Persimmon PLC Trading Statement Call Transcript - Thomson StreetEvents

Persimmon PLC Trading Statement Call Transcript

Persimmon PLC Trading Statement Call Transcript - Thomson StreetEvents
Persimmon PLC Trading Statement Call Transcript
Published Jul 08, 2021
15 pages (10223 words) — Published Jul 08, 2021
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of PSN.L sales update conference call or presentation 8-Jul-21 8:00am GMT

  
Brief Excerpt:

...Operator Hello, and welcome to the Persimmon Trading Update Analyst Conference Call. My name is Jesse, and I'll be your coordinator for today's event. (Operator Instructions) I will now hand you over to your host, Dean Finch, Group Chief Executive, to begin today's call. Thank you. Dean Finch ...

  
Report Type:

Transcript

Source:
Company:
Ticker
PSN.L
Time
8:00am GMT
Format:
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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: Rajesh Patki - JPMorgan Chase & Co, Research Division - Analyst : The first one is on build cost inflation, if you could provide an update on what you're seeing on that? I mean your previous comment was for 3% to 4% of build cost inflation, how have you seen that evolve in the first half? And what do you expect for the full year for both materials and for wages? The second one was on plot additions, which for the first half were around 10,000. Do you see more opportunities to do a similar amount in the second half? And what are the key constraints to it? And lastly, just on the mix of the proportion of partnership units picked versus the second half of last year was at 18%. Do you see it getting back towards the 20% you've mentioned earlier?


Question: Gavin Andrew Jago - Barclays Bank PLC, Research Division - Analyst : Yes, just a few if I could, please. The first one is just around the HBF survey. Just wondering if you're able to share anything on, I guess, any progress you've made in the 9-month survey with customers. Obviously, there's been a strong increase in your 8-week one, but just in terms of a delta on 9 months, I guess, over the same period. The second one is just a reminder, please, of your capacity in your brick and tile factory and I guess, how many -- maybe just give us a number on how many homes you actually can supply with bricks and tiles over a year? And the final one is just a bit of clarity, please, just on Help to Buy reservation rates through the first half rather than legal completions?


Question: Gavin Andrew Jago - Barclays Bank PLC, Research Division - Analyst : And just a question on that. In terms of the number of units that would be both using your bricks, just kind of equivalent units, how many is that roughly per annum? And then I guess on the tiles as well, just to think how much you've got in the hands at the moment.

Table Of Contents

Full Year 2021 Persimmon PLC Earnings Presentation - Pre-Recorded Transcript – 2022-03-02 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 2-Mar-22 7:00am GMT

Q4 2021 Persimmon PLC Trading Statement Call Transcript – 2022-01-13 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 13-Jan-22 9:00am GMT

Q3 2021 Persimmon PLC Trading Statement Call Transcript – 2021-11-09 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 9-Nov-21 9:00am GMT

Half Year 2021 Persimmon PLC Earnings Presentation - Pre-Recorded Transcript – 2021-08-18 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 18-Aug-21 6:00am GMT

Half Year 2021 Persimmon PLC Earnings Call - Q&A Session Transcript – 2021-08-18 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 18-Aug-21 8:00am GMT

Persimmon PLC Annual Shareholders Meeting Transcript – 2021-04-28 – US$ 54.00 – Edited Transcript of PSN.L shareholder or annual meeting 28-Apr-21 11:00am GMT

Persimmon PLC Shareholder Engagement Event (Virtual) Transcript – 2021-04-23 – US$ 54.00 – Edited Transcript of PSN.L corporate analyst meeting</ 23-Apr-21 8:00am GMT

Full Year 2020 Persimmon PLC Pre-Recorded Earnings Presentation Transcript – 2021-03-03 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 3-Mar-21 7:00am GMT

Full Year 2020 Persimmon PLC Earnings Call - Q&A Session Transcript – 2021-03-03 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 3-Mar-21 9:00am GMT

Persimmon PLC Trading Statement Call Transcript – 2021-01-13 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 13-Jan-21 9:00am GMT

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Thomson StreetEvents. "Persimmon PLC Trading Statement Call Transcript" Jul 08, 2021. Alacra Store. May 20, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Persimmon-PLC-Trading-Statement-Call-T14919952>
  
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