Taylor Wimpey Share Discussion Threads

[jugears] 21/3/2022 07:33

Buy well America mainly build on spec, we build to order, ask any estate agent
In this country & they will all tell you that there is a huge shortage of older houses coming to the market,The world has changed along with the rule book, you can know longer expected the expected !

[fenners66] 21/3/2022 06:47

So buywell - it seems you are saying , No UK housing market price crash , this year.

[buywell3] 20/3/2022 22:41

What happens in America and what is happening in America will result in what happens in the UK --- if you do your research you will corroborate this fact


The number of USA houses that were for sale has just risen by over 13% in feb year on year

ie Supply is now accelerating as the wise yanks want to cash in their brick piles

USA house/condo sales have dropped year on year for the last consecutive 7 months in a row

ie Demand is weakening

Ref New Builds or Houses under construction in the USA --- unsold numbers are now at 2008 levels and up 70% year on year --- this coupled with massive increased costs due to raw building materials causing stalls in many new build projects

Many USA builders could go bust if these remain unsold

Supply of new builds grows as existing sales of old/ used houses stalls

Inflation in the USA is now at 40 year highs

The FED plans to do another 6 rate rises in 2022

The 30yr fixed mortgage rate stands at circa 4.4% now and is thus on track to hit 6% by the end of this year

Inflation is not going away and the FED wants it at 2% --- next month it will likely hit 9% and still rising



The USA property market is now in top end bubble territory and soon to pop

The UK property market follows the USA with a lag of 12 months

dyor

[sikhthetech] 20/3/2022 19:17

There was demand even before previous housing market crashes, it means nothing...

Posters quoting Ukraine refugees coming to UK as some sort of evidence of demand picking up are deluded.

Refugees don't come to UK and think that they must buy a new build home when they get here.
Apart from that majority of Ukraine refugees are likely to return home given that the men are still fighting the war.



sikhthetech20 Feb '22 - 15:26 - 5884 of 5899 Edit
<...>

When the housing market crashes, no HB is immune from the crash. Likewise, listed HBs are not immune from stockmarket falls or movements.

Govn support, provided during pandemic, has ended. Repossessions which were stopped during pandemic are legal again.
Around 30k homeowners in severe mortgage debt.
Inflationary pressure, interest rate rises, NI rises, Council tax rises, energy price rises all impact affordability.

[fenners66] 20/3/2022 00:23

From the Daily Express


England alone currently needs to build 340,000 homes a year to tackle the housing crisis, according to a report commissioned by the National Housing Federation.

The Government is aiming to build 300,000 new homes by the mid-2020s, but in the last two years less than 250,000 homes were built per annum.

[jugears] 18/3/2022 16:58

Oh look as expected another blue finish

[scepticalinvestor] 18/3/2022 15:50

Do my eyes deceive me LOl

[omg48] 18/3/2022 15:11

Is it just TW thread that attracts all the morons? Just a handful of knowledgable posters that have opinions that are worth reading. The rest I’ve got filtered.

[jugears] 18/3/2022 11:49

Oh & Up10

[jugears] 18/3/2022 11:49

Like ST, WFL & Sikh

[scepticalinvestor] 18/3/2022 11:06

I do agree though that housebuilders are far undervalued currently. And yes, although I do have some TW., majority are in other HBs.

[jugears] 18/3/2022 10:37

Here here, I'm here as a long term investor, doesn't bother me what happens short term, any dips & I will add more shares, good long term prospects here imo

[scepticalinvestor] 18/3/2022 10:28

Oh dear Lord. In this context it is (hear, hear), not (here, here), you ignorant scrote lol

[jugears] 18/3/2022 10:14

Here here !

[medieval blacksmith] 18/3/2022 09:42

Sceptical

What the shares do on a daily basis generally doesn't correlate with what the performance of the business is. If you are a residential builder shareholder you are most likely buying for - at least - medium-term income and are thus most likely to be building a position rather than selling one - certainly at these reasonable prices. Therefore a falling share benefits investors at this point as one can build a position more cheaply. After all, your returns on investments all depend on the price you buy in at.

IF YOU WAIT until your are comfortable with the company and its prospects you will generally be buying too late. The likes of Apple in this world are rare. It is healthy to have a degree of uncomfortableness based on confidence of fundamentals.

So, in other words: your pathetic posts on 1% down bla bla bla really don't bother us and serve no purpose.

[jugears] 18/3/2022 09:30

It makes you wonder why some on here have more than one user name, lol

[jugears] 18/3/2022 08:56

I went to grammar school.

[scepticalinvestor] 18/3/2022 08:47

And 'your' obviously new to the world of grammar LOL

[jugears] 18/3/2022 08:37

Most shares fall first thing, your obviously new to investing, looks like another blue finish today IMO.

[scepticalinvestor] 18/3/2022 08:12

Wait what? DOWN AGAIN??! Lol

[omg48] 17/3/2022 22:19

wonder if the septic holds any TW shares, doubtful and if not F off to some other thread where he hasn't any shares. Filtered.

[gbh2] 17/3/2022 19:04

imo Dividend interest will mount as we near ex dividend date.