Taylor Wimpey Share Discussion Threads

[mickinvest] 23/4/2020 10:00

Just looking over the numbers here as looking at shorting one of the housebuilders.

They have borrowed £550m, net cash now £286m, a drop of £260m in just under 4 months and that's with no dividends paid. Question is if there is pent up demand for sales to rush through once the lockdown ends to boost cash figure? My own view is with social distancing measures likely to be in place for another 12 months, then it will be interesting to see what happens to the cash position, house sales and prices as unemployment must rise substantially along with income tax from here.

[unhinged] 23/4/2020 09:22

Liking this - just wait for things to settle the lockdown to ease and TW announce a distribution of the mountain of cash on its balance sheet - these shares ain't gonna be at 141p when that happens I can tell you that.


Honestly you couldn't make this up, more properties being sold digitally than cancelled since the lockdown. Bet someone of you trolls feeling very foolish this morning

[jugears] 23/4/2020 08:57

I sold Tullow at 32 & re puchased same at 17p, MONEY MONEY MONEY.

[ftir1] 23/4/2020 08:56

LOL

Tullow's dead in the water!

[smartie6] 23/4/2020 08:39

This is as good as it gets.
Started shorting Tullow at 32p this morning deeeeeeeek, 26p now. Mmmmmmmmm profit.

[uknighted] 23/4/2020 08:38

Dividends are rarely mentioned in a Trading Update.

[ftir1] 23/4/2020 08:24

If everything's going so so well for the HB's they won't need an extension to the HTB scheme.

There's something quite immoral about their behaviour.

Finally, there is absolutely no way they can build and social distance at the same time, it's completely irresponsible to suggest otherwise.

SELL

[gaygay3] 23/4/2020 08:23

Good update share price up what more do we want doesn’t look like it’s going bust to me where are the shorty boys today

[craftyale] 23/4/2020 08:11

......and this is why I don't waste my time or energy discussing anything with TROLLS. Anonymous BBs bring out the worst. The long game after a market correction pays well enough.

[inaminute] 23/4/2020 08:00

Like you've shorted Tullow? Not a good day for you is it? Back on filter

[m4rtinu] 23/4/2020 07:40

Couldn't expect anything more from update given circumstances.

[tlobs2] 23/4/2020 07:40

BOOM !

What and excellent (unexpected) update.

[cl0ckw0rk0range] 23/4/2020 07:28

You won't see an update on the dividend for some time yet in line with the wider market.

[cl0ckw0rk0range] 23/4/2020 07:28

Wonder how many of those were short.

[gbh2] 23/4/2020 07:21

Yep, good Update, pity no mention of reinstating the dividend but bodes well for next year.

[inaminute] 23/4/2020 07:20

Yes, that's a solid statement, well presented

[waikenchan] 22/4/2020 21:36

That bank were saved and all those mortgage loan went on to the goverment / boe balance sheet in some shape or form.

Look at the mortgages on offer, can't see many 90% loan to value mortgages anymore - do you? Yes, the housing sector will be propped up, but there will almost be a tightening of credit leading reduced mortgage approvals.

Look at debt levels - people are leveraged with full of debt - whether that's personal debt, credit card debt aswell as their mortgage debt.

Look at unemployment - that is probably going to increase significantly, negatively impacting on big purchases eg houses resulting in deflation. I don't think it too far to imagine people will be in negative equity with there house soon.

Who know were the stock market will end up, but on the balance of things there will be more pain ahead.

[gbh2] 22/4/2020 19:07

Riley109
22 Apr '20 - 15:17 - 26989 of 26994 (Filtered)

[flyfisher] 22/4/2020 18:28

A 35m trade went through the market and was parceled out in 7m blocks, all at 129.9p, so the advfn system will record all 70m of them as sells, as they were below the mid price at the time they were recorded.

As the above post don't trust the buys and sells.

Should remove a stock overhang.

[panshanger1] 22/4/2020 17:42

OMG I wouldn't necessarily trust those columns I've watched trades of mine go through and quite often on wrong side

[omg48] 22/4/2020 17:37

I notice 81 million shares traded today. Can anyone explain why most appear in the sell column?, when the shares have gone up.

[gaygay3] 22/4/2020 15:29

Hi riley109

1NHS will not reply to your question