Taylor Wimpey Share Discussion Threads

[imastu pidgitaswell] 10/2/2021 13:25

Housing Secretary Robert Jenrick said it was the "largest ever government investment" in building safety.

So...

While housebuilders may be part of this - see PSN today and RDW yesterday - that says government investment.

I guess we'll have to wait for details.

[gbh2] 10/2/2021 13:15

LO0L 5p down and the whining starts again, ffs get over your losses and get on with your life!

[sikhthetech] 10/2/2021 13:07

New levy on HBs, just announced, to pay for removing 'cladding' on high buildings.

[imastu pidgitaswell] 10/2/2021 07:51

free stock charts from uk.advfn.com



free stock charts from uk.advfn.com

[sikhthetech] 09/2/2021 18:11

Cupra Kid

There's nothing in their TU which other HBs have already said.

Bellway, like other HBs, would report strong results because they are up to Jan 31st, which includes a rush to buy before Stamp Duty ends.
Bellway also say the same as other HBs/property experts that reservations slowed in November/December - Help to Buy for 2nd homes ends 31st March, which I think explains the fewer 2nd home buyers and investors using the current Help to Buy.


"The reservation rate slowed during November, as the sector transitioned to the new Help-to-Buy rules and more widespread 'lockdown' measures were reintroduced."

Outlook

There remains uncertainty in the wider economy, with the ongoing threat of COVID-19 presenting a risk of future disruption to operations and, if employment conditions worsen, customer demand. In addition, the end of the stamp duty holiday and the changes in the Help-to-Buy rules will make it more difficult for some customers to achieve the necessary deposit requirements to purchase a new home.



Help to buy for 2nd homes ends 31st March
Stamp Duty hol ends 31st March
Budget next month.
TW results next month.

[imastu pidgitaswell] 09/2/2021 16:30

Just taken a few of the 150s from last week off the table. Been a few days of swinging (fnarr...) so seemed prudent.

All good.

[martyn9] 09/2/2021 08:47

A more realistic price £1.70 -£1.80 at this moment in time with the economy/chinese plague.

[gaygay3] 08/2/2021 16:29

TW up graded to 203 today

[gbh2] 08/2/2021 13:27

imo 170p on the cards in run to Results.

[clarky5150] 08/2/2021 11:40

Leading the housebuilder pack today. Unusual but great to see

[clarky5150] 08/2/2021 10:56

It appears we have a rep from TW on the panel so even happier it will benefit TW rather than hamstring.

hxxps://www.housingtoday.co.uk/news/three-housebuilders-appointed-to-help-form-new-housing-ombudsman/5110264.article

[clarky5150] 08/2/2021 10:38

Nothing that should scare quality operations. This should be the minimum to be expected of companies such as TW.

Bodgeit and Scarper local builders may have more problems depending on how elaborate a care package warranty the regulation will stipulate.

[imastu pidgitaswell] 08/2/2021 08:21

Another sectoral kicking at the weekend in the press, another share price rise...


Anyway, bit of sectoral development re regulation:




A new-build watchdog has been launched to raise standards and protect homebuyers.

Members of the New Homes Quality Board include consumer bodies, housebuilders, warranty providers and the finance sector. Chaired by the MP Natalie Elphicke, the board will oversee the introduction of a new industry code of practice. Buyers raising a dispute will also be able to seek free support from an ombudsman service.

The ombudsman will not cover cases retrospectively. It will only cover homes reserved from the date a developer registers with the board and signs up to the new arrangements.

The code of practice will place more demands on builders from the sales process through to two years from when buyers move into their home.

It will require developers to have effective complaints procedures with specified timelines to address any issues to the consumer’s satisfaction or they will be potentially subject to a referral to the ombudsman. A consultation process on the code is taking place.

The new arrangements should be operational later this year, with the ambition that they will apply across the UK. Elphicke said: “The new arrangements will lead to a step change in how new homes are built and sold and how customers are treated. The board is committed to driving new-build quality and strengthening protections for buyers.

Eddie Hughes, the minister for rough sleeping and housing, said: “It’s crucial developers show more responsibility for the quality of their work while also acknowledging when things go wrong — this helps give vital confidence to buyers.”

[sikhthetech] 05/2/2021 15:56

Imastu

"Well this rise is unexpected, isn't it?"

No, it was AS EXPECTED. ;-)

The share price is trading within a range and as expected.. The share price is still below Dec's, 176p.. it's simple...
I don't know if you know but shares don't move in a straight line, up or down - wait until events hit.. ;-p


If you think share price is going to keep rising then load up and sit back and wait for the returns.. Back yourself...
;-)



sikhthetech4 Feb '21 - 12:30 - 3299 of 3329 Edit
dividends haven't made any difference to other HBs. The share price rose when the divi was announced and then fell back, a day or so later.


and a couple of days ago, Barclays raised their target price to 170p.. lol





Next month is going to be interesting..
Budget
Results
Help to Buy for 2nd homes, ends 31st March
Stamp Duty hol ends 31st March.
Ongoing investigation by CMA into leasehold scandal.

[imastu pidgitaswell] 05/2/2021 15:36

Well, this rise is unexpected, isn't it?

[1carus] 05/2/2021 15:11

Sikh ... like me you need to catch up... GP had a reason to smile.

[gbh2] 05/2/2021 14:51

FFS sikh, get a life .

[sikhthetech] 05/2/2021 14:45

1carus,

TSCO share price will probably drop around 51p when they go ex-divi and may take a few weeks/months to recover.

It would not be so bad if crucial newsflow relating to HBs wasn't being announced next month, ie Budget, Stamp Duty hol and Help to Buy ending next month.
Plus TW have their fy results.

Any of these will affect the sp, either up or down.

If you're expecting TW share price to drop and not recover to the current position for a while then it may work.

[1carus] 05/2/2021 14:14

GP apologies .... I've caught up now .... been a long week..!! no need to explain. Tax wise it has the same issues though I guess.

[1carus] 05/2/2021 14:06

GP why so funny, Tsco at about 244, I am sure part of that divi is priced in but it may see a rise into next Friday, but maybe not by the full 51p. What should happen is that the price will fall by the 51p ex divi day. So if no rise Tescos will end up sub 200, if it rises the full 51 from here we can expect the drop back to around 244.
There are people on this thread, who with other shares, may choose to sell just before the divi is allocated and maybe rebuy the shares based on the notion that a particular share will fall ex divi by more than the divi amount. There are also tax implications, depending on how you do what I have just mentioned. If you had 10000 shares your are in for a 5k divi payout and assuming you have already used your 2k allowance you will be paying taxes if outside of an ISA. However, if you have cgt allowance left for the year it may be better to sell the shares then rebuy after the price drop to limit the tax liability. I was just interested if anyone on here, probably more knowledgeable than me, had any views on the issue.

[wfl1970] 05/2/2021 13:37

'Every little helps...' ;)

[growthpotential] 05/2/2021 13:11

Lol this guy cracks me up

[1carus] 05/2/2021 13:00

If priced in ... will it drop 50p once it goes ex divi... ?

Apologies for digressing, just a couple of things that have caught my eye today.

[1carus] 05/2/2021 12:52

Tesco handing out a 50p special this month if holding on the 12th paid on the 26th. Is this already priced in to the share price I wonder?