Member Info for Bazzaman

I am invested in both INL & TW about 50/50 each & represents 40% of my total portfolio. The next 12 months should be very interesting for both so am happy to stay invested in both. With TW the SP could be closer to 240 this time next year & together with great dividends in 2016 & 2017 the returns for the next 2 years at least should be good. With INL growth could send the SP much higher & together with a bigger player sniffing around the opportunity for a takeover next year looks promising. The land bank held at cost is worth much more when it becomes oven ready. INL is still undervalued so expecting great things & SP could easily rise to 100+ by the spring All IMHO of course & always DYOR. We should be in for a good ride. BOL.

Market tends to take a couple of days to digest INL results, once they do expect a rise IMO. BOL.

With NAV up to 43.9p & SP typically double NAV could we see SP above 80p today?

At last. Rapid Growth Enabling Record Results 2015 2014 (restated2) Change Revenue £114.2m £58.9m +94% Profit before tax (including £14.5m revaluation surplus) £34.0m £9.6m +254% Period-end cash balance £21.4m £11.1m +93% Net asset value per share1 43.9p 29.6p +48% Basic earnings per share 14.67p 3.46p +324% Dividend per share 1.00p 0.60p +67% 1 Excludes unrealised added value accumulated within the land bank due to planning permissions achieved on some sites. 2 The results for 2014 have been restated due to the change in accounting policies to allow for the revaluation of investment properties and for the consolidation of Drayton Garden Village Limited. Group Highlights Record performance, well ahead of market expectations Expansion of housebuilding programme adding significantly to results - 248 private homes sold this year (2014:114) Creation of residential investment property portfolio contributed £14.5m of revaluation surplus and rental income has exceeded £1.1m per annum post year end Land bank has continued to grow and currently stands at 5,176 plots (2014: 3,734 plots), 1,200 of which are consented (2014:1,318). Net asset value per share has increased by 43% to 43.9p Total dividend (interim 0.3p plus proposed final 0.7p) per share increased by 67 per cent to 1.0p (2014: 0.6p) which demonstrates the Group’s continued strong financial position and confidence in the medium-term outlook.

No mention of my top up this afternoon on the trades?

Wrong side of Xmas to be making those predictions, muppets IMO.

http://www.privatepunter.co.uk/Companies/elecosoft-and-amino-27-october-2015

Don't forget a nice dividend of 2.135p going ex-div on 19th Nov. GLA

released in Poole, http://www.inlandhomes.co.uk/new-homes/cartersquay-poole.

Positive update today. http://citywire.co.uk/money/david-kempton-where-do-investors-go-from-here/a852984

Hi, sorry nipped out for my daily swim. I think a lot of people have already made some great gains on this share & the delay in announcement creates uncertainty which has led some to cash in their chips early. There are no guarantees with this stock & INL could have done a lot more to alleviate their shareholders fears. Looking at the July announcement & the subsequent updates they have placed a lot of emphasis on the profit figure being strong. Also reading between the lines of their July update they have also focused on their strategic direction to getting income through renting, their land bank looks strong but net debt seems to be a little higher. I still believe that the takeover/break up value is greater than £1 but this debacle means it might take a little longer to get there as confidence wains. BOL

but INL still buying. http://www.getwestlondon.co.uk/news/west-london-news/department-store-randalls-uxbridge-sold-10296252

Inland have updated their website to say results due October 2015 but no day given.

Simon's response to a question asked today on the RNS. 'Regards Inland we can only wait for the auditors to prepare the accounts in accordance with the accounting standards. I would agree that it is not great investor relations to delay the release again, but equally it has no bearing on the operational performance of the company. Undoubtedly when the accounts are finally released they will make for a good read and I remain positive ahead of the announcement'.

Plenty of noise on here today shaking the tree. IMHO the company have been poor in not providing a more robust explanation & whether it is the auditors or the FD delaying, they should show more respect. Nevertheless as always with this SP patience will be rewarded IMHO but I guess some volatility will prevail until we know for sure. GLA.

Thanks for the update, much food for thought.

I've been comparing SP performance of the house building sector over the past 12 months & although you would expect similar performance across the cyclical timings there are a few anomalies which present opportunities IMO. I see that BVS have fallen the most from their 52 week high down almost 19% yet are still up 31% on their 52 week low which was 10th out of the 13 I compared better than BHY 11th, TEF 12th & SMP 13th. I'm surprised that BVS has fallen so much which suggests it may well be oversold & seeing your comments that Jim Slater rates it a strong buy as we approach the new cycle it may well prove a good buying opportunity. Of the 13 I reviewed I'm only invested in INL & TW. so am keen to add another 1 or 2 to take advantage of the potential growth in the next 3 months. I'm leaning towards BVS & either RDW or CRST - perhaps some more research first. BOL with INL tomorrow, should bode well.

You did well. Have a great weekend.

I see your buy is showing as a sell, LSE always getting it wrong.

76p nice one