I sort of dont care about anything but the share price. The market (and some folks on here) not understanding the full nuance of these companies is entirely the point. Folks are going to pull back on these shares as the property market drops, rightly or wrongly, as everyone links them to the property prices.
Number go down. Sell and wait for some momentum in the other direction.
Otherwise you are in that tricky position of saying "Im not wrong, it is the market that is wrong".