Primary Recommendations

Vistry - £39bn Affordable Homes opportunity to transform business; CEO acquires 219,000 shares

April 2026

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Vistry has been a roaring success for TMI on multiple occasions - most memorably in July 2020 at 860p, when pandemic stimulus ignited a housing frenzy and the shares blasted to 1324p, and then again in November 2023 at 790p, right after the transformative Countryside Properties acquisition, powering them to 1400p amid the post-deal glow. The Countryside move was the real turning point. It shifted Vistry away from the traditional housebuilder model and into something a bit more interesting: a partnerships-driven operator focused mainly on affordable and social homes (SAHP). By 2025 the open-market private side is expected to account for only about a quarter of completions. That matters, because affordable housing isn’t nearly as c ...

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Vistry (March 2025)

Vistry (January 2025)

Vistry (December 2024)

Vistry - Shares hit new high above £14 (November 2024)

Vistry (July 2024)

Vistry - Shares double since main write-up (June 2024)

Vistry (December 2023)

Vistry - Increased focus on social / affordable housing and pre-sales could double profit to £800m medium term (November 2023)

Vistry (September 2023)

Vistry (August 2023)

Vistry - Countryside synergies upgraded by £10m (May 2023)

Vistry (March 2023)

Vistry - Transformative acquisition increases fast-growing social housing to over 50% sales (December 2022)

Vistry (April 2022)

Vistry (January 2022)

Vistry (November 2021)

Vistry (October 2021)

Vistry - Gain since last Novembers write-up: 127% (July 2021)

Vistry (April 2021)

Vistry (March 2021)

Vistry - Net debt falls from £357m to just £40m (January 2021)

Vistry (September 2020)

Vistry - Partnerships division transforms growth prospects (July 2020)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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