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Recent investor discussions regarding Vistry Group Plc (VTY) reflect a cautious yet optimistic sentiment as the company secures significant deals, notably with Metropolitan Thames Valley Housing for the Clapham Park regeneration project, which will see the development of 323 homes valued at £1.2 billion. This news has sparked interest among investors who see it as a positive step forward, although questions about profitability remain. One investor noted, "Our Starmer will push on with the build new ‘affordable homes’ strategy and Vistry will win that business and continue to deliver healthy revenue but the big question ‘IS IT VERY PROFITABLE?’"
Headwinds like the ongoing accountancy issues have led to skepticism, particularly regarding insider trading activity, which some investors believe holds back the stock. Concerns were raised about the status of short positions, with discussions mentioning JP Morgan as potentially the last significant short seller. Additionally, macroeconomic factors, such as potential rate cuts from the Bank of England, were highlighted as providing a mixed backdrop for Vistry's performance. One participant remarked, "Just need our insiders to start loading up ;)" indicating a desire for renewed confidence from leadership as shareholders await positive movements in the company's stock valuation. Overall, while there is cautious engagement and a focus on future growth, concerns about immediate profitability and insider moves continue to temper investor enthusiasm.
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In recent developments, Vistry Group Plc has actively engaged in a series of share buyback transactions as part of its ongoing Share Buyback Programme, which was announced on September 12, 2024. Between February 3 and February 7, 2025, the Company repurchased a total of 255,500 of its Ordinary 50p Shares at varying prices, with the lowest price recorded at 575.50 GBp and the highest at 610.00 GBp. These purchased shares will be cancelled, resulting in a reduction of the total issued shares, which now stands at 330,598,192 shares, alongside 600,097 shares held in Treasury.
The total voting rights after these buybacks are now 329,998,095. This strategic move is aimed at enhancing shareholder value and reflects Vistry's ongoing commitment to returning capital to shareholders while also improving earnings per share through reduced share count. As the company navigates its financial strategies, these transactions signify a proactive approach to managing its equity structure.
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ST,If you're investment strategy was short term eg Q1, where do you think the share price is going ? The biggest risk was the accounting saga and I'm sure that they've done a forensic analysis of the business to ensure that there is no further contagion. Secondly, they'd have put the measures and controls in place to ensure this never happens again. If we take that as a given, the only fuel available for the bear case would be poor economic conditions. As I see it, the inflationary news was better than expected that will probably lead the BOE to cut 0.25pts in Feb and sentiment will pick up. If you have a short term strategy then the likelihood is that the share price trajectory is north. You state that they need to rebuild the trust, they do but in the short term until 24 FY results and Q1 numbers, this will trade north in the absence of more stink bombs but I believe that's very unlikely. It's bottomed out and those buying at the recent lows are fortunate whether strategy is short, medium and long term, mine is all 3. Nothing guaranteed and they could stop buy backs which would send a negative message or no insider buying being another reason to support the bear argument. It's bounced 15% from the low and that's a great return for newbies but as of now, the likelihood is that it continues its trajectory north and those trading it can make a killing. Pays your money, takes your chance :) |
.....lol , watch this space ;) |
xclusive |
tryingtotrade |
Imjustdandy |
Take it as an opportunity to snaffle a few more. Any poor news in the sector has a ripple effect but each company has their business model and as we know, Vistry charting a different path. Vistry share price demise from 400m anticipated profit to £250m was the reason we got battered and until that FYD was removed, they couldn't move on. It's created a huge opportunity for some who have been able to enter the game on the cheap, average down etc and the upside is in play if they deliver 25 forecast. Economic factors will play their part and crystal ball needed but the inflation numbers and likely interest rate cut next month will inject some ire confidence and up we go. Add in our lovely Labour plans ! and we could do very nicely. This is a recovery play from an accounting scandal and if the contagion has truly ended , the management structure improved and controls in place, then this will trade north. BOE very likely to cut interest rates, sun comes out as Spring approaches, sentiment lifts and hey presto, we're of again :) |
TW numbers won't do any harm to the SP |
Now talking 4 Interest Rate cuts this yearThat will be good for the housebuilding sector and the economy. This is still cheap based on Peel Hunt forecast of 300m this year. https://news.sky.com |
In a nutshell: |
The rise over the last couple of days is not down to just HB TUs. Market sentiment is playing a big part here. Today also Gaza peace deal and main markets rising. |
Here's Mr Sick hindsight ?. Go lie down FFS |
TW TU tomorrow, hopefully some continued positivity for the sector. Great to see today's bounce and to finish on intraday high. -As stated, a few large buys from C suite and the larger institutional investors would send the right signal. Steady as she goes . |
Broker forecasts for 2025 are c300m. Trading on a PE of 5 which is too low. The drop from 14 quid was too severe hence todays rise. I see 7 quid by month end |
Need GF and co to start loading up on volume, that would push more shorts to the exit, let's see . |
The inflation bid today has seen other HBs see rises of c 4-5%. So if you deduct that from todays update, an 8% rise is mini al considering the share price has been decimated. I don't believe it's over excited investors that are buying, I believe it's largely down to short closing with a little help from b/backs. Finish on an intraday high and sone more positive updates from other HBs this week would also help. It got bashed on the hope that there's more internal bad news but removing the FUD will see this steadily move north. |
My target for trade here is c650p. |
Trying2trade |
A trading statement that says it's no a complete disaster has got a few too many holders who are under water well over excited here. I was critical this morning of doom merchants but we have now gone the other way. The company essentially fell fave first into a muddy puddle and now some think we are sprinting. Id be quite happy to see us just standing on our two feet and shake off the last 6 months before we start getting carried away. |
Lets see if and how many shares the Directors acquire down here. 6.50 looks a sensible target (I agree) but we gonna be through 6 after todays session. Dont discount a hostile takeover too |
I don't see it trading there in Q1 but happy to be proved wrong. Can see it trading to the £6.50 region helped by short closing, that is happening now. Just need those economic drivers to help us along and no more skeletons taking a peek out of the cupboards. Also need the anti comp fraud investigation put to bed. The shorts are looking for the negatives but the biggest one has hopefully gone away ie the accounting scandal and if they deliver FY accounts as expected together with an on target q1, this will fly. |
Another few more sessions and some director buying and we could comfortably be through 7 quid by month end. |
Courtesy of Svend on LSE |
For those of you who've not listened to the analyst call this am.https://storm-vir |
Lots of BELIEVES and EXPECTS in the rns. Says it all. |
Type | Ordinary Share |
Share ISIN | GB0001859296 |
Sector | Gen Contractor-oth Residentl |
Bid Price | 590.50 |
Offer Price | 591.00 |
Open | 596.00 |
Shares Traded | 285,968 |
Last Trade | 10:17:02 |
Low - High | 586.00 - 604.00 |
Turnover | 3.56B |
Profit | 223.4M |
EPS - Basic | 0.6744 |
PE Ratio | 8.73 |
Market Cap | 2.01B |
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