This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsCountryside Partnerships（6CO）株式概要Countryside Partnerships PLC operates as a home builder and urban regeneration partner in the United Kingdom. 詳細6CO ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績0/6財務の健全性3/6配当金0/6報酬収益は年間69.59%増加すると予測されています リスク分析リスクチェックの結果、6CO 、リスクは検出されなかった。すべてのリスクチェックを見る6CO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,882 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG482,882 investors already sharing narrativesYour Fair Value€Current Price€2.36該当なし内在価値ディスカウントEst. Revenue$PastFuture-116m1b2016201920222025202620282031Revenue UK£1.4bEarnings UK£88.6mAdvancedSet Fair ValueView all narrativesCountryside Partnerships PLC 競合他社TraumhausSymbol: XTRA:TRUMarket cap: €2.0mHELMA EigenheimbauSymbol: XTRA:H5EMarket cap: €1.2mEinhell GermanySymbol: XTRA:EINMarket cap: €803.9mEigenheim Union 1898 BeteiligungsSymbol: XTRA:JZ60Market cap: €11.2k価格と性能株価の高値、安値、推移の概要Countryside Partnerships過去の株価現在の株価€2.3652週高値€5.4752週安値€2.16ベータ1.661ヶ月の変化5.36%3ヶ月変化-28.92%1年変化-55.97%3年間の変化-45.09%5年間の変化-37.75%IPOからの変化-21.83%最新ニュースお知らせ • Nov 14Countryside Partnerships Announces Cancellation of SecuritiesAt the request of Countryside Partnerships PLC, ordinary shares of 1p each, fully paid, have been cancelled from admission to trading on London Stock Exchange with 08:00 on November 14, 2022.お知らせ • Nov 12+ 5 more updatesCountryside Partnerships Provides Listing Cancelation UpdateCountryside Partnerships PLC and Vistry announced that the Scheme has now become Effective in accordance with its terms, following sanction of the Scheme by the Court on 10 November 2022 and the delivery of the Scheme Court Order to the Registrar of Companies, 11 November 2022. The entire issued ordinary share capital of Countryside is owned by Vistry. Applications have been made to the FCA and the London Stock Exchange for the cancellation of Countryside's listing on the premium listing segment of the Official List and the trading of Countryside Shares on the London Stock Exchange's Main Market, which is expected to take place with effect from 8.00 a.m. on 14 November 2022.お知らせ • Nov 11Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £2.1 billion on September 5, 2022. As per the transaction, shareholders will receive the full amount of cash for every 0.255 new Vistryshare under an election to receive more cash in place of new Vistryshares in respect of each Countryside share is 153.765 pence. This is in addition to the 60p in cash due for each Countryside share. Shareholders will receive the full amount of a new Vistryshare for every 60p in cash under if they opt to receive more new Vistryshares in place of cash in respect of each Countryside Share is 0.099 of a new Vistry share. This is in addition to the 0.255 new Vistryshares due for each Countryside share. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP). Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders on November 10, 2022.お知らせ • Oct 10FCA to Cancel Trading in Countryside Shares from Official List and Main Market of London Stock ExchangeOn 5 September 2022, the boards of Countryside Partnerships PLC (Countryside) and Vistry Group PLC ("Vistry") announced that they had reached agreement on the terms of a recommended cash and share combination pursuant to which Vistry will acquire the entire issued and to be issued ordinary share capital of Countryside (Combination). It is intended that following the Combination becoming Effective, the London Stock Exchange and FCA will be requested respectively to cancel trading in Countryside Shares on the London Stock Exchange's main market for listed securities and to remove the listing of the Countryside Shares from the Official List, in each case shortly after the Effective Date.お知らせ • Sep 07Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion on September 5, 2022. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP).お知らせ • Sep 05Countryside Partnerships and Vistry Reportedly in Merger TalksCountryside Partnerships PLC (LSE:CSP) and Vistry Group PLC (LSE:VTY) are nearing a deal to merge and form a $3.2 billion residential developer, according to people familiar with the matter, representing a win for U.S.-based activist investor Browning West LP. The deal, in which Vistry is expected to pay mostly stock for its counterpart, could be announced as soon as this coming week, the people said. A possibility remains, however, that the talks break down before terms are finalized. By joining forces Countryside and Vistry would have a combined market value of about £2.75 billion, equivalent to $3.2 billion, based on their latest values. The combined entity would gain greater scale to better combat the risk of a slowing housing market in the U.K. amid record-setting inflation, rising interest rates and the prospect of a lengthy recession. The stocks of both Countryside and Vistry are lower so far in the year 2022. Countryside, though, has underperformed and the company has suffered from senior management upheaval, placing it under greater shareholder pressure to strike a deal. In January, the company’s then chief executive officer resigned following the release of disappointing profit and revenue results. That same month, Peter Lee, a partner at Browning West, which currently owns about 15% of Countryside, joined the board. Then in June, 2022, the builder, which has most recently been headed by interim co-chief executives, put itself up for sale. That move came following pressure from Browning, which focuses its investments in North America and Western Europe, and Countryside’s rejection as too low of a £1.5 billion takeover offer from Inclusive Capital Partners LP. A deal involving mostly stock, like the transaction that Countryside and Vistry are targeting, can overcome that challenge by allowing shareholders of each company to hold shares in the combined entity and benefit from cost savings and any stock gains if the merger succeeds and overall market conditions improve.