Share Name Share Symbol Market Type Share ISIN Share Description
Telford Homes LSE:TEF London Ordinary Share GB0031022154 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +5.75p +1.58% 370.00p 369.25p 371.50p 374.00p 362.25p 366.00p 163,827 16:15:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 291.9 34.6 36.8 10.1 278.29

Telford Homes Share Discussion Threads

Showing 2476 to 2499 of 2500 messages
Chat Pages: 100  99  98  97  96  95  94  93  92  91  90  89  Older
DateSubjectAuthorDiscuss
17/9/2017
20:35
Yes. The student uni market is even more saturated that the PRS market (I note that Greystar and Goldman/Wellcome now also fish in that pool) and I think that the prime time to get involved was over 10 years ago when the likes of UPP were cleaning up. Managing accommodation has always been a poorly valued activity where I dislike the risk/return ratio. Good luck to WJG with that line of business. I am very happy that TEF has steered well clear.
james188
17/9/2017
20:11
James I think the student accom investment market is going to run out of steam Its gone past the stage where a deal is undertaken with bluechip uni on a 25 year mangement lease which the funds will buy day in day out at 4.5/6% Today there are more watered down versions with mangement companies admiitedly on the hook in the case of Watkin Jones suupported by WJ covenant but there will come a time when revenue dips putting the management rent under water Not just yet but sometime as it gets over saturated How many more blocks can Cardiff accomodate for example ?
hillofwad
16/9/2017
14:25
Agree with the above. What seems bizarre to me is how well the Watkins Jones share price has fared in comparison; the market seems to view the business much more favourably and I struggle to understand why. In any event, I could not resist topping up at this level.
james188
16/9/2017
08:56
OOHROG Nothing specific Tube bomb Recent agents survey not great Falling tide lowering all boats as Morgan & Pidgley seemingly calling the top with personal share sales Still some unsold units at Bermondsey but these are 3 bedders and these have been difficult to shift from Day 1 .if they ahd been all1and 2 they would have been sanpped up Even if big haircut applied still well above original targets You cant be too greedy Apsrt from their derisk move into the BTR wecan thank the BODS for cleverly attained a position where they have no major developments completing during 2018 unsold That really is avery special place to be in what looks to be a challenging market amrjket
hillofwad
15/9/2017
11:49
Some bad news out!!!!
oohrogerpalmer
02/9/2017
12:31
Short piece in I.C. yesterday commenting favourably on Telford - not affected by reduction in the help-to-buy money as it is not involved and is advantageously in the build-to-rent sector.
aimingupward2
07/8/2017
11:13
Director purchase of 1500 shares today at 390p. Every little helps !!!
jurgenklopp
24/7/2017
13:04
Puku Uncertain times ahead and TEF will be working hard to drive sales through on the residual elements at Bermodsey, Canary Wharf and Brookmans Park You can feel a little more confident that the BODS made strategic defensive moves last year from individual sales to sell product to the BTR sector The groundbreaking deal with Greystar is effectively 2 years of completed units keeping the wheels spinning a few years ahead The 3 sites acquired earlier this next year wont finish until 2019+ and the current jitters is likely to stop the flow of new entrants into TEF,s patch
hillofwad
24/7/2017
12:36
Continuing to hold but nervous. Two friends in Wimbledon are trying to sell their flats, and can only get 10% below what was reasonable market value in the £500,000 range.. Meanwhile estate agents in the area downsizing their offices. EU professionals nervous and a stream of S Africans are said to be going home. Doesn't bode well for the housing market.
puku
19/7/2017
10:49
Yes all good news reemphasising their success in crossover of private /public sector.Very few Londo developers have managed that as sucessfully as TEF in this area Schools ,churches ,mosques, community centres ,strudios, you name it TEF are there In a post Grenfell world TEF are likely to feature at top of the list as ideal partners
hillofwad
19/7/2017
09:49
Nice post Jurgen "David Birkbeck, Chief Executive of Design for Homes (the main promoter of the awards) said: “The judges were impressed by how Telford Homes delivers high quality homes from complex developments and mutually beneficial partnerships".
