160% Upside For This UK Homebuilder?
Good morning,
Today we are discussing an undervalued UK homebuilder that is shifting towards a capital-light partnerships model—drawing parallels to the highly successful NVR Inc.
Despite early stumbles and a sharp decline in the share price, this company can capitalize on structural housing shortages, rising demand for affordable homes, and government funding tailwinds.
There are risks. But with plans to unlock over £1 billion in capital, return half of its earnings to shareholders, and scale to over 20,000 homes annually, this company could be one of the most mispriced opportunities in the UK market today…
