Taylor Wimpey Share Discussion Threads

[jugears] 19/6/2020 14:01

IMO anyone picking up a large amount of shares is going to want to see a big short term gain, If it were me I would want at lease a 15-25% profit & wouldn't be surprised to see these nearer to 170-180 over the next few weeks.Not sure that dividend would be the motive for buying here at the moment.

[philanderer] 19/6/2020 13:42

In equity markets, housebuilder Taylor Wimpey was the top riser, having fallen earlier in the week after it raised more than £500m through the sale of new shares to help fund land acquisitions. Canaccord Genuity said that while the placing was a surprise and raises some questions, on balance, it understands the logic.

"It enables the group to lock in some attractive land-bank value; and if the housing market deteriorates more than expected, it provides (inadvertently) more near-term balance sheet comfort," it said.

[gbh2] 19/6/2020 11:22

atm moment I cannot envisage that happening until we get some positive news.

Let's face it, we were struggling to stay above 150p even before the share value dilution created by the Open Offer.

[its the oxman] 19/6/2020 11:10

Reasonable up day and we could see 160p very quickly.

[gbh2] 19/6/2020 10:01

It'll cost me £3 to sell under 10ks worth, so I don't mind selling more than one tranche at a time.

[imastu pidgitaswell] 19/6/2020 09:59

Me too - so still holding 4 of the 5 tranches. But I guess the game changed somewhat after the placement, and nobody knows the rules for a while. All good stuff.

[gbh2] 19/6/2020 09:54

I'd get 4.29% profit from selling at the current sp, but I still thin 149/150 is possible.

[craftyale] 19/6/2020 09:45

My buy from yesterday at 140.7 was stopped out at a small profit. Trying to work on my patience........so it's a waiting game for me to get back in on another trade. Things seem to be in a bit of a limbo, CV19 reappearing, social unrest due BLM etc. Ok have a good day.

[imastu pidgitaswell] 19/6/2020 09:39

Indeed. Anyway, back on TW. just sold one of the five tranches bought yesterday. From my perspective, I sold the ones I bought at 140.5, not the ones at 144...I'm sure they will go higher, just not that sure...

:-)

[gbh2] 19/6/2020 09:31

"Immoral earnings" LOL, when compared to the Greed in Boardrooms and places like Westminster and the House of Lards I think making money out of bad & unforced investments is as Honest as it gets :))

[imastu pidgitaswell] 19/6/2020 09:18

Immoral earnings... ;-)

I suppose my version of that is HL. - they make a lot out of me (only equity trades in a SIPP, no funds, so not that much) so I might as well as well benefit from their increased revenue and make it back from their shares...

[gbh2] 19/6/2020 09:14

The Betting companies are the ones that have delivered huge profits for me, imo it was obvious that a good few of the folk stuck at home would turn to online "investment" :)

[imastu pidgitaswell] 19/6/2020 09:08

Yes, have watched oil - BP. and RDSB, but just not convinced that they are safe. May well be long term decline. But it may be me being scarred by previous experience back in 2010 on BP. To be honest, no need to take the chance, so not doing.

[craftyale] 19/6/2020 09:02

Interestingly Barc but more so Lloy of late. RDSB and RDW which of course is another house builder. I work in the airline sector so I keep a close eye on TUI, IAG, EZJ and RYA. It's a sector which has taken an absolute battering - but I see RYA as a very tight company and one of the safer bets as CV19 plays out. Cheers.

[jugears] 19/6/2020 09:01

That was boring as well

[gbh2] 19/6/2020 08:58

imo we're not going to see much improvement in the share price until there's an indication of future dividend value, I'm hoping the share price will settle around 150p maybe better if we get some news in the Budget.

The easiest indication of my current interests is the advfn BB (I say interests because only lloy is a fixed Holding all others are Traded.)
I comment almost daily on the ones I'm currently holding, as I mentioned on the other thread cmcx has been the paymaster for doubling my TW holding.

[imastu pidgitaswell] 19/6/2020 08:49

Currently - precious metals, as they are as safe as anything (including this), so FRES and POLY (POLY has no stamp duty, so particularly good for trading) which are both FTSE100 and liquid.

Also, a little more wrecklessly, HSBA - it's a dog, but only in from 380-odd, having taken previous swing from 380 to 420. Multi year lows, for good reason, but there's always a price for the risk.

And HL. a few times, although currently out.

And my current beau, DLAR - all on the thread. Not planned as a swing trade, but it just happened.

Previously, BARC and LGEN - but both gone above my previous sale price, so leaving until they come back.

Basically all liquid, small spread, and (I think) safe.


And yours?

[craftyale] 19/6/2020 08:40

Seems we are similarly minded. I have a core holding and trade up to 40% with the swings. Also have an account with ETX. The placing at 145 may keep the price subdued for a short time. Any other shares which you trade or have an interest in? Ideas make money.

[gbh2] 19/6/2020 08:22

I've been trading in & out of a variable holding, I no longer use spread bets as IG costs are just £3 a deal and I can keep the shares until I see an attractive sell price.

[imastu pidgitaswell] 19/6/2020 08:15

Morning - some of us do swing trade this, as well as keep a core holding (which I had sold before this week's shenanigans) and the relevant information is all in the header. I just think it's a good thread to use - but quite happy if people don't.

[craftyale] 19/6/2020 08:10

Morning. Thanks for bumping this up.

[imastu pidgitaswell] 19/6/2020 08:05

This one...

[imastu pidgitaswell] 19/6/2020 08:05

The old thread by spob includes a number of charts that are of relevance including sector shares - I always have it open for that reason, even though nobody posts there...

[jugears] 19/6/2020 07:23

All filtered now, got to much work to be getting on with.

[craftyale] 19/6/2020 07:19

Any chance of a new thread? This is getting very boring. Perhaps you could exchange numbers and continue your debate elsewhere.