Taylor Wimpey Share Discussion Threads

[gbh2] 14/9/2020 11:25

There are so many shares on the market it's easy to work under the sort threshold!

[essentialinvestor] 14/9/2020 11:24

Very little short interest in TW, or if there is it's below the threshold
for reporting on short tracker.

[zac0_4] 14/9/2020 11:20

I don't think the shorters need any new mud to sling. The current GDP data, projected unemployment figures and lack of progress around a Brexit deal is enough!!

[1carus] 14/9/2020 11:17

This is going to be an epic turn around, hold on to your hats folks!!!
Everyone I talk to in building supply is totally maxed. I've never seen a disparity like this. WTF is going on? You can see it just driving past the build sites, its manic. Houses in my area are sold within hours of them coming onto the market. Suppliers arent even having to sharpen their pencils, simply getting the stuff is the problem to meet the demand. It's bonkers.

[martyn9] 14/9/2020 10:47

Anyone would sodding think this country had ran out of bricks/blocks!!
truth and fact be known brick makers are on a 24/7 manufacturing base.

[cl0ckw0rk0range] 14/9/2020 09:25

Blah blah covid blah blah brexit the usual dross shortens fall back on when they can't come up with any new mud to sling.

[sikhthetech] 13/9/2020 13:41

Covid and Brexit concerns coming together over the past week.

Surge in Covid infections from under 1000 to over 3000 a day over the past month. The R number is now between 1.0 and 1.2 for the whole of the UK. The infection rate is highest amongst people in the 20-30s, who seem to have a "can't be bothered" attitude.
It doesn't matter whether there is a national or local lockdown. Towns/cities where there is a lockdown, housebuilding and housing market will be affected.


Brexit talks are on a cliff edge with increased risk of 'no deal brexit'

Still only mid Sept.

As expected, the trend for HB has continued downwards.

As to other 'quality' shares, like Lloyds, Barc, IAG?? The point isn't whether they recover over a long period of time but whether concerns are factored into the price, ie will they go lower, so why buy now if you believe they will go lower?

[death by donut] 13/9/2020 08:15

Soz , neglected to mention I'm not referring to TW. , tho we do a fair few of their sites .Of the two I currently cover , one is large listed , the other is smaller end , tho still a 50+ plot site.Just my view of what I see .DbD

[jugears] 12/9/2020 22:08

DbD, not on the 40 odd sites we are supplying to

[death by donut] 12/9/2020 19:44

The impression I get is that unless police were manning the gates , most if not all blokes wld just turn up and carry on.Doing 2 sites at the mo and it's pretty much normal conditions.Signs are up , temp taken at gate and a squirt of sanitiser , but that's about it.DbD

[essentialinvestor] 12/9/2020 18:11

The adoption of new working practices dented profitability and no one
in the sector was operating at 100% capacity.
Would hope another national lockdown is unlikely. A lot depends
on the extent of any restrictions imposed. None of us know the exact future obvs.

[jugears] 12/9/2020 17:39

Ess, construction continued on all sites during lockdown it was only housing that closed, even if the country goes into full lockdown again the construction industry are now more prepared so doubt it would have much impact this time, as most companies have staff back at work socially distancing now anyway,so what else could be done? Like it or Lump it this is the new norm & are just going to have to cope with it, inevitably we will have more cases as winter approaches but I dont think we will see a second full lock down,so long as we continue to stick to the rules! At the end of the day how many lives has shutting down the country actually saved ? because at least 30,000 of the people that died would have anyway & were already in intensive hospital wards & caught covid in hospital. IMO if we had acted faster & brought in the face mask & 2 metre rule we could have avoided full lock down in most sectors,IMO we are now much placed to avoid a full lockdown again.

[essentialinvestor] 12/9/2020 17:19

Main short term concern for the sector is potential COVID restrictions in to
autumn-winter causing construction delays/impacting margins.
Hopefully this will not come about, however it's a short term risk.

It may also help explain some of the recent sector weakness.

[cl0ckw0rk0range] 12/9/2020 16:22

Plenty out there

[jugears] 12/9/2020 11:34

Zac o Tw for one

[michaelbinary] 12/9/2020 00:10

well maybe they may reinstate the bloody divis they took away then if they are doing better than expected.

[zac0_4] 11/9/2020 23:55

Jugears - "I have always found that long term holding in good companies will almost always see the share price heading north" - I'd be interested to know how you define a good company

[jugears] 11/9/2020 22:12

I here people predicting with good reason that there will be a housing slump because millions of people are still on furlough,unyet demand for houses has never been stronger with prices rising across every area & this is just demand from people that are not on furlough!of course many of those people will go back to work.A building company told me today that demand was so strong for houses from none first time buyers that the need to sell houses to first time buyers was becoming more & more less important! With interest rates now so low demand for houses to rent is surging as more & more people are turning cash to assets,coupled with the fact that not only are we not building anywhere near enough houses & have lost 3 months production,then Imo we are going to see demand & prices increasing & not decreasing over the next few years, I am expected much better news from Tw when they report next & believe that there last update was extremely cautious,perhaps due to being released far to soon after lockdown, I am speaking to companies daily now in the building industry that say early on during locked down that they were far too pessimistic about future trade & that many have been caught out by the rapid surge in demand for new orders, I am not saying that the road ahead could be rocky but imo anyone not purchasing shares now will regret it later down the line, whatever sector you choose to be in there are bargains every where.Frome experience these opportunities to pick up shares only come along a few times in a lifetime, so not to be missed if you are serious about investing & want to make substantial future profits.

[martyn9] 11/9/2020 21:25

Jugs, I've seen it all before,ride the storm if people can. Treating this as a buying opportunity the shorts will have to close at some point.Gwa.

[jugears] 11/9/2020 20:37

Know one can predict but I have always found that long term holding in good companies will almost always see the share price heading north, obviously shares dont go up in a straight line but would have no concerns predicting that in the future Tw's share price will be higher than it has been.IMHO patience makes predicting very easy.

[cl0ckw0rk0range] 11/9/2020 19:07

Like any PI really has any real control over whether a share price goes up or down, but claims they predicted it when it does go their way.