Member Info for Nige_W

Ps Having sold all my float in bdev I am left with 1st trade in bdev bought at 355 on 13/08/14. Sp now 658 = 82.2% profit, not including Divis. You just cannot get that sort of return in any other sector.

Thanks johnson What is remarkable is if I am right this represents a 25% return in 6 months. The only issue is whether to sell all when Sp reaches 260 (then maybe buy back after Sp collapse after XDivDt) or hold for the divi and wait for the price to recover. The Float in Bdev I sold was the remaining shares I had after taking the Divi. XDivDt was 26/10/17, so I have waited just over 2 months for the price recovery. Don't like waiting for price to recover, but could combine the ideas, ie sell 3/4 on reaching target, hold 1/4 for Divi. Since Brexit vote all builders are seriously cheap, imho 30 to 40% undervalued. BoL

Hi Sean and WiganW From Half Year Results RNS 1st Aug 2017 "We announce today, subject to approval at the 2018 AGM, that we intend to pay �340 million to shareholders in July 2018 by way of a special dividend. As such, in 2018 shareholders will receive a total dividend of c.�500 million (c.15.3 pence per share), comprising an ordinary dividend of c.�160 million (c.4.9 pence per share) and the special dividend (c.10.4 pence per share)." If 2.45 pps Int Divi (and 2.45 Final Divi) then Fin + Spec = 15.3 - 2.45 = 12.95 pps and 12.95 * 20 = 259. So looking for 260+ before 01/06/18. They will be hammered if back out of this promise. BoL

Hi Sean I am assuming that sum of Final and Special Divis are 12 pps then Sp will rises to 20 * Divi = 240. 20 * Divi is the same as a yield of 5% and if anything greater than 5% the Fatcats will just buy the Divi, hence Sp will rise to 240 just before X SpecDivDt (around 01/06/18). Hi Johnson I was assuming also a 15 pps dividend (not 15.26) and that 3 pps would be Interim divi, hence 12 pps. Those 2 assumptions are probably wrong (ie missed out on the 0.26 pps - where did you get that from - and interim will probably be less than 3 pps. Both will increase 20* rule and note Divi reached 4.6% of Sp last time, further increasing my estimate. BoL

Hi Tom Got in at 208.8 Trade A/c, and 208.0 Isa. Plan is to hold until just before XDivDt around 01/06/18, then sell at 240+. Better than working for a living! BoL

No need to cancel, deal just gone thru at 208. Very pleased with that.

Just figured out how to cancel - contact customer services via e-mail, Phone or post. I thought there would be an automatic system. I will leave it until tomorrow - when in doubt!

Hi Troubles Really don't believe in AI. A computer that appears to learn does no more than process data to create new links. The Turing test relies on interaction with people, so is subjective. Programs which simplify themselves do so according to the code people have written. Certainly they might seem intelligent, but then a calculator would seem intelligent to someone born 200 years ago. Got all deals done except tw buy Isa. HSBC forces you to put a limit price on - I put 208 which I don't believe the price will reach, but can't figure out how to cancel the order. About to have another go, cos it must be possible. System hasn't figured out how to make a cup of tea yet! BoL

Ps Can't believe it bdev Sp 658 and my sell price 660, ie just 2p difference, so I only lose 2p to get into tw. I didn't notice bdev recovering so quickly! Definite trade later today! System didn't tell me that, at the moment is not very intelligent, but it will improve.

Hi Tom Thought for the Day. Got a new Plan, Sell Trade Float in bdev (av prc 617, cur 658, profit 6.6%), and Isa Float (av prc 610, profit 7.9%) and move it to tw (before PreFinRes). I was hoping to sell bdev at 660 (Pre XDivDt Max) but since about 7%, up why not? Maybe could do better in tw, as opposed to waiting for 660 in bdev. Rest of float in rdw and psn. BoL

Hi Tom Whether there was 1 trade or 2, I don't think it makes much difference cos both at 209, can't see the Sp dropping below that. BoL

Anyone, but just looked at late trades. If this means anything at all, tw should open much lower tomorrow. If no change I would say that there is no point at all in looking at late trades. BoL

Hi Tom, Troubles That's Nig-Rule 01. Nothing has fundamentally changed so despite exceeding 210 the share remains massively undervalued. As I said I will be buying soon before FinRes, so would prefer the Sp to be heading South. Target 240 before 01/06/18 doesn't change, so the lower the Sp the greater the profit. BoL whatever you do.

Hi all If you like aht you might want to have a look at ferg (ex wos), plumbing and central heating. T/o US 63%, Can 6%, UK 15%, RoW 3% (=87%, the Moon ???). If Brexit goes pear shaped maybe a refuge. Don't hold any yet, but intend to get into aht and ferg. BoL

Hi Graham, Tom Another computer Glitch - I watch 26 shares and almost all gone back to yesterdays close prices. Bit ****potical really. BoL

Hi Troubles Never Christened my laptop, but 1 top of key fallen off (right arrow) and screen getting loose, so need to replace it. The Samsung runs Windows 7, which I got 14/07/09, and it has been excellent. Also need to replace (broken) LG tv so will replace with 49" smart Samsung (watching very small and old Samsung right now as tv which I was using as the monitor for the Dell PC), and replace old Dell PC (Samsung?), and I want a Tablet (Samsung?) Bit of a Samsung fan! My system is suffering a minor collapse on change of year, but should have that fixed soon - just a few graphs gone daft. In the process of adding aht, ferg and tef (? Aim, and not very good Relative strength). Compared to the last few years this winter has not been too bad, so don't think Rics will have a -ve effect on Sp. Hi Tom I am sure 214 was a computer error, I never saw the price rising close to that. BoL

Hi Sean I am repeating myself (yet again), but Imho Builders are the only place to be. The combination of Growth, Divi's, Cash in hand, the amount they are undervalued by (compare PER's to other sectors). Don't know how long this situation will last, but until the housing crisis is resolved, things should remain great for the big builders. Nothing will change that for many years, making builders a growth industry (not a cyclical one!) for the foreseeable future. So don't think of selling and move the rest of your investments to psn, bdev, bwy, rdw, bkgh and possibly aht, ferg (US based), gfrd, gle, inI and tef. BoL

Hi Sean Update is trading update before Final Results. According to my system 'PreFinRes' which also tells me to ignore this RNS. However, recent trading reports (and press) more optimistic than they have been for a while, so could be an opportunity to buy. Definitely investing some float before 27/02/18 (Final Results) which I think is the time they announce dividends. Total dividends of 15 pps of which 3 pps will be interim leaving 12 pps between Final and Special dividend. According to my system the Sp will rise to at least 240 before XSpecDivDt (on 01/06/18 = 20 * 12), and intend to sell float when Sp reaches 240, then buy back again after XSpDivDt price collapse. All dates/prices are in the future so can be regarded as no more than estimates, so may need to adjust the plan as things unfold. I am not too bovvered about �130m leasehold issue on a company valued at �6,791m. BoL

This time it was not my fault! To continue: Good luck for next year - stick to builders - outperforming everything else, with the best Divis, while written off my more than any other Sector in the Stock Exchange, and Brexit will probably have far less impact on builders than the other Sector. BoL

Hi David Only posted 6 messages. I hope you will share your thoughts with us a lot more next year. As you may have noticed I am heavily into builders (I ignore almost everything else, particularly Banks, Oil, Utilities and, Miners ...), still have a few shares in Tech Stocks (agma, nanoco and sage). Anyway, have you noticed my system of moving a float between builders depending on upcoming Rns dates. Nothing wrong with psn, bwy, rdw & bkgh. Good