owenski
19/7/2017
09:28
This is from last week: hTTp://www.telfordhomes-ir.london/about-us/media/press-releases/2017/telford-homes-receives-a-remarkable-three-housing-design-awards-2017/telford-homes-receives-a-remarkable-three-housing-design-awards-2017/ ;o)
jurgenklopp
19/7/2017
09:05
The housebuilders are doing quite well this week (I think Liberium have done a raft of updates this morning to push up some companies). TEF ought to eventually play catch up as it has been very quiet for a week or two.
jurgenklopp
14/7/2017
08:29
Ceritto Did they mention anything yesterday about the commercial elements at City North,Poplar and Stone Studios?
hillofwad
14/7/2017
02:59
Good stuff Cerrito, many thanks
shaker44
13/7/2017
23:54
Cerrito. AGM report much appreciated. Thank you.
jurgenklopp
13/7/2017
23:47
Thanks for the update Cerrito, much appreciated.
tudes100
13/7/2017
23:12
Cerrito - many thanks for posting your report on the AGM. A few things to think about, but nothing too worrying and future plans for growth restated and unchanged. I think TEF are a class act, but possibly too small a company yet for institutions to consider - their Mkt Cap is still less than £300m, surprising perhaps for their level of turnover and profit. "Not a great deal of hard news" you said, but I believe that's because TEF keeps shareholders promptly updated on new deals and it's only been about 6 weeks since the final results for Y/E 31.03.2017 were announced with news updates and outlook for the future. Cheers, gp
gp1948
13/7/2017
22:38
I was at the AGM which had a good turnout. I had a good feeling; all the Directors both in the formal AGM and in the lunch afterwards seemed comfortable in their own skin and came across as quality and nice people. Plenty of chance to interact with Directors. Other shareholders that I spoke to were comfortable with their holding. Not a great deal of hard news. A lot of discussion on their shareholder base:they only have two institutions with more than 3%-Schroders and Liontrust with 8% between them whereas 19% of the shares are held by Hargreaves L, TD and Barclays. A consequence of this was that voter turn out was just 20%. We were assured that they are in regular contact with the City and indeed had done a tour of some of their developments with Institutional Investor early in the week. Their October 2015 placing of 14m shares when they went up from 61m to 75m shares was placed with institutions. I have just checked the FT site and see that Slater, Investec, Aberdeen, Thames River and KBL have 11% between them. One reason for lack of institutional buying may be the large bid/off spread and that did not come up. Said that no plans to leave AIM and noted that Inheritance Tax Funds an important shareholder base. A good deal of discussion on EU workers which make up 60% of the London construction labour market. They said they could take this in their stride and emphasized the lobbying that the Building Industry/Build First are doing with the Government-personally I think that economic pick up in Eastern Europe and the exchange rate will be more important than whatever the Government says. For me good that the CEO volunteered that they were looking closely at making sure they were not over extended operationally. Asked about modular building and they said that does not lend itself to the high rises they are building. Asked about their fixed price contracts-for example with the Greystar deal and they were confident that had everything under control-given question marks on EU labour I fret a bit on this. For me a lot of ground had already been covered in their excellent webinars
cerrito
13/7/2017
09:52
no mention of "significant second half weighting" with Finals only six weeks ago Running behind a bit?
phillis
13/7/2017
09:40
to be fair to the Company they have been stating for a while now that they are on track to exceed £40 million pre-tax this year and £50 million for y/e March 2019. So the market has a good idea of what to expect even if it is heavily weighted to the second half of this financial year. What may give momentum to the share price is confirmation of some of these 'exciting opportunities' coming to fruition. In this respect Telford has developed a very good reputation and ought to deliver. A reasonably hefty divi will hit the account tomorrow - I will have a gentle top up !!
jurgenklopp
13/7/2017
09:36
Against that though "having already secured over 80 per cent of the anticipated gross profit for 2018 and over 60 per cent for 2019."
joe say
13/7/2017
09:33
"We expect less than a quarter of the forecast open market handovers for the year to occur in the first six months and as a result full year profits will be significantly weighted towards the second half." Significant H2 weighting is not ideal & may act as a brake on the share price for a while until there is clearer evidence of them meeting full year guidsnce? TEF is a high quality business imo but, despite the chronic demand-supply imbalance, it still operates in a highly cyclical market.
speedsgh
13/7/2017
09:12
"assessing a number of exciting new development opportunities ..." Sounds promising. :o)
jurgenklopp
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