Taylor Wimpey Share Discussion Threads

[dr_smith] 27/3/2020 12:56

Martyn9. Agree with you but on different basis.
FCA have put the brakes on BOD giving out opinions with reports.
Given massive rules and infrastructure on corporate info being passed timely, avoidance of inside trading on privelaged knowledge etc, the brakes communicating should mean buying/selling of that co's shares are suspended pending an update.

Not to do so is encouraging fraud and profiteering from fear.
Gov want to suppress fear and restore normality, another reason to close exchanges.

I don't see that buying or selling a share is essential either.

Related staff don't need to be in offices as you say, if exchanges closed.
I was phoned earlier by SSE re a problem with a smart meter giving readings.
I gather she was working in an office with others with distancing rules applied.
The issue wasn't safety related.

[1 nhs] 27/3/2020 12:55

All builders will get smashed.

Most shares , bonds and property going one way.


You guys are attracted to the honey pot that disappeared a few days ago .

It’s gone

Finished

Over.

[gaygay3] 27/3/2020 12:50

1NHS one again are you for real more people today and what you are saying if it turns out to be true this will affect all builders not just TW once again will ask you if you have shares in TW because you keep avoiding the question are you a politician

[1 nhs] 27/3/2020 12:47

Low for the day I see

[1 nhs] 27/3/2020 12:47

Plus excessive profits for shareholders

[1 nhs] 27/3/2020 12:46

Jugears

You keep buying if you want

Not sure why though

You know that 3 - 6 more profit warnings are on the way .

You know the government will never forgive the builders for

HOLDING BACK THE LAND BANK

LEASEHOLD HOUSES

SHODDY BUILD

[jugears] 27/3/2020 12:43

1NHS Before the last recession I seem to remember there was an over supply of houses But sites carried on building without a break all be it at a lower scale, Until this crisis demand was still good with an under supply of houses, as production may be effected for at least 6 months this will lead to a huge shortage of new homes, prices will be determine by demand , I have bought a few more shares today is that ok with you ?

[wfl1970] 27/3/2020 12:41

The shortage of housing stock isn't just down to the increase in population.
More people are choosing to live alone.
The ownership of second (holiday homes) has increased, many sitting empty which has an effect on the local economies.
Due to the poor returns/changes and bad press to many pensions, property became popular as a means to save for peoples retirement.

You cannot blame people for looking at alternative ways to save/invest - especially when the rules allow them.
Maybe rules will have to change to ease the problem... What happens when there's no space left to build!?

[martyn9] 27/3/2020 12:21

Cannot understand why the stock exchanges worldwide are not shut down, how can you keep social distancing in buildings such as london/new york ?
parliament shut down and possibly now boris catching a mild but still diagnosed with cv total lockdown on london for starters.

[1 nhs] 27/3/2020 12:16

That’s the rubbish you have been fed

For starters

We had no problem with housing shortage,in the depths of previous recessions.

[dr_smith] 27/3/2020 12:05

raweden.
We have an expanding population in th UK, they have to live somewhere, either owned, rented, either way UK needs homes that have been in short supply for decades and ever more so. CV does not change the demand, the supply is constrained short term.
If average household income is reduced, then mix of small/medium/large homes is changed so biased to the the smaller to accommodate mix of demand and manintain t/o.

Most people have long term vision, especially when it come to houses and seeing money go out in rent is dead money, and recognise that money would be better applied to building equity in their own asset. That monthly money spent then becomes money saved.

Short term fluctuations won't change the long term trend.

IMO
Dave

[jugears] 27/3/2020 11:54

More new posters !!!!!

If no new houses built for say 6 months & people taking houses of the market There won't be any for sale & if there are none for sale how can the price drop ?, Yes there will be short term price adjustments but its not all doom & gloom there are still millions of people working, I am still pricing jobs in fact I have picked up a sizeable order today,Stop being so bloody negative it will all turn out alright in the end & we can all enjoy the next upward cycle. Go & take your self for a long walk they tell me its good for depression!

[1 nhs] 27/3/2020 11:53

It’s nothing more than institutional investors being told not to sell.

That will fall to bits as time goes on .

[raweden] 27/3/2020 11:51

Yes I can’t see any rational reason that TW can be valued only 10% less than it was by the market in September and October 2019, just 6 months ago. Total madness.

[1 nhs] 27/3/2020 11:00

£4BN market cap

Worth around 1/10th of that.

Just wait and watch

[smurfy2001] 27/3/2020 10:41

Coronavirus: People urged not to move house

[1 nhs] 27/3/2020 10:35

valuers act on behalf of the lender, they will be savage with down valuations, in an attempt to be responsible.( and protect themselves)


The next huge issue is the forced sellers on the same estate who set the local benchmark

[raweden] 27/3/2020 10:24

There’s got to be a huge write down on the value of their land and house builds. House prices will fall how far over the next year, 20-30-40%? Who knows. What we do know is that most working people, banks, and businesses will be hugely in debt for many years after the virus is controlled. Borrowing will become so difficult too. The deflationof the house prices asset bubble is starting.

I have no idea why anyone would want to invest in a building company now.

[uknighted] 27/3/2020 09:46

1 NHS oddly enough the RNS was headed “ Taylor Wimpey PLC Notice of AGM” because that is what it was - how underhand/sly is that?!

[1 nhs] 27/3/2020 09:30

This is the company, you think, has great management!,,

It stinks

[1 nhs] 27/3/2020 09:30

How sly can a company be ..?

VERY


Taylor Wimpey PLC Notice of AGM

24/03/2020 10:10am

THATS THE RNS HEADER




Why did the header not read the truth, ( the only reason it has ANY INVESTORS)

DIVIDENDS DISAPPEAR

[asa8] 27/3/2020 07:48

The reason for the 60% loan to value is because valuers won’t go out so they do a desktop survey instead

[1 nhs] 27/3/2020 02:18

The banks have factored in a 20% fall in house prices, and they see millions of clients asking for a payment holiday.

The borrower now holds the cards

The banks don’t want ANY houses on their books

Millions are on there way to them over the next few years.

Just like in the early 1930”S