Taylor Wimpey Share Discussion Threads

[smoking gun] 03/8/2010 07:13

Is no one concerned about

We remain
concerned about the potential adverse impacts of proposed changes in planning
policy, however we are committed to working with the Government and local
authorities and are confident that both our approach and our strong land
holdings will put us in a strong position.

[barf2] 03/8/2010 07:12

Nice robust set of figures and a nice balance between caution and confidence in the outlook.

Should get us moving again.

[wapper] 03/8/2010 07:11

Should see us back above 30p today.

[daniel81] 03/8/2010 07:11

i think we are heading back too the 30 s mate i would say poss 37p here we come .

[thinking] 03/8/2010 07:09

Excellent update, their cautious approach is paying off, lets see what the market thinks!

[the flop] 03/8/2010 07:08

The quality of our landbank underpins our confidence in the future prospects of
the business. With over 6 years of land supply at current completion levels and
an average owned plot cost of 18% of selling prices at current levels, the
Company is well-placed to manage the impact of changes in planning policy on the
availability of new consented land

[the flop] 03/8/2010 07:05

The first half result includes a positive contribution, before
allocation of appropriate overhead, of GBP39.9 million relating to utilisation
of inventory net realisable value write downs, where the combination of selling
prices and cost or mix improvements have exceeded our market assumptions.

[the flop] 03/8/2010 07:03

· Improvement in tangible net assets to 47.0 pence per share (H1 2009:
44.1p)

[sir brainy] 03/8/2010 05:48

Easiest +10% inside this week on the market if you buy in this morning

[trendfloor] 03/8/2010 01:15

Taylor Wimpey TW. worth having a look at for tomorrow.

I like its breakout from a double bottom chart pattern.......

[the_beagle] 02/8/2010 20:47

Hi Aspers,

Thought you were big into JPR. Was I mistaken?

[kamukak] 02/8/2010 20:30

DRN daily real estate bull 3xshares is doing very well in US markets so i am expecting a good run 2moro depending they don't announce very bad results!

[chairman2] 02/8/2010 18:27

the smell from this end of day
is that there are still long-term
HF shorts on TW which have been
reversed today ahead of any news
surprises.

The shorts will probably go back on
after the results.

Betting against US - UK housebuilders
has been a no brainer for the past 18
months and nothing has changed.

However, If there were to be a sharp
upward movement the effect on the Bears
would be electric since that would
dramatically raise the measured risks
of holding a long term short in future.

we might see a return to normalised
trading and normalised volatility

[aspers] 02/8/2010 18:22

I have £28K of these at average 40p........to be honest short term I care little what happens.......I retire in 4 years time, what price then ??? One thing for sure they will be a little higher than 40p ;-)

[the_analyst] 02/8/2010 17:47

Fewdollars,
"....I get worried if a share I own rises well the day before results..."

I wouldn't say it has risen that well. Just a recovery from a huge drop. Also, the market senitment, mixed reports re housing, a re-rating may all be playing their role.

The rise today imo bodes well, there is clearly some optimism and the fall overdone. If we are likely to be x% better than last year, then the share price should reflect it. This time last year the share price was circa 37p. So how an improved performance justifies a lower share price (market cap) is beyond me.

Let's hope TW. sends the shorters packing tomorrow. I hope they give a hint of what they intend to do with the USA arm and/or the Spanish/Gibraltar subsidies.

Everyone is expecting the banks to relax their lending criteria and any evidence of that would benefit the TW and the likes. I can't believe the banks have a good run over the last week, considering it is them that is holding back the whole economy. May be banks traders (Insti's) will move their profits across to builders!

GL all.

[fewdollarsmore] 02/8/2010 17:06

I get worried if a share I own rises well the day before results always seems to be a false dawn... the positive if any is only another 10p until I am in profit again!!

[thinking] 02/8/2010 16:34

Good finish didn't do the normal dip, lets see what tomorow brings, good luck everyone!

[the flop] 02/8/2010 16:20

looking good for the morrow, smell that shortbread burning ;-)

[the flop] 02/8/2010 15:05

US construction. +0.1% exp. -0.5%

[gcom2] 02/8/2010 13:55

there never was a building industry revival , existing house prices went up thats all.building industry revival will happen near term imo

[barf2] 02/8/2010 13:48

Thought as much re the shorters.I'd like to think a few of them are getting sweaty palms today.

27.8 breached

Let's see

[the_beagle] 02/8/2010 12:44

Buy after buy after buy. If they turned the tap off on the offer this could fly. Why is there such a persistent seller? If they let this go the current small buyers would happily pay a penny or so more imo.

[fewdollarsmore] 02/8/2010 12:32

mknight - the data on stock on loan for July is not yet available usually a few working days after month end. see euroclear website.

Would have been nice to get some movement going into results.. were TW not 90% plus sold for 2010 targets on the last set of results? here is hoping they have gone way above their targets..

House prices is a tough one interesting article in the times yesterday the crux is they cold go one way or the other and in honesty noone truly knows.

I apply the simple logic which is that we have only limited space in this country and the population is growing therefore demand is there the only question is funding... knife edge..