Taylor Wimpey Share Discussion Threads

[inaminute] 08/11/2020 14:35

One day he'll get the message he's wasting his time, nobody is listening to him. Quite funny to see the blank space he's wasted his time filling in.

[sikhthetech] 08/11/2020 14:15

Imastu, "A day of grinding - but ending well."

That's the thing with day trading.

Look at Redrow's update on Fri.

They start the day at 440p, traders & PI see 'positive' news buy and move the share price up quickly to 460p. The day traders then sell in the afternoon.

Despite the so called good news and 'plans' to reinstate dividend, they only closed up 1.4% or 6p. TW only 0.7%. Same happened after the other HB updates.

What's surprising (well not actually) is the lack of posts on here about the update itself, the consequences of the changing events, eg Biden winning on HBs etc.
But then again, day traders don't care about events, as can be seen over the past few months. lol

[cl0ckw0rk0range] 08/11/2020 11:33

What dictates the price of housing donut? Steps to make available mortgages and lending facilities in a buoyant housing market is rather key regardless of the macro factors that are causing house prices to rise, and from memory this was a point that has been laboured at length by certain trolls here, and as I'm sure you know where one lender leads the rest are sure to follow.

[death by donut] 07/11/2020 22:15

Lol , anything but lower the price of houses .

[cl0ckw0rk0range] 07/11/2020 09:18

"Generation Home, the innovative start-up mortgage lender, has launched a full range of first-time buyer mortgage products that include its unique Income Booster and Deposit Booster features. These offer new ways for families to support their loved ones into homeownership in a manner that is convenient, secure, transparent and tax-efficient."Shame I can't embolden this and/or highlight in red. But then it's pretty clear.

[cl0ckw0rk0range] 07/11/2020 09:17

On the subject of first time buyers..https://thefintechtimes.com/generation-home-launches-mortgage-solutions-for-first-time-buyers/

[cl0ckw0rk0range] 07/11/2020 09:16

Yep they are the only reasons...Halifax reporter over 2.5K mortgage applications processed this week.Supply and demand.

[quickquid] 07/11/2020 00:21

Just need to be a little careful here. A good number of new homes are taken by first time buyers who now have found it problematic gaining a mortgage.

Still a win win.

[imastu pidgitaswell] 06/11/2020 15:52

A day of grinding - but ending well.

Fun and games next week... Who is reporting trading statements and when?

Edit - sorry, found it. PSN trading statement on Tuesday 10th and TW. on Wednesday 11th. Definitely fun and games to come.


free stock charts from uk.advfn.com


But back in synch for the past couple of months. So is that gap that opened up after the placement permanent or temporary?



free stock charts from uk.advfn.com

[bricktycoon] 06/11/2020 13:47

election bounce over 90 p next week get out while u can

[cupra kid] 06/11/2020 13:41

lolLike you, I am very active on a lot of building sites across many house builders and they're all very happy with how things are progressing. There's certainly caution out there too but the overwhelming feeling is one of positivity.

[gbh2] 06/11/2020 13:35

imo this will pick up on Monday and have a modest run up until the Update is announced, my guess is still 125p post update, anyone's guess what happens after..

[gbh2] 06/11/2020 13:30

And yet he still gets a mention!

[sikhthetech] 06/11/2020 12:39

RDW 'plans to' reinstate dividends when they report interims in Feb, still 3 months before anyone knows.

So maybe/could reinstate dividends, which I suspect will depend on the outlook at the time they report the interims, ie Feb. I suspect will also depend on govn support schemes, which are currently supporting the housing market.
Help to Buy for 2nd homes, Stamp Duty Hol and furlough all end on 31st March, less than 5 months away.

The bulls on here are very selective of when the words 'plans to'/could/maybe are relevant... lol

[jugears] 06/11/2020 12:39

Cupra Kid, No its not you have to remember houses are only selling due to stamp duty holiday & H2B on second homes !!!!!!!!!!!!! LOOOOOL.

[martyn9] 06/11/2020 12:37

Cupra k, would be nice for tw to announce the same next wednesday :)

[cupra kid] 06/11/2020 12:23

Redrow to reinstate divi's. It's all going in the right direction.

[sikhthetech] 06/11/2020 12:00

Not surprising, investors selling their 2nd homes before house prices crash.. as expected.


House price bubble according to UBS,

Where are the greatest bubble risks in 2020?
"Use our interactive Global Real Estate Bubble Index to track and compare the risk of bubbles in 25 cities around the world over the last three years. Munich and Frankfurt top our list in 2020. Risk is also elevated in Toronto, Hong Kong, Paris, and Amsterdam. Zurich is a new addition to the bubble risk zone."

[gbh2] 06/11/2020 11:38

Just received notification of a contract going through for the sale of our house in Keswick, the price was just too good to refuse and we were using the place less frequently anyway.

[cl0ckw0rk0range] 05/11/2020 23:50

Much better.

[sikhthetech] 05/11/2020 20:17

Disney, It's not risk register though, is it?

It's different HBs stating why house sales have increased since lockdown restrictions were eased after 1st lockdown. The common theme is Stamp Duty hol and Help to Buy. H2B for 2nd homes and Stamp Duty hol come to an end on 31st March, less than 5 months.


Not risk statements as in 'risk register' statements but statements as to why HBs homes have been selling well.

These are facts. I'd prefer to believe HBs than BB posters.

HBs are currently good for trading but the outlook is uncertain.


CRST/Bellway.

Both Stamp Duty Hol and Help to Buy for 2nd homes ends March 31st, less than 5 months away. Buyers are likely to miss the deadline if there is a lack of confidence in viewings/surveyors etc during the current national lockdown.


Housebuilder Bellway restores dividend as the stamp duty holiday lifts summer house sales sharply Bellway's reservations shot up 30.6% in the first nine weeks from August 1

"The FTSE 250 group said the stamp duty cut introduced in early July has boosted 'consumer confidence,' as has the Help-to-Buy shared equity scheme and a revival in the used property market."




"The release of pent-up demand, whether due to customers putting off moving because of Brexit uncertainty or subsequent COVID-19 disruption, and the benefits of the Stamp Duty holiday, have supported near-term confidence levels in the housing market."

" We are also appreciative of the Government moving quickly to reopen the sector and taking the decision to temporarily suspend Stamp Duty. Confidence in moving home and stability of house prices will be a critical part of a successful economic recovery from this pandemic."



This from TW:

"Whilst there remains a high degree of uncertainty in the short term from both the impact of COVID-19, particularly on employment, as well as the UK's exit from the European Union, demand has remained robust and our customers have continued to want to progress their home purchases."

"Although our Ordinary Dividend Policy has been the subject of prudent and comprehensive stress testing against various downside scenarios, including a 20% reduction in prices and a 30% reduction in volumes, and is payable through a normal downturn, the COVID-19 pandemic represents a highly unusual set of circumstances. "



Read the company/sector newsflow.

When posters can't counter points, it shows they don't have confidence in their holding.

[cl0ckw0rk0range] 05/11/2020 20:08

Sadly I'm going to filter Sikh also, he doesn't really have anything to say other than regurgitate the same non specific argument, that he solely wants to apply here. In bold. AND RED. So Sikh, your non engagement and constant negative trolling says a lot about your agenda here, either that or you need to get a life.

[disneydonald] 05/11/2020 20:08

Just to add to Imastu's post re "Risk Register". The Risk Register is knocked together by Audit Consultants (all boiler plate and used across many companies that they advise), and a short meeting with respective companies management to "tailor" the boilerplate. Promptly followed by a large invoice.

Its not worth the paper it's written on.