Taylor Wimpey Share Discussion Threads

[cl0ckw0rk0range] 13/12/2020 19:49

Be a nice drop off the back of this.

[jugears] 13/12/2020 16:27

Let's all asume we are leaving with out a deal even though Boris & nanny McPhee are extending talks & prolonging the inevitable.Last chance for a bit of bargain hunting IMO.

[sikhthetech] 13/12/2020 12:33

Bellway reported results on Friday. As with other HBs concerns about Help to Buy and Stamp Duty hol ending in just over 3 months.

Challenges for HBs -
Help to buy for 2nd homes ends 31st March.
Stamp Duty hol ends 31st March.
Furlough ends 31st March



Bellway warns of Help to Buy sales hiatus

"Alastair Stewart, analyst at Progressive Research, said: “An apparent administrative hiatus on the new version of Help to Buy, alongside the more restricted target market for the government support package - [which comes in] on the same day as the deadline for the stamp duty holiday - suggests short-term challenges for the wider sector.”

[cottlet] 12/12/2020 22:19

Jugears .... I am with you on that ..,give the EU zero zilch nada....

[clarky5150] 11/12/2020 14:06

Hmm not sure i agree there DD. We will certainly be worse off short term but I feel a continued EU hand in our affairs, especially as they will have nothing to lose from it will be constricting and never truly be a removal from the EU bloc which was the whole point of the referendum in the first place. As i said previously i voted remain but i don't think a half in or worse over watched departure benefits anything. Many countries trade with the EU without them having say in their laws and policies (these countries would find that idea laughable)and tariffs are not an issue with these trades. Trade is a two way deal. Both parties gain, everyone happy. If the French and Italians wish to tariff imported wine for example im sure other non EU countries will rub their hands at increasing exports to us.

[disneydonald] 11/12/2020 12:31

... and if he doesn’t we’re are toast

[sikhthetech] 11/12/2020 12:12

clarky,

I also voted remain but respect the result.
The referendum result was to leave. People don't want EU governing UK laws. UK's sovereignty needs to be respected.

UK's sovereignty must be respected. The EU wish to control UK trade laws going forward. That should not be acceptable.

[omg48] 11/12/2020 11:50

If he capitulates he is toast.

[clarky5150] 11/12/2020 11:50

I voted to remain but accept leave as it was the decision. What i cant quite get my head around is how EU can think its acceptable to think we will remain tied to their laws, rules and regulations and worse still accept any future ones that we have no right to vote on. Its like buying a house and then the old owners wanting to tell you what colour to paint the walls and which power provider to use.

[clarky5150] 11/12/2020 09:43

Ideally need the support near 145 to hold but again we are just moving with the sector flow.

[gbh2] 11/12/2020 08:37

My holding 1410p.

[imastu pidgitaswell] 11/12/2020 08:14

Stops at 150 and just below taken out. All very predictable...

[cupra kid] 11/12/2020 07:52

Decent update from Bellway. It does mention the hiatus of the help to buy finishing to keep the others happy too.

[sikhthetech] 10/12/2020 19:48

Jugears
"I never expected a deal anyway."

Of course you did.
So you expect the share price to be 200p by Christmas on a 'No deal' Brexit.
Really

Honest guv.

The HBs themselves are concerned over a no deal brexit but you think it's good for them. lol
;-)



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."

[jugears] 10/12/2020 18:13

I never expected a deal anyway.

[gbh2] 10/12/2020 16:18

Certainly revealed what a set of sh*tholes the EU leadership is made up of!

[disneydonald] 10/12/2020 14:27

Nah, we are unlikely to call it a day on Sunday. Even if no deal agreed they will defer pending further talks, probably after a break (even though that would likely go beyond Jan 2021). However, if that happens, the markets will stress a little, including builders. Of course IMHO.

[sikhthetech] 10/12/2020 14:03

Brexit comes at a bad time for HBs with Stamp Duty holiday and Help to Buy for 2nd homes ending in just over 3 months. The deadline to take advantage of the government schemes already upon us.

Also expecting an update over the next few months, from CMA, regarding leasehold scandal.

[martyn9] 10/12/2020 14:00

It's looking like a no deal nailed on,but what a sad state of affairs for a uk/eu outcome.No winners with such a result.

[omg48] 10/12/2020 13:20

How much is no deal brexit in the share price or will it drop a lot more?

[imastu pidgitaswell] 10/12/2020 12:10

Tiny - and decreasing - volumes the past few days, across the market generally, as we await the white/black smoke. As such, the movements are fairly meaningless, and just offer the chance for a few quid. Rude not too...