最新情報をもっと見るRecent updatesお知らせ • Nov 14Countryside Partnerships Announces Cancellation of SecuritiesAt the request of Countryside Partnerships PLC, ordinary shares of 1p each, fully paid, have been cancelled from admission to trading on London Stock Exchange with 08:00 on November 14, 2022.お知らせ • Nov 12+ 5 more updatesCountryside Partnerships Provides Listing Cancelation UpdateCountryside Partnerships PLC and Vistry announced that the Scheme has now become Effective in accordance with its terms, following sanction of the Scheme by the Court on 10 November 2022 and the delivery of the Scheme Court Order to the Registrar of Companies, 11 November 2022. The entire issued ordinary share capital of Countryside is owned by Vistry. Applications have been made to the FCA and the London Stock Exchange for the cancellation of Countryside's listing on the premium listing segment of the Official List and the trading of Countryside Shares on the London Stock Exchange's Main Market, which is expected to take place with effect from 8.00 a.m. on 14 November 2022.お知らせ • Nov 11Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £2.1 billion on September 5, 2022. As per the transaction, shareholders will receive the full amount of cash for every 0.255 new Vistryshare under an election to receive more cash in place of new Vistryshares in respect of each Countryside share is 153.765 pence. This is in addition to the 60p in cash due for each Countryside share. Shareholders will receive the full amount of a new Vistryshare for every 60p in cash under if they opt to receive more new Vistryshares in place of cash in respect of each Countryside Share is 0.099 of a new Vistry share. This is in addition to the 0.255 new Vistryshares due for each Countryside share. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP). Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders on November 10, 2022.お知らせ • Oct 10FCA to Cancel Trading in Countryside Shares from Official List and Main Market of London Stock ExchangeOn 5 September 2022, the boards of Countryside Partnerships PLC (Countryside) and Vistry Group PLC ("Vistry") announced that they had reached agreement on the terms of a recommended cash and share combination pursuant to which Vistry will acquire the entire issued and to be issued ordinary share capital of Countryside (Combination). It is intended that following the Combination becoming Effective, the London Stock Exchange and FCA will be requested respectively to cancel trading in Countryside Shares on the London Stock Exchange's main market for listed securities and to remove the listing of the Countryside Shares from the Official List, in each case shortly after the Effective Date.お知らせ • Sep 07Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion on September 5, 2022. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP).お知らせ • Sep 05Countryside Partnerships and Vistry Reportedly in Merger TalksCountryside Partnerships PLC (LSE:CSP) and Vistry Group PLC (LSE:VTY) are nearing a deal to merge and form a $3.2 billion residential developer, according to people familiar with the matter, representing a win for U.S.-based activist investor Browning West LP. The deal, in which Vistry is expected to pay mostly stock for its counterpart, could be announced as soon as this coming week, the people said. A possibility remains, however, that the talks break down before terms are finalized. By joining forces Countryside and Vistry would have a combined market value of about £2.75 billion, equivalent to $3.2 billion, based on their latest values. The combined entity would gain greater scale to better combat the risk of a slowing housing market in the U.K. amid record-setting inflation, rising interest rates and the prospect of a lengthy recession. The stocks of both Countryside and Vistry are lower so far in the year 2022. Countryside, though, has underperformed and the company has suffered from senior management upheaval, placing it under greater shareholder pressure to strike a deal. In January, the company’s then chief executive officer resigned following the release of disappointing profit and revenue results. That same month, Peter Lee, a partner at Browning West, which currently owns about 15% of Countryside, joined the board. Then in June, 2022, the builder, which has most recently been headed by interim co-chief executives, put itself up for sale. That move came following pressure from Browning, which focuses its investments in North America and Western Europe, and Countryside’s rejection as too low of a £1.5 billion takeover offer from Inclusive Capital Partners LP. A deal involving mostly stock, like the transaction that Countryside and Vistry are targeting, can overcome that challenge by allowing shareholders of each company to hold shares in the combined entity and benefit from cost savings and any stock gains if the merger succeeds and overall market conditions improve.お知らせ • Jul 13Countryside Partnerships plc Announces Resignation of Non-Executive ChairThe Board of Countryside Partnerships PLC announced that John Martin, Non-Executive Chair, has informed the Board of his decision to resign from all his roles at the Company with immediate effect. Douglas Hurt, Senior Independent Director takes over the role of Non-Executive Chair and Chair of the Nomination Committee and Amanda Burton is appointed Senior Independent Director with immediate effect. There is no change to the previous financial guidance for adjusted operating profit for the full year ending 30 September 2022.お知らせ • Jun 07Browning West LP Communicates with Countryside Partnerships PlcOn June 6, 2022, Browning West LP communicated with Countryside Partnerships Plc urging to analyze all possible alternatives and sell the Company to the potential buyers. In addition, Browning West LP said that it was supportive of any proposal from shareholders that the board run a formal sale process for the company and would welcome the opportunity to participate in any such process.