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Member Info for steph

Member Since: Wed, 6th Aug 2008

Number of Share Chat Posts (all time): 2,423
Number of Share Chat Posts (last 30 days): 68

Last Posted: Wed 14:17

Post Distribution over the last 30 days

13 Apr '14

market moody. We needed to be in a higher trading range right now for my 4.50 by May 27th. Still I'll predict a whopping increase this Wednesday to 3.80+ and 4.25 by May 28 with a drift up to 4.50 rather than down towards the AGM in July. So obvious we will be more than double the 7m pre tax profit we had on half yearly. A year end pre tax profit of approximately 20m will shove us in a different traiding range moody market or not. BDEV still pulling us upwards even if the pull not as strong as it was recently. I think the wider market jitters are temporary and a premature pivot to bonds that will reverse itself soon enough.
12 Apr '14

Not obsessive.

fantastic posts. Comfort to us all. Of course nerve racking being in this trading range so near results. Convinced will change wed but every crumb of comfort helps me sleep soundly.
12 Apr '14

Thanks for all the technical postings. I really think this will be a case of the small guy (and girl) having more relevant info than the big boys for the update to come . Great analytical chat. Several heads better than one. I for one have invested more than I would have based on a pooling of info.

The economist in me says good market conditions for London based builders for a decade or two. Market is looking jittery looking 2 years out but these jitters will pass. Basic long term economic trends favor London with it's skills cluster and growing knowledge economy. First amongst peers in the new post industrial economy and TEF and BKY are the beneficiaries. Even office space now down to only 4% vacancy rates and about to get tighter. It will take a couple of decades to clear demand gap even if output doubled or even tripled in London from here. No chance of a dip in demand for TEF's product. High barriers to entry mean TEF's competition will have trouble ramping up supply in London. TEF has several easy years to get it's volume up to the big boys territory before it even has a real fight on it's hands -and with a good team in place no reason why the can not grow market share and maintain margins against the majors.
12 Apr '14


This was last years trading update. The level of detail this year is unlikely to be different. The key line will be "profits ahead of market expectations". Last year that alone was enough for a 50 point boost with anouther 50 on the year end finals 6 weeks later when the detail came out.
12 Apr '14


UK housebuilders fall victim to tech-led sell-off

By Bryce Elder

The week’s technology stock rout has claimed some unexpected victims. Littered among the software companies and chipmakers on the fallers’ boards have been housebuilders such as Barratt Developments and Berkeley Group.

Reasons given for the weakness have been inventive rather than convincing. Traders have cited talk of tighter mortgage lending criteria (contrary to the Bank of England’s credit conditions survey, which says secured lending availability improved last quarter) and a pull-forward of when to expect the first UK rate hike (in spite of little movement in gilts and sterling futures, which have continued to imply that tightening is at least a year away).

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