Member Info for terrace

This has to be a good thing doesn't it?,HPI over the last few years has been robust and a cooling off period is needed for the long term health of the housing market. Dividends for the next 3 years are guided at 17p/19p/20p,so at todays SP, TEF are yielding an average of just over 5%,that is very attractive.Steph,as far as ISA investment is concerned,do you think a £1666 investment per month is more sensible than investing £20000 in a lump,it takes the risk away of investing the annual allowance in one lump at the wrong time?. Sain,your hopes for a TEF/UANC are understandable,but some of us would prefer TEF to stay as they are and not be influenced by the minds of those operating in a different market.It may be that JDS's role at UANC will be of great benefit to both companies in their different spheres and possibly it is best left at that.Steph's notions of where TEF will be in 20 years time are quite possibly attainable through their own independent organic efforts. With 4 major home builders going XD on Thursday,the sector is unlikely to make SP progress this week. Many home builders are now offering to pay the buyers stamp duty,so they obviously have a few % points of the asking price available to keep sales momentum up.

James....it is likely that other home builders could make a better return on their capital building more homes themselves,rather than get involved with M&A activity with another home builder,except perhaps a basket case at a distressed price( like Bovis were a few months back).Sain has been discussing the wisdom of a takeover for years but that possibility is extremely remote.Wouldnt be in our very long term interests anyway.

http://news.sky.com/story/435m-st-katharine-docks-auction-in-doubt-as-bidders-set-sail-11040607

perhaps you should change your posting name to Match.com.

wimpey

has the re evaluation of home builder SPs been a misappraisal of the situation in the new build market or a realistic opinion of things to come?.

Bovis/crest/redrow/taylor wimpy

http://pdf.euro.savills.co.uk/uk/residential---other/spotlight-new-homes-new-perspectives.pdf

great start today,are you still in there?.

https://www.theguardian.com/business/2017/sep/14/build-to-rent-the-solution-to-britains-housing-crisis

Sain has already got us "engaged" to UANC,following JDS's non exec appointment there.

http://www.telegraph.co.uk/property/house-prices/activity-housing-market-continuing-flatline-but-signs-price/

Cybs...Redrow had to be rescued by Steve Morgan after the credit crunch and he has given hints that he might be taking more of a back seat in the future.Strictly is a big fan of Redrow,but maybe a little caution here would be in order.

http://www.thechilternsw1.com/media-centre/articles/london-is-the-most-coveted-global-city-to-the-superrich

The remaining 7units have a total asking price of £4,762,500 or average £ 680,357 a pop.If the special event tomorrow does not put a decent hole in that,they might be prepared to listen to offers that bring them within the £600k help to buy limit.At this stage of proceedings,these units are best gone asap.

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=GFRD&ArticleCode=sxgfz6yo&ArticleHeadline=Final_Results

Many commentators are describing our proposed exit from the EU as lunacy.Can anyone explain what benefits might arise that might outweigh the endless list of negatives?.What did the leave voters know at the time of the referendum that was not apparent to the remainers.

http://www.telegraph.co.uk/business/2017/09/12/top-market-housebuilders-redrow-share-price-sinks-chairman-sells/

add another large whack of their own shares to their treasury stash. http://www.lse.co.uk/share-regulatory-news.asp?shareprice=BKG&ArticleCode=yifeyqec&ArticleHeadline=Transaction_in_Own_Shares

what is your take on the Redrow announcement and the market's reaction to it?.