jim slater on telford homes (and others) [link]
Re: The future probably the clearest indicator is the projected Profit Before Tax in the last investor presentation.They are projecting a 60% increase from £25m to £40m by 2018That's all within the current development programme and reflects conservative house price growth. It would only take an uptick in house price inflation courtesy of Crossrail to dramaticallyincrease that...
The future Assuming a 25% increase per year2015....4Pound2016....5 Pound2017....6.25 pounnds2018....7.80 pounds2019....9.76 pounds2020.....12.2 poundsNow I will very happy with that My pound symbol on my key board does not work.
350 Does anyone know why the bid figure drops to 350 after trading hours and with luck returns to 484/492 the next day. a 155 spread between bid and offer must be telling us something ?
Re: Today's fall Buy the rumour..................................UB.
Today's fall ...on the back of strong results, forward orders and an increased dividend?!? I guess the recent rise had just gone too far, but good enough for medium-term holders rather than 'in and outs'!
Jim Slater - Comments on Telford Homes [link]
Re: sp Drifting back down to 3.70, can we hold it this time ?UB.
NEWS News looks promising
Re: sp Simple. Too many people want to live in London and there are not enough houses!Telford build houses in London, and have a good track record.Also believed to be a take over target.So high demand, and not enough supply. You can't lose if you have houses to sell.
Re: sp What is driving the SP up today ?
Re: sp Final div for this year (31/3/15) is forecast @ 5.20p (payable in July) giving an annual total of 10.30p and forecast for next year (31/3/16) is a rise of less than 3p. A similar % increase to the year before, which had no impact on the SP whatsoever !! Whilst Divi's may support SP's in hard times it is EPS that drives SP growth !UB.
Re: sp I am expecting the dividends to go up about 30 % - 40%. We will have to wait and see
Re: sp On what basis? ATM, I would be happy if we could break 3.70 and hold it, while a year end target of £4.00 ( representing an annual increase of 12-15%), would strike me as more realistic and quite acceptable !UB.
Re: sp I am hoping for a SP of 410p by Aug 2015 and a SP of 470p by the end of the year