Very nice to note extremely solid half year results and outlook here along with decent share buybacks announced, overall, seemingly an excellent update today, so upwards and onwards. |
STILL UNDERVALUED IMHO |
Bricks and mortar better bet today rather thank teck... |
Barclays maintain Barratt Redrow at overweight... PT 565p... |
440p broken. Will it go to 475p now with Int rate in uk coming down this year..plus house prices moving higher as well including merger cost savings.. |
According to Lloyds Bank CEO , 3 rate cuts in uk in 2025. This will go up if it materialised... |
 888,
PM and his Chancellor are useless. As bad as Truss and her chancellor.
The difference is Starmer is good at spin and outed Truss. The current Tory leadership are weak that they're not making noises.
I've been negative on HBs for a long time.
sikhthetech - 17 Dec 2024 - 13:03:21 - 20347 of 20762 Taylor Wimpey
<...>
They haven't got a clue. There's not much difference between what Liz Truss did and current lot have done. Their policies are inflationary and so interest rates will have to stay higher for longer. Plus the huge increases in taxes negate any falls in interest rates. Those tax increases impact all potential homebuyers.
Yes there are companies/organisations that will do well regardless of the govn in charge. Healthcare, energy etc. NHS always busy regardless of whose in power. Everyone needs healthcare.
Labour are now in power for 4+ years, so I can't see things changing so soon.
Given Brexit, the country has shot itself in the foot. If there was a housing recovery then where will the workforce come from? |
This is the reason:(from the Spectator)
“ Thirty-year gilt yields hit 5.21 per cent this morning – a level that surpasses the surge in borrowing costs following Liz Truss’s mini-Budget in 2022. The ten-year gilt is now parallel to the peak reached under Truss, too. Both then and now, these increases suggest a deep worry on the part of investors that the UK’s economic trajectory is not as rosy as the Labour government suggests it will be by the end of its first term.”
Truss was forced to resign when bonds reached a lower rate than we see today, the highest level since 2008. Will Starmer and Reeves now resign and admit their economic policy is doomed to failure. Liz Truss wanted to encourage the economy to grow as apparently does Reeves. Where the plans then differed was Truss wanted to cut taxation to help achieve this. Reeves went for the opposite and in breach of Labours election promise not to increase taxes she introduced massive tax rises which in a matter of months have caused the economy to stall and send business confidence into freefall. A very sorry state of affairs that Labour who only have 33% of the votes cast at the election can now ruin our economy as they always do and damage some of our best companies in the process. |
Pig of a day. |
Bad day today |
Persimmon and Taylor Wimpey up similar amounts so it’s not Barratt specifically. |
Good rise currently. Anyone know the reason? |
Another low of the year. |
Prospect of BOE int cut on future are low. |
Synergy savings 90 million after merger. |
Still waiting for final shoe to drop b4 buying again. Inflation will push PMS and assets prices higher. DYOR. |
Higher inflation = higher house prices ?????
There's different types of inflation, we're in cost push inflation with a huge public sector debt and a higher burden on businesses.
Stagflation = Higher costs Higher unemployment
and a moribund housing market. |
Still dropping. May be 395p on card |
Do not forget 4 trillion more usd in circulation this year. Gold silver real estates all will be going up. I am surprised to see them down including copper |
Higher inflation = higher house prices |
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