Taylor Wimpey Share Discussion Threads

[porsche1945] 17/11/2020 11:53

@west

Sikh wouldnt know how to short.

On a more cheery subject I’m now up 60 pc on these in under two months, will hold, on other side of UK’s brexit/covid shambles sxxtshow fiasco I see this above 3 quid on new much larger land bank. They got up to 2.37 before, now a much bigger firm with massive assets and capital generation going forward.

[jugears] 17/11/2020 11:52

gbh2, I have also made a very good profit & still holding all of those shares I purchased at .98p , I just love that adrenaline rush when a plan comes to fruition! but off course the reward was highly expected buying at rock bottom prices, this has certainly been the best year for investing long term that I have ever experienced & also a record breaking year for work, Roll on Brexit & 2021.

[westdean] 17/11/2020 11:42

sikh, thank you for the link. The rest of your message indicates you would rather the share price for tw. was lower. I wonder why? You are not shorting it, are you?

[tlobs2] 17/11/2020 11:35

sikhthetech 17 Nov '20 - 11:26 - 2756 of 2756 (Filtered)


sikhthe-none-tech give it a rest. You have been banging on about all sorts of $hite for months. Even whilst filtered you mess the whole BB up.


Go on, sod off and take your losses with you.

[sikhthetech] 17/11/2020 11:26

westdean,




How will it be implemented? As it is the Help to Buy scheme was a major contributory factor behind the leasehold scandal.
What will happen post Brexit? Post Help to Buy scheme ending? Having a scheme where FTB buying into a shared scheme isn't ideal. The gap between avg house prices and avg wages is simply too wide.

[gbh2] 17/11/2020 11:20

Announcement about housing needs.

[westdean] 17/11/2020 11:20

What is the cause of today's rise?

[gbh2] 17/11/2020 11:20

I've made a damned good trading profit these last few weeks, but I was really pleased when we passed 150p and my ring fenced holding moved back into profit (NB I never include dividends) because we always cash them in and share the proceeds with the kids.

[jugears] 17/11/2020 11:14

I don't he is filtered along with his other bum chums!

[jugears] 17/11/2020 11:06

gbh2, bound to be some profit taking soon but would not be at all surprised to see this back to 1.90- 2.00 by Christmas, maybe more, Any positive Brexit news & we could easily see the ftse up 1000 points in a day, Looking like my investments at 1.45 & .98p as expected were a very wise decision as will be my 1.70 investment, It is so nice to to have an investment decision proven correctly (pretend that bit is highlighted in red)my guess is that any mm's that purchased below a pound will want to double there money here at least, personally I was quite happy around 1.00 - 1.30 particularly as dividends start to resume, as long term I get more shares for my money.

[sikhthetech] 17/11/2020 11:03

Read what the HBs say about Help to Buy, Stamp Duty hol, unemployment...
Both Stamp Duty Hol and Help to Buy for 2nd homes ends March 31st, less than 5 months away.


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.



TW:
"Looking ahead, we expect the market to support robust sales rates and for prices of new build homes to remain supportive. We are pleased to note the Government's ongoing support for the housing market, home ownership and, specifically, first time buyers."


CRST/Bellway.
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."

[imastu pidgitaswell] 17/11/2020 11:01

Back in post 2588:

Just at the end of the t/s, it quotes "The current company compiled consensus expectation for 2021 is for operating profit in the range of GBP359 million to GBP626 million" Given that they also say "Assuming the market remains broadly stable, we therefore currently expect to deliver operating profit* in 2021 materially above the top end of the current consensus range", maybe that says forward Op profit of, I dunno, £700 million? Profit after tax (minimal interest cost) say £500m. Current market cap (at 137 and 3.631 m shares ) is £5 billion more or less. So 10 times earnings. Looking further forward into 2022 and beyond, that multiple comes down notably.


So now around 11-12 times 2021 earnings, lower forward. Reasonable valuation, imho. Reduced from 200k of these to 100k over the past week or so.


Oops, forgot (again):


free stock charts from uk.advfn.com

And the closing starts:


free stock charts from uk.advfn.com

[sikhthetech] 17/11/2020 11:00

What's important is company/sector/economic newsflow. Currently, home buyers are already at the point where they are likely to miss the Stamp Duty hol and H2B deadlines.

Current challenges.
covid.
Brexit.
Help to Buy for 2nd homes ends 31st March.
Stamp Duty hol ends 31st March
Furlough ends 31st March.
ongoing investigation into leasehold scandal.
Buy to let/foreign investors leaving the UK property market, especially London.


Good trading environment, that's all.

[sikhthetech] 17/11/2020 10:58

Jug,
"Sikh did start to get more & more desperate "

Not at all.
On the contrary, you're posts were getting increasingly long and desperate as the share price fell.

I was replying to your contradictory posts as you have a habit of contradicting yourself.

You held these at well over 200p and were buying all the way down to 98p. It might explain why your posts got increasingly desperate as the share price fell. I'm glad I didn't listen to you and your mates.

Must be a relief that you're back above breakeven. Don't forget you are holding for the long term.

[gbh2] 17/11/2020 10:54

Can't help but wonder if we're going to get stuck on 160p again, may well find out today ;)

[jugears] 17/11/2020 10:54

F--k Spoke to soon lol.

[sikhthetech] 17/11/2020 10:52

Imastu,
lol... You really are a manipulating clown.

First, you complain that there's no discussion on fundamentals about TW/Hbs. Yet you, yourself don't post anything about TW/HB. So you're a hypocrite.
Then you lie about my stance here. Read my posts. For over 6 months, I was consistent and clear in stating that major uncertainities are coming together during Q4, Oct-Dec and I'm expecting stockmarket, inc. HB share price to fall. THEY DID and the turnaround came over the past 2-3weeks, after US Election and Vaccine news.

EXACTLY AS EXPECTED.

What part of 6 months from April don't you understand?

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

[gbh2] 17/11/2020 10:40

Otherwise know as the Trump syndrome ;)

[omg48] 17/11/2020 10:40

Yes, moron trolls have disappeared while we see our portfolio's making money, money, money. ;-)

[imastu pidgitaswell] 17/11/2020 10:29

No, it's just us that are not on the same intellectual plane as him. Thankfully.

Buy low, sell high - it's really not the way things are done in his mind. Only when every plausible uncertainty has been eliminated might it be time to consider a position in this. By which time the share price will have doubled.

Some people just don't want to even consider the possibility that they might not be the oracle of knowledge - they just take a view, maintain a view, will not deviate from a view. All a bit Donald Trump. Without the money.

Anyway, he remains filtered.

(Funny how the other numpties, fltr et al have vanished...)

[imastu pidgitaswell] 16/11/2020 09:48

It really wants to go through 150...

[gbh2] 14/11/2020 12:42

General comment not TW specific.

I look at charts fundamentals and news, I also throw in a bit of hope and prayer when I think it might help, however imo most of the aforementioned is academic if there's little to no institutional investment interest i.e. the shares are illiquid.