Vistry Grp Share Price (VTY)

Hi Peakdread Sorry for the late reply and thanks for raising these interesting points regarding Vistry and a potential Labour government's impact on the housing market.

Here's a breakdown of your questions:

Vistry's Gearing Up Potential:

There's a valid concern about Vistry's ability to rapidly scale up for a significant increase in building. While they haven't explicitly addressed this, it's worth considering their recent merger and ongoing efficiency initiatives. These could position them well for growth. However, further analysis of their land bank capacity and supply chain resilience would be prudent.

Competition from Other Housebuilders:

You're right. Other housebuilders are likely to adjust their strategies. We might see established players create dedicated lower-cost housing divisions or partnerships. This could put some pressure on Vistry's market share, particularly in affordable housing segments.

Market Anticipation and Share Price:

The current share price (SP) likely reflects some anticipation of a housing boom, but it's difficult to quantify how much. It's also possible the market is cautious due to Vistry's potential growth limitations. Monitoring future announcements and how the broader market reacts to Labour's housing policies will be crucial.

Overall, a Labour victory presents both opportunities and challenges for Vistry. Their success will depend on their ability to adapt to a potentially more competitive landscape and optimize their growth strategy.

I think w will need to wait until Labour get into power, go from manifesto promises to policies being implemented to see further rises, but the outlook is promising!

You'd think a labour win would be very good for Vistry - They're pledging to build many, many more homes than the tories have managed to.... However 1) Is Vistry capable of gearing up its model to capitalise on this building boom? and 2) Surely the other housebuilders will be able to copy Vistry's model and at the very least set up a division dedicated to lower cost social housing?? and 3) how much of this potential housing bonanza is baked into the SP (or is it purposefully not baked in due to the limitations surrounding Vistry's growth potential??).

Hi PEAKDRED Yes momentum seems to favour a large move due north following the building of the handle of the CUP with handle formation on the weekly tea leaves expecting a major takeoff event i.e. catalyst if/when BOE reduces interest rates. IMO DYOR

Nice to see some positive movement... It seems to have been in a holding pattern of late....