MJ Gleeson Live Discussion

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PIE-EATER 28 Jun 2017

Re: Why? Smiles....off the top of my head....several builders affected by sentiment on house prices recently which have been a mixed bagCarney and co seem to be muddying the waters re interest rates with every breath - previously it was almost crystal clear there would be no rises til 2019builders generally underperform during the summer.....why I got out at about 630p and went (prematurely) short on FTSE.....while banked gains on GLE, am only a couple of % up with 3UKS......but then I do expect some fireworks over the summer.number of immigrants heading back home apparently increasing and those businesses relying on them......building, farming (crop harvesting) nursing (foreigners registering professional qualifications down 96% allegedly year on year) will suffer as have to pay more / margins compress.TBH could quite easily see 530p here over the summer which would be a potentially good buying opportunity but if things pan out more smoothly over the next couple of years could quite easily see 750p+. I just don't have the conviction to hold which is why I took 630p and really just observing the market at the minuteall IMHO of course GLAPE

smiles1 28 Jun 2017

Why? Any comments in relation to this crash in the price?

smiles1 27 Jun 2017

Re: £5.82? Should have seen the warning signs

smiles1 24 Jun 2017

£5.82? Trades showing on iii as low as this (Friday) but cant find these sort of figures on other sites. Is iii throwing a wobbler again?

PIE-EATER 06 Apr 2017

Re: Gamble Dazed,Could well be too early.......My thoughts were that for whatever reason, the share price of GLE had not responded to the historical good news in the way that I had expected...over quite some time. That led me to the conclusion that MY basis for holding the share was possibly flawed. Add to that the scenario that markets have had a fairly steady and prolonged increase over the last 5 months which has to come to and end at some time.My intention is always to do a mini "sell in May" type thing where the proceeds from any sales or dividends are not re-invested until there has been a "blip" or correction. If that doesn't happen then I will look to re-invest over the autumn. (we are only talking of about 10% of total holdings - some core holdings are held VERY long term).Put those 2 things together and I decided to sell GLE (possibly wrong decision, and certainly premature) and with a small portion of my portfolio decided to go short on the overall market when Trump had his healthcare bill blip and had to withdraw from scrapping Obamacare.Do I think GLE will go up in price? I honestly don't know because my previous assessments weren't correct, but still made money. If the share price had reacted as I expected then I would probably have repeatedly added to my holding but getting it right with my reasoning being wrong....er no thanks - take the profit and try and learn.At least, as of now, I have made on GLE transactions and haven't lost (more than a couple of pints) on the short.GLAPE

smiles1 05 Apr 2017

Re: Price increase Broker recommendation to £7.40 as far as I can see

megaloss 05 Apr 2017

Price increase Does anyone know if there is there any news making this happen or is it just regaining lost ground???

dazedandconfused 28 Mar 2017

Re: NEW ARTICLE: MJ Gleeson is ray of su... Just lost another Inspector appeal on Fant Farm in Maidstone...

Chuch2 24 Mar 2017

Buying A steady stream of smallish volume buys during the past week. Some are just a few hundred but others valued at over £50k. Could someone be building a stake?

dazedandconfused 24 Mar 2017

Re: Gamble Statement from Hallam Land subsidiary in the Henry Boot results this morning suggests you may have been a bit too early: "In the early months of 2017, house builders continued to show strong interest in high quality sites and good market areas." And they are biased towards the (supposedly stagnant) North/North-East, so Gleeson's land bank darn sarf must be in significant demand?

PIE-EATER 22 Mar 2017

Gamble Those following this board will know that I haven't been totally convinced re GLE share price movements so decided to bank my profits yesterday and have gone short x3 on FTSE within my ISA using 3UKS. (Don't have CFD account or skills for it! )Yes, it's a bit of a gamble but I see more downside to FTSE from now till Easter /May than upside to GLE in that timeframe. All other dividends or sales are being held as cash as likelihood of turbulence draws ever closer????Currently still holding TEF and WJGGLAPE

PIE-EATER 03 Mar 2017

Re: £6 not making any predictions - just glad it's FINALLY on the move again.

smiles1 03 Mar 2017

£6 £6 cracked again. Can this reach its all time high of £6.30 this time? Not sure if the spread will help or hinder - what do we think?

PIE-EATER 02 Mar 2017

Re: Whats not to like Dazed....perhaps, on reflection, that could be a key point here. PE

dazedandconfused 02 Mar 2017

Re: Whats not to like I'm with this one more for its landholdings, and speculative planning permission efforts on them, than their housebuilding. I suspect one or two of them getting Inspectors' approval on appeal will ratchet up the price.

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