Taylor Wimpey Share Discussion Threads

[martyn9] 23/11/2020 10:02

This is shaping up very nicely and i can see £1.80 by xmas, not a ramp just a gut feeling.imo

[gbh2] 23/11/2020 09:39

I'm far too old to bother about the mentality of folk I'm never going to know.

advfn for me is a social link that sometimes has useful News and or Banter, between buying/selling,researching The Family Tree, Fitness sessions and cooking :))

[gbh2] 23/11/2020 08:17

Most important question is, does anyone really care? ;)

[sikhthetech] 22/11/2020 15:38

Broker Targets:


"The 16 analysts offering 12 month price targets for Taylor Wimpey plc have a median target of 159.00, with a high estimate of 220.00 and a low estimate of 115.00. The median estimate represents a -4.79% decrease from the last price of 167.00."







Jug, #2836
"TW are in profit or will be when we reach 1.71 this afternoon"

Well done on reaching break-even on your 150k (3x50k) purchases at 170p - That was lucky!! Imastu did slightly better with his 15% on the 145p buys from months ago. ;-)
Read the blindly obvious signs next time and you wouldn't have bought and panicked several times all the way down to 100p. ;-)

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

[boozey] 20/11/2020 19:24

Closing the gap slowly but surely! Thanks Imastu!

[imastu pidgitaswell] 20/11/2020 16:56

By popular demand:


free stock charts from uk.advfn.com


Have a good weekend - and be kind. Not too shabby a week for holders.

😀

[sikhthetech] 20/11/2020 11:50

Steeple
"There’s more to fear from an impoverished U.K. government,radically reviewing its capital gains policies in respect of “second homes” and badly disrupting the residential rental market,than the erratic behaviour of marketmakers!"

Exactly. That would persuade more btl investors to sell up, which they were already doing over the past few years because of the less favourable tax environment.

Another incentive, Help to Buy for 2nd homes is ending 31st March and the deadline to take advantage is already here.

[steeplejack] 20/11/2020 11:45

There's more to fear from an impoverished U.K. government,radically reviewing its capital gains policies in respect of "second homes" and badly disrupting the residential rental market,than the erratic behaviour of marketmakers!An accelerated house building programme could reduce unemployment and be politically and socially applauded.The mystery is not whether TW will be back up over £2 in due course,it's why it ever fell back below a quid.

[cl0ckw0rk0range] 20/11/2020 11:41

Would love if they had a shirt on this and even more so if they ended up having to remortgage their TW bought home to pay it off.Karma Eh?

[sikhthetech] 20/11/2020 11:27

Jug,
"there was know reason for two have fallen below £2 other than market manipulation which is taking place across the board "

You claimed the price is manipulated between 120p & 170p, so you must be expecting it to be manipulated back to 120p, aren't you? Or are you contradicting yourself again?

"my expectations are that the mm's will want to see at least 100% on there return" "£2 can be imminent"
Given you claim you hold for 5,10,20 yrs, why are you concerned about the short term price movements. Are you contradicting yourself again?

"my belief that the ending of stamp duty holiday & h2b on SECOND homes will have very little impact on the housing market"

That contradicts what the HBs/Estate agents THEMSELVES are saying. Are you saying HBs/Estate Agents don't know anything about the housing market, really?



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."

[tlobs2] 20/11/2020 11:16

Are you sill drowning sikh ? LOL

[sikhthetech] 20/11/2020 11:11

1carus,
"I think the question should be, how quickly do we /Jug think this will get to close to 300p or 250+, and why?"

Jug claims he doesn't trade and always holds for long time, so he wouldn't know TA, would he?.
His views on what's happening in the housing market have been opposite to what the HBs themselves have been saying, so he's been completely wrong on that front.

But would be interesting if Jug can get another lengthy 'tea break' from his 18hr days and actually be right for once. ;-)


Porsche, hindsight views...I did wonder why Imastu quoted the Times article to argue against the CMA investigation into leasehold scandal, which is still ongoing and why he quoted the UBS target price and only the UBS one. But then again he and Jug are very selective on posting. I go by company/sector newsflow and my take on fundamentals, which have served me well. Good to see your hindsight views though. ;-)

[jugears] 20/11/2020 11:06

gaygay3, 1carus, I am here because I have faith in my investment,My reasons are the country has a vast shortage of new homes that is only going to get worse, Taylor Wimpey have very little competition which isn't going to change in my life time, historically low interest rates which isn't going to change for at least 5-10 years & my belief that the ending of stamp duty holiday & h2b on SECOND homes will have very little impact on the housing market & that leaving the eu will be the best thing to happen to the uk since we joined! imho there was know reason for two have fallen below £2 other than market manipulation which is taking place across the board, my expectations are that the mm's will want to see at least 100% on there return by Christmas so £2 plus could be imminent.

Just for clarity all of my share purchases in TW are in profit or will be when we reach 1.71 this afternoon! I have not sold any property except a time share many years ago for 2 weeks in an apartment in the lake district, for those that don't know what a time share is (SIKH) basically you pay for the right to use a property for 2 weeks of the year(not restricted to the lake district) YOU DO NOT OWN THE PROPERTY, I currently own 7 houses that I rent plus the house I live in, I have recently sold a house that I have been working on restoring for 2 years, this house I had always planed to sell & have not been FORCED TO SELL, BEEN PERSUADED BY ENDING OF HELP TO BUY OR ENDING OF STAMP DUTY HOLIDAY. some people on here should read posts properly, stop trying to twist what other people are postng & have a good understanding of how things work in this country SIKH!

[1carus] 20/11/2020 10:26

Yep, nice call on the 170 Jug, in short shrift too!
Gaygay3... I can see no argument against the psn gap to close. I cannot see any reasons why the fundamentals for TW. will get worse over the next 24 months. So I expect the share price to continue to over 200p. It's value, irrespective how you can value it on paper is always down to the market, I think the question should be, how quickly do we /Jug think this will get to close to 300p or 250+, and why?

[gaygay3] 20/11/2020 10:12

Jugears this is been flying of late nearly hit the 170 you said it would I think TW could have gone up the most of the HB in this rally do you think there is more upside to come

[boozey] 20/11/2020 05:20

Thanks Imastu - so still plenty of catching up to do - in fact we need to get beyond 200p to do that. Please keep posting that chart from time to time!

[sikhthetech] 19/11/2020 21:04

It was blindly obvious the share price was to turn in early November.
AS EXPECTED.

There are some who desperately bought all the way down during the downtrend, hoping/praying that the share price will turn, luckily got 1 out of 6 trades right... :-p
It's nice to have an investment decision proven right so conclusively BY EVENTS.
;-)

Some people can't accept they were wrong, even though the evidence is stacked against them - reminds me of Mr Trump.


Help to buy for 2nd homes ends 31st March.
Stamp Duty hol ends 31st March.

Read the company/sector newsflow.

[sikhthetech] 19/11/2020 19:28

Less favourable environment, possible CGT changes.



Capital gains tax grab to upend property market as landlords spark fire sale.
A £90bn CGT tax increase threatens upending the housing market and pushing investors into high risk schemes

"A £90bn capital gains tax grab could crash the property market by sparking a fire sale of second homes, experts have warned"

[sikhthetech] 19/11/2020 19:21

Jug
"I am making a bigger profit from the houses I rent "

If that's the case then why did you sell your 2nd home recently? Given you claim you could rent it out easily then why was it standing empty?

I'm sure you'll come back with another contradictory reason as you do like to contradict yourself..
;-)