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
  +0.00p +0.00% 439.00p 439.00p 439.50p - - - 0 06:36:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 316.2 46.3 49.8 8.8 332.22

Telford Homes Share Discussion Threads

Showing 2651 to 2675 of 2675 messages
Chat Pages: 107  106  105  104  103  102  101  100  99  98  97  96  Older
DateSubjectAuthorDiscuss
18/6/2018
06:51
Well in a company which thrives on deals you have to reward your staff properly.They aren't going to attract top industry players like Jerry from L&Q without .Sort of character who can bring a £200m deal to the table.Pay peanuts get monkeys . 3 years is along time in property.
hillofwad
16/6/2018
17:59
Picked up a few to begin with on Friday - been tipped three times over recent weeks
5chipper
13/6/2018
11:44
I agree. so probably a buying opportunity for the brave....
shaker44
13/6/2018
11:24
So Telford have joined the nil-cost options brigade. I'm not sure I like this, and certainly don't view 3 years as a long term incentive....
jockthescot
11/6/2018
06:15
Interesting times ahead for TEF.No new BTR deals announced for a year but it's clear from the guidance that we can expect to hear of some major deals soon and possibly a formal alliance with a big ticket operater like Greystar and M&G which has been under discussion for sometime. This should keep the wheels on the bike and add a few gears during more difficult times ahead with sales to individuals both owner- occupiers and investors proving more difficult.Head office costs are now over £25m pa so plenty of mouths to feed. The market has shifted in a number of areas in TEF's patch .Manhattan Plaza -there are still plenty cluttering up the portals despite major haircuts on prices.Even a liveried up black cab by TEF with Manhattan Plaza emblazoned as a mobile coffee shop as marketing being undertaken in earnest The remaining apartments at nearby Liberty due to launch soon Every likelihood that those buying in certain developments at just under the £600k threshold using Help 2 Buy are immediately entering negative equity territory. July will be an important month for TEF.Chrisp Street back on the planning addenda without any major changes and should stutter through.This really is an exciting development with the original agreement set in stone sometime ago so plenty of baked in HPI.Hopefully this will lead to Cambridge Heath Road's planning application now the political dust has settled As important is 9 Elms where planning is expected in July -a major contribution towards future revenue. Watch this space!
hillofwad
08/6/2018
19:37
Some nice positive coverage in IC today from Simon Thompson. He is a big fan of TEF. So am I. Long term hold for me. To think I first bought on a pre-brexit spike. Luckily the day after the brexit election I averaged down & continued to do so when the share price was very weak. Great company.
seans66
08/6/2018
19:25
Makes sense
1olddog
07/6/2018
17:57
Profit taking by people who wanted to receive the July divi, I would guess. I expect it to climb back up fairly quickly.
james188
07/6/2018
17:21
Well we are ex divi but -15p seems a bit extreme. Any other reason?
1olddog
07/6/2018
11:31
Tipped as a buy in Shares Magazine today. Ex divi today too...
