Taylor Wimpey Share Discussion Threads

[m4rtinu] 14/5/2020 12:48

Supply side getting started but demand a long way off (HBs not garden centres). Lots of uncertainty. HBs taking calculated risk, and good luck to them (us, TW). But expenditure/costs going up. Income/revenue possibly. The only thing they might achieve, is to get things done, in case future lockdown required. So possibly a lot of stop/start coming up. But of course, only my opinion in this new environment.

[mickinvest] 14/5/2020 12:26

I see from the daily Mail article above that they expect house owners to stay outside whilst prospective buyers rummage through their house! That's going to put one or two off.

[jugears] 14/5/2020 12:22

hernando2 If you are desperate to buy a house in a certain area & on a certain street you may try it on but will end up paying the asking price.

ftir, nothing is for certain, the world has never shut for 2 months before. You are more likely IMO to see the biggest spending spree the country has ever seen once lock down is fully over, You will see ques at shops, takeaweys, seaside towns, beauty spots like we have never seen before, apparently the wait to get in to the car park of my local garden centre was 3 1/2 hours yesterday & the Que is the same today! There will be job losses obviously but know where near the predicted numbers, In 18 months time it will be business as usual, My customer base has increased 15% in the last 6 weeks, turnover & profits are also up & I am now looking to add new machinery & new vehicles. the last 6 weeks have given me new confidence to invest in my company & I know I am not alone & its this sort of attitude that will drive the country forward.

[ftir1] 14/5/2020 12:20

Because you'll be able to buy a multiple of your current holding at a lower price.

SELL

[gaygay3] 14/5/2020 12:14

Ftir1
To me most people that buy TW shares will hold if TW do not go bust which I think they will get through this maybe you could be right even if these went to 50p these will double in 3to 4 years or even sooner so why sell if you don’t need the money

[ftir1] 14/5/2020 11:45

Also, when we retest the £1.00 level, it will probably break through to the downside.

You've been warned.

SELL

[ftir1] 14/5/2020 11:43

WAKE UP

There are going to be SERIOUS PROBLEMS for the housing market / builders.

We are going to have a deeper and longer recession than 2008/09.

It's bloody obvious.

SELL

[hernando2] 14/5/2020 11:17

well i think they have just announced a 5% price cut across the board, if i buy a semi ( say priced at 200k) next door to one with the 5% discount, the want me to pay 10k more.

I don't think i will actually.

I think the 5% discount is to try and stabilise the house prices fro the company, sorry mate i can't discount the price because you don't qualify, you need to pay full price.

Don't think it will work though..

I think there will be a drop in demand due to the downturn in the economy, perhaps for 1 or 2 years..

[tlobs2] 14/5/2020 10:39

Robert Jenricks is on a personal crusade to get the builders working at 125% to get more houses built as quickly as possible.

Allowing builders to crack on until 9:00pm is a good one. The weather is great and the outlook on several fronts is a lot more positive.

The only complaints today relate to the hospitals not being half as busy as they normally are. DOH !!

[sikhthetech] 14/5/2020 10:29

Jug, every investor looks for bargains and would have their own price in mind...


It's early days.. furlough is supporting millions of employees. The consequences of withdrawing furlough won't be known for a while. Same goes for all mortgage holders with mortgage holidays.

[sikhthetech] 14/5/2020 09:42

Buyers are demanding huge discounts up to 20% as housing market bursts back into life following coronavirus lockdown

[sr2day] 14/5/2020 07:11

if it breaks 140p we are heading for 130p at least in the short term.

[m4rtinu] 14/5/2020 06:53

Have you seen this initiative to help first time buyer key workers.



Discount passes on when you sell.

[jugears] 13/5/2020 22:57

gbh2 It would not be the right time to mension dividends when the tax payer has just paid there staffs wages for the last month or so, IMO we will not here about dividends till later in the year. We may still get the ordinary this year albeit late but doubt specials will resume for some time yet

[leadixon] 13/5/2020 21:01

Ye that is an absolute great plug for us and clearly they’re actively talking to the board. The government will do anything given the amount of jobs in the construction industry to keep building and extend the various schemes

[tlobs2] 13/5/2020 17:55

What a great plug for Taylor Wimpey in this evenings Downing Street briefing.

If that had been an advert on ITV they it would have cost hundreds of thousands. Well done Robert Jenrick the current Secretary of State for Housing for specifically mentioning only Taylor Wimpey :-)

And an excellent incentive of 5% discount for NHS staff and other care workers being offered a discount. Nice touch that.

[gbh2] 13/5/2020 16:39

imo they slipped up not Updating us on the Dividend prospects in this morning's Update!

[m4rtinu] 13/5/2020 16:11

Interesting article by HL. About possible thought processes around whether to move house or not in current circumstances.

[unhinged] 13/5/2020 14:55

Now just 3,242 new cases so still continuing a nice downward trajectory

[gbh2] 13/5/2020 14:51

Everyone needs to remember that China grew rich and strong on the Cash Western (so called) Business Leaders kept feeding them to produce goods cheaply in order for said business leaders to maximise their profits by selling in the West at grossly inflated prices! Apple being a prime example.

Greed in our Boardrooms will ensure we soon return to this situation as soon as possible, regardless of how many have suffered and died.

[martyn9] 13/5/2020 14:37

China needs to answer some serious questions from all countries worldwide, this is the third virus they have given the world in 17 years, what if the next one is 100 times more lethal and wipes out half the planet!!!
Try and overcome covid then tackle china, forget the deal in taking over british steel and certainly don't consider a tie up with chinese 5G.

[m4rtinu] 13/5/2020 13:38

Plans for both states of infection: have you got it and have you had it.

[m4rtinu] 13/5/2020 13:35

Oops! Really doesn't do to rely on memory. Here is link to ONS pilot. How many currently infected at point in time.

[m4rtinu] 13/5/2020 13:31

I think ONS are doing a survey of large representative sample of population, to estimate UK wide infection rates. I think on the "have you had it" basis. Think they said early indications suggested just 4% have had virus.