Taylor Wimpey Share Discussion Threads

[sikhthetech] 30/9/2020 21:45

thanks Davius,

That temporary Stamp Duty Holiday behind the rise - ends 31st March 2021


House prices jump 5% as the stamp duty holiday and lockdown itchy feet spark home-moving fever, but has the market already hit its peak?


"But economists at the EY Item Club warned the current rise in property prices will become 'unsustainable sooner rather than later' as mass job cuts loom, the stamp duty holiday ends and further lockdown-induced economic turmoil potentially takes hold. "

[davius] 30/9/2020 21:35

II report this evening:

In the green were housebuilders Taylor Wimpey, rising 3.0%, and Persimmon, up 0.9%. The average UK house price has hit a new record in September, pushing over GBP225,000 for the first time, according to Nationwide Building Society.

Nationwide said the average UK house price was GBP226,129 in September – the first time it has been above the GBP225,000 mark. In August, the average house price was GBP224,123.

House prices increased by 5% annually in September, marking the highest growth rate in four years. Prices increased by 0.9% month-on-month.

[jugears] 30/9/2020 21:11

Sikh,I would like to add some more Tw shares, obviously my timing is not very good what do you think will be a good price to aim for, for my next 200k investment here? Why will planning changes impact house builders, please explain as I dont understand. Sorry I am bored today as stuck at home I'll.

[sikhthetech] 30/9/2020 21:06

What do you think of planning changes, which will impact HBs?

or furlough ending, Covid 2nd wave, Help to buy for 2nd homes ending, mortgage payment hols ending, eviction ban lifted, investors pulling out of the housing market?

These are more revelant to the future of property market than a graph showing relative difference with another HB??

[imastu pidgitaswell] 30/9/2020 21:03

Because you continue to infest this thread without contributing anything specific.

All of those factors, I would contend and have said on previous occasions, are more than reflected in the price being at less than half of its peak. But as no-one can quantify future impacts, it can only be an opinion. One way of calibrating that opinion is to compare operating performance and also share prices against the competitors, who are operating in the same market. It's really not that difficult. So that is my answer.

OK, four times asked and four times you fail to answer.

Enough.

[sikhthetech] 30/9/2020 21:00

Imastu,

If you (Jugs and gbh) have answered your question then why you still asking from someone who you have filtered????
It's your money you should do some research yourself.

Are you asking me and nobody else because you didn't believe Jugs and want a more plausible, consistent answer?? Ah thanks...I don't blame you though, Jugs does have a tendency to keep changing his mind. lol
;-)

Btw, nice graph. Are you able to post anything more than just a graph?

What do you think of planning changes, which will impact HBs? or furlough ending, Covid 2nd wave, Help to buy for 2nd homes ending, mortgage payment hols ending, eviction ban lifted, investors pulling out of the housing market?

These are more revelant to the future of property market than a graph showing relative difference with another HB??

[jugears] 30/9/2020 20:53

Sikh what I do know is that I am prepared to stick my neck out & mention figures, so I have got it wrong, but you havent mentioned any figures & profess to have got it right, what I do know is that I will get my money back at some point, but at what point will you pretend you bought in at, .will it be the bottom? or could or might you have missed that already ???? I think being honest like me you dont have a clue how far this could fall do you & that's the beauty of buying affordable chunks at different levels you get a good mix of buy prices some you will have paid bottom dollar for & some a bit more but as things recover & the share price starts to rise as it will here you can still obtain a good reward, the problem with any crisis in the world is that markets dont just over react they go to the extreme that's how they make money, wev have know control over that, in Tw's case that over reaction could have been 1.70./ 1.50/ 1.30 /1.00 or less but that is exactly what it is an over reaction & will always correct itself so why worry if you paid a bit to.much if your future profit outways your current losses or should I say paper losses?

[sikhthetech] 30/9/2020 19:51

Jug

"because you k ow as much as I do!!!!!"

It's obvious you know nothing, as you/gbh have been buying all the way down from 170p to 100p, despite the challenges - It was great to see the HBs have reported that covid, brexit and unemployment are concerns, despite you claiming that they are not.

Q4 starts tomorrow... maybe we'll get some clarity over the next few months.

Let's see if they reach your 170p by mid-Aug.. oh that was last month...lol

[csimpson5] 30/9/2020 19:13

Some actually decent TW. Commentary for a change for all those interested. Positive sentiments also shared by others here :)

[jugears] 30/9/2020 18:22

Sikh I have formed my own opinion that's why I continue to buy here thanks,great value, great future prospects win win if you wait.

[gbh2] 30/9/2020 17:25

I fail to understand why anyone would remove a Filter?

Was it applied accidentally or is the Filtered person so fascinating or is it a case of having too much time on ones hands :)

Filter and forget it's easy and one spends less time reading tripe.

[sikhthetech] 30/9/2020 17:12

The share price of HBs have fallen over the last few months based on the events mentioned months ago - all the way down from 170p to 108p today..

Brexit
Covid 2nd wave
furlough ending next month
mortgage pay hols ending next month
evictions recommence
economy concerns
house prices rising due to temporary Stamp Duty hol, comes to an end March 31st, so buyers taking advantage now.
Help to Buy for 2nd homes ending in March 31st, so buyers taking advantage now.


It's nice to have an investment decision proven right so conclusively BY EVENTS. Everyone should read the company/sector newsflow and form their own opinion.

[sikhthetech] 30/9/2020 17:04

Imastu,

Yes please, not that you had me on filter in the 1st place...lol

You've got nothing useful to say about HBs. the economy or government schemes anyway... just trader talk...

[imastu pidgitaswell] 30/9/2020 17:02

Well you replied quickly, so I took you off filter, and can put you back on again.

It's not a difficult concept.

Now. Answers?

[sikhthetech] 30/9/2020 17:01

Imastu,

when you say you have someone on filter, it is generally a good idea not to reply...
You wouldn't want readers to think you are lying, would you?
lol


imastu pidgitaswell30 Sep '20 - 16:45 - 1759 of 1762
0 1 0
Sikh - don't answer the questions then, now asked twice. I wonder why.

Back on filter.

[imastu pidgitaswell] 30/9/2020 16:58

Yeah, you said that last time. And as I have said endlessly on here, those are generic non-quantifiable, subjective issues, which are simply opinion. I try to deal in specifics and quantification.

So again:
Why is the PSN (and other builders) share price not impacted by all of those non-specific to TW. issues?

Why do you not post all of your generic negativity on the housing market on the PSN thread as well?


Ooops, I forgot - there was a third, also asked this week. What happens when that £424m inventory increase in the half year cash flow statement unwinds and ends up in net cash?

[sikhthetech] 30/9/2020 16:52

Imastu,

You haven't posted anything about TW nor other HBs, except that a chart showing relative difference between TW and PSN. An article from The Times, which you claim is evidence of nothing untoward regarding the leasehold scandal..

That's the limit of your research... A trader with a dodgy filter, buying in at higher prices..lol

Nothing about the challenges facing HBs, the economy, implications of Help to Buy for 2nd homes ending, implications of temporary Stamp Duty Hol, covid 2nd wave etc..

Plus the important planning changes which will impact HBs..

[imastu pidgitaswell] 30/9/2020 16:45

Sikh - don't answer the questions then, now asked twice. I wonder why.

Back on filter.

[smartie6] 30/9/2020 16:45

Next 6months is going to cause a frenzy, no?