Taylor Wimpey Share Discussion Threads

[ftir1] 26/8/2020 09:15

disney,

You think you're clever, adding smart comments to posts after someone has already responded to the original post, how pathetic of you.


It just makes you look even more of a loser.

[ftir1] 26/8/2020 08:54

Original post: -

"disneyDonald 26 Aug '20 - 08:45 - 948 of 949 0 0 0

Ftir, as you say it’s “their money ...” and they are free to do as they wish with it. Sounds like you are a little jealous ?"




LOL, yes that's right, I'm jealous of TW. shareholders losing 50% of their share value.

As I said before, "you can think what you like, if it makes you feel better".

Most on here have ridiculed my comments thinking they know better, go ahead vent your anger.

[disneydonald] 26/8/2020 08:45

Ftir, as you say it’s “their money ...” and they are free to do as they wish with it. Sounds like you are a little jealous ?

No doubt you will respond with some selective metrics to attempt to add credibility, rather than frame your opinion in any particular time frame.

Either way, let’s see how long it takes you to respond with your usual bland narrative about how you know better than others, and amusing attempts to engage in interaction with posters. Come to think about it your limited use of language, and frequently used words such as ; loser, tremendous, very very, like we have never seen before, some people many people etc. Hmmm, maybe you have a multiple personalities

Your gaming of posters reminds me of an old Mastermind sketch from the two Ronnies.

I reckon you will respond within five minutes.

[ftir1] 26/8/2020 08:20

It won't be long before certain people are boasting they've just bought more shares!

Fools and their money.

SELL

[ftir1] 25/8/2020 22:36

BUBBLE ALERT

You also shouldn't need help with stamp duty!

[jugears] 25/8/2020 19:13

If you have already bought a house once you shouldn't need help to buy anyway.

[sikhthetech] 25/8/2020 17:41

The HTB ending is a major Challenge.. as are the changes to HTB being only for First Time Buyers.

By the time we come out of the economic turmoil, HTB will be a major challenge...
Only available to first time buyers in 6 months time and then ending in 2023...


But in the short term, concerns over rising unemployment, brexit, 2nd wave Covid...

[essentialinvestor] 25/8/2020 17:36

ima, do you think the changes to HTB to come is holding the sector back?.
I don't know the answer myself, just occurs to me it may be a factor.

[sikhthetech] 25/8/2020 17:33

Imastu

you seem to have forgotten Covid, lockdowns, recession, brexit are still very much concerns.


A relative differential is ONLY useful in normal trading or economic circumstances or when the markets are recovering, not with uncertain times ahead.

Therefore after a crash or when I believe any potential negatives are factored into the price, I would consider buying TW over PSN.



As an example:
Going back to my property example and principles..
If markets are running normally. If there were 2 similar properties in the same area but there was a price differential with 1 of them then obviously I would go for cheaper.
However, if I'm expecting a crash I would go for neither.


That's a simple economics point which you are struggling to understand.

In other words, as I said before "Why buy now when I'm expecting it to go lower?"

[imastu pidgitaswell] 25/8/2020 17:22

From the half year results:

As at 26 July 2020, we were c.97% forward sold for private completions for 2020 (2019 equivalent period: 87%), with very limited availability of homes for customers to move into in 2020. This gives us significant confidence for this year's completions, although reduced availability is likely to mean that sales rates remain below normal until construction catches up.

Forward indicators remain strong and our order book has increased in both value and number of homes. We are focused on building our order book for 2021. Our total order book value stands at GBP3,022 million (2019 equivalent period: GBP2,516 million), excluding joint ventures as at 26 July 2020. This order book represents 12,014 homes (2019 equivalent period: 10,558).

[jugears] 25/8/2020 16:42

cheque book time!

[ftir1] 25/8/2020 16:37

Shhh.....

Nasty close!

This is going much lower

SELL

[sikhthetech] 25/8/2020 16:36

Imastu

So you ask:
"How much lower, and why? Why is PSN outperforming TW? What levels of cash will TW be generating in H2 and in 2021? What will the earnings per share be?"


Your chart is no more useful to any investor than posters with the one liners.
You are invested because there is a disparity between PSN and TW. That's your one and only reason.

It's your money, good luck.

[jugears] 25/8/2020 14:27

Sikh, this is my detailed analysis of Tw

In good times they build houses, sell them for a good profit,Good return for investors
in bad times they build less houses & make less profit, Not so good return for investors
Currently we are somewhere between the two with temporarily no returns for investors
Positives-Worth At least £1.70, very very good management,Proven track record,very good land bank, spread strategically around the country,very little competition, debt free & mass shortage of houses
Negatives- shares trading below there worth due to a few current uncertainties(Short term).
My Target prices 2 years £2.60
3 years £3.20
5 years £4-5.00

[imastu pidgitaswell] 25/8/2020 13:56

On the positive side, the contrarian indicator has arrived...

I can't produce any - as I don't know what volumes, prices, or even costs will be. I just wanted to see if you could produce something beyond negative sentiment. Until it translates into numbers, it's just selective confirmation bias. I say it will, you it won't. What's the point?

As posted before, in terms of relative valuation and a basis, I can't explain, other than just the market creating an opportunity, this disparity - which for me, is a reason to invest here. If you can explain it, that would be nice.



free stock charts from uk.advfn.com




free stock charts from uk.advfn.com

[ftir1] 25/8/2020 13:48

lol

sikhthetech

You're not allowed to ask awkward questions like that.


They don't like it up'em Captain Mainwaring

lol

[sikhthetech] 25/8/2020 13:39

Imastu

"How much lower, and why? Why is PSN outperforming TW? What levels of cash will TW be generating in H2 and in 2021? What will the earnings per share be?"

What's stopping you or your fellow bulls from providing a detailed analyis of PSN & TW, if YOU and your fellow bulls believe that is more relevant than the current economic/covid/brexit concerns?

Go ahead, I look forward to yours, Jugs and gbh2's detailed analysis.

[imastu pidgitaswell] 25/8/2020 13:31

Yeah, I think it's time.

[gbh2] 25/8/2020 13:26

The Filter works just fine at blanking out the drivel on Both threads :)

[sikhthetech] 25/8/2020 13:03

Imastu
"if not worthless."
Where have I stated that? That's simply not true.

Whether Product/service sells is based on providing the right product/service, at the right time, at the right price..

That same principle applies to shares, property, food, ppe, gold, diamond, oil etc etc

Basic economics..

You believe HB shares are cheap, I think there's going to another crash and prices will be lower, which is completely different from saying they are 'worthless'.

It's what makes a market.

I've had the same conviction all the way down from 170p to current 120p. You can keep repeating 'time will tell' , there will come a time when it is eventually become true.