お知らせ • May 31Inclusive Capital Partners, L.P. cancel the acquisition of remaining 90.8% stake in Countryside Partnerships PLC (LSE:CSP) for £1.02 billion.Inclusive Capital Partners, L.P. made the offer to acquire remaining 90.8% stake in Countryside Partnerships PLC (LSE:CSP) for £1.02 billion on April 14, 2022. Under the offer, Inclusive Capital Partners, L.P. will acquire shares at £ 2.25 (225 pence) per share and a contingent entitlement of up to a maximum of 59 pence, structured as a contingent value right. On May 17, 2022, Inclusive Capital Partners, L.P. revised its offer price to £ 2.95 (295 pence) per share. Under the revised offer, Inclusive Capital Partners, L.P. will acquire remaining 90.8% stake in Countryside Partnerships PLC for £1.3 billion. Pursuant to the revised offer, it is also currently expected that as an alternative to the Cash Offer, an eligible Countryside shareholder would be entitled to elect to receive rollover ordinary shares (the "Rollover Securities") in exchange for their holding of Countryside shares at a ratio to be specified at later stage (Alternative Offer), subject to the indicative terms and conditions of the alternative offer. Under the Alternative Offer, it is proposed that eligible Countryside shareholders would be entitled to either; elect for the Alternative Offer in relation to their entire holding of Countryside shares; or elect for the Alternative Offer in relation to at least 50 per cent. of their holding of Countryside shares (with the remaining percentage of such Countryside shareholder's shareholding being settled by way of the Cash Offer). The maximum number of Rollover Securities available to Countryside shareholder under the Alternative Offer would be limited to 30%. If valid elections were to be made from eligible Countryside shareholders that would require the issue of Rollover Securities exceeding the Alternative Offer Maximum, the number of Rollover Securities to be issued in respect of each Countryside share would be rounded down on a pro rata basis, and the balance of the consideration for each Countryside Share would be paid in cash in accordance with the terms of the Cash Offer. The availability of the Alternative Offer would also be conditional upon valid elections being made for such number of Rollover Securities as represent at least 5 per cent. of the issued ordinary share capital of Holdco at completion of the Possible Offer, failing which the Alternative Offer would lapse and no Rollover Securities would be issued. The proposals were subject to the satisfaction or waiver by Inclusive Capital of several pre-conditions, including the completion of detailed due diligence. The offer would be subject to any requisite anti-trust or regulatory approvals and other customary conditions. The Board of Directors of Countryside Partnerships PLC has rejected the first offer of April 14, 2022 on April 22, 2022. The Board of Directors of Countryside Partnerships PLC has also rejected the revised offer on May 26, 2022. Countryside Partnerships PLC shareholders are strongly advised to take no action in relation to the approach from Inclusive Capital. Alex Midgen and Peter Everest of Rothschild & Co acted as financial advisers to Countryside Partnerships PLC. Mark Aedy and Liam Beere of Moelis & Company UK LLP acted as financial advisers to Inclusive Capital Partners, L.P. while Kirkland & Ellis International LLP acted as legal adviser to Inclusive Capital Partners, L.P. Inclusive Capital Partners, L.P. cancel the acquisition of remaining 90.8% stake in Countryside Partnerships PLC (LSE:CSP) on May 26, 2022.Reported Earnings • May 20First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£31.9m from profit in 1H 2021). Profit margin: (down from 4.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Apr 05Countryside Partnerships PLC to Report First Half, 2022 Results on May 19, 2022Countryside Partnerships PLC announced that they will report first half, 2022 results on May 19, 2022Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €3.16, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.98 per share.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to €3.78, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Durables industry in Germany. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.50 per share.Recent Insider Transactions • Dec 23Key Executive recently bought €273k worth of stockOn the 20th of December, Iain McPherson bought around 56k shares on-market at roughly €4.88 per share. This was the largest purchase by an insider in the last 3 months. This was Iain's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 03Independent Non Executive Chairman recently bought €235k worth of stockOn the 1st of December, John Martin bought around 47k shares on-market at roughly €4.95 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Dec 01Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.14 (up from UK£0.008 loss in FY 2020). Revenue: UK£1.37b (up 54% from FY 2020). Net income: UK£72.3m (up UK£76.0m from FY 2020). Profit margin: 5.