Taylor Wimpey Share Discussion Threads

[marksp2011] 14/9/2018 14:05

The housing market has peaked. Volumes will tail off a bit and selling prices will fall some - maybe 10-15% on average.

At that level, it will still be a highly profitable industry throwing off buckets of cash.

HTB will get cancelled and that will close the gap between second user and new build prices

Reduced activity = reducing labour constraints so costs will fall. Build automation will also reduce more build cost

Overall.......it still looks attractive to me as long as they dont do anything stupid like lots of M&A.

[omg48] 14/9/2018 13:46

Well said Hernando

[hernando2] 14/9/2018 13:40

Pensioners with savings have been watching 10 years of zero percent interest rates whilst young borrowers have had the benefit of the lowest mortgage rates in history.

I taught me nieces and nephews about the 8th wonder of the world and they will be mortgage free very early in their lives in comparison to us selfish pensioners.

We pensioners have been subject to greatest transfer of wealth in my lifetime from savers to borrowers..

[m4rtinu] 14/9/2018 13:36

Leavers = project leap of faith. Just depends on which group of exaggerators you want to believe.

If (when) £ falls sharply on Brexit, interest rates would be put up to support it. How far and how much and for how long nobody knows; but plenty are prepared to ignore or think it a cost worth paying. It would hit younger home owners hard but pensioners with savings and without feelings might selfishly smile.

Whilst I am clearly a Remainer, I think it is wrong that any (hopefully) democratic decision gets shafted by the markets.

[martyn9] 14/9/2018 11:53

Carney = project fear,wash rinse repeat.

[gbh2] 14/9/2018 10:02

Seems Carney is on course for UK Citizenship, a seat in the House of Layabouts and a Place at the Taxpayer's Cash Trough for the remainder of his life!

Edit: As for the Housing market being stuffed, I can't see where you'd get that from Jugears?

[jugears] 14/9/2018 09:57

Well I don't think the uk property market is stuffed & Mark Carney has not got anything right so far!

[battue2] 14/9/2018 09:57

gbh2 It will be the greatest laxative known to man holding these through to April next year.lol

[ftir11] 14/9/2018 09:42

The UK property market is completely stuffed. TW. is at the beginning of a multi year bear market.

SELL

[gbh2] 14/9/2018 09:34

omg48 - It'll be a different World by the next Special, imo only time will tell !

[omg48] 14/9/2018 09:29

Gbh I also think 180p max before special divi

[gbh2] 14/9/2018 09:27

imo it'll fail at 175p in the last week.

[omg48] 14/9/2018 09:25

SP unlikely to go above 172p

[omg48] 14/9/2018 09:18

Ex divi 4th Oct payable 9th Nov 2.44 pps

[gbh2] 14/9/2018 08:06

Can't see the share price being allowed to reach 180p by ex dividend date!

[gbh2] 13/9/2018 14:05

TW share price likes an early morning dip ;))

[garycook] 13/9/2018 03:42

m4rtinu, TW will be back there in time.Patience needed while collecting the nice divi,s.

[m4rtinu] 12/9/2018 13:29

Re - the Barclays note. Good to see although they cut target price from 206 to 200p. We should be so lucky!

[tlobs2] 12/9/2018 11:22

Interesting that Deutsche Bank are still up at 237p !

I think most investors would be happy as it breaks through the 200p mark :-)

[mongrels3] 12/9/2018 07:54

Taylor Wimpey Upgraded to Overweight at Barclays

[gbh2] 11/9/2018 15:57

One cannot even rely on the end of day share price for Buy/Sell indications because it's often skewed intentionally.

[marksp2011] 11/9/2018 10:32

and you need to ignore anything late in the day as these can be reports to trades that happened earlier in the day. they are allowed to book trades up to 3 weeks late depending on the trade size versus the NMS

Trades recorded manually at the days end are usually recorded at the average price and can be very misleading

and, YES it is pretty pointless. many of the bigger trades arent even reported via LSA as the trade is done on institutional pools not the main exchange so, in summary, you are wasting your time

[disneydonald] 11/9/2018 09:20

I’m afraid Mark is correct. These free BB’s just do a simple assessment of share price and spread then “guess” if it’s a sale our buy, with no guarantee. Especially hard to get right when the share price is volatile. Also consider that the way SET’s works is to accept a sale order, and also a buy order, then if a match is confirmed sometime later how does the B.B. know whether it should be booked as a sale or buy. Finally, I guess you already know ignore Aution UT trades as these are just settling up after the close to set the closing price. They are not a buy or sell, but just a total of both buys and sells.