Taylor Wimpey Share Discussion Threads

[ftir1] 27/4/2022 09:05

HB's have had an incredibly easy time over the last several years, with governments creating excessive demand for a limited product with over easy credit.

The party is over!

This time around could be worse than 2008.

[uhound] 27/4/2022 08:48

JUGEARS, interesting that for someone who claims to be so successful as a businessman and investor that you get so upset when others give their opinion.

What does it matter to you?

Yes, I made a small loss here on a small holding I held for around about 1 year. But, I'm not concerned. I play with money I can afford to lose. I have had plenty of other investments that have done well and others that are doing just fine. I have also lost on many other investments too.

Perhaps you have never lost money, due to your long term buy and hold approach. Good luck with that.

It's likely I made my money a lot quicker than you and I may have a lot more than you or I may not. But it does not matter to me.

I have enough and it sounds like I'm younger than you!

[ftir1] 27/4/2022 08:26

Don't try catching it, you'll loose your fingers (and lots of money).

[ftir1] 26/4/2022 23:59

Oh dear, keep taking the tablets.

[jugears] 26/4/2022 23:32

sick as you fully know I am not under water here my biggest investments were at 30-37 p (60% of my holding) then 200k at 98p , half of which I sold near £1.80 as was never intended to be long term on top of this I have bought a few here and there. I am still 5 times in profit overall Excluding the fact I have collected dividends as shares along the way, the share price may have fallen short term but I still very happy with the return on my investment, if I had left it in the bank I might have made all of 5% lol, please get your facts right first, people that are under water are generally people in debt, I don't owe a penny to anyone everything I own is owned outright with more money in the bank than I could ever have imagined when I started all those yeas ago. Perhaps I see value where others don't? I remember buying next @ 56p when they had 17 shops & ran by a guy called George Davis that no one had heard off but I just liked something about the company so bought exactly 2569 shares in the company, turned out to be very volatile with large gains & drops so sold them when they reached £7.50 each which turned out to be one of my biggest mistakes ever & now worth 10 times that. I have learnt not to worry about volatility, I buy share for the long term ( with money I can afford to loose!) & vigorously stick to my plan, adding on the dips when & as, It wouldn't even cross my mind to sell into a falling market. I really do think that some people buy shares & think they will only go one way & make a fortune over night but It just doesn't work like that, my expectations here long term is at least £3-£5 but I am under no illusions that it will be in a straight line any thing could happen in the next 10 years they could fall below a pound again & could do many times yet. but as I have said before this is the only industry that has very little competition with only a hand full of companies building the majority of of the uk needs. I think in the long term this will become very attractive to over seas buyers & could well be some take over looming on the horizon in the not to distant future, a recession is very likely to wipe out most smaller regional house builder that do not have the assets of the larger hb's which will result in more market share for the likes of TW imo.

[gaygay3] 26/4/2022 23:20

I’m with you jugears not selling my shares got cash ready to buy more shares when these drop more looks like the market could be bad tomorrow has the DOW JONES lost 800 points on recession fears

[jugears] 26/4/2022 23:03

not me lol, shares go up they go down , big deal,I am not selling any & don;t have any plans to, if I did I would pay a fortune in capital gains tax anyway & besides the whole market has dropped in the last few months, seen it many times before & will see it many times again. Its called buying opportunity,They don't come a long very often & we have had several recently. you should try before the markets start heading north again & they will just like always, anyone that has owned shares or property for a long time will understand what I am talking about, short term dips are nothing to worry about, its the long term gain you should focus on, obviously some very inexperienced investors on here, ask your self what is the worst that can happen when you invest in rock solid, cash & asset rich company, Answer not a lot, you have to laugh, markets love turmoil any thing to manipulate share prices down & any excuse to manipulate them back up & I have a ton of money to invest when that happens, nothing has changed at Tw since the Sp reached 2.30, The world may have changed but good businesses adapt, The company I Sold will be doubled in size in the next 18 months due to demand, in the forty years I ran it I was never once effected by any recession/financial crisis/war/ foot & mouth/ Swine flu/covid/brexit plus many housing market crashes etc etc etc it was always business as usual in fact every crisis has been good business for me over the years.

[buywell3] 26/4/2022 22:49

V other FTSE100 stocks this confirms a deteriorating picture of UK Housebuilders in the face of rampant inflation now forecast for the rest of 2022 and now forecast to last for years

[25guilderbag] 26/4/2022 22:37

But significantly wealthier than two months ago. Not bothered.

[uhound] 26/4/2022 18:13

At the end of the day, in the medium term, the markets are telling us there is trouble ahead.

Likely most stocks will continue to fall for the rest of the year.

[peteret] 26/4/2022 17:23

Brilliant report good trading.And the shares plummeted. Though nearly all things did.it just seems that whenever tw release any updates the markets are on the way down.

[beckers2008] 26/4/2022 17:11

Blackrock have recently added to their holding in PSN again as of RNS today.
Today there were 4 block trades of over 2.5 Million shares all brought at 132.25, maybe Blackrock starting to add again to their TW. holding.

[baracuda2] 26/4/2022 17:01

Easy to say that at the end of the day

[gaygay3] 26/4/2022 16:54

10% that was one persons opinion no way was TW was going up 10% after the update

[ftir1] 26/4/2022 16:31

So much for a 10% move in to the £1.40's as hoped. Oh well, looks like it'll be a big move to the downside instead as warned. Hold tight, tin hat time!

Mr Market doesn't believe all the bluster, like some on here.

[jugears] 26/4/2022 13:50

The special wasn't cancelled they have done a share buy back instead, whilst specials are always good there is never a guarantee that any company will pay one.

sikh, what you fail to understand is that your comments mainly effect the lower paid & not all households as you would like us to believe, there are many buyers out there that are not effected financially hence a very buoyant housing market.

[roguetraderuk] 26/4/2022 12:50

sikh, prices dont falling when inflation is surging. have a look at the 70's! prices fall when on the other side when there is deflation.

[sikhthetech] 26/4/2022 12:30

The TU looks backwards, the markets look forward.

Re divi: They would have declared the dividend as it's their policy. They cancelled the special, which is more significant in terms of how things are.

"in line with our Ordinary Dividend Policy to return c.7.5% of net assets annually, in two equal instalments. "


Re Rightmove data. Estate agents report asking prices, THEIR OWN prices... When a housing market crashes asking prices fall further than average. As new home prices command a premium, they fall more as they become more in line with existing homes.

More relevant is actual sold prices, data which lags.

Affordability problems have increased from THIS month onwards and there's no govn support anymore. Repossessions, homeowners in severe mortgage debt trends to watch..




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.

[ftir1] 26/4/2022 12:25

It seems that most people are totalling ignoring the "Elephant in the room" with all of these bullish projections.

I'm starting to think that subprime was just the prequel.

[roguetraderuk] 26/4/2022 12:25

"The dividend won't last."

gove is trying his best but hbs are mostly well capitalised after covid money raising rounds and tw has talked about managing costs today.

house prices will continue to rise along with higher inflation. that is what usually happens. the risk to house prices is on the other side, when deflation kicks in.