Member Info for terrace

are you going to act as scorekeeper this year as usual?.

�1000 win Samcro

�1000 win Footpad

https://www.telegraph.co.uk/business/2018/03/12/reform-help-buy-encourage-homes-profit-housebuilder-avant-says/

https://news.sky.com/story/record-slump-for-housebuilding-sector-at-start-of-2018-11282305

just for fun

Tou are given �1000 betting money on each of the four days,which must be used in full and at the end of each day,whatever comes out of the bookmakers satchel ( including stake money) is banked and cannot be reused.Selections to be posted here 1 hour before the first race.Highest amount in the bank at the end of day four,wins the competition.Good luck.

Now just 6 left on availability list.

Anyone interested in the annual Cheltenham competition next week?.

What are the options at Chrisp Street now and what do you reckon will be the outcome?.

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=CRN&ArticleCode=ujkgucfp&ArticleHeadline=Preliminary_Results

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=MCS&ArticleCode=cy3sycaa&ArticleHeadline=Half_Year_Trading_Update

http://www.bbc.co.uk/news/uk-politics-43279177

With EPS expected to be at least 47p this financial year and 55p next.why is TEF SP not attracting more interest from the investment community?.

http://www.bbc.co.uk/news/uk-43275611

https://news.sky.com/story/former-pm-tony-blair-claims-there-is-now-a-50-chance-brexit-wont-happen-11272200

Cyber...I keep it simple,5X current year guided EPS plus current NAV.That would provide a figure that is fair to both buyer and seller if the business changed hands.I use EV to establish the margin of safety offered by the SP.I reckon the stock is a buy at 20% or more under EV,a sell at 20% above EV and a hold in between.Todays SP is about 25% below EV so it is attractive.The SP did get close to EV some years back.I don't compare TEF to other home builders for my own investment decisions as none of them have (IMO) the medium term potential offered here,I am quite happy to be a fractional owner of this company until such time as they disappoint,but most home builders will serve their followers very well.

Supposed to be the first day of Spring today....TEF has an EV of about 531p/538p for March,that looks very diificult to achieve SPwise at the moment doesn't it.

TW are trading at a PBV of about 1.9 which is high compared to most of their peers,why is that because they have no particular aspects to their business that justifies the premium?.

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=TW.&ArticleCode=zre7dg8v&ArticleHeadline=Full_year_results_for_the_year_ended_31_Dec_2017