Taylor Wimpey Share Discussion Threads

[sikhthetech] 18/11/2020 11:02

Imastu
"Are you just being obtuse (again)? Fundamentals:"

I noticed you sneaked in that post yesterday at 11.01, after I called you a hypocrite (and a manipulating clown) only 10mins earlier. But you don't read my posts, do you? lol

Where are your posts about TW/HB fundamentals over the past few months??? You haven't been posting fundamentals after updates, newsflow, have you?
The fact is you can't accept you were repeatedly proven wrong and you are desperate to convince everyone to the contrary.
Like I said 'a manipulating clown'... lol


sikhthetech17 Nov '20 - 10:52 - 2742 of 2784 Edit
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.

[imastu pidgitaswell] 18/11/2020 10:44

Are you just being obtuse (again)? Fundamentals:

imastu pidgitaswell17 Nov '20 - 11:01 - 2748 of 2783 Edit
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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.


RE bought at 98p - no, only 16,000 (2 lots of 8,000, my standard size). But I did own 240,000 of these at 98p. Highest purchase price was 144p. Prior to that bought and sold at/around 150p for a month or more. Only came to it in June following gains elsewhere (FRES, DLAR, LGEN and more). FWIW (not a lot) I used to own them back in the 30/40/50/60 p days until it carried on up beyond my last sale.


You think TW. went up because of the US election? It helped - although the situation was far from clear on that day. As did the trading statement. It's entirely subjective as to what caused more of an effect. But the company putting out a positive trading statement which contradicted all of the negative assertions you made about it is more likely to be a factor than a US election. I don't know the answer to this, but I would think the FTSE100 moved up by a lower percentage than TW. did that day, both before and after the vaccine news.


Now, I keep answering your questions. So, again:

Have you ever bought any of these shares?
Have you ever gone short of these shares?
If so to either, when?
If no to either, why are you here?

[sikhthetech] 18/11/2020 10:31

Imastu, I'm back off that dodgy filter of yours!!!.
You claim you bought at 98p, How many did you buy? 200k?

I have been consistent with my views:
The stockmarket will be in a downtrend with several major uncertain events(US Election, Covid, Brexit, economic support) coming together within Q4, Oct-Dec.
THEY WERE.

The stockmarket will improve as these major uncertain events become known. US Election a couple of weeks ago, Covid Vaccine on the horizon, govn support extended until 31st March.
IT DID.

TW share price to head towards 100p by mid Oct, Q4.
IT DID.

Nothing contradictory about my posts.

Whereas Jug & your posts are contradictory and have been wrong.
Where are your posts about TW/HB fundamentals that you want to see???? That makes you a hypocrite with your contradictory posts. lol

As to TW TU. They put out their TU on the Monday, AFTER Biden was declared the winner over the weekend. The US Election result was the reason the markets rose and Vaccine news ensured a sharp recovery. FACT
I suppose Banks, Oils, telecoms all rose on the Monday, on the back of TW TU. Honest guv. ;-)

[imastu pidgitaswell] 18/11/2020 10:04

And your next post - I don't care what brokers forecast; I mentioned it in passing yesterday.

I care what I interpret about the likely direction of the share price based on fundamentals, with a little consideration of charts as well.

I would say the share price fell because of uncertainty in the market, and traders taking advantage of it. For me, there was not uncertainty with regard to the market in terms of share price and whether it would be higher, just uncertainty as to when. Ergo I was happy to buy. I have seen few clearer example of an undervalued share that would be heading higher. So I bought them and carried on buying them. That is what investors do.

I honestly don't understand what point you are trying to make. And I don't think you do either.

[imastu pidgitaswell] 18/11/2020 09:59

Sikh, I clearly wrote that you were on filter since our exchange in posts 1708-1780 and your ridiculous responses culminating in a refusal to answer 3 basic questions. A childish (at best) and pathetic mindset.


imastu pidgitaswell30 Sep '20 - 20:03 - 1778 of 2782 Edit
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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.



And I wrote that last night as you had been busy on a day when TW. rocketed, that curiosity got the better of me. I wondered what on earth you had said in the face of being wrong. Just nosy, I guess.

I love this idea that having made many tens of thousands of pounds that I am rattled.

In what parallel universe am I wrong? How am I posting in hindsight? I wrote in August that I thought those and other factors were reflected in the share price, so I was happy to buy more and keep buying if it went lower. It could only be later that one of us was proved right. Let me help you out - it wasn't you.

In case you didn't notice, TW. put out a trading statement recently. After which the share price rose substantially - before any vaccine news. In any event, I was expecting an effective vaccine - like the rest of the world, the timing was unclear. So was happy to buy ahead of the news. Too late after the news.

Yesterday I reposted what I had written about TW.'s fundamentals on the day of the trading statement. Did you not see it (again)?

