Member Info for Raleigh

Extremely positive given the circumstances.

"Homes turnover for the 18 weeks to 30 October 2020 was 48% up on last year at £657m. This strong performance has not depleted the total forward order book which currently remains close to record levels at £1.5bn, a 10% increase on this time last year.



Our balance sheet is strong and at the end of week 18, we had net cash of £115m (2019: net debt £32m). We continue to expect to reinstate dividend payments at the half year and to be cash positive for the remainder of the financial year."

A little more in another article https://www.thegazette.com/subject/news/business/bae-systems-cedar-rapids-under-construction-20201105
Extra space included for the seemingly anticipated expanding military GPS business.

https://www.industryweek.com/the-economy/article/21146950/bae-systems-building-new-facility-in-cedar-rapids

The facility will support the company’s newly acquired Navigation & Sensor Systems business, which makes mission-critical military GPS products.

Tuesday 10th. November - Persimmon 3rd Quarter Results
Wednesday 11th.November - Taylor Wimpey Trading Statement
Thursday 12th.November - Vistry Trading Statement
Thursday 3rd December - Countryside full year results ( and post year end comment ) Trading update already provided. https://www.lse.co.uk/rns/CSP/fy-2020-trading-statement-lkvvf06nc2onk7t.html

Tuesday 10th. November - Persimmon 3rd Quarter Results
Wednesday 11th.November - Taylor Wimpey Trading Statement
Thursday 12th.November - Vistry Trading Statement

I would. And I think I am right in saying that what you say is the norm.

I mean, it really is hard to believe Alchemy and the board has gone at this blind. I have no opinion on the end result.

Would you not expect a sounding out prior to?

I bought some of these today, really as a result of considerations around this.
https://www.proactiveinvestors.co.uk/companies/news/932930/european-defence-stocks-at-unwarranted-20-year-discount---broker-932930.html
Like Bae, it seems, for the moment anyway, hopefully to be in the early stages of coming off the most recent low. If it turns out to be a takeover target at some stage so much the better. Bit of an inexpensive punt, perhaps.

https://www.baesystems.com/en/article/bae-systems-outlines-support-proposal-to-japan-s-f-x-fighter-programme

https://www.globenewswire.com/news-release/2020/11/05/2120762/0/en/The-military-robotic-and-autonomous-systems-market-is-anticipated-to-grow-at-a-CAGR-of-20-75-based-on-market-value-during-the-forecast-period-2020-2025.html
Bae a 'key market player.'

https://www.constructionmanagermagazine.com/robust-increase-in-new-construction-orders-in-october/

It is a solid stock in difficult times gaining favour and coming off the bottom - done 11.9% in 3 and a bit trading days. This is one view, and it appears the market ( so far ) is ambivalent about things American at the price.

https://www.proactiveinvestors.co.uk/companies/news/932930/european-defence-stocks-at-unwarranted-20-year-discount---broker-932930.html

https://www.asdnews.com/news/defense/2020/11/03/us-army-selects-bae-deliver-autonomy-capabilities-future-vertical-lift-initiative

Extract from infrastructure intelligence today - goes to Costain's green collaboration on carbon.

"Despite the difficulties and challenges, the construction and infrastructure sector has been working hard to deliver projects that will help the UK and global economy take steps towards economic recovery in the months ahead. What is clear from the many discussions and debates that Infrastructure Intelligence has been hosting recently is that the recovery needs to be both digital and green to be truly sustainable.

Sustainability dominates this issue of the magazine, with article after article making the case for an approach that will enable us to build back greener and achieve net zero. Climate change is still the most important challenge of our age and without the ingenuity and creative solutions delivered by the construction and infrastructure sector, net zero cannot be achieved."

https://www.theconstructionindex.co.uk/news/view/redrow-secures-liphook-consent

Taylor Wimpey joining Wantage development.
http://europe-re.com/taylor-wimpey-acquires-regional-uk-resi-development-for-19m/68449

Taylor Wimpey joining Wantage development.
http://europe-re.com/taylor-wimpey-acquires-regional-uk-resi-development-for-19m/68449

Taylor Wimpey has just tied up with McAleer and Rush to complete TW's high profile Mount Pleasant London development. Almost 700 homes in phases as built will come onto market - some in £1m - £2.5m bracket.
This one - https://www.buildington.co.uk/london-ec1/farringdon-road/mount-pleasant-mail-centre/id/1580

Who cares?