Taylor Wimpey Share Discussion Threads

[martyn9] 08/1/2021 11:27

As with BDEV rns,lets see a confirmation date of the initial dividend payment.

[gbh2] 08/1/2021 07:35

Just finished reading it, TW next week :)

[imastu pidgitaswell] 08/1/2021 07:31

and dividends to resume next month.


Oops, nearly forgot - how could I?

"Nevertheless, we are mindful of the continued economic uncertainties arising from COVID-19 and the UK's new trading arrangement with the EU, together with the end of the stamp duty holiday and the changes to Help to Buy."

[sikhthetech] 06/1/2021 14:16

Currently, despite the housing market having had their busiest period in a decade, the govn is under increasing pressure to extend the Stamp Duty hol (from their stance a month ago when they said it won't be).

Given Jugears says SD hol ending won't impact the housing market, you have to wonder why so many 'property experts' are spending so much time and money in pressuring the govn to extend it???? Maybe it is significant after all. ;-)




Pressure piles on government to extend stamp duty holiday and avoid a 'Spring collapse'


"Alexander is one of many estate agents, surveyors and solicitors who are lobbying the government to extend the stamp duty holiday, as buyers rush to beat the 31 March deadline. They want the government to phase the stamp duty cut out over six months to a year to ensure the housing market does not hit “a brick wall at the end of March”.

With the SDLT threshold extension set to end in less than three months, there are real concerns surrounding the risk of the market hitting a financial cliff edge which could result in a sudden fall in property values.

If this is coupled with a significant increase in capital gains tax on second homes and investment properties, then much of the recent growth in the market could quickly become dissipated in a short period."

[10 bobb] 06/1/2021 13:55

i'll leave it at "tighter cost control" then, but know some subcontractors struggling to be paid for additional works. (ok for being paid on standard plot works)

[jugears] 06/1/2021 13:38

not screwing suppliers or subbies, that I can a sure you.

[10 bobb] 06/1/2021 12:34

Trading update on the 14th, probably looking at:

Top end estimate in terms of numbers
Record forward order book
Increase in average selling price
On target to achieve Savings of £15m achieved by removal of DMD's, office closures, restructuring of office staffing (redundancies) and tighter cost control (screwing of subcontractors)
no mention of leasehold
Optimistic but cautious statement from Pete Redfern "light at the end of the tunnel" vaccine etc, high demand for properties, government assistance, main goal operating margins and the safety of TW employees and customers (COVID)
Return to dividend payment

Share price... 175?

obviously my opinion only DYOR

[sikhthetech] 05/1/2021 10:58

Jug
"Looks like pent up demand for houses is going to surge again"

Why?
Housing market is open during the lockdown. It was only closed during the 1st lockdown March-Apr last year, which resulted in the pent up demand.



Reasons to leave home include:

- Activities related to moving house




You don't suppose they left housing market open as they don't want to extend Stamp Duty hol?


Best to keep up with events. ;-)

[gbh2] 05/1/2021 08:18

My late return home yesterday resulted in an even better afternoon purchase price and my ENT holding increase has covered all my Christmas costs leaving me a good start to the year :))

[clarky5150] 04/1/2021 23:35

.....just saying

[clarky5150] 04/1/2021 23:34

‘There are further reasonable excuses. For example, you may leave home to fulfil legal obligations or to carry out activities related to buying, selling, letting or renting a residential property, or where it is reasonably necessary for voting in an election or referendum.’

[jugears] 04/1/2021 22:32

Looks like pent up demand for houses is going to surge again,Looks like I will be having another record year judging by today's order intake which has already exceeded the whole of last Januarys orders in just one day, did someone mention a crisis????!!!!!

[imastu pidgitaswell] 04/1/2021 20:55

Where people cannot work from home - including, but not limited to,
people who work in critical national infrastructure, construction, or
manufacturing - they should continue to travel to their workplace. This is
essential to keeping the country operating and supporting sectors and
employers.


:-)

[wfl1970] 04/1/2021 17:40

Good recovery... From your morning post Jugears! ;))

[imastu pidgitaswell] 04/1/2021 16:49

PSN pretty good (relatively) today. It seems they still like to kick this, hard.

Had to sell some of the POLY and FRES to add here - difficult to do when they were just going up all day, but fortunately managed to leave it pretty late in the day.

I suspect a dip first thing tomorrow - and will be adding.

[sikhthetech] 04/1/2021 15:47

Jugears, not to worry, you can resort to the hold for 10-20yrs assertion... 50k at 160p to add to your 150k at 170p!!

Look forward to the HBs TU, which I'm expecting will be good updates, as they will show trading before H2B, SD hol.
The important bits will be their comments on H2B, SD hol, furlough ending over the next 3-4 months.

[jugears] 04/1/2021 15:40

Nice little tree shake today as expected,bought 50k for fun to see how I get on trading these. Imo no reason for today's fall other than MM manipulation, Sales still very strong & buy to let market booming, With foreign investment in the major cities busier than it has ever been providing my company with a very healthy additional income stream, at the moment they cant build flats quick enough in London, Manchester & Birmingham.

[imastu pidgitaswell] 04/1/2021 15:23

Ta - adding some back

[inaminute] 04/1/2021 15:20

In Scotland construction will be carrying on

[gbh2] 04/1/2021 15:17

Arrived home half a day early, looks like I missed this morning's low, just a week to update so I'm not planning on any selling atm.

[imastu pidgitaswell] 04/1/2021 14:25

Not clear if a 'full lockdown' means outdoor and construction closes. From the detail, it appears not:

"New laws will require people to stay at home and work from home where possible"

For the moment, it's just in Scotland.