Member Info for Taverham

Last year £1.2bn, year before £1 bn of capital generated and each year $750m returned so i cannot see less than £500m for next divis and that means a 10% yield - sparkling. Wrt interest rates the government cannot afford the payments if base rate goes up more than 1% - so limited risk there imv, and with housing the best inflation hedge for the average person we are well placed . Hoping sense will prevail and we will climb back to £20 in next few months.

Just added another £3k - even a halving of divi yeilds over 6%!!

I think the market is assuming housebuilders profits will be wiped out because of inflation in costs and deflation in selling price- imv the market is underpricing the whole sector I have added £10k today in psn because they have been hammered and will surely bounce , ditto tw but not as much.

Followed by a further £4k.

Banbury, fully agree - just flogged £3k of HOTC to top up again here - hope it recovers soon.

Just bought another £2.5k. frighteningly cheap!

Should Sharesoc be contacted?

Triumph, imv the market is already pricing in a 50% fall in profits and yield leaving this way above 5%. Furthermore the demand for proerties is still there and will be so for the next decade so at this price it is a bargain imv. I shall add further this pm.

I added £3k expecting a bounce.

Incorrect headline from proactive as margin went up- problem was tough comparator from post lockdown surge last time . All good here on margin and supply chain.

Why dont HL invest in their systems so that they display accurate share prices - today they are all over the place?

sp fall today not justified - interim ceo was always going to leave if passed over.

Profits down but prospects up. If sp falls i will buy more as imv divis this year more than underpin current sp- who else provides a higher yield?

Outstanding profits and returns only negative at Plus is falling customer numbers.

No point in taking the peanuts until mid next week at the earliest imv unless some other compelling opportunity pops up - give the previous bidders a chance to reconsider the silly price now agreed and any positive retail news that may arise.

Market is now starting to price in a new offer as sp has crept up to 109 matching the offer price once stamp duty and dealing charges are included. Hopefully this pm we will close above the 110p.

We are now up around10 percent over the last few days- any ideas folks?

Well for me management have let us down BUT what about our advisors who presumably steered the company away from sycamore so that they would earn more fee from prolonging the process perhaps or to line the pockets of their mates- why are we paying them anything?

I cannot see how a company can lose 20% [ 137- 110] of its value since march . Surely sycamore can now offer just 115p and win .

that GL is deliberately holding back production because gas prices are rising ....... perhaps?