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Member Info for steph


Member Since: Wed, 6th Aug 2008

Number of Share Chat Posts (all time): 2,562
Number of Share Chat Posts (last 30 days): 43

Last Posted: Today 12:14


Post Distribution over the last 30 days




29 Jun '14


then over 2/3rds of te earnings are in the second half for BDEV. Still does not expalian why we are not level pegging or ahead of BDEV. We are now into a new year and our EPS is going up too.

terr of course you are right but it is still useful to try to figure out Mrs market's moods to get the best buy in or cash out points if you can. Nothing more furstrating topping up only to get a better entry point a few days later. Agree more of an art than a science. Unknowns and unknowables mix with hard facts and doable analysis.
28 Jun '14


http://www.house-builder.co.uk/awards/?awards_id=34



I just don’t get the market and why we are 60 point south of BDEV. BDEV half yearly results published in Feb for Dec 31 2013 give EPS of 9.1.They don’t’ say earings are rear loaded for the year so say 18,2 for year end. Half year divi was same as ours but BDEV use a 1/3’rd of projected earnings 2 years out to calculate and we use current so we have many divi increases to come that BDEV will not get.

TEF’s EPS based on year end results is 25.8 diluted for year end of march 31 2014. So why oh why afe we even a penny south of BDEV on SP????

All right we are AIM and they are the wonderful FTSE but that at best is worth 10%. Profit and EPS are real numbers. Forward profit increases are better at TEF as well. Profit doubling again within 4 years is not something BDEV is saying for itself.

Beats me. Why blackrock would pivot out of a UK AIM builder and into a FTSE builder based on that beats me. Maybe they are just not as smart as we think and it is some pimply faced kid running what for them is a small portfolio and the kid is just doing blindly what his chums seem to think. Arbitrage for us grizzly (slightly) older and wiser warriors I think.
26 Jun '14


According to Bank projections, the new guidelines, which are open for consultation, will not begin to bite unless "momentum in the housing market continues to build". In its central projection, where house prices rise by 20pc over the next three years, mortgage approvals climb to 90,000 a month, and wages grow by 4pc, the measures will have no impact.

ed: in other words 7% per year house proce inflation OK from here and expected by BOE. Above that unstatainable and a need for action to cool. Lots of room for sector to make loads of windfall profit on that central scenario. Let the good times roll. Thanks Carney. Blackrock p--s off.
26 Jun '14


sector flying (not us yet) . Must have been helpful. TW up 5%.


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