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Member Info for Kyusho


Member Since: Mon, 29th Sep 2008

Number of Share Chat Posts (all time): 581
Number of Share Chat Posts (last 30 days): 0

Last Posted: 3 Jun '15



7 May '15


Voted lib dem myself.. Exit polls are putting Tories on 316 and lib dems on 10; current coalition looks a possibility!

24 Apr '15


The business model here is different to our peers in the respect that a key part of our operations focus on progressing brownfield sites through the planning process and then selling these oven ready plots onto other house builders. A larger proportion of our landbank is thus held as oven ready plots and thus we could be seen to be "landbanking" to a greater extend than our peers, which a Labour government would punish. Given our greater exposure here I therefore think, in the current political environment, this is resulting in higher risk here and has resulted in downward pressure on the share price. Until we know the outcome on May 7th/8th I feel we will continue to drift in the 60-65 pence range.
23 Apr '15


Good post Dommo- your comments echo my thoughts exactly. The planning process has also slowed significantly in the run up to the election as of late which does not help us here either. I've been using the retrace as an opportunity to top up further, but I'm also keeping some cash on the sidelines ready to see how the election turns out.
23 Apr '15


Live price £4.4972
18 Apr '15


Telford Homes (TEF) specialises in building apartments and some houses predominantly in the east end of London. It has been a buy tip since April 2010, and in five years the share price has risen from 101p to 379p, as the niche builder has successfully positioned itself to take advantage of a seemingly inexorable demand for living space close to London. For the most part, apartments have been sold off-plan to a mixture of overseas investors looking to place funds in a safe market at a time of global uncertainties and low interest rates, as well as buy-to-let landlords and owner occupiers. Most homes for completion this year and next have already been sold, with significant numbers reserved for the two following years.

Its targeted margins when appraising new opportunities are relatively high at 24 per cent, but some developments, such as the Avant-garde joint venture in east London, are delivering margins of up to 40 per cent. Demand is such that the forward order book exceeds £500m, and the development pipeline stands in excess of £1.1bn. Despite the meteoric rise, the shares are trading on 13 times forecast earnings and 1.9 times historic net assets, which makes it cheaper than bigger rivals such as Berkeley Group (BKG) and Persimmon (PSN). Given the growth profile and extended order book, we remain buyers. JC


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