Taylor Wimpey Share Discussion Threads

[wfl1970] 10/11/2020 21:31

'A little birdie tells me my 1.70 should be here very soon'

Ha!
Shame that same little birdie didn't give you the heads up to sell at £2.40 earlier in the year....
;)

[imastu pidgitaswell] 10/11/2020 20:09

Boozey - no worries; I know my filtered friend enjoys them - the more the better, I reckon.

:-)

[jugears] 10/11/2020 19:16

A little birdie tells me my 1.70 should be here very soon

[boozey] 10/11/2020 18:22

Nice chart that Imastu - thanks for posting.

[sikhthetech] 10/11/2020 17:56

Imastu
"Who would have thought it?"

As expected.

The markets slide (HBs/banks/oils fall) over the past 6 months, due to several major uncertainties (US Election, Covid, Brexit, economy, gov support) coming together in Q4(Oct-Dec)..

Major uncertain events become certain events(US Election, vaccine) and the ftse and share price moves up. Markets like clarity.

HBs are affected both ways by major events and large stockmarket moves. Nothing to do with relative differences between PSN-TW, as you keep suggesting.

Believe it or not but Banks, telecoms, RDSB etc didn't rise sharply on the back of TW's update...lol

Excellent trading opportunities.

It's nice to have an investment decision proven right so conclusively BY EVENTS.


The real test for housing market and specifically HBs is yet to be play out.

Help to buy for 2nd homes ending.
Stamp Duty hol ending.
Furlough ending.
Investors pulling out of housing market.
Ongoing CMA investigation into leasehold scandal.
Brexit.

[imastu pidgitaswell] 10/11/2020 16:54

Nice, dirty, cheeky move by TW. to get their statement out ahead of PSN yesterday - took the benefit, for once:

And so it starts to evolve/revert:


free stock charts from uk.advfn.com



2 months:



free stock charts from uk.advfn.com



Who would have thought it?

[bricktycoon] 10/11/2020 14:30

this dog will grind down to 5 p no more vacinne news for 18 percent pops just moody puddles and jugs cleaning the site toilet

[sikhthetech] 10/11/2020 13:15

PSN update backs up the view that a high % of buyers are First Time Buyers - as expected. FTBs would use Help to Buy and take advantage of the Stamp Duty hol.


"The Group's affordable price points provide 'homes for all' and access to the housing market for customers wanting to move into their first home. Our private average selling price of GBP246,208 at 30 June 2020 (2019: GBP242,912) is c. 19% (2) below the UK national average and approximately 50% of our private home completions for the ten months to 31 October 2020 have been to first time buyers."

[porsche1945] 10/11/2020 13:06

Dont worry Sikh, there will always be a place for you at the adult learning centre. Imbecile.

[sikhthetech] 10/11/2020 12:48

As expected, unemployment rising. Still early days to see impact of covid on economy.


UK unemployment rate continues to surge

[gbh2] 10/11/2020 11:11

"But why would you?" Exactly.

imastu, I was lucky with TW, I'd been buying the day before and when the news hit I had 30 odd orders exchanged in two hours. I love this Commission Free trading :))

PS My one hiccup is that I sold off 50% of my Lloyds holding at 30p, now sitting on the cash and almost hoping for a decent drop.

[imastu pidgitaswell] 10/11/2020 11:03

gbh2 - done the same, but repurchased 3 out of 4 tranches that were sold for 146+ yesterday. Also sold some in the high 130s, pre the vaccine news. Such is life. Many many opportunities elsewhere, and it is difficult to think through clearly the best approach, in real time. Not to mention platform issues...

There is of course a large gap below - you never know...

:-)



(I don't know who sikh is addressing, indeed I don't know why he is still here - the other berks have disappeared; you can read the odd post without removing the filter, by clicking the little flag next to their names. But why would you?)


PS - anyone seen COST? - I have my own thread (!) 😎, with the business case etc all on there. Up 50% from the lows, but still (imho) stupidly cheap...

[bricktycoon] 10/11/2020 11:02

if u control the markets with fake news then surely the gains for the top boys are endless

[sikhthetech] 10/11/2020 10:50

Martyn/gbh,

Where did you see that a final dividend will paid before end of 2020?


According to their TU, they will recommence divi in 2021.


"As previously stated, we expect to recommence ordinary dividend payments in 2021, starting with the payment of the 2020 final dividend. We will review the special dividend in 2021 for payment in 2022."

[martyn9] 10/11/2020 10:48

Fair point gbh2.

[gbh2] 10/11/2020 10:46

That's what it said, but as we found out this year it can only be believed when the cash is in our bank ;)

[martyn9] 10/11/2020 10:43

As i understand it the final dividend will be paid 2020, followed next year by ordinary dividends paid 2021 and a review of the special dividend 2021 and paid 2022.

[gbh2] 10/11/2020 10:30

Gary.I'm buying back this morning at 3% less than I sold for yesterday :)

[sikhthetech] 10/11/2020 10:29

Gary, other shares are continuing their strong run ... ;-)

No comment on the PSN update then, Imastu?

PSN are paying dividend before Xmas, what happened to the divi Jug said TW told him that they will pay before xmas?

Seems like all the traders have gone. ;-)
The HBs shares moved up strongly because Biden winning the US Election and vaccine news.

As expected.

;-)

[martyn9] 10/11/2020 09:21

Let them sell and run, long term the share price will rise and dividends to be paid.

[garycook] 10/11/2020 09:03

Profit taking today,in all HB,s is understandable after yesterday,s unbelievable gains.

[gbh2] 10/11/2020 07:41

Good work ethic Jugears and I know what you mean about the satisfaction of doing your best and achieving a goal, it's why I had several attempts at walking away, in the end I became an Advisor which meant when I finally walked away it was up to someone else to succeed or fail.

Wish you a good day :))

[millwallfan] 09/11/2020 22:08

Whoopeeeeee. I am just back above my b/e

[sikhthetech] 09/11/2020 20:43

Jug
"it will be interesting to see how much we get as a final dividend"

The dividend is 'expected', could be, maybe declared when they announce fy results. It's was already known about some months ago. Remember 'could' 'expect', those words you love to highlight when there's challenges... So you may get 0, Zero, zilch ;-)

The special dividend will be 'reviewed' 'possibly', 'maybe', 'could be', in A YEAR or so... ;-)


It will depend on how they are trading when they report fy results in a few months time. It's also likely to depend on how the situation with covid, Help to Buy, Stamp Duty hol, unemployment etc is when they report the fy results.


"As previously stated, we expect to recommence ordinary dividend payments in 2021, starting with the payment of the 2020 final dividend. We will review the special dividend in 2021 for payment in 2022"