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 28%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Executive Departure • Dec 01Group CFO & Executive Director Michael Scott has left the companyOn the 30th of November, Michael Scott's tenure as Group CFO & Executive Director ended after 3.2 years in the role. As of September 2021, Michael still personally held 94.58k shares (€553k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • May 15First half 2021 earnings released: EPS UK£0.061 (vs UK£0.081 in 1H 2020)The company reported a mediocre first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: UK£661.0m (up 37% from 1H 2020). Net income: UK£31.9m (down 12% from 1H 2020). Profit margin: 4.8% (down from 7.6% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Executive Departure • May 04Independent Non-Executive Chairman David Howell has left the companyOn the 30th of April, David Howell's tenure as Independent Non-Executive Chairman ended after 5.4 years in the role. As of December 2020, David personally held 62.25k shares (€323k worth at the time). David is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 26New 90-day high: €5.45The company is up 15% from its price of €4.75 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.31 per share.Is New 90 Day High Low • Feb 04New 90-day high: €5.40The company is up 34% from its price of €4.04 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.26 per share.Analyst Estimate Surprise Post Earnings • Jan 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 56%, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Jan 14Full year 2020 earnings released: UK£0.008 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£892.0m (down 28% from FY 2019). Net loss: UK£3.70m (down 102% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Jan 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 56%, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Dec 29New 90-day high: €5.15The company is up 40% from its price of €3.67 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.95 per share.お知らせ • Dec 22Countryside Properties PLC Announces New Collaboration Agreement with Sigma CapitalCountryside Properties plc announced that it has further expanded its strategic relationship with Sigma Capital plc. The new Collaboration Agreement ("Agreement") will deliver up to 5,000 new PRS homes across multiple regions in England over the next three years. The Agreement further expands Countryside and Sigma's well-established, successful partnership and builds on a similar agreement signed between the two companies in June 2018 for the delivery of 5,000 PRS homes that have now either been built or are under construction. Countryside continues to see attractive opportunities for growth to deliver a mix of private for sale, PRS and affordable homes, supporting its target of delivering 8,000 homes p.a. in Partnerships by 2023.Is New 90 Day High Low • Dec 05New 90-day high: €5.07The company is up 41% from its price of €3.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.13 per share.お知らせ • Dec 04Countryside Properties plc Announces the Resignation of David Howell as Non-Executive ChairmanCountryside Properties PLC announced that David Howell, Non-Executive Chairman, has informed the Company of his intention to step down from the Board during 2021.Reported Earnings • Dec 04Full year 2020 earnings released: UK£0.008 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£892.0m (down 28% from FY 2019). Net loss: UK£3.70m (down 102% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Dec 04Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 58%, compared to a 4.0% growth forecast for the Consumer Durables industry in Germany.お知らせ • Dec 04Countryside Properties plc Announces No Dividend for the Year 2020Countryside Properties PLC announced no interim dividend would be paid in 2020. As a result of the impact which the pandemic has had on this year's financial performance, no final dividend has been recommended for 2020 (2019: 10.3 pence per share). Consequently, no dividend will be paid in respect of the full year's performance in 2020 (2019: 16.3 pence per share).Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to UK£4.44, the stock is trading at a trailing P/E ratio of 12.9x, up from the previous P/E ratio of 11x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 30%.Is New 90 Day High Low • Oct 13New 90-day high: €4.09The company is up 3.0% from its price of €3.98 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.69 per share.お知らせ • Jul 24Countryside Properties PLC has completed a Follow-on Equity Offering in the amount of £244.494671 million.Countryside Properties PLC has completed a Follow-on Equity Offering in the amount of £244.494671 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 72,983,484 Price\Range: £3.35 Transaction Features: Regulation S; Subsequent Direct Listing株主還元6CODE Consumer DurablesDE 市場7D-4.1%5.2%0.7%1Y-56.0%-13.2%0.6%株主還元を見る業界別リターン: 6CO過去 1 年間で-13.2 % の収益を上げたGerman Consumer Durables業界を下回りました。リターン対市場: 6COは、過去 1 年間で0.6 % のリターンを上げたGerman市場を下回りました。価格変動Is 6CO's price volatile compared to industry and market?6CO volatility6CO Average Weekly Movement7.2%Consumer Durables Industry Average Movement3.6%Market Average Movement5.4%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.8%安定した株価: 6COの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6COの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19582,045Daniel McGowanwww.countrysidepartnerships.comもっと見るCountryside Partnerships PLC 基礎のまとめCountryside Partnerships の収益と売上を時価総額と比較するとどうか。6CO 基礎統計学時価総額€1.15b収益（TTM）-€132.33m売上高(TTM)€1.50b0.8xP/Sレシオ-8.9xPER（株価収益率6CO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6CO 損益計算書（TTM）収益UK£1.31b売上原価UK£1.21b売上総利益UK£104.50mその他の費用UK£220.20m収益-UK£115.70m直近の収益報告Mar 31, 2022次回決算日該当なし一株当たり利益（EPS）-0.23グロス・マージン7.96%純利益率-8.81%有利子負債／自己資本比率20.6%6CO の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2022/11/15 10:15終値2022/11/10 00:00収益2022/03/31年間収益2021/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Countryside Partnerships PLC 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Gavin JagoBarclaysDonald TaitBerenbergSimon DaviesDeutsche Bank3 その他のアナリストを表示
お知らせ • Nov 14Countryside Partnerships Announces Cancellation of SecuritiesAt the request of Countryside Partnerships PLC, ordinary shares of 1p each, fully paid, have been cancelled from admission to trading on London Stock Exchange with 08:00 on November 14, 2022.
