Taylor Wimpey Share Discussion Threads

[beckers2008] 26/4/2022 11:28

From the Evening Standard published last night Headlines.

London asking house prices rise across all boroughs to hit new record high.
Rising demand amid the return to city life means seven boroughs are enjoying double-digit growth and properties in the capital are selling the fastest they have in a year.

London house prices have risen across all boroughs this month to hit another record high, with the average asking price now standing at £677,110.

This is year-on-year rise of 6.6 per cent, according to Rightmove’s latest property market data, and an increase of 1.9 per cent from last month.

[beckers2008] 26/4/2022 10:02

As of guidance in March 2021, TW. is a compelling HB, one of the strongest in the sector and they are delivering on their objectives.

"Trading has continued to be strong, supported by a healthy market backdrop. We have also continued to make good progress against our strategic priorities, including driving growth in operating profit margin and outlet openings. Demand for our homes remains strong, with the business well positioned to deliver further progress in 2022 and beyond."

[ftir1] 26/4/2022 09:16

The dividend won't last.

[smraynot] 26/4/2022 08:57

Great results, positive going forward, great leader at the helm, and fabulous dividend. What more do you want. 140's here we come.🚀

[jugears] 26/4/2022 08:49

No gaurantee of a recession though is there, like everything in the last 2 to 3 years,might be! May be!,could be!, They could put interest rates up by 15% but that wont stop inflation, people are paying more for goods but not necessarily buying more,you cant off set higher fuels charges & war by putting rates up, imo inflation is temporary & will correct itself,that said we need interest rates back to around 2% as there are more savers than borrowers.

[ftir1] 26/4/2022 08:38

If recession is coming (which looks very likely) then this is a good opportunity to sell before going much lower.

Don't forget another BOE interest rate rise next week!

[jugears] 26/4/2022 08:23

So the share price falls & the dividend remains the same, a buy whichever way you look at it.

[roguetraderuk] 26/4/2022 08:14

decent report but is should be no surprise given that house prices have been so strong. which in itself is no surprise if you look back to the last round of inflationary pressures in the 70's. house prices rose throughout that period.
so the key for builders which are mostly cash and land rich after covid equity raises, is keeping a handle on costs. which tw seems to be coping with so far. however mkt sees what it wants to see and the shares remain in a downward drift on fears of a uk recession later in the year. if the mkt fears turn out overdone the shares will rerate. two gaps pre covid vaccine at 124 and 109 yet to be filled.

[bartyb] 26/4/2022 07:43

1St look at this for a while, you all seem a bit underwhelmed

[jugears] 26/4/2022 07:28

Excellent imo

[fenners66] 26/4/2022 07:24

Strange to use 0.96 vs 1.00
Instead of 4% lower
But otherwise a good update

[scepticalinvestor] 26/4/2022 07:14

Very positive update

[jugears] 25/4/2022 19:21

It's a perfect time to hold & buy shares, I certainly wouldn't be selling any, the markets are like house prices they are only going one way long term & that's up, if you haven't got the stomach to invest then dont invest.

[baracuda2] 25/4/2022 17:05

You dont say, thanks for your detailed analysis

[gaygay3] 25/4/2022 16:33

Bad day for shares not just TW fts down over 1.5percent with all things that are sending the fts down now China with there lockdown wiping billions of the stock market when will it all come to a end maybe 2025 if not the market will keep on going down not a good time to hold shares

[ftir1] 25/4/2022 16:09

There's going to be a big move one way or the other quite soon imho

[smraynot] 25/4/2022 15:20

Believe me it will be a MEGA day tomorrow. I expect 10%+🚀

[ftir1] 25/4/2022 09:53

Down we go.......................

[ftir1] 25/4/2022 09:52

The clue is in the title.

[grahamite2] 25/4/2022 09:42

This thread didn't get off to a very good start.

[beckers2008] 23/4/2022 19:49

In The Times today.
Buyers struggling after homes for sale fall by a third.
At present demand is significantly outstripping supply leaving many people stuck.
Good news for HB's.

Interesting what TW. say in their trading statement on Tuesday.

[buywell3] 22/4/2022 23:42

free stock charts from uk.advfn.com

[buywell3] 22/4/2022 23:38

TW. have just spent 75M cash on buybacks

25M shares have gone into treasury and the rest have been binned

TW. plan to buyback another 75M cash worth of shares , as the legal requirement is only 25M in treasury presumably these will all get binned

Daft or what

[jugears] 22/4/2022 20:02

Never failed me in forty years, impatience costs wealth & money.