Who are Q1’s big winners and losers?
There is a quite a divergence between large-cap (FTSE 100) and small-/mid-cap (FTSE 250) returns.
#BEZ #BP #BTRW #ENT #GLEN #ICG #III #MTLN #SDR #SHEL
sharesify.com/who-are-q1s-...
Sharesify Podcast 20 March 2026:
Join the team as they discuss soaring energy prices, higher interest rates and their impact on stocks.
#BTRW #PSN #VTY #NWG #BP #SHEL #KGF #WIX #NXT #MU
sharesify.com/sharesify-po...
#BTRW announce CEO David Thomas will retire and be replaced by external appointment Dean Banks. Looks like the rumours reported at the start of the year which were denied were correct after all.
UK companies in the news:
#ADVT #AGY #BEZ #BTRW #CORD #CPI #CRN #DOTD #EAAS #GMS #GFRD #HICL #IPO #MTRO #MWE #MYI #NET #QLT #RSE #SCE #SHI #SRT #SSIT #VEIL #VTY #WEIR
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#BTRW reported a mixed HY performance.
✅Completed 7,444 homes, a +4.7% increase yoy.
⏩Operating profit was £210.2m, a -0.3% decrease ❌Adjusted PBT was £199.9m down -13.6%
✅Statutory PBT rose to £156.2m.
The integration of Redrow is progressing well
bsky.app/profile/trad...
Barratt Redrow update disappoints:
Housebuilder fails to deliver the upbeat message investors were waiting for.
#BTRW $BTRW #GLE $GLE
sharesify.com/barratt-redr...
#BTRW H1 Results. “Resilient” performance - completions, revenue and ASP slightly increased. Reservation rate and forward sales flat, expects FY completions in line with guidance.
UK companies in the news:
#ACSO #BTRW #ENQ #EWI #FRMI #GATC #GLE #IGR #IOM #MFX #PZC #RENX #RICA #RSW #RWS #SEE #SHRS #SVT #ULTP #VP
Head to Sharesify.com for news, views, analysis and more.
Bellway shares rise on signs of improved demand:
The housebuilder says it saw 'clear signs' of an improvement in its spring selling season.
#BWY $BWY #BTRW $BTRW
sharesify.com/bellway-rise...
House price tick higher as investors await builders’ results:
#BTRW $BTRW #BWY $BWY
sharesify.com/house-price-...
#BKG H1 Results.
- Fairly flat with H1 last year.
- FY26 and FY27 profit expectations unchanged
- Signs of optimism in the London market
- Barbara Richmond joining the Board - great addition - suspected she would go to another housebuilder once her embargo ended with #BTRW. 👏
#BTRW AGM TU. ‘Resilient’ (flat) performance against the same period last year. FY guidance unchanged.
Taken an initial position in #TW. this morning. Was on watch pending the results. Yield, balance sheet and long term recovery.
Add in that Jennie has recently been bolstering the regional teams with ex-Redrow staff leaving from the #BTRW decimation.
#BTRW FY TS. PBT in line with completions slightly lower than guidance. Redrow synergies ahead of schedule. Reservation rate of 0.64 slightly up, net cash at £772m ahead of expected, FY26 completions revised to broadly flat.
Added #gle to my basket of homebuilders (#vty and #btrw) . Announcement today didn't seem overly bad to me and reservation rates are encouraging. At 0.7x tang book it looks attractive over a 3 year view. They have decent embedded margin coming through judging from the last question on the call today
#BTRW has reported a solid trading performance for the 13 weeks to end-March, with 3,717 home completions in the period to bringing the ytd figure to 10,563.
Stated remains on track to deliver between 16,800 - 17,200 total completions in the FY
📸 via @lischrewis on X
#BTRW H1 Res. Expects FY25 PBT to be at the upper end of expectations with cost savings running ahead after another 4 offices announced to closed this week. Res rates up at 0.6 and net cash reduced to £459 m. Strategic targets updated to deliver 22000 homes per annum medium term.
This write up from Phoenix is interesting. I think they are super smart and very knowledgeable on UK home builders having bought heavily post the banking crisis. The short bit on #BTRW is also interesting in showing the bear case for #VTY
www.auroraukalpha.com/download_fil...
Yes CMA review, fire safety and mort costs are risks but this seems in the price. Balance sheets are fairly strong #BTRW has net cash after land creditors. #VTY has more to prove and seems to be "laser focused" on cash generation this year and a terrible end of 2024
#BTRW $BTRW.L #VTY $VTY.L
Have been watching the falling knife for a while now but couldn't resist buying some UK homebuilders this week. Never owned them before so could be an expensive lesson
Seems to be trading at or below tang book with the prospect of falling rates
#BTRW also has reasonable self help opportunities post merger.
Lots written on #VTY and I got a lucky entry before the trading update. They have a lot to prove this year. Val implies lots of upside and limited downside. But this assumes their land is worth cost and they can prove their model
#BTRW RNS from yesterday afternoon. Not often I see options being allowed to lapse but probably says everything about housebuilder share performance in the last 3-5 years especially as these would have been a 20% discount to the share price current at the time.
#BTRW first AGM TS as the combined group. Rationalisation has commenced with 5 divisional office closures and a further 4 to come. Private reservation rate ahead of equivalent in FY24. Expects between 16,600 and 17,200 completions with 45 incremental opening to FY28.
I hold a basket of infrastructure plays #COST, #GFRD and #KIE for value/growth with #MGNS and #RNWH as established higher margin plays. Housebuilders, I have #VTY for its growth and return potential and some #CRST as an asset/recovery/takeover play. #BTRW worth watching post combination.
Well, I know it was only a couple of days ago I was teasing the fact that this audiobook was on the horizon, but it passed the checks a lot quicker than expected, so here it is: Beneath The Raven's Wing, the audiobook. Available on Audible.
#Booksky #BTRW #FantasyNovel #Author
Update on the audiobook: the narrator has finished! So I've just got a little bit of listening to do and then it will be ready for all your lovely lugs. #audiobook #author #BTRW
