Taylor Wimpey Share Discussion Threads

[sikhthetech] 27/4/2022 16:27

Ghhh

With a property crash NAVs and cash (and divi) would soon be lower.

[essentialinvestor] 27/4/2022 16:19

ghh, think the issue is more margins than a significant decline in house prices.

If you get margin reduction with even a modest fall off in volume,
then profitability can look very different and very quickly.

Sector margins are at historically elevated levels atm, however I get the point
you are making.

[gambos49] 27/4/2022 15:27

If these keep dropping like they are then companies like Elliot and Blackrock will try to buy on the cheap

[ghhghh] 27/4/2022 15:27

I'm buying HB's because prices are discounting a significant market correct. Prices are back to five years ago despite vastly improved balance sheets - NAVs per share now c. 40% higher than 5 years ago and with net cash as opposed to net debt.

If house prices crash then markets will crash. At least the HB's discount part of this correction. Many HBs now trade at discounts to NAVs

And I don't see major interest rate increases, the impact of higher commodity prices is ultimately deflationary by reducing consumer spending. CBs have a nightmare job trying to avoid pushing us into recession without blowing up the bond market.

[essentialinvestor] 27/4/2022 15:15

sik, best guess fwiw is the sector might be interesting towards the end of Q3 this year. Sector share prices are well ahead of weaker fundamentals.

[ftir1] 27/4/2022 15:11

I think you're right. It will go deep into double digits in the coming months and years. There won't be any rush to buy these imho, final capitulation will be some way off.

[sikhthetech] 27/4/2022 15:10

Beckers2008 125.8p is too optimistic....

My buy in price is significantly below 100p... I mean significantly...

[ftir1] 27/4/2022 15:09

Better ask Beckers.

He knows you know.

[sunshine today] 27/4/2022 15:08

Was that an official inter day low .?

[fenners66] 27/4/2022 15:00

Maybe he's maxed out ISA's already
Maybe it was ISA shares he sold hence the balance is CGT liable
Maybe he already used CGT relief elsewhere.

Either way its HIS business no one else's.

I just regret he continues to feed the Troll....

[ftir1] 27/4/2022 14:58

Don't panic, Beckers2008 has declared 125.8p is the bottom.

"It needs to break this (125.8p) to go lower and imo it won't as I have called the bottom"

Delusions of grandeur!

[ftir1] 27/4/2022 14:36

Oh what a tangled web we weave, when first we practice to deceive.

[25guilderbag] 27/4/2022 14:24

Why have a cgt liability? It should only be an issue once you've exhausted all other options.ISA allowance (almost 200k's worth since 2010 alone) and pension contributions (£40k p/a for arguments sake)Also have annual cgt allowance for disposals.Other assets should probably be gifted etc, once you reach a certain point in life.No reason to pay substantial tax with some good advice.

[beckers2008] 27/4/2022 11:55

B2,

Are you referring to my post stating sT incorrectly called a new low?

[sikhthetech] 27/4/2022 11:43

Jugears,

For someone who claims to be investing for decades and has knowledge of the housing market, you don't know much about housing market and what impacts the housing market nor shares or stockmarkets.


For someone who claims to be a long term investor you get upset a lot. Why not just load up, retire and hold for another 40yrs!!!


Why would I buy in if I believe property and HBs shares are going significantly lower?? It's my money, isn't it?

[baracuda2] 27/4/2022 11:23

Got all corners covered there then lol ?

[beckers2008] 27/4/2022 11:11

sT,
Your wrong, the intra day low was on the 8th March being 125.8p.
It needs to break this to go lower and imo it won't as I have called the bottom, I might be wrong and I might be right, let's wait and see.

[25guilderbag] 27/4/2022 10:45

Uh oh, Sage now dropping the C-bomb. Must be new lows on the horizon

[sunshine today] 27/4/2022 10:39

Those that lose the plot, have lost the argument.!,

[sunshine today] 27/4/2022 10:34

Anyone factored in diesel costs for construction now the red can not be used.

Try 200%

[sunshine today] 27/4/2022 10:33

I make that a new low, the first of 500 that are on the way.