ?

[craftyale] 15/12/2023 11:18

6 didn't. Interest rates didn't go up. RDW share price has gone up and will continue to do so. Focus on price not opinion.

[kreature] 15/12/2023 11:04

Co 3 members of BOE voted for them to go up yesterday

[shaker45] 15/12/2023 10:50

Why do you expect rates to go up again when the fed just signalled 4 decreases in 2024?

[kreature] 15/12/2023 08:20

Confidence and affordability. Not sure how that will improve if interest rates go up again ?

[eigthwonder] 15/12/2023 07:43

Had a good run, hasn’t it. And I think it will take a while for confidence in the housing market to pick up. That said, the economy hasn’t imploded and it feels as though we might start to think more positively

[kreature] 15/12/2023 07:37

Overbought ?

[craftyale] 14/12/2023 08:04

Great news from the Fed. Interest rates to fall in '24. Go RDW.

[craftyale] 13/12/2023 08:02

Approaching 18 months highs on a low PE.

[robertball] 06/12/2023 17:55

FT website shows it

[netcurtains] 06/12/2023 07:43

forward PEs are always guesswork.....
But some sites, I have heard give forward PEs

Do you know any?

Most places calculate PE against current profits...

However last quarter they made £197m pretax income.
In the previous matching quarter they made £43m so its
possible the forward PE is even lower than the current.

Not sure what figures are in the current PE... But either way
the PE is very low

[robertball] 05/12/2023 22:34

What's the forward PE?

[netcurtains] 05/12/2023 15:21

Relative to the other house builders this one is still relatively overlooked - possibly because its FTSE250 and not FTSE100...

Barrett PE 9.89

Redrow PE 5.82


That is quite a difference....

[craftyale] 28/11/2023 08:05

Year highs