The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Aynsley Lammin - Canaccord Genuity Corp., Research Division - Analyst
: Just 2 questions. Firstly, on -- obviously, you've given lots of top line revenue information but just wondered if you could comment, margins, were
they all in line as expected, nothing funny there? And I think consensus PBT is about GBP 855 million for 2020. Just wonder if you could comment
on your kind of comfort with that number.
And then secondly, any comment on kind of recent leads, the kind of sales interest? I know it's early on in this year, but your expectations for how
the kind of recent trading and coming weeks will play out.
Question: Aynsley Lammin - Canaccord Genuity Corp., Research Division - Analyst
: Sorry, sorry, Mike, on the consensus, are you comfortable with the GBP 855 million?
Question: Gavin Andrew Jago - Barclays Bank PLC, Research Division - Analyst
: A few for me if I could, please. The first one, I guess, just to follow-up -- just back onto the build rates. I'm just wondering if you're able to, I guess,
in the context of these kind of tougher restrictions and the situation at the moment, are build rates kind of materially different from kind of pre-COVID
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JANUARY 13, 2021 / 9:00AM, PSN.L - Persimmon PLC Trading Statement Call
levels? Just wanted to kind of, I guess, frame that in terms of what you're talking about the efficiency gains that you had in the second half. And
then linked to that, just any comments on build costs would be useful.
The second one is just around, I guess, your exposure or any worries about particular regions with the new Help to Buy price caps coming in. Any
comments there would be great.
And then the final one is just a clarification point. Is -- are you pointing to a roughly 80-20 mix on private, affordable in FY '21 if things go to plan?
Question: Gavin Andrew Jago - Barclays Bank PLC, Research Division - Analyst
: Okay. Would you be able to put a number now of a pair of kind of [3-bed semi]? I mean, pre-COVID, it took X weeks to build. I mean, are you still
building at that rate?
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