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
  -3.00p -0.70% 426.00p 426.00p 427.50p 435.00p 425.00p 428.00p 157,543 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 291.9 34.6 36.8 11.6 320.41

Telford Homes Share Discussion Threads

Showing 2576 to 2600 of 2600 messages
Chat Pages: 104  103  102  101  100  99  98  97  96  95  94  93  Older
DateSubjectAuthorDiscuss
13/1/2018
10:10
Same here, I was astonished.
v11slr
13/1/2018
08:31
Believe it or not, but the divi arrived on the correct date in my barclays account. First time ever!
seans66
03/1/2018
14:30
Good find Speed
pillion
03/1/2018
13:52
From Simon Thompson's article today on housebuilders... Alpha alert for housebuilders - HTTPS://www.investorschronicle.co.uk/comment/2018/01/03/alpha-alert-for-housebuilders/ "My final play is London housebuilder Telford Homes. It’s proved a cracking investment with the share price rising almost 50 per cent since I spotted the potential less than 18 months ago ('London property trading play', 22 Aug 2016). I last advised running profits at 397p in the autumn ('A trio of small-cap plays', 16 Oct 2016), since when the share price has risen 8 per cent to 420p and is now heading back towards the May 2017 high of 439p. I reckon there is a decent chance of a chart break out. The company continues to de-risk its £1.5bn plus development pipeline of 4,000 new homes by entering into build-to-rent funding arrangements with large institutional investors, while at the same time targeting the lower end of the London property market where there are chronic housing shortages. This strategy de-risks the forward sales pipeline, accelerates profit recognition, drives a higher return on capital as Telford no longer needs to fund these developments, and reduces gearing levels as capital is released from its land bank and working capital. Indeed, chief executive Jon Di-Stefano noted at the recent interim results that Telford is bang on track to deliver pre-tax profits in excess of £40m for the 12 months to end March 2018, having secured over 95 per cent of anticipated gross profit already. Moreover, it has already secured two thirds of the gross profit needed for pre-tax profits to exceed £50m in 2018/19. Rated on less than 9 times Equity Developments EPS estimates, falling to 7.6 times 2018/19 forecasts, priced on a miserly 1.2 times March 2019 forecast net tangible assets, and offering a 4 per cent prospective dividend yield, Telford’s shares rate a trading buy with a chart break-out on the cards. Buy."
speedsgh
03/1/2018
13:37
Breakout brewing here i hope £5 won't be too long away. And that's still cheap :-)
chrisb1103
29/12/2017
18:37
Thanks Spob. I've just completed my research and I believe this is the safest purchase I've made in a long time with the greatest possible upside. On every measure it seems to make sense, unless you think outer London is going to capitulate on Brexit.
jockthescot
29/12/2017
11:15
https://www.fool.co.uk/investing/2017/12/28/one-ftse-100-6-yielder-id-buy-today/
spob
22/12/2017
11:36
Shanklin that is the opportunity imo. A retaking for that reason...eventually. In this am
nimbo1
21/12/2017
14:24
Certainly surprised no tick up today. The new site and new lending facility look very positive for future of Tef. Time to tuck away a few more....
shaker44
21/12/2017
14:22
Nobody is more nimble footed than the TEF team .The ink wasn't dry on the new facility before they shuffled £33m out of the back door .ROCE in immediate sight Cash on the nail for the vendors just before Xmas must have earned them a bit of a discount. The money has already got a rope on it and will be hauled back in as soon as they sort out the necessary paperwork with their BTR buyer. Just like Carmen Street! The 80 affordable probably already tucked away with a pet HA Looking at the scheme it looks little bit like a rerun of Stone Studios with the commercial element and suspect hey already have a party to take this off their hands Workspace look a probable candidate maybe TEF can swap this for the next phases at Manhattan Plaza It makes a lot of commercial sense TEF standing right in the middle as an enabler . Great piece of business but only what we have learned to expect
hillofwad
21/12/2017
14:02
Given the piepline of BTL sales lines up by TEF, I am surprsied they are not being valued a bit more like WJG, albeit they are predominantly building accommodation for use by university students.
shanklin
21/12/2017
13:52
Not only are TEF acquiring new sites for development but, importantly, they have secured the necessary funding and at a lower rate of interest than previously. “Telford Homes Plc (AIM: TEF), the London focused residential property developer, is pleased to announce that it has signed a new GBP210 million corporate loan facility to support the Group's growth plans. This GBP210 million revolving credit facility, which extends to December 2022, is being provided by the Group's existing banking partners RBS, HSBC, Santander and Allied Irish Bank. Telford Homes also has the flexibility to increase the facility at a later date by requesting to utilise an additional GBP30 million accordion tranche. This enlarged longer term facility replaces the existing GBP180 million loan facility that was due to expire in March 2019 and has been secured at a lower rate of interest thereby reducing the Group's cost of debt.”
aimingupward2
21/12/2017
11:25
Speed; your post -- Looks well Bullish to me
pillion
19/12/2017
08:38
doubleorquits, interesting article. I note that the ROCE is given as >22% with Build To Rent vs 16% for Individual Sales.
nocton
19/12/2017
03:52
doubleorquits Great find and a very interesting read
hillofwad
18/12/2017
15:06
hTTp://www.hardmanandco.com/docs/default-source/newsletters/homes-for-investors-article---hardman-co---november-2017.pdf Interesting research article on REITS and developers in which TEF is given honourable mentions throughout and then a two page evaluation on Pages 44-45 It is significantly changing its mix of buyers which materially impacts the business model. Market risk is lowered noticeably - at no cost to ROCE. By 2019/20, Telford should be building up to 1,400 new homes. The forward pipeline is 250% of the size of three years ago. This growth is, in part, facilitated by the expansion into BTR which has specific characteristics.
doubleorquits
18/12/2017
14:03
TEF will breakout well north of £5 by Easter I reckon :-)
chrisb1103
18/12/2017
13:36
Big ideas in the pipeline ?
pillion
18/12/2017
12:32
May explain buying this morning.
1olddog
16/12/2017
05:48
And by investors chronicle. Overview of builder sector and tef their preferred share, in part as they see the move into build to rent as very positive
shaker44
16/12/2017
04:57
TEF is tipped in Shares magazine this week
jimbowen30
15/12/2017
23:09
Ex divi yesterday to the tune of 8p
pillion
08/12/2017
09:37
Positive read-across from Berkeley Homes this morning (their shares +8% on update). You can also watch CEO Jon and FD Katie discuss TEF strengths and prospects on a 20min interview just released : https://www.youtube.com/watch?v=MSUt9hG7kls
edmonda
04/12/2017
15:49
Slightly longer wait. The dividend is due to be paid on 12 January 2018 and the shares go XD on 14 December 2017. As to the pricing activity, I have pretty much given up trying to understand it and as a long term holder looking to increase, I simply top up on the dips.
james188
04/12/2017
15:36
With an 8p dividend coming in 2 weeks, seems a bit odd to be selling. Still maybe there will be an even better buying opportunity 😀
1olddog
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P:33 V: D:20180120 13:21:53