お知らせ • Nov 12+ 5 more updatesCountryside Partnerships Provides Listing Cancelation UpdateCountryside Partnerships PLC and Vistry announced that the Scheme has now become Effective in accordance with its terms, following sanction of the Scheme by the Court on 10 November 2022 and the delivery of the Scheme Court Order to the Registrar of Companies, 11 November 2022. The entire issued ordinary share capital of Countryside is owned by Vistry. Applications have been made to the FCA and the London Stock Exchange for the cancellation of Countryside's listing on the premium listing segment of the Official List and the trading of Countryside Shares on the London Stock Exchange's Main Market, which is expected to take place with effect from 8.00 a.m. on 14 November 2022.
お知らせ • Nov 11Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £2.1 billion on September 5, 2022. As per the transaction, shareholders will receive the full amount of cash for every 0.255 new Vistryshare under an election to receive more cash in place of new Vistryshares in respect of each Countryside share is 153.765 pence. This is in addition to the 60p in cash due for each Countryside share. Shareholders will receive the full amount of a new Vistryshare for every 60p in cash under if they opt to receive more new Vistryshares in place of cash in respect of each Countryside Share is 0.099 of a new Vistry share. This is in addition to the 0.255 new Vistryshares due for each Countryside share. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP). Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders on November 10, 2022.
お知らせ • Oct 10FCA to Cancel Trading in Countryside Shares from Official List and Main Market of London Stock ExchangeOn 5 September 2022, the boards of Countryside Partnerships PLC (Countryside) and Vistry Group PLC ("Vistry") announced that they had reached agreement on the terms of a recommended cash and share combination pursuant to which Vistry will acquire the entire issued and to be issued ordinary share capital of Countryside (Combination). It is intended that following the Combination becoming Effective, the London Stock Exchange and FCA will be requested respectively to cancel trading in Countryside Shares on the London Stock Exchange's main market for listed securities and to remove the listing of the Countryside Shares from the Official List, in each case shortly after the Effective Date.
お知らせ • Sep 07Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion on September 5, 2022. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP).
お知らせ • Sep 05Countryside Partnerships and Vistry Reportedly in Merger TalksCountryside Partnerships PLC (LSE:CSP) and Vistry Group PLC (LSE:VTY) are nearing a deal to merge and form a $3.2 billion residential developer, according to people familiar with the matter, representing a win for U.S.-based activist investor Browning West LP. The deal, in which Vistry is expected to pay mostly stock for its counterpart, could be announced as soon as this coming week, the people said. A possibility remains, however, that the talks break down before terms are finalized. By joining forces Countryside and Vistry would have a combined market value of about £2.75 billion, equivalent to $3.2 billion, based on their latest values. The combined entity would gain greater scale to better combat the risk of a slowing housing market in the U.K. amid record-setting inflation, rising interest rates and the prospect of a lengthy recession. The stocks of both Countryside and Vistry are lower so far in the year 2022. Countryside, though, has underperformed and the company has suffered from senior management upheaval, placing it under greater shareholder pressure to strike a deal. In January, the company’s then chief executive officer resigned following the release of disappointing profit and revenue results. That same month, Peter Lee, a partner at Browning West, which currently owns about 15% of Countryside, joined the board. Then in June, 2022, the builder, which has most recently been headed by interim co-chief executives, put itself up for sale. That move came following pressure from Browning, which focuses its investments in North America and Western Europe, and Countryside’s rejection as too low of a £1.5 billion takeover offer from Inclusive Capital Partners LP. A deal involving mostly stock, like the transaction that Countryside and Vistry are targeting, can overcome that challenge by allowing shareholders of each company to hold shares in the combined entity and benefit from cost savings and any stock gains if the merger succeeds and overall market conditions improve.
