xclusive
"sun comes out as Spring approaches"
Then you wake up!! Nice dreams
:-) |
tryingtotrade
"TW numbers won't do any harm to the SP"
TW numbers were not good. How will it help VTY? |
Imjustdandy
"Now talking 4 Interest Rate cuts this year" "That will be good for the housebuilding sector"
There were 2 rate cuts over the past 5months. What happened? |
 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/story/inflation-falls-slightly-after-two-months-of-rises-13289215 |
In a nutshell:
Sudden turnaround in expectations on interest rates - going up now coming down in less than a month - hence buy housebuilders and VTY being at the high risk/reward end.
Into which macro scenario VTY finally states things not getting worse even if that was barely three weeks ago. Affirms a sense the 'three profit warnings' are done.
Be interesting to see if any of the disclosed shorts are trimming. JP Morgan Asset Management declared 0.51% only yesterday, lol. |
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.
There's still inflationary pressures from UK govn and Trump policies
Best to trade.
sikhthetech20 Feb '22 - 15:26 - 5884 of 5899 Edit
<..>
When the housing market crashes, no HB is immune from the crash. Likewise, listed HBs are not immune from stockmarket falls or movements.
Govn support, provided during pandemic, has ended. Repossessions which were stopped during pandemic are legal again.
Around 30k homeowners in severe mortgage debt.
Inflationary pressure, interest rate rises, NI rises, Council tax rises, energy price rises all impact affordability. |
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.
The TU did't give me reassurance that everything is ok.
As per my assertion, it will take months for the markets to trust the current BoD. |
Trying2trade
Absolutely. Those underwater getting excited believing that everything is fine and so averaging down.
Read the TU.
Best to trade. |
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-virtual-uk.zoom.us/rec/play/xzzb880cdL0doUF2sXlZfhfPSTz98K6Bj36-wEkc78e9dmvT-NfGarW750WO4dlTm2kxzXr2nzFvo2Ab.0cRaOOYnumDWGNVH?canPlayFromShare=true&from=share_recording_detail&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fstorm-virtual-uk.zoom.us%2Frec%2Fshare%2FNK07WTE4oLT4hipY1KqRd4gLz8P4gizNj9meIlBh4ikbwIzrRxRKOv-CDrrQsTlN.NlYlr4btEKMUR9l2 |
Lots of BELIEVES and EXPECTS in the rns. Says it all.
I bought a few this morning but intend to sell soon.
Trading HBs. |
Decent analyst call - chairman confident for 2025. Purchased more for the 2025 locker |
Register for Free to get streaming real-time quotes, interactive charts, live options flow, and more.
Hot Features
Premium
