Frankers70
14 Nov 2016
Re: H2 Headlines The £450m payout for 2017 on 3.2bn shares equates to 13.5p per share. With the share price at circa 150p the proposed forecast dividend stands at 9%. Tasty. To answer a previous post 2016 divi has been about 10p, that's £350m paid out. GLA that are holding.
holland44
14 Nov 2016
Re: Tangentially PSmith64: you may be out of the market for some time. I don't think we will be able to make any statements about the effects of Brexit for at least 10 years, and even then we won't really "know" or be "exact". It is going to be so difficult to disentangle causes and effects in a complex system like our trading economy, and with all the technological, environmental and demographic changes that are going on as well as political and legal events such as Brexit. Was anyone ever able to say, exactly, before Brexit what good or harm the EU had done to the UK economy and culture? There are so many "what ifs" and incomplete information, one might as well just stick a finger in the air, hope for the best and just keep investing for the future.
millwallfan
14 Nov 2016
Re: H2 Headlines I thought the total divis last year including the special were about 16p so if maintained would equal over 10% return on current share price ???????
Floatingboater
14 Nov 2016
Re: H2 Headlines I agree JC. I could never see the logic in the sp drop after the referendum so was able to take advantage of this, and GFRD and IBST at very cheap levels. After all the housing shortage is not going away overnight IMHO. I just wish the brokers would reflect the Guaranteed dividend in their fundamental analysis. 1.11% doesn't look anywhere near as attractive as 7%+ to a lot of punters.
JohnyCash
14 Nov 2016
H2 Headlines H2 trading into the autumn selling season has been strongStrong order book position for 2016 and going into 2017Expect to deliver an improvement in operating profit margin in 2016 (FY 2015: 20.3%), as previously guided, and a return on net operating assets of around 30%. Committed to the announced £450 million total dividend payment to shareholders in 2017---------- ---------- ---------- ---------- --'Strong buy' at current SP Imho but Dyor......JC
Junk it
31 Oct 2016
Average Plot cost Does anyone recall what the average cost of a plot is in the TW land bank?
psmith64
25 Oct 2016
Re: Tangentially And if all those Brexiteers get their way on immigration because without all the Eastern Europeans on the sites production will be hit badly.Time will tell but while the UK is in the wilderness this remains quite a risk to invest in unless you can tie your cash up for longer than 5 - 10 years without needing access because that is how long it could take to come out the other side of Brexit.Brexit means Brexit.......whatever that means hence this is where it is today.Personally I think there is more downside to come hence I am observing here from the sidelines until we do know exactly what this Brexit does mean.
Omaha man
13 Oct 2016
Tangentially I don't see much future for the housing market if we can't even afford Marmite
II Editor
12 Oct 2016
NEW ARTICLE: What private investors really think of FTSE 100's record high "At last, the @GB:UKX:FTSE 100 has made a new all-time high. It's been a tumultuous 17 months since the previous peak, but the post-referendum rally had just enough puff to get us over the line. Admittedly, it was unconvincing but, after another ..."[link]
Eadwig
27 Sep 2016
Re: Gobbledygook, Hydrogen Economy! H2, " Notice these skill shortages didn´t exist prior to 08. Completions drop 40% since 2008, & then comes around a skills shortage."Many one man self-employed or small businesses that accounted for about 50% of the housing sector skills needs were made up of older workers who decided that they may as well retire come that down turn. The industry has never recovered from that point according to an interview I heard a few months ago that was trying to address where the skills shortage had come from.The fact is, from memory, even a company the size of TW employ only 4000 people and obviously rely very heavily on sub-contractors. Good for contractors, and it means TW stay more flexible as a company. This appears to be the case for all the major housebuilders, and many of the smaller listed companies also.
Eadwig
27 Sep 2016
Re: Gobbledygook, Hydrogen Economy! HU, "You mean the "want" will continue to grow not demand."<SNORE> !!When demand is used in this context it means people who have the cash and are prepared to buy. It has nothing to do with 'want'. It is just one of those stupid conspiracy theory arguments that you have been trotting out for - well it must be 5 years now on the housebuilder boards.You are just quoting from the same hymn sheet as those people who say the Earth is actually just 6000 years old and, "The Theory of Evolution' is just a theory!". And they really think that ends the argument. They demonstrate a total lack of knowledge of the way science works, and you display (wantonly, I'm sure) an equal lack of understanding of simple economics because it suits your overall dissatisfaction with the economy.Stop reading that rubbish 'published' on You Tube and get ready for massive new government incentives pumped into UK housing this Autumn.If you had been buying every time you posted a SELL rating on BDEV, PSN, TW etc you could employ someone to make these posts for you and spend the day on the beach instead. On your own Caribbean island!"I conclude that you are just writing what you want or have been told by the mainstream media! House prices cannot keep inflating way above wage inflation forever! "Maybe they can get to Chinese or Japanese levels though? Which means we have years of price inflation left and 99 year mortgages will become the norm. Maybe a good thing for the traditional nuclear family with three or four generations under one roof, eh? No, not really. A thought though.
Grumpy_51
25 Sep 2016
Understanding housebuilders [link]
Hydrogen Economy
21 Sep 2016
Re: Gobbledygook, Hydrogen Economy! HU"Virtually no one can afford the products", We've established that over 140k people can and the builders are making great money out of that.I imagine you expect that they will not be able to pay and suffer repossession - nut note than even in peak repossession years, 2009 and 1991 repossessions accounted for only 0.43 and 0.77% of prevailing mortgages respectively. [link] a year or so you´ll be saying to yourself "how was I so bloody stupid?" Not sure why, given that my banked profits on builders exceeds my holding having reduced earlier this year. Your forecast end 2015 SP is still far from realized so I don't rate your predictions too highly.
malj1
21 Sep 2016
Re: Gobbledygook, Hydrogen Economy! 'How come I was so bl**dy stupid!' How come you don't seem to be saying that after your relentlessly wrong posts over the last 7-8 years or so? Myself I expect hpi to go to at least +10% yoy this year. I look forward to your post saying that yes, you were even more bl**dy stupid than all on these bb's have come to expect. Plus ca change c'est le meme chose.
Hardcore Uproar
21 Sep 2016
Re: Gobbledygook, Hydrogen Economy! House prices go up with increases in base money, it is not necessarily a reflection of true demand. true historical definition house prices should increase 2% above inflation (again a measurement of money in circulation). Banks become less risk adverse, when people see house price increases they then become less risk adverse. If you look at the run up to 08, many of the mortgages were % only, this just highlights the huge risks that were being placed. QE has hidden the risk but it is still a time bomb!Yes,UK housebuilders certainly don´t want to follow their Irish counterparts as in 07.What I am trying to state that UK housing is so manipulated it has no real bearing on the real world. Prices are grotesquely over valued. Virtually no one can afford the products. In a year or so you´ll be saying to yourself "how was I so bloody stupid?"
