Share Name Share Symbol Market Type Share ISIN Share Description
Telford Homes Plc 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% 350.50p 350.50p 351.00p 350.50p 350.50p 350.50p 12,761 09:34:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 354.3 40.1 44.6 7.9 267

Telford Homes Share Discussion Threads

Showing 2526 to 2549 of 2900 messages
Chat Pages: Latest  104  103  102  101  100  99  98  97  96  95  94  93  Older
DateSubjectAuthorDiscuss
25/10/2017
11:57
Ok All roads lead to Rome!!or maybe Stratford
hillofwad
25/10/2017
10:04
"All roads lead to Damascus!" Bloomin' hope not. Not sure I want TEF entering a war zone! ;o)
speedsgh
24/10/2017
20:58
Good little uptick recently. Any ideas why?
1olddog
15/10/2017
08:42
Telford have cooked up some smart deals over the years. The United House purchase, Stratosphere ,swift purchase of Carmen Street and straight out the door to M&G and more recently of course they meaty monster deal at 9 Elms with Greystar. I think they might have served up their best dish yet with the heavyweight appointment of Jerome . L&Q have been at the vanguard of the private /public sector interface Invited by the Govt to give their input,weaved deals with City Hall and The London Boroughs for massive schemes. Involved in the £22bn East Thames HA merger ,encouraged shared ownership and helped smaller HA,s. Strategic land deal buying Gallagher Estates for £500m Big deals in Manchester too so not geograpically restrained Jerome has been part and parcel of all this Very confortable with deals the sizeof 9 Elms .He doesn't get out of bed for less than £200m .Worked with Telford on Caledonian Road .He was one of the first to weave deals with Brent at S. Kilburn Both must have liked what they saw and its clearly he has some lofty ambitions and more than capable of pushing TEF up a few platforms
hillofwad
13/10/2017
08:45
New Equity Development research note... Visibility underpins forecasts - HTTPS://www.equitydevelopment.co.uk/company/?c=3QTO CAVEAT: Equity Development Limited (‘ED’) is retained to act as financial adviser for various clients, some or all of whom may now or in the future have an interest in the contents of this document and/or in the Company.
speedsgh
12/10/2017
08:38
Trading Update audio interview with CEO Jon Di-Stefano... HTTPS://www.brrmedia.co.uk/broadcasts/59dce5a9cb88740a8d8ff3ee/telford-homes-trading-update
speedsgh
11/10/2017
20:47
Daily Wail
pillion
11/10/2017
10:01
Shaker This has been mooted on LSE as a perfect fit . U&C top dogs close connections with Stratford regeneration Close proximity of TEF ,s construction teams at Waltham Cross close to U&C .s large Cambridge sites In addition their commercial property and investment experience which they can offer .Likwise TEFcan offer their PRS sector connections Watch this space!
hillofwad
11/10/2017
09:33
Always the same, traders moving on if the update doesn't contain any meteoric news. As a lth, more than happy with the company.
acwill
11/10/2017
09:07
-and proposed dividend increase. Only a temporary, and small, setback, I suspect.
aimingupward2
11/10/2017
08:41
How on earth does anyone get put off by "increase in accordance with the anticipated full year profit growth. OR "on track to deliver full year profit before tax in excess of GBP40 million in accordance with market expectations". ????
joe say
11/10/2017
08:32
I didn't think it was a good read, different tone from pre brexit TEF updates. Now back below 400 resistance area.
owenski
11/10/2017
08:26
The update doesn't appear to contain any nasty surprises and we had been forewarned of the heavy bias in profits to the second half of the year. However the tone of the update could put any potential investors off : 'As a result of the imbalance of completions across the year pre-tax profit for H1 2018 will be significantly lower than H2 2018 and also lower than the corresponding period last year but will be entirely in line with expectations. The interim dividend is proposed to increase in accordance with the anticipated full year profit growth. The Group is on track to deliver full year profit before tax in excess of GBP40 million in accordance with market expectations and the Board's longer term positive outlook is unchanged.'
