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 109,530 10:06:02
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 2601 to 2622 of 2900 messages
Chat Pages: 116  115  114  113  112  111  110  109  108  107  106  105  Older
DateSubjectAuthorDiscuss
21/2/2018
18:19
Non-exec buying yesterday :-) Hopefully we should start to climb back upwards from here. Chart trend looking good.
chrisb1103
19/2/2018
10:38
Shaker The irony with the referral of Chrisp Street it actually increases the value of Balfron Tower as an affordable free zone I hope they shift it to the IPRS sector but unlikely because of the potential backlash on Poplar HARCA decanting the former occupants in a social cleansing manner . Its quite hipster ,brutalist chic and should appeal to one of the more progressive outfits
hillofwad
19/2/2018
10:27
shaker That hasn't been the case in most of their developments where in the past they have cleverly let to bluechip university on a 25 year lease with RPI kickers which institutions will buy day in ,day out on frothy yields As the bespoke student accomodation market has matured the educational establishments have become a bit more circumspect and are fighting shy of having to suffer the management hassles and shortfalls in income received from students and rent paid out Its a risk as the market becomes more saturated
hillofwad
19/2/2018
10:16
Thanks Hillow. I didn't realise wjg are exposed to future rentals. Probably ok but certainly a risk factor.
shaker44
19/2/2018
09:29
compnews1 Yes high barriers for entry help TEF but they laid down £30.2m unconditionally on Cambridge Heath Road which has probably cranked up £100k interest They know the score with LBTH but even they must be suprised how difficult it has been on the planning front The difference between TEF and WJ is that when TEF ship the scheme off to the institutional investor the day the construction completes they are off the hook on any residual liability= low risk WJ are now having to offer up themselves up by guaranteeing the rent thru their management company so are on the hook for the annual rent and will suffer from any letting voids which might or might not occur
hillofwad
19/2/2018
09:18
Oppositions need to be seen to do something, regardless of whoever is in the government. Assuming the current opposition becomes the government in the next general election, they still face with the COMMON problem - that is shortage of housing stocks. They then will need to resolve the issue, ie allowing more planning permissions. One needs to see this through this when investing. Telford & Watkin Jones have a a less risk strategies because some of theirs investments are forward funding by other large institutions.
compnews1
19/2/2018
09:13
llf Council elections in May which probably means councillors are sitting on the fence which doesn't help The 3 councillors who represent the ward of Lansbury where Chrisp Street is the main event didn't even show up at the committee meeting .Disgrace TEF suffering at Cambridge Heath Road with LBTH too This is a site which had a planning brief way back in 2003.Sainsbury's have just had their scheme close by kicked back by planners 3 times .Steffy was hoping to be on site this year on site having already put £30.2 m hard cash down .No sign yet on planning register so no doubt problems with planning Javid then has the neck to tell developers "Use it or lose it" when local politics are the biggest imepediment
hillofwad
18/2/2018
13:34
hillofwad - my post 2543 asked if the issue highighted below could cause a problem for Telford "Local authorities in Camden, Vauxhall, Lambeth and Westminster are all facing growing opposition to their housing plans. One property industry figure said pressure was building against development in “every” Labour-controlled borough in the capital." It seems as if the answer is YES - sadly...
llef
17/2/2018
11:56
Chrisp Street proposals kicked into touch for deferral on Thursday despite officers recommendation as the angry brigade sway the lightweights committee who clearly don't read the script. Affordable element increased . 10 years on the drawing board and seven figures in costs incurred by TEF as they work professionally thru proposals over the last 18 months making amendments consulting with all and sundry dealing with the minutiae. Http://www.eastlondonadvertiser.co.uk/news/politics/troubled-plan-to-redevelop-poplar-s-chrisp-street-market-is-put-on-hold-by-tower-hamlets-council-1-5397466 Millions of pounds of investors money have arrived in the area including M&G at Carmen Street with a large affordable element whose tenants would be attracted by the proposed offer at Chrisp Street with its night time offering Khan wonders why London does not have enough Housing! Its clear that the planning committee members need to be brought up to speed on planning issues-they don't seem to understand the script!
hillofwad
16/2/2018
14:02
A very interesting piece in today's Times on how the rental market is undergoing fundamental change. Discusses trends in BTL vs BTR and the range of facilities/amenities offered in many new schemes. Brief mention of TEF... The start of a British rental revolution - HTTPS://www.thetimes.co.uk/article/the-start-of-a-british-rental-revolution-zz57mxlb6 "Greystar’s luxury rental development in Nine Elms, south London, in partnership with Telford Homes, will have 894 apartments and provide a “five-star rental experience”, including residents’ lounges, bars and restaurants, an observatory deck and a business hub."
speedsgh
04/2/2018
19:24
Chairman was happy to build up a large stake Cant sell it all at once so bit by bit perhaps
phillis
02/2/2018
17:12
The chairman still retains a very large stake in Telford, so I am very relaxed about this sale. TEF's share price has been pulled down by general market sentiment on house builders and some ill judged comments from Govt along the lines of clobbering builders for land banking. They would do better to focus on trying to reduce the cost and time it takes to secure planning consents (whilst maintaining proper scrutiny), particularly in London where the likes of TEF are tackling complex brownfield sites, many of which are a complete eyesore in their current state.
james188
02/2/2018
16:39
nice vote of confidence from the Chairman Not!
phillis
01/2/2018
16:04
article in the FT today headlined "London developers face growing activism over affordable housing" extract below "Local authorities in Camden, Vauxhall, Lambeth and Westminster are all facing growing opposition to their housing plans. One property industry figure said pressure was building against development in “every” Labour-controlled borough in the capital." Could this be a problem for Telford in future developements?
llef
01/2/2018
09:24
Hardman &Co produceda 52 pages report on UK REIT, Telford was mentioned on pages 44&45. I don't know how good their analysis but worth a read. Link below Key points : 1)A major change – BTR forwardsales are 77% of the total and upfrom zero two years ago; 2)Telford’s pipeline of sold developments is higher than the sector and the ratio is growing; 3)BTR gross margins lower with lower pricing; 4)Return on equity higher – cashgeneration is high; Telford is working with the ‘bigboys’; US based Greystar; Revenue share of BTR for 2016/17 was 26%, up from 8% in the prior year; 6)Low gearing set to rise with reinvestment; 7)Gross margins falling as formerinflation drops out and with shifttoward a higher capital-turn BTR mi Investor chronicle also recommended Telford. I think their porfolio is more balanced withstand the market and regulartory risks much better hxxp://www.hardmanandco.com/docs/default-source/newsletters/homes-for-investors-article---hardman-co---november-2017.pdf
compnews1
29/1/2018
20:25
Jock...nope, but I know a man who does. call and ask them (or TEF directly)
muscletrade
29/1/2018
17:33
Aah, thank you.
shanklin
29/1/2018
16:07
Jones Lang Lasalle. selling agents
jockthescot
29/1/2018
15:26
You got links into JLL muscletrade?
jockthescot
29/1/2018
14:42
speed.....over 80 NGQ reservations made in HK over the last few days.
muscletrade
23/1/2018
08:40
TEF are advertising their New Garden Quarter development in Stratford in the South China Morning Post... New Garden Quarter: building a community in East London's powerhouse - HTTP://www.scmp.com/presented/business/topics/invest-overseas-properties/article/2130000/new-garden-quarter-building
speedsgh
13/1/2018
10:10
Same here, I was astonished.
v11slr
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