Taylor Wimpey Share Discussion Threads

[sikhthetech] 13/5/2020 12:53

gbh,

we're the same... My family won't come in as I'm an asthmatic...
I won't visit my elderly mum...

Fortunately, there's video calling..


Point was how many people out there actually do the same and would understand why.

We've got ignorant people going around burning 5G masks and who go around attacking Telecom engineers, NHS staff, police..

There were a few new cases in Wuhan. To combat it, they are going to retest all 11m people..


Seems like time to top up on Banks again...

[jugears] 13/5/2020 12:47

ftir1 would you like me to send you a box of kleenex? hope they do reach a pound I still need to buy some more!

[ftir1] 13/5/2020 12:38

Oh dear, quite sad really.

This will retest £1.00

SELL

[tlobs2] 13/5/2020 12:35

Taylor Wimpey - Sales centres reopening

13th May 2020

Taylor Wimpey is beginning a phased reopening of show homes and sales centres in response to the new government guidance. The group recorded a stable sales rate over the lockdown, and activity has picked up over the last week.

[unhinged] 13/5/2020 12:33

Well Germany is doing what we should be doing which is blind testing of a representative proportion of society each day. This give inputs on antibody presence and infection rates and a precise R value which today has just slipped under one.We sadly are just finger in the air with our pathetic vague range

[m4rtinu] 13/5/2020 12:27

Germany have stated their R0 was above 1. But because they have few infections it seems they are prepared to risk (and monitor). UK have said R0 between 0.5 and 0.9. I haven't be able to find formula on how calculated. Perhaps it is not as simple as infections today / infection in (a)previous day ; not necessarily yesterday. Also they might throw a few other indicators in to numerator/ denominator.

Correct to say test of "have you got it" only valid on that day. But we definitely need a plan. It must involve mass testing with fast turn round of results. It would be easier (not easy) with less, not
more movement. It must be focused, trying to id hotspots and locking these down, like firefighting, until back under control. Very, very difficult but we MUST have a plan, and govt, advisers & scientists don't seem to be forming one!

[gbh2] 13/5/2020 12:26

I'd have family in, problem is they will not take the risk due to our age!

[sikhthetech] 13/5/2020 12:16

That's the point...
So why can't you also provide a mask to your friends and family and let them come in.
Then wipe everything down afterwards as you would with the strangers.

The problem is we need mass testing..

[ftir1] 13/5/2020 12:13

Everyone seen the recent images of crowded trains, buses etc. again.

Imho, there will definitely be a second wave. The only question is "how big" it will be?

Normally, a second wave is far bigger than the first.

SELL

[gbh2] 13/5/2020 11:57

Mass testing is a snapshot in time, I could be tested negative today and catch it tomorrow if I wasn't sensible enough to act with caution.

We've had visits from family and held doorstep conversation throughout the lockdown, mainly because our family have to walk their dog every day.

But if I were to have to have some House maintenance carried out I'd ensure the work person would wear a mask that I'd provide and afterwards I'd wipe everything down with IPA.

Not exactly rocket science.

[sikhthetech] 13/5/2020 11:34

gbh,

Majority of people wouldn't understand what the advice is.

One minute they say only visit one person outside your home. You can't visit non-household members at home.

But they say, allow strangers to visit your home, inc for house maintenance and viewings. Where is the evidence that these strangers don't carry the virus?


There needs to be mass testing.

[mickinvest] 13/5/2020 11:33

Two sides here, one looking at the snapshot of current trading and those who think house moving will dry up as unemployment rises, job insecurity increases, tax increases and a lot of people would rather stay put than have people trekking through their house. I'm not shorting housebuilders on that alone but mainly to protect quite a few speculative positions elsewhere as a hedge to a market crash.

[ftir1] 13/5/2020 11:27

There are vaccines for the Flu, there won't be a vaccine for Covid-19 for at least 12-18 months, if EVER.

Also, Covid-19 is far far more transmissible than the Flu.


SELL

[gbh2] 13/5/2020 11:26

"their advice is confusing and misleading"

Only to the Media, SNP and Labour

The Instructions are common sense which those three lack.

[sikhthetech] 13/5/2020 11:23

Exactly, the lockdown resulted in the R number falling... that's the point, the govn is easing the lockdown too quick, their advice is confusing and misleading....

I think the easing of some restrictions like allowing people to travel long distances to party, I mean view a house, honest officer..

How will they test these strangers viewing properties, opening cupboards etc?

[unhinged] 13/5/2020 11:12

That's the whole point of the lockdown and it's success is evident in the complete collapse below 1 of the R value and things will only look better at month end with more testing and fewer casesAlso worth looking at flu infections in Southern Hemisphere where it's all but disappeared in Australia which is just a function of social distancing and washing hands. This alone is sufficient to collapse the R value of Covid 19

[sikhthetech] 13/5/2020 11:06

"we had about 3,800 new infections of which about half from care homes where clearly the problem is ongoing but contained."

Now strangers are allowed into your home, whether it be viewings or property maintenance, the risk of infections increasing moves to households, which is far worse than in care homes, where it can be contained.

We're not allowed to visit friends/relatives, except one person OUTSIDE, yet potential buyers, probably more than 1 (couple) can come and view your home. What if those sellers/buyers are infected, asymptomatic?

[unhinged] 13/5/2020 10:53

Well you can be fearful of such a big number or optimistic since the bigger the number the more jobs will be saved and the sharper the recovery. Clearly some industries will take longer than others to come back as in the case of hospitality but the situation is extremely fluid and can change dramatically by month endYesterday we had about 3,800 new infections of which about half from care homes where clearly the problem is ongoing but contained. So right now we have under 2,000 new cases in a country with 65 million people which is on a par with Italy and Spain which are already beginning to ease restrictions So I prefer to be a little more optimistic myself

[sikhthetech] 13/5/2020 10:53

and who's going to pay for the £10bln cost, so far of the furlough scheme...
and to pay for the millions who will end up unemployed.

Austerity, tax rises???

[sikhthetech] 13/5/2020 10:46

Furlough is temp to prop up the economy...

It has been extended but businesses are expected to contribute more from Aug.

It will be interesting to see how many cancellations there are going forward, given the easing of the lockdown.

Furlough doesn't necessarily mean confidence in the future. It could be seen as Housebuilders want to complete quickly before the full effects of furlough ending becomes clearer and there's millions of people who lose their jobs, which could dissuade buyers.

HBs could also be ending furlough now so to take fuller advantage better weather during the summer months, helping them to more completions.


27% of worker or 7.5m are furloughed. That's a huge number.

[ftir1] 13/5/2020 10:39

UK Q1 economy in steepest contraction on record and that's essentially only covering the last fews weeks of the first quarter. Second quarter will be a blood bath and cause big problems moving forward. HB's are in big trouble. You'd better pray there isn't a second Cover-19 wave.

SELL

[unhinged] 13/5/2020 09:55

Agree Jugears - the one think that has amazed me is that no economist nor anyone in the doom and gloom press making comparisons with the Depression or last financial crisis can be bothered to look at the savings rate or household debt levels both of which have improved immeasurably since the last financial crisis. Add this to the benefit of the furlough scheme and the recovery should be much smoother than many realise

[jugears] 13/5/2020 09:42

Seems pretty positive to me & not surprising judging by my current order book, Not only have all my staff returned now but I need to take on extra staff! Not only that my turnover for April/May is the biggest my company has recorded in nearly 60 years, I would be very cautious about reading all the doom & gloom in the press about the economy, Wouldn't surprise me to see the divi reinstated in the coming months.