Sign up or Log In

1 show sort by

You are not eligible to view 14 messages. To gain access to more recent message posts signup free for membership.

17	member 10/23/20 3:21PM Re: CSP 15
I took a look at CSP recently and yes, Partnerships is a gem, but a few things bugged me: first, mgmt seems intent on keeping this together with the standard homebuilding operations, and it seems... login to read the rest 1 view available tags
8	member 10/09/20 12:51PM Re: Big 4 6
Iseaid, thanks, good question. If you just look at ROE than Barratt has the lowest of the big 4, but not sure I’d call it a laggard. I think most of the large UK builders... login to read the rest view available tags
5	member 10/09/20 3:49AM Housing supply constraints?
Hi LDMR The consensus is there is a lack of housing supply in the UK and a need to build 300k+ a year. Ian Mulheirn, a housing economist, present evidence suggesting otherwise. See link: https://housingevidence.ac.uk/wp-content/uploads/2019/08/20190820b-CaCHE-Housing-Supply-FINAL.pdf Do you have a 2 view available tags
2	member 10/08/20 11:56AM Nice writeup
I own Barratt pretty big, though not because I have gone through each name in the sector in detail like you have. You could almost ditto this report for Barratt. I would think both are likely to 2 view available tags