Taylor Wimpey Share Discussion Threads

[1carus] 28/12/2020 12:33

Not just Jugs, but many of my friends in the supply industry have had a huge year despite a 2 month shut down. Woodyards sold out and struggling with demand, order books pretty much full for next year and can't see an end to it. Boris is determined to level up, so I expect a lot of building in the north. Unless there is some sort of set back due to Covid strains being resilient to the vacs, I can only see upside. The price here will rise into any exdivi date.... I would consider this point and sell just before the exdivi date.

[imastu pidgitaswell] 28/12/2020 12:31

Interestingly I think it is possible to be a millionaire without the exact science - 'good enough' in terms of accuracy is a much under rated quality when it comes to something like share prices, which change all the time for many reasons, often not directly related to the share itself.

Knowing when something is way too low or way too high is all that matters - precision ("spurious accuracy") and the idea of perfect knowledge with all uncertainty eliminated is just not possible, never has been and never will be. By how much something is mis-priced is less important - just get some or most of the difference. This share is a case in point - 98p way too low, but I don't know how high is too high. But good enough to know and act upon 98p being too low has been of use.

[millwallfan] 28/12/2020 09:37

Thanks IP. I appreciate it is an inexact science or we would all be millionaires.

[imastu pidgitaswell] 27/12/2020 18:17

Having a brief interlude in my time off - while nothing is going on...

I think I would say broadly what I said at the time of the last trading statement - at 10 times projected earnings for 2021, it's reasonably priced.

So it could easily go up or down 10, maybe 20%, but without anything major happening, I don't think it will do much more either way.

I won't revisit all the aggro with my filtered friend - as I said at the time, sub 120p was just daft and 'required' me to buy a very large amount of them. So I did. At current prices, c70% higher, it's more reasonably priced and I hold far fewer - and would actually like it to fall, for a rinse and repeat. But in terms of what I think it will do, I don't have too much to offer. 200 quite possible, but so is 150.




I think we are set for continued volatility, but within a smaller range. Which is nice, I think.

[millwallfan] 27/12/2020 17:57

Comments please. For personal reasons I may need to sell TW from now to any point within the next 4-6 months. £1.70 would be my minimum ( so could sell this week) but of course would prefer closer to £2. My question is ‘ do the learned posters here think anywhere close to £2 is likely within the next few months? ‘. I am conscious that the Brexit trade deal should be a positive when markets open but some feel this is already factored in. However COVID continues to be a worldwide concern and at the moment it looks like the stamp duty and help to buy incentives will end in March. I am conscious that we are due a trading statement in 2 weeks ish but am undecided if that is likely to result in a positive or negative market reaction. Any views provided would not be deemed as offering financial advice but would be used as part of my other information in terms of timing my exit. Thanks in advance.

[pawsche] 27/12/2020 10:03

@salver2...

I would like to make it VERY clear that I am NOT the "Porsche" mentioned in your above posting. For one, I'm always right :-), and secondly I consider only 911 models to be true Porsches.

Other than that, I'm in complete agreement with you! :-)

[growthpotential] 26/12/2020 19:47

actually lolling @ you

[inaminute] 26/12/2020 13:13

No idea why people even consider responding to the idiot, just filter and ignore.

[salver2] 25/12/2020 12:40

I think the spellchecker gone haywire-sikhtech is a real bore!( Taylor Wimpey board)

[salver2] 25/12/2020 12:38

I don’t often wander onto the Taylor Wimoey Biard I have barratts vistry and Crest Nicholson -but sikhtech is a real bite who hasn’t a clue -I remember the days when there was a bloke called Taffee and Porsche who were perma housing bears and Perma wrong -I think just hearing and listening to Porsche’s rubbish made me sell my Porsche 928 Gts -all it did was leak oil cost a fortune getting it repaired and was a death trap in the rain and snow- Jugears whose investment policy is a little like mine is a far better judge -when there is mispricing by the market ie Taylor Wimpey at near a quid and Crest Nicholson at under 2 quid -don’t moan get out and spend a decent chunk rather than filling your portfolio with little smatterings of shareholdings

[sikhthetech] 24/12/2020 10:50

I think Brexit bounce now largely factored in.
The market closes 12.30pm today.

Post Brexit, I think the reality of the Housing Market will kick in, especially as we get closer to the Stamp Duty hol end date of 31st March, which is also when Help to Buy for 2nd homes ends. Furlough ends 30th April.

Now Brexit bounce is factored in, I think HBs share price will head back south.

Jugears, are you contradicting yourself again. You previously said Brexit doesn't matter to housing market and were expecting a No Deal anyway.

[jugears] 24/12/2020 09:11

I dont see much happening till we see full brexit details.

[martyn9] 24/12/2020 08:50

Went red at one point!! but should stay blue we hope.

[cupra kid] 24/12/2020 08:47

I only see blue??

[martyn9] 24/12/2020 08:43

And on the trade deal looking nailed on but to be confirmed,TW share price going down!!
Merry xmas to all.

[gbh2] 24/12/2020 08:25

Guess it's no surprise that I'll not be selling off today, in fact I have an order to buy at 166p :))

[imastu pidgitaswell] 23/12/2020 22:36

free stock charts from uk.advfn.com

[sikhthetech] 23/12/2020 15:35

BBC reckon last minute haggling.


Brexit: UK and EU 'haggling', as hopes for trade deal rise

[gbh2] 23/12/2020 15:29

News of an announcement to the EU Parliament tomorrow.

[cupra kid] 23/12/2020 15:11

Rumours of a brexit deal I believe.

[hernando2] 23/12/2020 10:54

We have one the busiest hubs in the world for airline travel, we have a huge business population that travels back and forth across the channel for all sorts of reason, we are one of the major financial capitals of the world, we are a very open country and hopefully that will continue.

Germany abandoned test and trace a soon as their number rose, we live in liberal democracy. Try telling the police to F Off in Spain or France and see what happens.

The messages keep changing because the virus moves and mutates and people wont comply with isolating when required, we are the best in the world at at the analysis of the virus and are open with our communications with the nation.

As to Brexit...don't start me on the fair open and transparent EU they are a absolute disgrace and if you investigate the impacts of Tariffs through the CAP on the ROW and the impact of the CFP on the fish around our coasts and in wider oceans you would perhaps change your mind about the EU, the only country worse that The EU on fish is China

Enough from me