RE: S.P13 Sep 2019 17:52
Hi Rio Nige
In my opinion Gfrd far superior builders than Bovis not including my relation he's very proud of his new house but not my cup of tea. He took GF to lunch for a burger when he visited his site :))
Greg Fitzgerald moved from Gfrd to Bovis and was a big loss to Gfrd and huge gain to Bovis who were on the doldrums at one point and will probably take them higher.
Am I convinced of the new board strategy, well not yet, being debt free and with £300m in the bank that's a great start, the big if is if they win the claim on the Aberdeen western highway it will propel the sp northwards but have other big contracts at the moment that could do good
It's a big punt for growth for me ,not too sure how long lived this house builders growth is going to be at the moment ,
The house builders growth is always limited and always collapses after the big divis.
The divis are still fantastic though
ATB:))