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Redrow Share Chat (RDW)



Share Price: 541.00Bid: 541.50Ask: 542.00Change: 0.00 (0.00%)No Movement on Redrow
Spread: 0.50Spread as %: 0.09%Open: 537.50High: 544.00Low: 535.00Yesterday’s Close: 541.00


Share Discussion for Redrow


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strictlybricks
Posts: 276
Opinion:No Opinion
Price:527.00
RE: drop
28 Jun '18
Razor,

Have a look at the TEF share chat.... plenty to consider on there including, from time to time, discussion that includes Redrow and Bellway.

Strictly
 
sain@vision
Posts: 8,099
Opinion:No Opinion
Price:536.00
RE: drop
28 Jun '18
Razor

Strictly is your man for a full on comparison . He holds both and has done deep seated research on BWY for years which is his Man For All Seasons
RazorShultz
Posts: 117
Opinion:No Opinion
Price:538.00
RE: drop
28 Jun '18
oh for god's sake...meant to post this on the BWY board. Someone pretend I'm comparing this company to BWY then. Any insights?
RazorShultz
Posts: 117
Opinion:No Opinion
Price:538.00
RE: drop
28 Jun '18
Help with fundamentals here? I'm comparing this company to RDW, and can't decide which one to put more in. I'm a small holder of both currently. RDW is clearly not as mature as this company. But a company as big as BWY I would expect it to reach that stage where earnings growth levels out and it stops growing EPS so fast. But it hasn't done that. RDW has a smaller share price and the growth hasn't reached those levels of 40% but I'm tempted by it because its price may have further to rise, and the eps growth has been more steady at a solid 20% or so each year
nfdc
Posts: 3
Opinion:No Opinion
Price:600.50
RE: drop
13 Jun '18
thanks!
I probably should have been more specific...I was wondering why the large drop in the housing sector in general. I tried to find out if any reports had been released but I couldn't find any that were relevant.
Nrimmer1005
Posts: 33
Opinion:No Opinion
Price:586.50
RE: drop
12 Jun '18
No RDW news to cause this drop today but if you look at all the housing sector it all RED today
nfdc
Posts: 3
Opinion:No Opinion
Price:593.50
drop
12 Jun '18
Anyone has any ideas why this sudden drop?
Nige_W
Posts: 1,393
Opinion:No Opinion
Price:606.00
RE: Nice earner
6 Jun '18
Hi Camboy
Great company, my only worry is the power behind it SM must be getting old, and last time he took a back seat the company went backwards. He sorted it out, but now is trying to take a back seat again. Hope he has replaced himself with a cluey guy.
There must always be a compromise between Divis and growth - ie if you can use profits to increase earnings you will grow faster, but shareholders get less. Little bit worried about cash held in comparison to other builders.
I hold bkgh, bdev, bwy, psn, rdw and tw and move a float between them as RNS's/Divis come up. At the moment Divis from bdev, tw and psn so good, just don't need much sp growth.
BoL
Camboy
Posts: 54
Opinion:Hold
Price:644.00
Nice earner
11 May '18
Bought 2k of these at 155 some years back, purely because I liked the design and execution of my daughter;s flat.
Turned into a nice little earner so far so will stick with it.
Also have BDEV from same time. Good divis but price not risen as much as RDW
Carpking
Posts: 3,000
Premium Chat Member
Opinion:No Opinion
Price:608.50
RE: Property prices
12 Mar '18
I�ve held Rdw longer than any other stock. It was my first purchase, and I still hold a fair few, in the never ending hope we�d get bought out. I�m in Bolton, and before �ahem,� retiring, worked all over Blackburn, Darwen, and surrounding areas. Like most of the uk, the only prices moving up are the smaller properties, the larger ones are going backwards. Truth be known, I�m not sure which is the bigger shithole, Bolton or Blackburn lol.
2227
Posts: 661
Opinion:No Opinion
Price:608.50
Property prices
12 Mar '18
The north-west of England has now replaced the capital as the fastest-growing property market in the UK. Top of the league for price growth is Blackburn, which recorded average prices ahead by 16.4% over the last 12 months.

Warrington is also seeing double-digit growth, with prices up 10.3%. �The north-west�s major conurbations are also performing strongly; Greater Manchester prices are up 4.3%; in Merseyside prices have increased by 8%,� said Your Move.

Nationally, prices grew by 0.5% on the month, but annualised rate of change has fallen to just 0.6%.

�While there have been monthly increases in house prices for the last two months, the annual rate of growth has slowed in England and Wales. Although its beginnings were in London, this has now spread to the south-east and north-east too. All three have seen prices fall on an annual basis,� said Your Move.

