Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Here's the article:
https://www.fool.co.uk/2022/05/08/3-dirt-cheap-9-dividend-stocks-to-buy-today/
How can you discuss divi stocks without mentioning payout ration?! Shocking really...
I'm back in here with a 4% position and looking to increase it. 10% divi is just too good to miss! IMO it should be stable even in a recession, as the payout ratio is only 55%. Saw a Motley Fool article that was suggesting Persimmon instead probably cause their divi is 11%. But I don't see how that's sustainable with a payout ratio of 96% right now. Any down turn and they'll have to cut it, probably in half. The share price will then tank 10% or more. Not that it can't happen with Wimps but less likely IMO. I feel safer here
It’s great that the demand is there don’t get me wrong I love it. I agree Ben, not many young people are looking to get in. It’s a shame, they would earn a hell of a lot of money if they did. Unfortunately it looks to me like the only way to be able to get anywhere near the high volume targets the government wants is to go with a new building technique; pre fab, more timber frame etc, perhaps re purposing shops/offices?
Will be interesting to see what will be tried to get closer to the numbers
Hi All
I have been saying for ages now no fresh blood has been coming in !
More people leaving than coming in !
I still think the recession is not the biggest threat to the house builders, its when the government throw money at the infrastructure ( which has been neglected for decades)
If the schools, hospitals, prisons, power stations, roads, railways etc etc etc go full pelt, labour demand will be at a premium and the highest bidder will win.
This is not just nationally this is world wide .
Just my opinion of course
But the good news is the housing demand is still there and at the moment we cannot catch up!
Good luck all
Agree Spur we cant really build anymore due to the shortages of labour and materials but on the flip side that does mean that a decline in building current homes and numbers for developers and the need to do so is not going to decrease. Market demand has been missed year on year, As long as interest rates don't get to wild above 2% BOE Taylor wimpey and others should bounce off this market correction pretty quickly this year.
How!?
Limited/expensive labour
Materials shortages (boilers atm)
Transporting materials around the world is difficult now
We’re building as quick as possible right now. We can’t build more without radical change
Good morning All
‘We need to build more houses’ Michael gove has said
The first good thing he has said for a long time!
Good luck all
has increased again their holding.
Think the dividend yield will be 12 percent by then Pal
Need more information ?? on the cladding issue.
It does material impact TW but it’s like 0.5 percent of its revenue.
Think I will buy a few at the end of the summer for a quid, good long term hold...
Bdev put out good rns this morning.
Tw large gap up, but it was too wide, hence the pull back.
Overall, tw will be fine but the market volatility is far from weakening meantime.
There are none.
Shorts have to come off!
TW has a lot to gain from last night's FED talk.
Blackrock bought at a higher price.
Hi ANT1986
What's the good news please
Why?
Nothing I see makes me think it's at the bottom of its trading range and performing nicely. BlackRock aren't stupid.
May 25th the new CEO will brief analysts and investors on her plans for the future. That's likely to be the next trigger event; positive or negative. Of course not withstanding global macro events moving the markets; Ukraine, interest rate increases etc.
I'm surprised that Elliott have not publicly voiced any opinions since last December. Maybe they are having discussions with Wimps, or waiting until May 25th, or maybe they have reduced their stake and lost interest in Wimps ?
On the other hand they could of course be quite easily surpressing the SP in these volatile and nervous markets, just to make their point and holding the BoD's feet to the fire until a broader coalition of investors also start to agitate for significant change.
Either way, hard to see much in the way of SP increase in the the short term. We will see.
It always does.
It will turn around at some point
Even if the houses sell at a slower rate .Stock is as good as money .
Funny thing in the T hut conversation is how the chat has changed!
Where it used to be which pub you meeting at , or which lady you were seeing tonight!
To how’s your garden getting on and when are you looking to retire!
Makes you smile
I wouldn't put to much in just yet...