jurgenklopp
10/10/2017
15:21
Only just spotted de Stefano became a non exec at urban&civic homes in August. Uanc just tipped yesterday by Simon Thompson,investors chronicle as a buy ahead of results this month. Land assets due for big revaluation.He reckons. But, interesting non exec move. Conspiracy theories anyone?? BoD at Uanc all past retirement age I believe.... Uanc acquired in reverse takeover by Robert Adairs Terrace Hill Group in 2014 and going great guns below the radar. Dyor, but wonder why de Stefano?....
shaker44
02/10/2017
13:46
capricious71 things are not cool with the defence but manageable. The problem is with Sturridge and, to a certain extent Salah as they cannot finish properly. Salah will improve but Sturridge seems a lost cause now. The cunning plan remains to outscore all opposition but will be difficult at the current conversion rate of one goal every thirty decent chances we create. Meanwhile TEF remains very good value - the rest of the sector having a very good day.
jurgenklopp
02/10/2017
10:33
jurgenklopp - please sort out our defence. It's ridiculous.
capricious71
29/9/2017
16:11
market finally catching on that this is possibly the best value housebuilder out there !!
jurgenklopp
29/9/2017
10:37
Cheers Hillofwad. I tend to rely on rns, looked at htTp://www.telfordhomes-ir.london/media/press-releases/ but don't see explanation at quick glance..but .. Final results has good comment - page 12 on - what James quoted in essence.
dr_smith
29/9/2017
10:31
Extract from 2016 Accounts "The Private Rented Sector sales already contracted are being forward funded by the investors and therefore they offer exceptional returns on capital. Forward funding broadly means an initial payment reimbursing the cost of the land then monthly construction payments and finally a substantial payment on completion and as such very little, if any, equity is used during construction and no debt is required. In return for these benefits the Group is accepting a moderately reduced net margin with a lower sale price being offset by savings in selling expenses and interest costs."
hillofwad
29/9/2017
10:19
DR SMITH "absence of explantion " Just take a visit to TEF's webnsite read the trading reports and presentations its fully explained in there One thing TEF is very good at is transparency Volume will take care of any loss of margin and as important BTR will reduce risk TEF have only partnered gold plated operaters In the Property Week article more importantly after a quiet summer the CEO was able to restate profits for this year and next which you should find reassuring The fact that he was invited to speak by M&G (The Pru) speaks volumes in itself and could indicate that another deal with them is on the cards TEF got the better half of the bargain with them on Carmen Street where it could be said that on Upton Park as they were able to chip the deal post brexit could call it a score draw but certainly pleasing to get it away as it adjoins the large development on the football stadium next door They cant add any more explnation on 9 Elms as they are still at planning and too much information might not help their case
hillofwad
29/9/2017
09:47
Brill James. That nugget means we are all knowingly on same page :-)
dr_smith
29/9/2017
09:20
For those who have not seen it, the company stated in this year's AR that the lower gross margin of around 12/13% on BTR more or less equates to its normal target margin on deals of 24% once you net off sales and interest costs saved of 8% and factor in the decreased risk and the increased ROC.
james188
29/9/2017
08:34
DR are my initials, I ain't a Doc and use my real name as I have nothing to hide. N not saying you do, just that's why I use my name as there are many posters with ulterior motives. I know negative comment invites being shot down, but like to consider pros and cons - it ain't all black and white.
dr_smith
29/9/2017
08:29
I ain't against the concept, it is the absence of explanation of where the reduced margin is to be offset. You may imply it, you hope they are smart, but unless they state it, it is open to conjecture. I would have liked to see a statement as to how lower margin translates into higher profits. Your suppositions are of course valid, but it is all playing a percentage game as to which is the smarter strategy - and as you say balancing risk has to be factored in too.
dr_smith
Chat Pages: Latest  104  103  102  101  100  99  98  97  96  95  94  93  Older
Your Recent History
LSE
TEF
Telford Ho..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20190724 08:59:03