Taylor Wimpey Share Discussion Threads

[buywell3] 08/5/2022 00:11

There is none so blind as those that do not see

Deaf as a post folks means that many disagree

[jugears] 07/5/2022 12:49

The housing market was going to rocket in 2020, there was very early indications of this as people had been holding back due to brexit & know one knows for shaw what would have happend as covid hit & because as per usual the government stepped in without using a wait & see approach so we will never no for sure & I am under no illusions that Tw could be affected by rising costs & lower house prices I just dont expect it to be as bad as others believe, if & when demand for houses fall so will material prices substantially, I prefer the wait & see game than speculate on something that may not happen & have a target of buying 500k below a pound that's all I need to worry about. I'm not looking or even considering to sell any only buy, believe what you want but sooner or later these will be going back up for certain, experience tells me that.

[sunshine today] 07/5/2022 09:26

And year-on-year prices for all building work rose by 21.0% from February 2021 to February 2022, according to the BEIS Monthly Statistics of Building Materials and Components report for March.


That’s prior to the war and energy price rises.


If you think TW is immune then your in for a massive shock.

[sunshine today] 07/5/2022 09:18

It’s already happing in the USA where interest rates have doubled over the last year and build costs are up 30%.

Don’t forget how TW are relying on house price rises to keep the show on the road.

Crippling price increases in materials are feeding through.

[ftir1] 07/5/2022 09:09

All you bulls need a serious reality check. You're completely delusional, if you think the market (for reasons you know best) can somehow manipulate this from £1.80 in to double digits. You should remember the UK housing market was on the verge of crashing in 2020, until Covid-19, lockdowns, BOE and Sunak placed rocket boosters under it, to take us to these now ridiculous valuations.

Our dysfunctional housing market is going to experience a massive correction. Get use to it.

Or, of course, just keep your heads in the sand and continue to watch HB's share prices decline over the coming years. It won't be pretty.

[fenners66] 06/5/2022 22:44

The troll has been saying for years that house prices are going to crash.
Finally pinned it down to - this year.
It's not going well , 6.5 months or so left , to fall , now 25% since prices have risen instead.

[beckers2008] 06/5/2022 22:27

Another supply v demand issue.

hxxps://propertyindustryeye.com/boris-johnston-plans-to-extend-right-to-buy-scheme/

[gbh2] 06/5/2022 17:50

"Have you noticed Sikh"

Lol,not for months, I think you're the only Unfiltered one reading his posts :)

[jugears] 06/5/2022 17:30

Nwilly that will never happen on this country,not with land prices in this country, why build cheap when there a plenty of buyers for 3/4 bed houses? It's funny the talk of recession yet people are only saying that the rate of house price increase will slow no one has mentioned that prices are going to fall.

[jugears] 06/5/2022 17:24

Backers these will be manipulated briefly below a pound, I'm counting on it.

[beckers2008] 06/5/2022 17:09

Jugears,

I agree with £1.50 by September/October but I am more optimistic with a prediction of £1.14 before June 3rd.
CS will continue to rinse and repeat until all the sellers have been mopped up, so the recovery in the share price will be rapid.

[rwlly1] 06/5/2022 16:53

I hope all you bulls realise we are now entering a new era as far as income is shared between the essentials of life. From now on a larger proportion of income is going to have to go to food and power, which will leave property with far less. I agree there needs to be a lot more houses built but they will need to be built at a far lower price.

[jugears] 06/5/2022 15:17

Uhound about 100k per plot difference.

[uhound] 06/5/2022 15:06

Plenty of low paid jobs going I agree.

However, I see unemployment rising as the economy slows down. I don't see why things should be any different from the past?

Sure we have a housing shortage, but it's typically the low paid that need homes.

Build to rent could be the way to go for TW and the other big housebuilders. Any reasons why this would not make sense for this to be a part of their business?

[sunshine today] 06/5/2022 14:59

Taylor Wimpey plc (the " Company " or " Taylor Wimpey ") announces that it has instructed Citigroup Global Markets Limited (" Citi ") to purchase up to GBP75,000,000 of the Company's shares (the " Initial Tranche ") pursuant to its GBP150,000,000 share buyback programme announced on 3 March 2022 (the " Buyback Programme "). Citi will act as principal for the simultaneous on-sale of such shares to the Company and will make its trading decisions concerning the timing of the purchases of the Company's ordinary shares independently of the Company. Purchases of the Company's shares under the Initial Tranche will commence on 3 March 2022 and end no later than 3 June 2022. Taylor Wimpey expects to announce a second tranche to complete the Buyback Programme in due course.


///////////////////////////

Shareholders must be praying for June 3 for the madness to end.

[sikhthetech] 06/5/2022 14:58

EI,

Business case??? In current environment with the current trends?

HBs still going lower.

[ftir1] 06/5/2022 14:51

Shhhhhh.............!!!

They've all had plenty of warning.

[sunshine today] 06/5/2022 14:04

Yep, both will not attract investors at todays prices.

Build costs are going through the roof

Sales are on the verge of falling off a cliff

High dividends don’t even match inflation

A long term trend of the buy to let mob selling to crystallise profits.

The fear of job losses

Not to mention that history tells us all booms end in bust.

[essentialinvestor] 06/5/2022 13:58

TW v BDEV, any thoughts folks on the respective investment cases?, thanks.

[beckers2008] 06/5/2022 13:57

“ftir1 - 30 Oct 2020 - 10:58:31 - 2286 of 6572
I simply don't understand the rush to buy this stock. Sell, yes most definitely!
TW. will trade well under £1.00 for a long time into the future.
SELL.”

Within 4 months TW. went to £1.60 and £1.80 less than a year after that.

You are an idiot with Zero Credibility, LOL, JUST LOL!