EdmondJ
"Be interesting to see if any of the disclosed shorts are trimming."
Citadel increased their short yesterday!
Now 1.22% |
xclusive
"watch this space"
Good luck. I prefer to stick to term trading of HBs
Sold mine in a day. Happy to take a profit and re-visit if/when they fall back to < 500p. |
Tanners
"Sees them go up 12% and then claims to have bought earlier in the day!"
It was my FIRST post of the day (yesterday)!!!! So I informed you as soon as I logged in.
Btw, I sold this afternoon in line with my assertion saying 'soon' and best to trade. Didn't quite get my c650p but I assume you know what 'c' means???
I haven't been online for 3 hrs, so this is my FIRST post informing you I sold my punt this afternoon.
lol
Amazing how you haven't posted for 5 weeks and your 1st post is trolling!!! |
I think the penny is dropping for some |
sikhthetech15 Jan '25 - 13:58 - 2357 of 2383
0 1 0
Lots of BELIEVES and EXPECTS in the rns. Says it all.
I bought a few this morning but intend to sell soon.
Trading HBs.
Sees them go up 12% and then claims to have bought earlier in the day! |
Well as you can see it's hardly moved the share price so I was correct. The numbers, set across the economic backdrop of the last year were certainly not anything that concerned me. Aye compared it against a peak year and it's bad, but that's not what I'm looking for...that'd be good to people who want to buy shares at the top. |
And any short closing would obviously help ! |
 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
"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. |
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