Member Info for adeg1

As owners of the company we need to be demanding bigger dividend payments from the companies to compensate for the risk free rate of return increasing above 5%. Until companies start paying bigger returns the share prices will continue to fall.

"Tintra will have a further right (but no obligation) to forego issuing Shares in relation to the subscriber's request for issuance and instead opt to repay the subscription by making a payment to subscriber equal to the market value of the Subscription Shares that would have otherwise been issued."

This will be the contentious bit. So we will repay your demand and you want 30% in shares but then we will not give you them and pay you the market value instead, in cash. Therefore you don't get to keep the shares.

If I was the HNW individual having done my due diligence I would be investing in new shares and also buying in the market at these "low" prices if I thought it was worth £11 plus per share.

The more the price falls the more shares they can buy in the remaining share buy back period.

I just don't get it. The country is crying out for more homes, York needs 10,000 new houses yesterday, yet TW only have 8000 on their orderbook for the whole country. House prices are too high and the only way to bring them down is to increase supply. TW and the other house builders should be build, build, build .....

But they don't, as it is more profitable for them to sit on their landbank and wait for the house prices to increase further so they can make more profit. Good for us long term shareholders bad for the country and house buyers.

If government isn't prepared to build the houses itself then they need to incentivise the house builders to get building.

So the 1,000,000 of options awarded on the 1st of April have now been handed back as Robert Parker has now left the organisation. The question now is will ne new CFO/FD get them handed back to her. Although if she can get the shareprice to £2 from here I would be happy with that.

Net asset value of £1.02, lets liquidate the lot and take the money.

What makes you think that it will be taken private? What information are you forming your opinion on?

well at least the buy back shares will be cheaper today.

don't forget the £115k per year he is banking for being an ex Prime Minister. Why would you come back for an extra £25k per year and all the hassle.

for me it depends on the magnitude of the buy back and is this a long term thing. £1 Billion is 5.3% of the current market cap. Keep buying back at that rate for 5 years and it will have a significant impact on my investment.

What does frustrate my is the ability of the broker to buy low in the market and take advantage of the dips in the share price over the buy back period. The lower the market price the more shares they can buy and therefore the better it will be for me in the long term. Time to start trashing the share price and getting it down below £15 per share again.

Revenues up, margins up in H2 and cash balance of £43 million up £10 million on the previous year. Profitable business even in these market conditions. Should see plenty of upside from here.

Amanda & Douglas putting their money where their mouth is. Got to be some good upside from here.

Should be on a PE of 10, not 4, but will not get there unless they increase the dividend.

Trading update is due the first week of October. Happy to hold until the news from that and will make a decision from there.

I don't want £8 yet. While we are in a share buyback programme I'd rather see the market return to £6 per share so that they can buy back more shares and improve the long term position.

Not that I agree with the buy back programme, would have rather had a special dividend, but at least the price drop means they can buy more shares back at a cheaper price.

yes price drops to £3.88, charts are showing down 20% and brokers won't let you trade as they have not updated their systems. Sounds like chaos to me. They only had 2 months notice to get this right.

buying opportunity, told you it would be chaos.....

yes we all know the process and what is happening. What I am saying is that there are a significant group of people out there who do not and I think that will create a better buying opportunity over the next week as those people decide to exit the market. I could be wrong but I will be buying back my 24% next week before the money is deposited in my account on the 31st as I expect the price will have increased by then.