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
  +0.50p +0.14% 351.00p 350.00p 350.50p 351.00p 349.50p 350.50p 2,127,149 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 354.3 40.1 44.6 7.9 267.00

Telford Homes Share Discussion Threads

Showing 2726 to 2749 of 2900 messages
Chat Pages: 116  115  114  113  112  111  110  109  108  107  106  105  Older
DateSubjectAuthorDiscuss
11/10/2018
09:10
Buy for me again!
bulltradept
10/10/2018
22:45
It's a sell from me, markets selling off, is that Dow down a 1,000, where's that hard hat gone?
alphapig
10/10/2018
17:36
Hybrasil The net assets dont take into account the valuable partnership agreements some of which stem back to 2012 where HPI has been shovelled on in great slabs since The net assets dont show the potential £40m valuable agreement on 9 Elms with Greystar I must have read a different update The only issues are getting shot of those apartments within the next 5 months to achieve a record profit some of which are filled to the brim with windfall profits which will allow them to discount accordingly They are currently in mainland China in 4 cities marketing Gallions Give them a break Trees don't grow to heaven
hillofwad
10/10/2018
12:44
why should a housebuilder be worth more than its net assets - in this market- Sell
hybrasil
10/10/2018
10:47
Also agree with owenski et al. TEF Are a quality business that will prosper in the long term but there is no disguising that they are swimming against the tide at present. Up to each to decide whether to stay strapped in for the whole journey or to sit on the sides until the immediate outlook improves. Discl: I don't currently hold but would like to in the future.
speedsgh
10/10/2018
10:38
I agree with both owenski and warranty. A quite negative update that I read as possibly signalling issues going forward. It is clear that overseas interest in UK property has stalled. Current p/e not relevant if property market hits more problems.
salchow
10/10/2018
09:06
I agree ownski, sounds like a veiled profit warning to me with both housing struggling and rents falling. Certainly if they don't hit that £50M profit figure the market will hammer them. One to keep an eye on but certainly not one to buy just yet.
warranty
10/10/2018
08:59
Trying to sound upbeat on a concerning trading outlook. Avoid imo
owenski
10/10/2018
08:56
Not sure of the scope for consolidation in the housebuilding sector but this must be an attractive bolt-on for some of the larger players.
jurgenklopp
10/10/2018
08:48
With a profit of £50m then they are on a p/e of 5
5chipper
10/10/2018
08:38
Seems a good point to top up 352p.
trbcjb
10/10/2018
08:23
Rather downbeat wording to what was a nice positive update! Do wonder how scripted such updates can be!
5chipper
10/10/2018
08:14
Rather a violent overreaction to the trading update !!
jurgenklopp
05/10/2018
11:20
Trading update next Wednesday.
jurgenklopp
05/9/2018
15:44
There is a recent report on Telford Homes' AGM which can be found here: hTTps://www.sharesoc.org/members-area/
sharesoc
02/9/2018
13:44
Reports in the press this weekend that the government is under pressure to extend help to buy scheme. Good news even if tef do not directly benefit as much as traditional housebuilders
5chipper
10/8/2018
16:00
Zoopla -41% increase in flat prices in Limeharbour in the last 5 years
hillofwad
10/8/2018
15:54
Well It's all relative . TEF paid £13m for the Liberty site in 2013 It was a very bold purchase for a small company at the time as it was bought completely unconditional in LBTH.Always a dangerous place to tread .Not only that they even delayed the start having the cojones once planning consent was obtained (no mean feat) to go back in for a couple of extra floors The site would have been acquired with target margins based on house prices which were probably 40% lower than they are today on the Dogs -so plenty to play with and 66% secured already
hillofwad
10/8/2018
15:43
For clarity, I "temporarily" sold during the high in May, to take up another opportunity. TEF remain on my watch list, I mainly focus on medium/long term and I favour the property sector and with TEF bias to rental market that is in itself expanding, makes it different to peers, though London market is often a special case, as seen by BKG (but in o/o context). I don't see any reason why agm comments are any different today. Note the price band differentials: hTTps://uk.webfg.com/news/Results-and-Trading-Reports/AGM-Statement-2018--dl27722757.html 12/7/18 agm statement: "I am pleased to report that since our final results on 30 May 2018, Telford Homes has continued to perform well. The London housing market at our typical price point has remained robust, with ongoing demand from a broad base of customers. The average price of the open market homes within our development pipeline is £539,000 and we expect that to remain relatively constant in the future. Our homes priced below £600,000 continue to sell at a steady rate. Above that level we have to work harder with prospective customers, but nevertheless we are still securing sales in line with our forecasts. Forward selling continues to be a core part of our business model through early open market sales launches and forward funded build to rent developments. This approach reduces risk whilst increasing visibility over profit recognition and cash inflows. Combined with our average price point, this will help to insulate Telford Homes against any short to medium term volatility in the London housing market."
dr_smith
10/8/2018
13:58
you guys seem.more sanguine than I feel.about only 1 sale?? what am I.misding?
shaker44
10/8/2018
13:25
OK understand. :-) Yes, surprising.
dr_smith
10/8/2018
13:03
LIBERTY No 2 years ago when they started on site was the initial launch pre-Brexit and the 2016 tax changes for landlords so perfect timing .They got them away home and abroad over the space of a few weeks Since April 2106 there were no further launches til June 2016 In other words over 2 years+since the initial launch they would have received enquiries about the development and unreleased apartments .Only 1 extra sale appearing .It just shows how things have deteriorated .
hillofwad
10/8/2018
12:43
Sorry - crossed wires I think: "The fundamental change clearly evident at the Liberty Building launched over 2 years ago pre-Brexit where 66% were cleared off the boards at the initial launch Since the recent launch having absorbed 2 years of pent up demand to tap into has produced 1 solitary sale" So 2 years ago was a re-launch? I fear I have missed the point somewhere, not aware of back-story on the development. Greystar: Thank-you for example, so if you are an institutional/corporeate BTR, you could say stamp duty is 2% of market value of finished property - a cost to be factored in in calculating ROI from rent. As stamp duty is as you say typically on land cost not construction costs, I was expecting it would equate to quite a bit less than 2%, which is ball park for a self-build you or I could do.
dr_smith
10/8/2018
11:50
No not the case with Liberty The clue is in the banner 66% sold TEF tend to release in bunches (Manhattan ,Bermondsey and City North ) and not show total availability when there is a shedful to get shot Same rules apply with Bow Garden Square STAMP DUTY IS PAYABLE ALL SALES AND LAND PURCHASES BUT NOT ON CONSTRUCTION COSTS The 9 Elms deal between TEF and Greystar scheme for example is a classic case of a stamp duty saving exercise Greystar will be paying a whopping £12 m stamp duty on their land purchase of £101m TEF and Greystar are building 894 apartments and rather than buy the completed project for say fair market value at say £600m from TEF which would flag up £71m in stamp duty -they are entering into a construction contract plus profit which attracts no stamp duty !-massive saving
hillofwad
Chat Pages: 116  115  114  113  112  111  110  109  108  107  106  105  Older
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