O rings are being checked! |
Callsign vty, remain in holding, passengers want out. |
And again in English? |
Hourly chart starting to look bowly, macd cross on its way, nice to trade as well this one!
Edit, spoke too soon, back to test the break line! |
I’m expecting a takeover offer by Xmas. |
1.5 hrs into the day and 2.2m traded !! |
Houston we have finished fueling stand by. |
Clear for launch. |
Yup, that gap in the charts needs closing now, it will come for the patient! |
Just revving for next push. Keep buying! |
Hi all,
New to the forum but am wondering if someone can answer a question about Vistry's operating model.
Simply, why does Vistry hold such a large land inventory? My understanding of the business is that capital tie-up in land in reduced through the partnerships model. However, almost all of Vistry's operating cash flows have been taken up by increases in inventory since they announced the transition to the partnerships business.
Am I misunderstanding the model? Are asset turns significantly higher with their land inventory compared to a traditional homebuilder? Perhaps the true cash flows are to be revealed once they fully transition to the partnerships model?
Any constructive comments to help me understand the business a bit better would be much appreciated. |
Careful, 23.1% this year, which I'm pleased with as averaged 30% in cash which has only earned 3% or so. |
An all ftse100 operation.
The big gains have been in America,
If you had achieved 10% incl. dividends that would be a solid performance.
America seems to be an accident waiting to happen.
If the government go crazy and rack up 37 trillion $ of debt asset prices and company profits are bound to be artificially pumped up.
There will be a day of reckoning, get ready for the Trump crash.
Warren Buffett holds $300bn of short duration treasury bonds. He thinks that buying shares when the US total debt is so far above annual GDP is plating with fire. |
On the same note, I transferred my full, rather large, holding in CCL to VTY recently. Thought CCL recovery had topped out and VTY fall was over-done. So far, seem to have made the right call, time will tell. |
An off topic post, though with a little relevance...
I almost never buy rising shares, unless coming up from a very low level. My policy for the last couple of years is to look for the big fallers and consider whether the drop has been overdone (it nearly always is) and if/when a bounce is likely. Of the shares I'm still holding, my winners (in terms of highest gain first) are:
BT.A
ENT
ITV
NG.
PRU
DWL
WG.
VTY
CARD
VANQ
LGEN
GLEN
and the losers
PSN
MNDI
VOD
Vistry has been one of the better purchase, in terms of gains against time held.
Other shares bought and sold this year, highest gain first:
LLOY
INDV
CBG
EZJ
MRO
SMDS
OSB
RPI
RTO
TTG
DOCS
and the losers
AZN
Whilst the approach has worked well, I find that the difficulty is deciding when to exit. Several of the latter group have continued to rise strongly, I sold way too early.
I'll be stick with Vistry for the time being. |
Shorts are running for the exits. Could be an interesting week :) |
Tomorrows target will be posted tomorrow |
> gregpeck79 Dec '24 - 10:17 - 2118 of 2130
> 700p today?
> kneecaps29 Dec '24 - 10:26 - 2119 of 2130
> 700 reached
Make your mind up kneecaps. Having posted "no chance" to gregpecks post, and subsequently editing the post to say "700 reached", which is it?
At 10:26 the share price was below 680p... |
Todays target hit. |
Getting a tad sweaty ;) |
Nice, gap at £8 to around £8.60 to fill now! |
Tick tock shorters wake up |
They have stuck it everywhere and non stop talked about it. If it's a total disaster they are out simple as that. Would much rather they are saying we are doing this than anything else . |
Hmm. There is a difference between a politician saying they are starting it and actually starting it...
Hope we have seen bottom now in this recent share price mugging. The question is , how many positions can Greg Fitzgerald simultaneously hold and still blame someone else? |
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