Taylor Wimpey Share Discussion Threads

[cl0ckw0rk0range] 19/9/2020 09:23

Look at the death rate. Higher rates of positive tests as the testing has been increased. No surprise there. But the death rate. That's what's important.Those that would be succumbing to pneumonia and flu at this time of year have sadly already been taken out of the equation, we already know the death rate figures were grossly inflated previously as they were putting covid related on any death cert.Impact here? Minimal.

[smartie6] 19/9/2020 08:19

Jugears, can you really see through the mist that we are now in?
I have to be honest, I can only see things getting worse, I still don’t believe there will be a working vaccine and that we’ll be walking on a tight rope for the inevitable future. Especially if re-infection becomes a known occurrence.
We could eventually be living in a cycle of fortnightly and monthly national lockdowns.

[cl0ckw0rk0range] 18/9/2020 18:21

Great I'll get some more

[essentialinvestor] 18/9/2020 17:37

At least TW have a nice cash cushion, good timing on the placing.

I've not been tempted back in yet. Luck to those holding.

[essentialinvestor] 18/9/2020 17:34

The share price is selling off because the market is attempting to factor in potential
disruption to the construction and selling process caused by further lockdowns.

The equity market is not focusing on supply demand dynamics atm. That’s a longer
term consideration.

[jugears] 18/9/2020 17:29

Just picked up another 30k shares, looks like a good profit Monday if I sell,
Sikh all that stamp duty holiday is doing is helping an already very buoyant housing market & pushing prices to levels not seen before, how can buying a house 30% over the asking prices benefit from paying no stamp duty when they are paying more than they would if it was still included,The fact is many are not saving anything & don't care, IMO the housing market is being driven by pent up demand, when stamp duty holiday finishes prices will just go back to pre covid levels because supply will be exhausted & has know chance of ever meeting demand, so I am afraid that house prices are just going to continue upwards, most people are not concerned about Brexit either, & most companies are now prepared for a second wave of the virus, On wards & upwards as they say!
Just to clarify
I am not expecting a housing slump, thanks to SDH exhausting supply IMO hb's will struggle to meet future demand, all that SDH has greated is very inflated house prices & no help whatsoever to house buyers.
Most people buying a house will not be put off by Brexit & nearly every company I speak to has provisions in place for an expected know deal, some people are perhaps a little out of touch with reality?

[sunshine today] 18/9/2020 17:23

Looks like going under the quid within the week.

[cl0ckw0rk0range] 18/9/2020 17:21

No it was directed at numpty ftir1.

[cl0ckw0rk0range] 18/9/2020 17:20

Yes just the usual macro negative blah blah yawn yawn. Seriously you have to question their motives.

[cl0ckw0rk0range] 18/9/2020 17:19

So does your Mum.

[ftir1] 18/9/2020 16:41

Nasty finish, chart looks sh!t.

15 million sell order.

Ouch!

[imastu pidgitaswell] 18/9/2020 16:38

I filtered sikh a couple of weeks ago, 'cos it was the same generic negativity - Brexit, CV19, redundancies, tax rises etc etc. I assume he has been on point today with the same stuff - nothing specific about Taylor Wimpey and its financials, just the grinding negativity on the economy and the (assumed) implications for the housing market.

I have seen him put the odd thing on other builder threads, but they are few and far between. In the main, it is always here.

Why is that? Is it because he gets no engagement on those threads as either nobody is invested on them (PSN thread is one of the quietest around) and does get people responding to him on here?

Whatever, I would honestly recommend the filter - it's not as if there was much insight about this company when I did read his stuff.

[sikhthetech] 18/9/2020 16:07

Indigo
"As far as housebuilders go, I don't even know why they were part of the lockdown in the first place."

It wouldn't have made any or much difference if the HBs continued to operate during the lockdown. As far as Jugears says, he was still operating during the lockdown anyway and is busier than ever.



The problem is some people don't understand the housing market, stockmarket or economic consequences

They think it's all based on the relative difference between TW & PSN or some homes being sold and believe increased sales have nothing to do with a temporary Stamp Duty Holiday!!

Redundancy announcements over the next few weeks..

Still early days

[gbh2] 18/9/2020 15:49

Added below 106p, ave dropping nicely.

[sikhthetech] 18/9/2020 15:33

as expected, R Number has gone up for whole of UK - now between 1.1 and 1.4...

Expect more restrictions ahead.

[martyn9] 18/9/2020 15:33

Clock?? i have been invested here for 12 years!!
I own a business that has supplied TW for 25yrs.
If that comment was directed at me?

[growthpotential] 18/9/2020 15:30

Agreed, fantastic entry if you can stay invested

[cl0ckw0rk0range] 18/9/2020 15:21

Now what reason would you have to post such a recommendation on a board you are not even invested in?Out of interest are you paid per post?

[martyn9] 18/9/2020 15:20

Me too, no justification in this amount of drop, but will take advantage.:)

[baracuda2] 18/9/2020 14:52

Picked up a few more

[ftir1] 18/9/2020 14:34

This has got much further to fall, it will meet resistance at £1.00 and possibly bounce a bit, but it will break down through the April low as many other companies have already. It'll take a long time to hit this cycles low point.

SELL

[gbh2] 18/9/2020 14:28

I'm not big on Charts, especially when there's little volume.

Since they stopped charging me commission I'm buying and selling smaller tranches of shares more frequently, simply to take advantage of share price highs & lows.