お知らせ • Nov 14Countryside Partnerships Announces Cancellation of SecuritiesAt the request of Countryside Partnerships PLC, ordinary shares of 1p each, fully paid, have been cancelled from admission to trading on London Stock Exchange with 08:00 on November 14, 2022.
お知らせ • Nov 12+ 5 more updatesCountryside Partnerships Provides Listing Cancelation UpdateCountryside Partnerships PLC and Vistry announced that the Scheme has now become Effective in accordance with its terms, following sanction of the Scheme by the Court on 10 November 2022 and the delivery of the Scheme Court Order to the Registrar of Companies, 11 November 2022. The entire issued ordinary share capital of Countryside is owned by Vistry. Applications have been made to the FCA and the London Stock Exchange for the cancellation of Countryside's listing on the premium listing segment of the Official List and the trading of Countryside Shares on the London Stock Exchange's Main Market, which is expected to take place with effect from 8.00 a.m. on 14 November 2022.
お知らせ • Nov 11Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £2.1 billion on September 5, 2022. As per the transaction, shareholders will receive the full amount of cash for every 0.255 new Vistryshare under an election to receive more cash in place of new Vistryshares in respect of each Countryside share is 153.765 pence. This is in addition to the 60p in cash due for each Countryside share. Shareholders will receive the full amount of a new Vistryshare for every 60p in cash under if they opt to receive more new Vistryshares in place of cash in respect of each Countryside Share is 0.099 of a new Vistry share. This is in addition to the 0.255 new Vistryshares due for each Countryside share. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP). Vistry Group PLC (LSE:VTY) completed the acquisition of Countryside Partnerships PLC (LSE:CSP) from a group of shareholders on November 10, 2022.
お知らせ • Oct 10FCA to Cancel Trading in Countryside Shares from Official List and Main Market of London Stock ExchangeOn 5 September 2022, the boards of Countryside Partnerships PLC (Countryside) and Vistry Group PLC ("Vistry") announced that they had reached agreement on the terms of a recommended cash and share combination pursuant to which Vistry will acquire the entire issued and to be issued ordinary share capital of Countryside (Combination). It is intended that following the Combination becoming Effective, the London Stock Exchange and FCA will be requested respectively to cancel trading in Countryside Shares on the London Stock Exchange's main market for listed securities and to remove the listing of the Countryside Shares from the Official List, in each case shortly after the Effective Date.
お知らせ • Sep 07Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion.Vistry Group PLC (LSE:VTY) reached an agreement to acquire Countryside Partnerships PLC (LSE:CSP) from a group of shareholders for £1.2 billion on September 5, 2022. The transaction is unanimously approved by board of directors of Countryside Partnerships PLC and is subject to approval by shareholders of Vistry Group PLC and Countryside Partnerships PLC and court approvals. The transaction is expected to close by the end of the first quarter of 2023. Keith Welch, Diraj Ramchandani, Simon Alexander and Adam Miller of HSBC Bank plc and Vasco Litchfield, Patrick Long and Louise Campbell of Lazard & Co., Limited acted as financial advisors and Linklaters LLP acted as legal advisor to Vistry Group PLC. Alex Midgen, Peter Everest and Nikhil Walia of N M Rothschild & Sons Limited, Robert Mayhew and Richard Bassingthwaighte of Barclays Bank PLC and Heraclis Economides and Oliver Hardy of Numis Securities Limited acted as financial advisors and Norton Rose Fulbright LLP acted as legal advisor to Countryside Partnerships PLC (LSE:CSP).
お知らせ • Sep 05Countryside Partnerships and Vistry Reportedly in Merger TalksCountryside Partnerships PLC (LSE:CSP) and Vistry Group PLC (LSE:VTY) are nearing a deal to merge and form a $3.2 billion residential developer, according to people familiar with the matter, representing a win for U.S.-based activist investor Browning West LP. The deal, in which Vistry is expected to pay mostly stock for its counterpart, could be announced as soon as this coming week, the people said. A possibility remains, however, that the talks break down before terms are finalized. By joining forces Countryside and Vistry would have a combined market value of about £2.75 billion, equivalent to $3.2 billion, based on their latest values. The combined entity would gain greater scale to better combat the risk of a slowing housing market in the U.K. amid record-setting inflation, rising interest rates and the prospect of a lengthy recession. The stocks of both Countryside and Vistry are lower so far in the year 2022. Countryside, though, has underperformed and the company has suffered from senior management upheaval, placing it under greater shareholder pressure to strike a deal. In January, the company’s then chief executive officer resigned following the release of disappointing profit and revenue results. That same month, Peter Lee, a partner at Browning West, which currently owns about 15% of Countryside, joined the board. Then in June, 2022, the builder, which has most recently been headed by interim co-chief executives, put itself up for sale. That move came following pressure from Browning, which focuses its investments in North America and Western Europe, and Countryside’s rejection as too low of a £1.5 billion takeover offer from Inclusive Capital Partners LP. A deal involving mostly stock, like the transaction that Countryside and Vistry are targeting, can overcome that challenge by allowing shareholders of each company to hold shares in the combined entity and benefit from cost savings and any stock gains if the merger succeeds and overall market conditions improve.
