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
  -0.75p -0.19% 395.00p 395.50p 397.00p 402.25p 395.00p 400.75p 92,488 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 291.9 34.6 36.8 10.7 297.09

Telford Homes Share Discussion Threads

Showing 2476 to 2499 of 2500 messages
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DateSubjectAuthorDiscuss
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
13/7/2017
09:09
Reassuring AGM statement this morning. July 2017 Telford Homes Plc ('Telford Homes' or the 'Group') AGM Statement 2017 Telford Homes Plc (AIM:TEF), the London focused residential property developer, will hold its Annual General Meeting ('AGM') at 12.30pm today at Telford House, Queensgate, Britannia Road, Waltham Cross, Hertfordshire EN8 7TF. At the AGM the Chief Executive of Telford Homes, Jon Di-Stefano, will make the following statement: "Since we reported our final results on 31 May 2017, Telford Homes has achieved further momentum in the build to rent sector and we are assessing a number of exciting new development opportunities to add to our £1.5 billion development pipeline. Build to rent, in which the Group has already secured over £230 million of combined contract value representing nearly 500 homes, remains a strategic focus for the Group and we expect to undertake further transactions in the sector. Our desire to be at the forefront of this sector in London was supported in early June 2017 with the signing of a pre-construction development agreement with Greystar to deliver 894 rental homes in Nine Elms. This potentially transformational deal is an example of a growing number of large-scale investors who want to work with a partner that has the skills required to identify land, achieve planning consents and manage and control the entire design and construction process under the brand of a respected London developer. Our confidence in delivering continued growth remains unchanged, supported by the chronic need for new homes in London. The Group is on track to exceed £40 million of profit before tax for the year to 31 March 2018 and £50 million in the year to 31 March 2019 having already secured over 80 per cent of the anticipated gross profit for 2018 and over 60 per cent for 2019. As was the case in the year to 31 March 2017, whilst all of our developments are being delivered on programme, the timing of their completion is not evenly spread across the current financial year. 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. Whilst there has been some political and economic uncertainty in recent weeks the Group is hopeful of greater stability in the months ahead. Regardless of this uncertainty there remains a lack of supply of new homes relative to need in non-prime areas of London. We believe this imbalance, coupled with our increased focus on build to rent, will continue to underpin the longer term growth of Telford Homes." I
aimingupward2
08/7/2017
15:46
Wouldn't mind living there! Tasty. Great to get designers in to give such a modern upmarket flavour. Good for margins
shaker44
08/7/2017
15:12
Telford Homes’ Manhattan Plaza targets off-plan buyers with show home and marketing suite in Poplar - HTTP://www.wharf.co.uk/news/property/telford-homes-manhattan-plaza-targets-13290743
speedsgh
07/7/2017
11:32
It's beginning to look like we're back in the uptrend which has been running since autumn last year and is very likely to go a fair way yet, given the trading guidance already put out by the company.
aimingupward2
05/7/2017
15:57
Housebuilders are having a good day after the updates from Persimmon and Gleeson. Hopefully the positivity should filter down to TEF ...... eventually. :o)
jurgenklopp
26/6/2017
18:02
Given the quite appalling fail rate in relation to fire protection adequacy for recently inspected tower blocks (even recognising that quite exacting standards are no doubt being applied), I wonder if local authorities, at least in London, will further increase the extent to which they delegate building high rise developments to specialist developers to manage the process, rather than go for a direct build alternative. This would not obviate the responsibility of the relevant LA to be satisfied that the delivered facilities are appropriate, but it may be more risk and cost efficient than other options. I can see lots of opportunities for best in class operators such as Telford Homes.
james188
25/6/2017
07:41
Although Help 2 Buy hasn't been that important to TEF mainly as they have been so successful in selling offplan to investors they are attracting these buyers to the remaining apartments at Bermondsey Works . About 22 are currently reserved which is most welcome The CEO has stated that t he doesnt see this in the future as anything but asmall propertion of sales Never the less for those developemts which are launched later in the cycle those unsold at 6 months before practical completion will be under the radar ofthesebutersmopping up the residuals Lets not forget Help 2 Buy is a major plank in Labour's manifesto too "We will guarantee Help to Buy funding until 2027 to give long-term certainty to both first-time buyers and the housebuilding industry. "
hillofwad
24/6/2017
11:20
Telford are Men for All Seasons so don't despair if Corbyn appears on the scene.London and Labour need quality developers like Telford to deliver product In a post Grenfell world those reputable developers who successfully straddle the private /public sector Housing domain and weave together partnerships will benefit Any tightening of regulatory powers by the gov't of any colour only serves to raise the barriers to entry for competition Telford have alraedy made the move to insulate themselves from any fall off in demand in the private sector for individual apartments The Nine Elms deal alone is in excess of the total number of apartmes physically completed in FY 16 and 17 so they have moved up yet another paltform Berkeley have done Telford a big favour with their generous deal on Kensington for Grenfell residents and removed the image of devlopers as pantomime villains The scene is set for a very rosy future for TEF with doors opening everywhere
hillofwad
22/6/2017
09:21
Thanks for the link hillofwad It's a good presentation and good insight into the figures and business from the CFO as well as CEO. Not an expensive stock by any metric and even with the current 'political' uncertainties, it's not going to trash the prospects here. I guess when the 400 selling is done we might get an idea whether buyers can take this higher to a more deserving rating.
owenski
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