Member Info for Chris572

You could apply your logic to almost every company on the stock exchange. Every company will be feeling the pinch, vistry has proven it’s able to streamline and become more efficient in its costs. It also has the backing and support of government grants/funding which a lot of companies don’t have so I don’t buy that argument. I’m struggling to see why this drop continues but I will certainly be adding more.

Don’t like that

They really do seem to pull figure out their arses

Buybacks over dividends every time at these prices

Gregg also purchased £1m of shares last year alone and at a higher price than today, so he has plenty skin in the game

The big takeaway here is that Vistry is driving a lot more profitability per unit, even though revenue dipped. Essentially, they’re becoming more efficient, cutting costs or improving margins on fewer sales. With profit before tax and EPS surging so strongly, it means they’re really squeezing more out of each project. And reducing net debt by 20 percent is a huge win—less interest cost, more financial flexibility. So, if they keep this momentum, the outlook is that they’re positioning themselves for stronger returns even if the housing market stays flat or faces some headwinds.

I know not many will agree with me here but I think a big part of today drop is just the psychology of leadership changes. Even if the numbers look solid, a sudden CEO departure—especially a long-standing, well-known figure like Greg Fitzgerald—can really spook investors

Just on the investor call just now and GF said we are not a premium partner, he definitely said we were back in January right?

still sounds very bullish for the second half of 2026 so fingers crossed

Real progress showing with the below

Operating profit +33%

Profit before tax + 87%

Basic earnings per share +92%

Net debt -20%

no idea how the market will move given the current world events, but certainly gives comfort that we are heading in the right direction

Reeves spring update probably didn’t help the SP today

All eyes on tomorrow’s update. Are we about to sink to new lows or buck the trend…..

Finish above £7 would have been considered a win for me but £7.28 is a real result

Spoke to soon lol

Thank god, finally can all move on

Steve Reed, secretary of state for housing, will meet with officials from major developers at a roundtable on Monday to set out how the government and builders must rise to the challenges they face in the sector together.

Along with Chief Secretary to the Treasury James Murray, Reed will seek views from the housebuilders, including Vistry Group PLC and Barratt Redrow PLC, on the proposed planning reforms and discuss how the market is looking.

For some context, it was discussed on the call around some of the massive deals that have been landed which haven’t been included in the update. And I quote “one was singed yesterday and I have been smiling all day”. A question was raised around inflation and how that would affect the current model and they discussed how the current model they predict negative inflation going into 2026. They talked about being a premium partner and how that made vistry 1 of only 37 companies and would open a lot of doors for us.

If anyone has listened to the call or was on the call, feel free to correct me in any of the above as I am writing this from memory of the call

Have you listened to the call today betterlife? Sounds like you could do with some reassurance

Anyone with concerns please listen to the zoom call noted at the bottom of the RNS, i am on the call just now and have topped up based on the conversations and update provided on the call. 2026 is looking very bullish (Greggs own words). hopefully the call is recorded because it paints a great picture for 2026 and beyond!

No

Didn’t expect a positive finish today. Nice to see. Still think this is an easy double your money from here

Those are not nice results