お知らせ • Jul 13Countryside Partnerships plc Announces Resignation of Non-Executive ChairThe Board of Countryside Partnerships PLC announced that John Martin, Non-Executive Chair, has informed the Board of his decision to resign from all his roles at the Company with immediate effect. Douglas Hurt, Senior Independent Director takes over the role of Non-Executive Chair and Chair of the Nomination Committee and Amanda Burton is appointed Senior Independent Director with immediate effect. There is no change to the previous financial guidance for adjusted operating profit for the full year ending 30 September 2022.
お知らせ • Jun 07Browning West LP Communicates with Countryside Partnerships PlcOn June 6, 2022, Browning West LP communicated with Countryside Partnerships Plc urging to analyze all possible alternatives and sell the Company to the potential buyers. In addition, Browning West LP said that it was supportive of any proposal from shareholders that the board run a formal sale process for the company and would welcome the opportunity to participate in any such process.
お知らせ • May 31Inclusive Capital Partners, L.P. cancel the acquisition of remaining 90.8% stake in Countryside Partnerships PLC (LSE:CSP) for £1.02 billion.Inclusive Capital Partners, L.P. made the offer to acquire remaining 90.8% stake in Countryside Partnerships PLC (LSE:CSP) for £1.02 billion on April 14, 2022. Under the offer, Inclusive Capital Partners, L.P. will acquire shares at £ 2.25 (225 pence) per share and a contingent entitlement of up to a maximum of 59 pence, structured as a contingent value right. On May 17, 2022, Inclusive Capital Partners, L.P. revised its offer price to £ 2.95 (295 pence) per share. Under the revised offer, Inclusive Capital Partners, L.P. will acquire remaining 90.8% stake in Countryside Partnerships PLC for £1.3 billion. Pursuant to the revised offer, it is also currently expected that as an alternative to the Cash Offer, an eligible Countryside shareholder would be entitled to elect to receive rollover ordinary shares (the "Rollover Securities") in exchange for their holding of Countryside shares at a ratio to be specified at later stage (Alternative Offer), subject to the indicative terms and conditions of the alternative offer. Under the Alternative Offer, it is proposed that eligible Countryside shareholders would be entitled to either; elect for the Alternative Offer in relation to their entire holding of Countryside shares; or elect for the Alternative Offer in relation to at least 50 per cent. of their holding of Countryside shares (with the remaining percentage of such Countryside shareholder's shareholding being settled by way of the Cash Offer). The maximum number of Rollover Securities available to Countryside shareholder under the Alternative Offer would be limited to 30%. If valid elections were to be made from eligible Countryside shareholders that would require the issue of Rollover Securities exceeding the Alternative Offer Maximum, the number of Rollover Securities to be issued in respect of each Countryside share would be rounded down on a pro rata basis, and the balance of the consideration for each Countryside Share would be paid in cash in accordance with the terms of the Cash Offer. The availability of the Alternative Offer would also be conditional upon valid elections being made for such number of Rollover Securities as represent at least 5 per cent. of the issued ordinary share capital of Holdco at completion of the Possible Offer, failing which the Alternative Offer would lapse and no Rollover Securities would be issued. The proposals were subject to the satisfaction or waiver by Inclusive Capital of several pre-conditions, including the completion of detailed due diligence. The offer would be subject to any requisite anti-trust or regulatory approvals and other customary conditions. The Board of Directors of Countryside Partnerships PLC has rejected the first offer of April 14, 2022 on April 22, 2022. The Board of Directors of Countryside Partnerships PLC has also rejected the revised offer on May 26, 2022. Countryside Partnerships PLC shareholders are strongly advised to take no action in relation to the approach from Inclusive Capital. Alex Midgen and Peter Everest of Rothschild & Co acted as financial advisers to Countryside Partnerships PLC. Mark Aedy and Liam Beere of Moelis & Company UK LLP acted as financial advisers to Inclusive Capital Partners, L.P. while Kirkland & Ellis International LLP acted as legal adviser to Inclusive Capital Partners, L.P. Inclusive Capital Partners, L.P. cancel the acquisition of remaining 90.8% stake in Countryside Partnerships PLC (LSE:CSP) on May 26, 2022.
