149 days ago
This is recorded early as I head off on a road trip supporting my daughter’s sport. After discussing that I cover: Barratt (BDEV), Redrow (RDW), PZ Cussons (PZC), Vast Resources (VAST), Skinbiotherapeutics (SBTX) and Vin Murria on buy and build, Verditek (VDTK) and Versarien (VRS) and the shameful greed of Neill Ricketts.
370 days ago
In this bonus podcast I look at Malcom’s earlier comments on housebuilders, macroeconomics and Redrow (RDW).
2810 days ago
The last time there was a mega merger in the housebuilding sector was 2007. Can you remember what happened next? Exactly. And thus today Bovis (BVS) announced that it had received bid approaches from both Redrow (RDW) and Galiford Try (GFRD). It has rejected both.
4286 days ago
Today it was the turn of FTSE 250 listed Redrow (RDW) to report its numbers for the 6 months to 31st December 2012 and while some of the numbers look good, some do not and there is a solid case to be made for selling this stock notwithstanding the sharp increase in earnings just reported.
My starting premise is perhaps a little different to most sector followers in that I am bearish on UK house prices.
