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Strong balance sheet, fallen a lot, trading updates not so positive. I hold!

Redrow looks good and yield level doesn't imply a cut. From my perspective I'd prefer reduced London exposure since I am personally exposed to the region. Same reason I would prefer Gleeson over an Inland. Was looking at ETFs to buy the sector but underlying holdings tend to be more REITS than housebuilders (which is also cheap especially among the over leveraged!)

Hi Graham and all, Given a slow news day, if MJ Gleeson is covered, is it possible to do a housebuilder special? The sector is starting to look very cheap with some ridiculous yields. Personally I think Barratts, persimmon and Taylor wimpey are looking good as debt free, particularly Barratts at 1*book, 1.3*the, which I would suggest is the right measure for such asset intensive…

Was waiting for an update to the article from you EC and defer to you on judgement here. I would have thought they can break 25m if they can deliver same run rate as Q3 ($7m in Q3) with one further franchise acquired recently but I am a fuddy-duddy boring accountant and a huge fan of conservatism! Also I like that margin is going in…

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