Last week figures from Halifax also highlighted how the UK property market is slowing. It said the annual rate of house price growth has fallen to 1.8%, its lowest level for almost five years.

https://www.theguardian.com/money/2018/mar/12/london-property-prices-plunge-as-brexit-effect-deepens
riolto10
Posts: 1,708
Opinion:No Opinion
Price:604.00
SP
20 Feb '18
Good day for construction shares. With Barrett interim results due tomorrow hope for another good day !
Nige_W
Posts: 1,393
Opinion:No Opinion
Price:620.00
RE: House prices 2017
7 Feb '18
Hi 2227
Are you alright? Been a bit quiet recently.
Great company, great results, my system tells me to hold this until 01/05/18.
Just got to be patient and keep an eye on them.
BoL
2227
Posts: 661
Opinion:No Opinion
Price:659.25
House prices 2017
4 Jan '18
House prices ended 2017 2.6% higher than when the year started, with London identified as the UK's weakest-performing region.

http://www.mirror.co.uk/money/midlands-homes-win-2017-house-11796302
2227
Posts: 661
Opinion:No Opinion
Price:635.50
Price cutting
18 Dec '17
Price cutting by homeowners desperate to shift their property in a slowing market has reached the highest levels in six years, according to an analysis by website Zoopla.
Just over 35% of the homes marketed on the site have marked down their price in the hope of achieving a sale, with the biggest discounts in the London property market.

https://www.theguardian.com/business/2017/dec/18/desperate-uk-homeowners-are-cutting-prices-warns-zoopla
2227
Posts: 661
Opinion:No Opinion
Price:641.50
UK property
13 Dec '17
House price growth dips as it is pulled down by sluggish London market
http://www.telegraph.co.uk/property/house-prices/house-price-growth-dips-pulled-sluggish-london-market/
2227
Posts: 661
Opinion:No Opinion
Price:584.50
Stamp duty
22 Nov '17
To help those in London and other expensive areas, the first �300,000 of the cost of a �500,000 purchase by all first-time buyers will be exempt from stamp duty, with the remaining �200,000 incurring 5%.
http://www.bbc.co.uk/news/uk-politics-42056452
2227
Posts: 661
Opinion:No Opinion
Price:587.50
Stamp duty
22 Nov '17
Stamp duty will be abolished immediately for first-time buyers buying a home of up to �300,000, Chancellor Philip Hammond has said.

For properties costing up to �500,000, no stamp duty will be paid on the first �300,000.
http://www.bbc.co.uk/news/business-42079174
strictlybricks
Posts: 276
Opinion:No Opinion
Price:595.00
RE: Redrow
19 Nov '17
"EPS likely to be above 80p for the current year IMO."

I'm allowing for a gently declining return on equity over coming years on all the builders barring Telford (due to their being in a process of change with medium to long term outcome uncertain..)..

Redrow's ROE last year, by my reckoning, was 25.7%.

An EPS this year of 82p would give an ROE of 24%, and is the figure I have pencilled in.

So - I agree with you on this, 2227.

Of course, events may now make monkeys of us both!
2227
Posts: 661
Opinion:No Opinion
Price:594.50
Redrow
17 Nov '17
EPS likely to be above 80p for the current year IMO.
2227
Posts: 661
Opinion:No Opinion
Price:584.00
Crest Nicholson
15 Nov '17
Crest Nicholson warns of housing Brexit effect, London weakness.

In London they are falling at the fastest pace since 2009, it added.

Crest Nicholson said that the housing market was generally robust across its principal operating areas and sales prices continue to show moderate growth, although Central London transactions were suffering from some volume and price weakness.
https://uk.reuters.com/article/uk-crest-hold-outlook/crest-nicholson-warns-of-housing-brexit-effect-london-weakness-idUKKBN1DF0VR
2227
Posts: 661
Opinion:No Opinion
Price:611.00
Housebuilders
9 Nov '17
Worries about the health of the UK property market weighed on housebuilders. The latest survey from the Royal Institution of Chartered Surveyors indicated that house prices are now falling in four areas of the country, and that the market is set to remain subdued in the short term.
2227
Posts: 661
Opinion:No Opinion
Price:641.50
London house prices
9 Nov '17
London house prices still under pressure from tax changes, according to Rics

Home sales in the capital fell again last month as London�s housing market continued to feel the effects of tax changes brought in last year.

A survey by the Royal Institution of Chartered Surveyors (Rics) found agreed sales dropped in October with 42 per cent more respondents noting a decline in transactions over the month.
http://www.cityam.com/275390/london-house-prices-still-under-pressure-tax-changes
2227
Posts: 661
Opinion:No Opinion
Price:647.50
Devonport
7 Nov '17
One of the biggest changes to Devonport in a generation is complete

A huge housing development that has helped transform Devonport is officially complete.

The biggest city regeneration scheme in the South West has now been formally completed and the last few families have moved into the �70 million Devonport estate.

Developer Redrow spent more than 10 years working on the vast 464-property Vision project - which transformed the old Royal Navy South Yard Enclave.

All of the homes have now been filled and the immense estate is home to more than 1,100 people.
http://www.plymouthherald.co.uk/news/property/one-biggest-changes-devonport-generation-725261
2227
Posts: 661
Opinion:No Opinion
Price:645.50
Regional housing markets forecast
4 Nov '17
https://www.propertyforum.com/property-in-the-uk/savills-issues-forecast-uk-regional-housing-markets.html

Savills are forecasting an increase in the overall UK housing market of 2% in 2017, 1% in 2018, 2.5% in 2019, 5% in 2020, 2.5% in 2021 and 2.5% in 2022. This equates to a five-year return of 14.2% between 2018 and 2022. When you bear in mind the current economic difficulties in the UK perhaps this not such a bad return?




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