Member Info for faramog

been a bit disappointed myself.. sitting on a 12% loss since I bought in the summer. I felt they had decent (not stella) prospects and seemed to have good financial and cash flow. More a diversification for me. I don't expect them to do great but looking for 7-9% return pa including the div over 3 years, so a SP of circa 1000 end of 2019 would deliver what I aimed for ... seems very doable... this is not a dog, but more a poodle of a stock I think

over 3 .. based on what ?

entire pension pot ... very brave ...

I think the markets woke up now .. +4.4%...

why the rise (4.6%)

bullish top triangle ... mmmhh .. that was accurate then !

is it worth sticking with this .. or just going elsewhere ... to recover my 26% loss will be a lot quicker elsewhere .. I just dont get why this share has dropped so much

Small bit of spare dosh so brought my av down ... don't get the drop or the relatively low SP...

Seems a decent set of results.. a bit better than I was expecting

I can see where some confusion comes "In the first half of 2016 the average sales price of homes legally completed increased by 14% to £254,500 (H1 2015: £222,300). The average sales price of private legal completions, excluding PRS, was 12% higher at £296,800 (H1 2015: £264,200), benefiting both from the mix effect from our ongoing strategy of predominantly investing in two storey product in prime southern biased locations and from market house price improvements. The average private sales price per square foot increased by 12% in H1 2016 compared to that achieved in H1 2015. We estimate the impact of market price increases in the year to 30 June 2016 to be around 4% to 5%." But its the fact that EPS is up 14%, Profit similar and ROCE up by 2.6 points that seems the most relevant. This is a cheap stock and with somewhat worse figures at the same time in Aug 15 was trading at circa 1150 .. seems all good for the next 2/3 years to me

very well put ... and exactly the point .....

I have always found it strange that investors get to make a loos when companies just print more shares to give to their staff at a discount !

A small 3.4% profit on a 6 month holding .. not a lot, but just dont see this company doing much for a while. If they hit their targets then there will be a small rise, but downside risk higher. I think the impact of holiday changes in Europe will feed in. Shame .. quite like going with Tui, but just speaking with some reps a couple of weeks ago in Turkey has made me wonder. Not going out of business, but certainly need a tighter, sharper run operation to maximise cash churn and growth

I was not aware the brokers recommended .. based on what .. fairy-dust .... given they all have the same info its bizarre they come to such wildly different conclusions Do your own homework However... given imports are now more expensive and there is an expectation of housing growth its not unreasonable to conclude there is growth potential.. not invested in this stock but have started to review it

in line with expectations ... expect a nice wee rise today

personally, I think it more likely to move only when perception that house sales (or more specifically both the number on market and willingness of lenders) is present I bought for a 3-4 year window period ... 4+% div, strong cash flow., good land bank and changes to building regs to make planning easier...so perfectly happy at the moment

If the SP was discounted to around 1034 5 weeks ago and the trading statement issued ... the current SP does not stack... all about sentiment., The really big builders have over extended a tad and had a premium pricing .. this is a quality stock being well managed.. paper loss at present but holding for the next 2-3 years anyway as the housing demand is very high. Even a house price correction will hardly dampen building as there is an overwhelming need for more houses, In the village where I live (W. Mids) a new estate of circa 100 houses was virtually sold off paper at ridiculous valuations and now there are plans for some more. Everywhere I drive I see new estates and buildings .. its no where near enough. Banks with large overseas operations being hammered a bit, but the UK side is strong and remains so after the BOE mandating large capital reserves. Aside from the ever growing debt pile (government spending more than it gets), we are as a country in a decent place ... only have to look at the shambles in Italy, Greece and Spain to see what is coming over there

either way I would think .. country needs more housing

which is why I never invested... good value (perhaps) below 200 ... a long way to go to be a solid stock again

Was about to buy and they shot up 5% earlier this week .. glad I didn't now ...