dazedandconfused
24 Aug 2016
Re: Stayed In.. For the record, 349p in January 2015, but i did 'double up' at 265p this July, so finally showing 'blue'...
dazedandconfused
24 Aug 2016
Stayed In.. but then i did buy a year ago, above £3. But interesting to hear the Chinese are still buying from TEF in the Olympic Park area - perhaps one way to get medals around your neck...!?
Damp Seaweed
08 Aug 2016
Re: Bought in I've joined you @275p========== ==Sold @290.2pReally ought to be higher. but market keeps selling into any rise, and indexes look toppy.
soi
27 Jul 2016
Re: Bought in Bought in for first ever time, @ 278................291 sold.Decided to bank a quick 4.6 % profit, should have sold before when it touched 300+ but was being too greedy.ATBsoi
ookyfly
21 Jul 2016
Re: First purchase I have a large holding (AIM = major iht advantaged) but am well under water. Nevertheless I am confident about the future of TEF and at these prices it's a bargain.
Greyinvestor
19 Jul 2016
First purchase First purchase for me today @ £2.84.....
Ripley94
19 Jul 2016
Re: AGM Statement other alert recovered from brexit fall off.
Nige the snake
14 Jul 2016
Re: AGM Statement Telford Homes Plc (AIM:TEF), the London focused residential property developer, will hold its Annual General Meeting ("AGM"
at 12.30 p.m. today at Telford House, Queensgate, Britannia Road, Waltham Cross, Hertfordshire EN8 7TF. At the AGM the Chief Executive of Telford Homes, Jon Di-Stefano, will make the following statement: "In recent months Telford Homes has continued to build a substantial forward sold position, including £130 million from two Private Rented Sector (PRS) contracts, and successfully raised £50 million of new equity. As a result the Group could not be in a stronger financial position to manage the impact of market uncertainty following the outcome of the EU referendum. Total forward sales now exceed £640 million and, as reported on 1 June 2016 in the Final Results, the Group has already secured over 50 per cent of the cumulative revenue expected in the three financial years up to 31 March 2019. This forward sold position has been boosted by the PRS sales of The Pavilions, N1, sold to a subsidiary of L&Q in February 2016 and Carmen Street, E14, sold to M&G Real Estate in May 2016. As a result of these sales the £50 million placing funds raised in 2015 are largely uncommitted and in addition the Group has significant headroom in its secured £180 million revolving credit facility extending into 2019. The EU referendum has created significant short-term uncertainty and it is too early to predict how long that will last. Due to the forward sold position the Group has no major sales launches planned until the autumn and therefore the Board will monitor other market activity as a barometer of transaction levels and pricing. In addition, the Group will continue to consider opportunities for further PRS sales, both on existing sites and potential land acquisitions, assuming the financial dynamics of those transactions remain appropriate. Following the outcome of the referendum, the Group still firmly believes in the longer term merits of building homes in London. There remains a chronic shortage of supply and that will not change as a result of leaving the EU. The Board also believes that London will not lose its attraction both as an international centre of finance or as a place where people want to live and work. Telford Homes has a strong development pipeline and is in a robust financial position with cash resources available for future investment. As a result, the Group will be able to take advantage of any opportunities created by current conditions balancing short term caution with continuing to plan for the longer term growth of the business. - Ends - For further information:Telford Homes Plc Jon Di-Stefano, Chief ExecutiveKatie Rogers, Financial DirectorTel: +44 (0) 1992 809 800www.telfordhomes.london Shore Capital - Nomad and Joint BrokerDru Danford / Patrick CastleTel: +44 (0) 20 7408 4090 Peel Hunt LLP - Joint BrokerCharles Batten / Capel IrwinTel: +44 (0) 20 7418 8900
Damp Seaweed
14 Jul 2016
AGM Statement latest RNS looks pretty robust and fairly bullish to meSorry can't post a link, but look under news tab abov
uselessbaba
07 Jul 2016
Re: James Henry Furlong Games...'His very recent purchase at £3.01 is encouraging, although he has never witnessed a Brexit, that's a new one on all of us. Also countering his purchase, was a slightly bigger sale by Katie Rodgers on 28 Jun at a lower price of £2.70. As she is the group FD, that's more of a worry.'Not really, on 23 June James Furlong sold 100,000 @ 350p, he's just bought half of them back 50p cheaper, nifty bit of trading I'd say.Katie Rodgers exercised company share options on 100,000 @90p prior to her recent sale of 55,000 @ 270p she currently holds 45,000 more than she did before the sale with a £60k profit on top, again, I'd call that a nifty bit of business !It is a regular practice for directors of TEF to sell onto the open market and replace with shares from the company option scheme !UB.
gamesinvestor
07 Jul 2016
James Henry Furlong seems like a sensible enough fellow with a very long history in the business:-His very recent purchase at £3.01 is encouraging, although he has never witnessed a Brexit, that's a new one on all of us.Also countering his purchase, was a slightly bigger sale by Katie Rodgers on 28 Jun at a lower price of £2.70. As she is the group FD, that's more of a worry.Also every other board member has been selling quite frequently.I've never been fan of builders, but with his background and Jim Slater's old tip it seems tempting. Plus looking at the positions of some of the sites they own, they are in a good position, provided London property doesn't go completely pear shaped.Finances look pretty good, managing to lower gearing a lot over the years."James Furlong, Land Director, 79Jim Furlong has over 40 years experience in all aspects of the construction and building industry through his involvement in roofing, civil engineering, construction and house building companies which all bore the ‘Furlong’ name. Prior to joining Telford Homes as Land Director Jim was a driving force within Furlong Homes, where he was Chairman with specific responsibility for land acquisition. Jim’s wide experience of land acquisition played a central role in the initial growth of Telford Homes and continues to be beneficial to the Group."Games - tempted, very tempted. But given the actions of the Group Finance Director, I think I'll wait. Sub £2 and I'll revisit it.
Eadwig
06 Jul 2016
Re: Bought in Very interesting, theblue, I never knew that. Thanks for the info.I shall consider adjusting my limit order a few pence.
theblue
06 Jul 2016
Re: Bought in There was a placing prior to the 360.00 placing you refer to eadwig ... in 2012 or 2013 @ 260.00 which appears to have held today.GL.
Eadwig
06 Jul 2016
Re: Bought in I think claude is right to be wary of sentiment right now. There could still be further drops in share price on housebuilders which have perfectly sound balance sheets, sales and prospects that many a FTSE 100 company would kill for. Sometimes the market doesn't make any sense. On the other hand, at close to 30% below the placement price of 360p, which many a fund manager snapped up, I will be adding myself very soon, around the @252p mark.
ookyfly
06 Jul 2016
Re: Bought in I have been buying steadily and am well under water. My latest is 5000 today at 260p.Sound long term prospects, I hope.