Reported Earnings • May 20First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£31.9m from profit in 1H 2021). Profit margin: (down from 4.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 05Countryside Partnerships PLC to Report First Half, 2022 Results on May 19, 2022Countryside Partnerships PLC announced that they will report first half, 2022 results on May 19, 2022
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €3.16, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.98 per share.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to €3.78, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Consumer Durables industry in Germany. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.50 per share.
Recent Insider Transactions • Dec 23Key Executive recently bought €273k worth of stockOn the 20th of December, Iain McPherson bought around 56k shares on-market at roughly €4.88 per share. This was the largest purchase by an insider in the last 3 months. This was Iain's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 03Independent Non Executive Chairman recently bought €235k worth of stockOn the 1st of December, John Martin bought around 47k shares on-market at roughly €4.95 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Dec 01Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.14 (up from UK£0.008 loss in FY 2020). Revenue: UK£1.37b (up 54% from FY 2020). Net income: UK£72.3m (up UK£76.0m from FY 2020). Profit margin: 5.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 28%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Executive Departure • Dec 01Group CFO & Executive Director Michael Scott has left the companyOn the 30th of November, Michael Scott's tenure as Group CFO & Executive Director ended after 3.2 years in the role. As of September 2021, Michael still personally held 94.58k shares (€553k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • May 15First half 2021 earnings released: EPS UK£0.061 (vs UK£0.081 in 1H 2020)The company reported a mediocre first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: UK£661.0m (up 37% from 1H 2020). Net income: UK£31.9m (down 12% from 1H 2020). Profit margin: 4.8% (down from 7.6% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Executive Departure • May 04Independent Non-Executive Chairman David Howell has left the companyOn the 30th of April, David Howell's tenure as Independent Non-Executive Chairman ended after 5.4 years in the role. As of December 2020, David personally held 62.25k shares (€323k worth at the time). David is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 26New 90-day high: €5.45The company is up 15% from its price of €4.75 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.31 per share.
Is New 90 Day High Low • Feb 04New 90-day high: €5.40The company is up 34% from its price of €4.04 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.26 per share.
Analyst Estimate Surprise Post Earnings • Jan 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 56%, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Jan 14Full year 2020 earnings released: UK£0.008 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£892.0m (down 28% from FY 2019). Net loss: UK£3.70m (down 102% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Jan 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 56%, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Dec 29New 90-day high: €5.15The company is up 40% from its price of €3.67 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.95 per share.
お知らせ • Dec 22Countryside Properties PLC Announces New Collaboration Agreement with Sigma CapitalCountryside Properties plc announced that it has further expanded its strategic relationship with Sigma Capital plc. The new Collaboration Agreement ("Agreement") will deliver up to 5,000 new PRS homes across multiple regions in England over the next three years. The Agreement further expands Countryside and Sigma's well-established, successful partnership and builds on a similar agreement signed between the two companies in June 2018 for the delivery of 5,000 PRS homes that have now either been built or are under construction. Countryside continues to see attractive opportunities for growth to deliver a mix of private for sale, PRS and affordable homes, supporting its target of delivering 8,000 homes p.a. in Partnerships by 2023.
Is New 90 Day High Low • Dec 05New 90-day high: €5.07The company is up 41% from its price of €3.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.13 per share.
お知らせ • Dec 04Countryside Properties plc Announces the Resignation of David Howell as Non-Executive ChairmanCountryside Properties PLC announced that David Howell, Non-Executive Chairman, has informed the Company of his intention to step down from the Board during 2021.
Reported Earnings • Dec 04Full year 2020 earnings released: UK£0.008 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£892.0m (down 28% from FY 2019). Net loss: UK£3.70m (down 102% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Dec 04Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 58%, compared to a 4.0% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Dec 04Countryside Properties plc Announces No Dividend for the Year 2020Countryside Properties PLC announced no interim dividend would be paid in 2020. As a result of the impact which the pandemic has had on this year's financial performance, no final dividend has been recommended for 2020 (2019: 10.3 pence per share). Consequently, no dividend will be paid in respect of the full year's performance in 2020 (2019: 16.3 pence per share).
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to UK£4.44, the stock is trading at a trailing P/E ratio of 12.9x, up from the previous P/E ratio of 11x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 30%.
Is New 90 Day High Low • Oct 13New 90-day high: €4.09The company is up 3.0% from its price of €3.98 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.69 per share.
お知らせ • Jul 24Countryside Properties PLC has completed a Follow-on Equity Offering in the amount of £244.494671 million.Countryside Properties PLC has completed a Follow-on Equity Offering in the amount of £244.494671 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 72,983,484 Price\Range: £3.35 Transaction Features: Regulation S; Subsequent Direct Listing