What is the point of communicating if you are just going to ignore facts which contradict you? If everything was AS EXPECTED, did you do anything to benefit from it?

So, in a probably hopeless attempt to move on:

Have you ever bought any of these shares?
Have you ever gone short of these shares?
If so to either, when?
If no to either, why are you here?

[sikhthetech] 18/11/2020 09:57

UBS Target price. of 210p.
Have a look at the facts.

Only a few weeks ago MS had a tp of 120p. Deutsche Bank downgraded TW.
Barclays had a 125p tp.



In June UBS had a tp of 170p, yet the share price still fell to 100p because of events, didn't it?




You'll notice Imastu mentioned the UBS target, which is currently 210p. It's the highest current target price of the brokers. Why weren't the tp mentioned when the share price was in a downtrend??? The fact is Imastu & Jugs were desperately buying even at 120p. Wasn't the broker tp relevant at 120p? It proves they post selective data to suit their agenda.


READ the company/sector/economic newsflow

[jugears] 18/11/2020 09:41

Cupra Kid -FILTERED, & FTIR, new there were some more.

[sikhthetech] 18/11/2020 09:31

Imastu, wow. you're rattled, truth hurts.
You've been proven wrong and it hurts your ego.. Just like Mr Trump...lol

- The fact you replied to my Aug post 3 months after I posted it and during Q$, after the markets started to improve (Post US Election, Vaccine news) shows you post in hindsight and are desperately trying to show you were right when in fact have been proven wrong
- The fact you complained about lack of TW/HB posts on fundamentals, yet don't post any yourself shows you're a hypoctrite
- The fact you read my post, shows you haven't got me on filter.. lol

- The fact is the markets, inc HB were on a downtrend until Q4, the US Elections, Vaccine news, so AS EXPECTED.

- The fact is TW reached the 100p share price that I mentioned they are heading towards. I'm glad you and Jugs read the 100p, I mentioned, and decided to take advantage. AS EXPECTED.

- The fact is the markets started to recover after the US Election, Vaccine news, during Q4. AS EXPECTED.

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

[cupra kid] 18/11/2020 09:29

Why do we need to know who's filtered and who's not? If you've filtered someone great but we don't need to know whenever they post that you can't read their posts.

[gbh2] 18/11/2020 07:59

I've not read a Porsche comment for months, it's on my Filtered list.

To date I've only removed the Filter from one username :))

[jugears] 18/11/2020 07:37

Cant be bothered to read his post as it is filtered,I have not been buying desperately all the way from.one 170,I bought 20k at 1.70 & 20k at 1.20 & 200k.at 1.98, I invest for the long term the £ 4-5 return, I have allways said my target was to own 500k shares here This has now been exceeded, at 1.70 & 1.20 there was know gaurantee the share price would go lower,I suspected it might,but didnt want to take that chance so invested a small amount to test the water, at the moment the only Tw shares losing money are the 20k I purchased at 1.70 a drop in the ocean compared to the 112k profit I made purchasing at .98p, you loose on some & others you make a lot, that's investing!

[gaygay3] 17/11/2020 21:04

UBS raises TW share price from 170 to 210 today

[tlobs2] 17/11/2020 19:02

Probably sikhthethicko closing his loss making short ;-)

[gaygay3] 17/11/2020 18:02

Anybody no why TW was the best HB by far today up over 5%

[tlobs2] 17/11/2020 17:15

LMFAO

Porsche1925 17 Nov '20 - 11:53 - 2760 of 2764

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.


I smell a rat here. Wherever Porsche posts he boasts about how much he has made. To be fair most of what he posts are blatant lies. Sadly at his age he's forgetting what he has posted on various assorted threads. And now he is "new" poster on here and already knows more about TW than the resident long termers.

He is the original Village Idiot.

[tlobs2] 17/11/2020 14:07

That'll be sikhthenotsoverytech then ;-)

[gbh2] 17/11/2020 13:18

OK I forgot, there's at least one :)

[sikhthetech] 17/11/2020 12:33

westdean,
Read what the HBs/Estate Agents are saying about how Help to Buy and Stamp Duty hol schemes are behind the recent demand for houses.

I'm negative on the prospects for the housing market over the next year for the reasons previously stated.

Stamp Duty Hol ending 31st March, deadline to take advantage about now.
Help to Buy for 2nd homes ending 31st March, deadline to take advantage about now.
Furlough ending 31st March, leading to unemployment.
Brexit
Investors pulling out of the housing market, especially in London.


Some of these are covered by statements from HBs.



I think there are good trading opportunities but that's all.

Best to read the company/sector/economic newsflow and form your own opinion.

[gbh2] 17/11/2020 11:57

"you are not shorting it, are you?"

Surely no one is daft enough to think a adverse comment of advfn would drive down a SP!