Shorted at 1100pNew starts lowest for 15 years and market dead on its feet at these rates |
wk/press
Is time running out for landlords
latest fig show 28,000 rental props for sale
twice as many as june last yr, and a net loss of 256,000
rental homes between 2017/2024 all adding to inflation
fixing a leaking roof to our local National Trust property
is around £3ml
"escape to zee chateau" now looks risky |
HSBC RAISES SAVILLS TO 'BUY' (HOLD) - PRICE TARGET 1260 (825) PENCE |
How's the chart looking now? Where do you think this is heading |
hard chart to read short term trend but seems to be heading for 800 support level |
 11/8 china property giant "country garden" has warned
a loss of £6bl for first six months of yr
youth unemployment at record high a significant indicator to economy well being
so much so future figs will not be published
13/8 big drop in HK tomorrow
evergrande has a massive 1300 building projects on the go
credit implications to suppliers ?
I think there is about 17mln in china employed in residential/construction
1987 budget
the Chinese were the big investors off plan when in
sept 87 dockland prices hit a new high , jacob Islands iconic building "The Circle"
just off Tower Bridge, 87 through to 94 before prices picked up again
1994 to 2022 hpi around 400% so pullback of 20% to be expected,
no big deal recovery starts around estimate 2028
dyor
9/9 wk-end press
the number of new UK homes is set to halve, due to rapid borrowing costs / reducing
demand, to fall by 100,000 a yr by 2026, a drop on this scale could cost half a ml jobs
80% of UK timber imported, doubling in price caused a lot of damage
25/march 2024 no suprise share price doing well,
4/april breakout
dyor
gold to hit 2300$ plus |
curious.
what has been driving the massive recent jump in share price from 800p to 950p
hmmm..... |
post august 2021 who the hell wants to live in a climate of 50c
13/7/23 temps reach 49c in parts of Italy & around the med
high risk of forest fires in europe
up to 5000 people on holiday, cram into a centre parc in the middle of a forest
in wooden cabins with a gas tank outside, is this INSANE ?????
edit wk press
2% BoE INFLATION TARGET needs to be 4%
HK property market under pressure, means more dosh coming into London
dyor, |
Lousy normal yield - recession possibility - buy on decent dips! |
Ex div and come back a decent amount. Quality operator. Time to buy perhaps. |
It happened though-they went up! |
you sound about as bright as 3 in the morning, thanks for your post |
700p coming soon!I like posting sometimes on ADVFN because usually everybody does the opposite. |
Going to be lot of cheap Kensington townhouses on the market soon.
The offshore buyers are gone. |
Savills issued a solid trading update this morning. The Group has continued to trade strongly since June, particularly in the UK and Asia Pacific regions where outperformance is expected. The Group has also benefited from a continuation of lower than normal levels of discretionary expenditure which is expected to continue through the remainder of the year. The Group is likely to achieve “overall profits materially ahead of 2019 for the current year, before a resumption of more normalised trading and cost dynamics in 2022.” Share price is pushing up to record highs. BUY...keep up to date with stocks with WealthOracleAM |
No Chinese buying Prime London property, interest rate cycle to tick up, maybe faster than expected,Chinese property bubble in trouble, Evergrande likely to default…reasons to start preparing for a short later this year. Tick tock
Easy money has been made here imo |
record temp' across europe to-day, 48.8c / 119.8f in the shade, 55+in the sun
are a disaster for climate change, will cause a massive influx of people
moving to cooler climates, who the hell wants to live in a climate of
temp's close to 50'degrees, even the hamlet of denmark a few hrs south of Perth WA
fires raging through farms etc
14/8 record 90,000 flee HK most to UK, which won't help the overstretched nhs
thanks boris your a disaster
200,000 blt landlords need to revolt against management companies charges
& read, matt ridley," working class sacrifice at alter of green"
nai |
I agree Mike but notice Investors Chronicle have said take profits Sell. I do find it annoying the way the share price can be quite volatile at times without any underlying reason which I can find. It’s a sentimental hold for me which is probably a bit daft but there you go. |
sp still looking good to hold
EDIT 7/10/21 house price rises now at level of increases in 74
going to do a lot of damage |
I don’t know about London exodus. I’ve lived in the Wimbledon area for 30 years. My road has never been busier with full house renovations and general home projects going on. I used to to work for Savills sand know they’ve had a fantastic year around here. For every seller there’s a buyer or two. But Savills will have been doing well in all residential markets. Just part of this years crazy housing market. |
27/3
Is London exodus pushing up prices here?
Bristolpost
nai |
Strong results today and with focus on growing less transactional side of business presumably forecasts become less volatile and an argument for a higher rating / quality business can be made. A good recovery play which has not had to issue more shares. |
Good, positive update today, could push us clear of 1000p. Things are looking slightly better. |
not suprised at spike to-day,
exchange of contracts is at decent time level in parts of London
I know, in some towns delays by local authorities, with searches on props is a total shambles
delays due to allsorts of excuses mainly IT breakdowns,staff shortages, blah blah
edit
previous post, viewing to exchange contracts just severn wks
google: named & shamed slowest councils (searches)
Londoners bought 74000 homes outside city, this ripple effect
helping BTL's to csh in, rental returns just don't stack up, interest mortgage payments
not deductable against tax,
edit , need to see stamp duty benefit extended, even as a scaled back model
ie to 350k or just first time buyers
edit
when Labour get in there will be a rent freeze
dyor |
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