Member Info for cyberduck

I'm a novice to all this but every single report from the companies that I've read points to the planning process. I don't believe for a second they haven't been lobbying the government about this for ever. Am i being naive in thinking it sounds promising though? Builders all ganging up on whoever it is they're going to meet. I probably am being naive aren't I?. It's just politics isn't it?

>Anything expected from Australia between now and then? I wouldn't have thought so.

>When is the company expected to announce a trading update on their US operations? They may say something with the interims on 13th December. The full year trading update is usually early May.

https://www.thetimes.co.uk/edition/news/find-budget-cash-to-get-britain-building-tories-urge-philip-hammond-8c3c33fjd

steph, You don't need a subscription. Do a Google search on "Telford Homes, Domino's Pizza, Mondi" including the quotes and click on the link.

I'm seeing 13 listings in the USA now and some happy USA customers writing TrustPilot reviews. Still getting the odd UK review going on there but there's not much you can do if somebody ignores the clear messages that they're posting to the USA Trustpilot site. I see this continuing but if the USA listings keep coming then I see the numbers becoming insignificant. Perhaps over time UK customers will start thinking of PurpleBricks as purplebricks.co.uk rather than purplebricks.com. I know that I still type in purplebricks.com whenever I want to access my control panel.

Says "Buy" https://www.ft.com/content/d49ddae6-add5-11e7-beba-5521c713abf4 If the link doesn't work search for "Telford Homes, Domino�s Pizza, Mondi" including the quotes.

>Wasn't complaining James,just bemused by the investment community's lack of enthusiasm for this little gem. It's 6 months away from a p/e ratio of 8.5. Redrow on an historic p/e of 8.9. It's not exactly a standout buy on those comparisons. Redrow forecasting 95p eps for 2020. Also, you'd probably expect some sort of discount for an AIM stock. I get the feeling though with TEF there might be something round the corner that could make them stand out. Another big BTR deal perhaps? A takeover? Sain, I was wondering when the GreyStar development would likely complete if planning permission is given. I had it in my head that planning permission was likely to be given later this year but think I heard it was now likely in January of next year. Might the profit element of this now have shifted from 2021 to 2022?

PurpleBricks have provided PIE with a copy of a letter sent to AllAgents. See http://www.propertyindustryeye.com/purplebricks-hits-back-after-allagents-launches-crowdfunding-bid-in-dispute-over-fake-reviews-claim/ Seems to be completely different to what AllAgents are claiming with this campaign to collect �50K "Purplebricks is trying to quash free speech on our site, and is repeatedly threatening to sue us for posting genuine reviews" versus "We and our client would have expected you to have the same objective: for genuine reviews to be available and for any that cannot be verified to be removed. Do you not agree that this is paramount for the integrity of all review sites, including allAgents?" PurpleBricks are actually following procedures laid out in statute. They've issued a section 5 notice by all accounts. See http://www.legislation.gov.uk/ukpga/2013/26/section/5/enacted If my understanding is correct then if Allagents don't provide the requested information they are legally bound to remove the content. You'd think any reasonable review site would do that. I've reported the project and if anybody feels that people are being misled with this campaign then they can do this by clicking on the "Report Project" link on https://www.crowdfunder.co.uk/help-us-fight-corporate-bullying-from-purplebricks-1

>The almost sounds positive Sain...are you feeling ok? :) Somebody must have hacked his account :)

Oh well that's reassuring. I do recall Redrow giving guidance of 95p EPS for 2020 though. Redrow more transparent than TEF now?

Or if that link doesn't work search for "London housing shortage helps Telford shrug off uncertainty" including the quotes.

https://www.ft.com/content/c5e78d26-1712-3ab5-853a-23b73f401efe

>I always get the feeling that in Steffy,s updates that he is almost saying to investors if you cant work out for yourself the good news I am telling you its more fool you!!! Well yes, that's the bit that I find disappointing. He should be trying to boost the share price without actually overstating things. If there's good news then let's get it out there. There's no reason why, with enough PR, TEF couldn't be on an even higher p/e ratio. Get away from being valued on an asset basis and be valued like a growth company. I was looking back at Bellways SP performance over the years and couldn't believe it was valued on a p/e ratio of 5 or less from 1998 to 2005. In this period growth in earnings was 19%, 11%, 32%, 13%, 24% and 34% (approx - just a quick calculation).

Thanks Sain, Shouldn't it be TEF telling shareholders these things? There needs to be some consistency or an explanation why they no longer give guidance 3 years ahead.

A bit concerned about 2019 now. Last I heard it was 60% forward sold which leaves 40% to sell in the prevailing market which we know isn't great. The �50M+ profit estimates were made when the outlook was rosier and there was no comment in the trading update. Yet every other time I've read something from TEF it's always re-iterated the 2019 guidance or at least said nothing has changed. This is what they said this time last year: "Expectations for the full year to 31 March 2017 and further into the future remain unchanged and on track to deliver significant growth over the next three years" Still nothing from the company about 2020. It would be interesting to know the forward sold potion for 2020. They've been telling us the forward sold position for 2019 for some time.

>There will be those who look at the interim results next month and think the sky is falling in. Opportunity to sell and buy back before final results?

"The interim dividend is proposed to increase in accordance with the anticipated full year profit growth. The Group is on track to deliver full year profit before tax in excess of �40 million in accordance with market expectations and the Board's longer term positive outlook is unchanged."

ToTheFuture. Yes, I was just thinking that. Both numbers and market share up over the last 24 hours. Market share is the major concern for shareholders though because that's something you want to increase even in slowing down markets and it's been down/flat since July despite an increase in LPEs.

>You are either a speculator in share prices,which is basically a gamble,or you are a businesslike investor who focuses on operational achievement I disagree. I think you can also use judgement in regard to sentiment. I know there are a lot of theories out there but one that I believe in is that when you see demand from people who don't usually invest in shares pick up then you are close to or at a high for the market as a whole. Another theory I believe in is that when there is blood on the streets "buy" (metaphorically speaking) I've done very well over the years timing my investments even when i didn't have the time to analyse individual companies. Whilst I'm not a chartist I've also had success buying and selling shares at various times. If you get this right more often than not then you can essentially compound your gains. For me, there are two ways to invest. Put it in a tracker and review periodically or invest in individual companies but keep a very close eye on things so you can get out before you suffer the full hit of bad news. It just depends on how much time you are going to invest and if you are looking at things all day then you'd might as well try to compound gains rather than sit in one company and take in all the drops.