Member Info for Culpepper

Bathrooms ( and I expect kitchens are in homeowners minds also )
https://www.bmbi.co.uk/news-blogs/expert-comment/lakes-comment-q2-2021/

And I note the digital comments, with Wickes already heavily committed and the recently created role and appointment.

Merchant sales hit new heights
1 hour Latest analysis of builders’ merchant sales shows the second quarter of 2021 as the busiest on record.

Busier than ever...
Builders’ merchant sales in the second quarter of 2021 were 20.3% higher, by value, than in Q2 2019 and 96.0% higher than during the locked-down Q2 of 20202.
The point of sale data is gathered for the Builders Merchants Federation’s Builders Merchants Building Index (BMBI).
The latest BMBI report shows that all categories sold more in Q2 2021 compared with the same period in both of last two years.
Sales were also up compared to the previous quarter. Sales in Q2 2021 were 24.1% higher than in Q1, with two less trading days in Q2.

Builders Merchants Federation chief executive John Newcomb said: “This quarter’s results reflect both the strength of the current market and the vital role of builders merchants in the supply chain. With high global demand and UK workloads continuing at extremely high levels, merchants have done a fantastic job managing product demand and supply. The challenges faced in the first half of the year are likely to continue and the building materials supply chain will be working closely with customers to keep projects on track.”

Merchant sales hit new heights
1 hour Latest analysis of builders’ merchant sales shows the second quarter of 2021 as the busiest on record.

Busier than ever...
Builders’ merchant sales in the second quarter of 2021 were 20.3% higher, by value, than in Q2 2019 and 96.0% higher than during the locked-down Q2 of 20202.
The point of sale data is gathered for the  Builders Merchants Federation’s Builders Merchants Building Index (BMBI).
The latest BMBI report shows that all categories sold more in Q2 2021 compared with the same period in both of last two years.
Sales were also up compared to the previous quarter. Sales in Q2 2021 were 24.1% higher than in Q1, with two less trading days in Q2. 

Builders Merchants Federation chief executive John Newcomb said: “This quarter’s results reflect both the strength of the current market and the vital role of builders merchants in the supply chain. With high global demand and UK workloads continuing at extremely high levels, merchants have done a fantastic job managing product demand and supply. The challenges faced in the first half of the year are likely to continue and the building materials supply chain will be working closely with customers to keep projects on track.”

Read-across.
https://www.lse.co.uk/rns/KGP/half-year-report-hqqp875mx4i01hi.html

https://www.bdcmagazine.com/2021/08/sig-awarded-green-economy-mark-by-the-london-stock-exchange/

Yet another group canvassing, which must include effective insulation. Not going away, but a properly resourced strategy needs to be agreed if targets are to be met.
https://www.mortgagestrategy.co.uk/news/government-urged-to-launch-green-retrofit-revolution/

Potions. Leads to Jekyll and Hyde stuff.

You are strangely obsessed Melseth.

Analysts seemingly backed up by directors buys at £2.50.
Up to date. Done for now.

Please ignore question marks. They came from nowhere.........

I have only seen this on analysts.??
Citi. Buy. 282p. Wickes joint broker??
Deutsche Bank. Hold 300p. Wickes joint broker??
Peel Hunt. Buy. 310p??
Liberum. Buy. 420p
This website apparently has another.
https://uk.investing.com/equities/wickes-group-consensus-estimates

Wickes' natural markets remain strong.

https://www.insightdiy.co.uk/news/uk-tradespeople-remain-optimistic-about-2021-workloads/10214.htm

Whatever happens, with the remaining loan notes in play, it is difficult to see much if anything by way of profit for Pi's. Written off long ago, but not 'worth selling.' You never know for sure - I feel particularly with MXCP.

Not following such every day, but £489k trade went through at 1750, so that's shifted a few more to start again. And there's the regular not insubstantial UTs.

I'm content with my lot and thoughts.

Ongoing, re-emergence of the Social Housing retrofit issue, which will apply across the UK.

Sunak urged to offer ‘cash injection’ as study reveals four million homes in the North need upgrades
NEWS
17.08.21
7:00 AMBY JAMES WILMORE
Chancellor Rishi Sunak is being urged to provide a “cash injection” to help tackle retrofitting as new research showed that two-thirds of homes in the North of England – around four million – need upgrading. 

Sunak urged to offer “cash injection” for retrofitting as North of England faces “massive challenge” #UKhousing

Tracy Harrison, chief executive of the Northern Housing Consortium (NHC), said that in this autumn’s Spending Review Mr Sunak must bring forward the £3.8bn pledged for the Social Housing Decarbonisation Fund.
The NHC’s latest monitor report revealed that 270,000 homes per year across all tenures will need retrofitting to bring them up to have an energy performance certificate (EPC) C rating. This equates to 700 homes being retrofitted every day between now and 2035, the NHC said. More than half of homes in the North are currently EPC D.
Under current government targets, all homes must be brought up to an EPC C by 2035. However, the social housing sector is facing a deadline of 2030.

Reading there are 38000 job vacancies in construction across the trades. Don't know what to make of that, though.

That is personal to you. And not fishy.

Director buys after announcement, and you are forced to sell, despite your view it will be a straightforward pro rata return. We differ.

What is 'fishy' about it. They're not in a closed period. Tender offer announced, including amount to be returned. Just the admin lacking.