Hints and tips:
...“The challenge has been getting enough product to market at an attractive enough price,” says broker Clyde Lewis at Peel Hunt....
...Clyde Lewis, an analyst at Peel Hunt, said that delivery could easily fall to 190,000 new homes next year, from a peak of 243,000 in 2019/20. “There is a housing shortage at so many different levels....
...“The market is still pricing these stocks for a pretty sharp correction and there’s still no sign of it,” said Clyde Lewis, an analyst at Peel Hunt....
...Clyde Lewis, an analyst at Peel Hunt, said private equity firms, listed housebuilders and privately owned developers were likely to consider making approaches....
...That warning and the ensuing collapse in the group’s share price has left it open to a takeover approach, according to Clyde Lewis, an analyst at Peel Hunt....
...Clyde Lewis, an analyst at Peel Hunt, said Crest Nicolson’s announcement was a sign that the sector was coming closer to accounting for the crisis, but that costs would vary considerably between builders...
...This is the board saying ‘we’re happy with what and how we are doing things’,” said Clyde Lewis, an analyst at Peel Hunt. “I wouldn’t have thought that it will go down terribly well with Elliott . . ....
...It had just gone 9.30am on a Thursday morning at Glasgow Sheriff Court, three storeys of sharply angled 1980s brutalism on the south bank of the River Clyde. The ground-floor foyer was already teeming....
...Ultimately, it must come down to operational shortfalls and maybe simply they have been too optimistic about growth,” said Clyde Lewis, an analyst at Peel Hunt....
...Clyde Lewis, an analyst at Peel Hunt, said: “Is it a coincidence that Elliott has taken a stake?...
...Berkeley’s opposition to tax hikes was likely to go unheeded, said Clyde Lewis, an analyst at Peel Hunt. “I don’t think Rishi Sunak will listen to what Berkeley Group thinks quite frankly.”...
...Clyde Lewis, analyst at Peel Hunt, said the Budget measures, while welcome, would do little to address the biggest problems facing the UK’s housing market....
...Otters and seals like to hunt along its rugged coastline; golden eagles can be spotted soaring over its dramatic mountains....
...Housebuilders have the ability to be highly cash generative but the debate has been whether to use that cash to fund growth or pay out large dividends, said Peel Hunt deputy head of research Clyde Lewis....
...Conversely a rapid recovery could see earnings recover faster than we expect.. 2:00pm GMT - Clyde Lewis of Peel Hunt has some v. interesting scenario work on the UK housebuilders: So for the base case...
...Urbicus went on to oversee the building of the stone and turf Antonine Wall, running from the banks of the Clyde to the Firth of Forth....
...Such overruns had become typical on large construction projects, contracted out by the government, said Clyde Lewis, equity analyst at Peel Hunt....
...“From an operating margin point of view, [Persimmon] is a speedboat,” said Clyde Lewis, an analyst at Peel Hunt....
...Helen Bourne, a London-based partner at law firm Clyde & Co, says: “It’s an education process to convince [insurance buyers] that it is worth getting affirmative cover rather than run the risk that a policy...
...Clyde Lewis, an analyst at Peel Hunt, said the process “costs money and [Bovis is] doing it more because the market’s tougher”. “They were confident they could move away from it....
...If you cut supply you make it more likely prices will go up,” said Clyde Lewis, equity analyst at Peel Hunt....
...Profits “were always going to be down” but the group has “given a bit of confidence with the shareholder return commitment” said Clyde Lewis, an analyst at Peel Hunt....
...Clyde Lewis, analyst at Peel Hunt, said Help to Buy was encouraging people to buy newly-built homes over the second-hand ones potential McCarthy & Stone customers were selling....
...Still, analysts at Peel Hunt suggests this week’s trading updates won’t all be monuments to New Year misery: “The consumer was out to spend, although the product and pricing had to be competitive,” they...
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