jimbowen30
01/6/2018
21:34
TEF chart is a genuine Gold Cross LOOK No advice intended
pillion
31/5/2018
15:52
+1 for chasbas
pillion
31/5/2018
11:27
Positive write up in today's Daily Telegraph, allowing the CE to emphasise the phenomenal demand for Build to Rent. Equity Development also published a lengthy positive write up. IMHO a very strong hold. The management seem to be ahead of the game in Build to Rent
chasbas
31/5/2018
08:49
Telford Homes If you have read anything about the housing market recently, you’ll be well aware that if you’re hoping for a nice return on your money, then right now one of the worst places to put it is in the London property market (Tom Knowles writes). Prices are falling, asking prices are to be negotiated, overseas demand is waning, yields are minimal and uncertainty pervades. Yet despite all that, Telford Homes, which only builds in London, is actually a safe bet. The company has delivered a stellar set of full-year results, with a 35 per cent rise in pre-tax profits to £46 million and 8.3 per cent increase in the total dividend to 17p per share. This is because the housebuilder is carving out a new niche in the build-to-rent sector, where properties are built solely for renting and are managed by one landlord. Telford finds institutional investors looking to finance a build-to-rent development, secures planning permission on a site, develops the flats and hands them to the investor to manage. It is a low-risk, capital-light model that will aid long-term growth and is already beneficial. The company is doing individual deals with investors on build-to-rent sites, but it is looking at establishing a permanent partnership with one that which would enable it to boost production more quickly. Build-to-rent is expected to make up half of Telford’s revenues over the medium term, up from 17 per cent over the past year. Telford is also delivering homes for open market sale in “non-primeR21; areas where the average selling price of £539,000 is below the £600,000 cut-off point for properties that are entitled to a Help to Buy loan. The total development pipeline is worth £1.3 billion, equivalent to more than 4,000 homes, 75 per cent of which are in a detailed design phase or under construction. That is helping to underpin the company’s guidance that pre-tax profit will exceed £50 million this year, which would mean that Telford has doubled its profits in four years. The shares are priced at 456p, but most brokers have a target of between 510p to 530p, while the dividend yield for this year is 4 per cent, rising to 4.2 per cent in 2019. ADVICE Buy WHY Increasing exposure to the build to rent market and a strong development pipeline
ron manager
31/5/2018
08:46
can you post text speedsgh?
jockthescot
31/5/2018
08:31
TEF has been recommended as a BUY in the Tempus column in today's Times... HTTPS://www.thetimes.co.uk/edition/business/aiming-high-is-the-company-mantra-v5txbtnjt
speedsgh
30/5/2018
13:20
The article on IC referred to by Goldry was written by Mark Robinson today. Simon Thompson (also at IC) is keen on telford and will write-up on it, in detail, in the next week or two. He last wrote about TEF a month ago, concluding: "Importantly, Telford’s contracted sales already cover two thirds of analysts’ gross profit forecasts for the 2018/19 financial year, adding weight to their predictions of a sharp rise in pre-tax profits from £45m to £52m on revenues up 40 per cent to £440m. On this basis, they expect EPS of 55.7p to support a dividend of 19p, implying Telford’s shares are rated on 9 times earnings estimates and offer a 4.3 per cent prospective dividend yield. A forward price-to-book value of 1.3 times doesn’t seem exacting either which is why I continue to rate Telford’s shares a buy ahead of next month’s results"
glawsiain
30/5/2018
12:50
IC just published an article advising hold. The premium to NAV has narrowed from a year ago, yet the shares trade at a lower price-to-book ratio than most sector peers. The long-term growth narrative remains in place, with increasing demand from build-to-rent investors (complete with political support). But – short of further upgrades – we think a resistance level has emerged around 450p, so we shift back into neutral. Hold.
goldry
30/5/2018
12:28
An even better buying opp. 9p divi in the bag if you hold for a week or so. Drop makes little sense imo.
1olddog
30/5/2018
12:02
Goldry, I don't think you are missing anything. It'll come round htTps://www.telegraph.co.uk/business/2018/05/30/rental-homes-hold-key-telford-builds-demand/
glawsiain
30/5/2018
11:06
What am I missing? Good results but now down over 2% on the day? I know the market was expecting a positive FY story, but don't understand why this falls so far short.
goldry
30/5/2018
08:32
Agreed; I am very comfortable with the quality of Management and they are in a good place on the market and a good financial structure and thus I am very happy to be on board. I note their comments on difficulties with skilled labour.
cerrito
30/5/2018
08:31
After today's excellent FY results, detailed ED research note by Paul Hill now published with revised fair value for shares. Freely available here: https://www.equitydevelopment.co.uk/edreader/?ltkn=38672b251df4324a37371996e5c851b4R7pVL2cX&d=%3D%3DQOyQjM
edmonda
30/5/2018
07:32
All on track - delivered on what they said, strong business model, decent div and rating still reasonable
18bt
30/5/2018
07:19
Another great set of results , management certainly know what they're doing!!
mpearson
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