Taylor Wimpey Share Discussion Threads

[disneydonald] 09/5/2022 13:23

@Sunshine. Wrong, volume is very thin. There are no sellers today, the share price is just following the general downward trend. It’s a pretty certain bet that Wimps (and most other mainstream builders) will make consensus this year. However, it’s the market that sets the SP, so we’ll have to wait and see if general sentiment picks up before we know what the share price will end up doing.

Either way the business is in rude health.

[jugears] 09/5/2022 13:12

Dd, absolutely spot on. St where are second hand car prices falling not in the UK I repeat Not in th UK,are you computer generated or do you just come from some far of place on this plant???? TW are mainly based in Great Britain,you know that little island just off France (that's Europe)
GaygayI will certainly be topping up below a pound because there is only one way this is going & that's up, there is of course no reason other than manipulation for Tw to be less than 1.60.
St ,buy when others are fearfull , rember that & you will go a very long way in life.

[sunshine today] 09/5/2022 12:58

The institutions want out and that’s what your seeing today

[sunshine today] 09/5/2022 12:58

That I am afraid is old news, just what one would expect at the very top of an outrageous boom.

Second hand car prices are about 8 weeks ahead of house prices, and are falling like a stone.

[disneydonald] 09/5/2022 12:54

Hmmm, can you explain why Wimps order book stands at ~ £3bn which is around 11000 houses. You cannot even register interest in a house these days without a mortgage offer, or demonstrate you have the cash, let alone actually put your name on one. There is no shortage of buyers.

[sunshine today] 09/5/2022 12:43

Requires a 50% to 65% reduction in house prices

[sunshine today] 09/5/2022 12:39

That’s 3 times £26,000 or 2 1/4 times joint.

Let’s round up to £120,000 for the average house.

When those prices are seen again the shares could be a buy.

[sunshine today] 09/5/2022 12:36

Work backwards

3 times income or 2 1/4 joint for the average house in full employment

Less in a recession

[sunshine today] 09/5/2022 12:34

Have you ever thought your market could disappear overnight.

World events could reduce house prices here, way more than 30%

[gaygay3] 09/5/2022 12:32

most FTS100 companies at all time lows because of what going on so if TW get below £1 so be it but once all the nonsense is sorted out TW will come back flying for all those which have been saying this is going below a £1 will get there wish so come on this will be a good time for you to buy the shares witch I don’t think you will

[sunshine today] 09/5/2022 12:28

JUGEARS

Keep an eye of rightmove price reductions.

They are about to go ballistic.

[jugears] 09/5/2022 12:26

Lol another idiot!

[rwlly1] 09/5/2022 12:04

fenners66
You missed the point, dividends are paid out of profits or at least they should be.
If dividends and land prices were slashed, builders would be able to build decent houses at affordable prices.

[fenners66] 09/5/2022 09:52

"rwlly1
8 May '22 - 13:14 - 6606 of 6614

There are several ways houses could be built for less if the will was there.
Pay a lot less for building land.
Become more efficiant, most other buisneses have had to.
Pay less dividend"


paying less dividends to build houses cheaper......someone is lacking the basic understanding....

[sunshine today] 09/5/2022 09:49

Rightmove the darling in the property world, off 5%

[sunshine today] 09/5/2022 08:30

The smart house builder has left town at the end of 2021.

He returns when land prices are down 2/3 RDS , and the trustees in bankruptcy are offering him deals, on part build estates at cost less 45%.

[buywell3] 09/5/2022 08:30

Now would have been the time to begin buying back ones own shares

[sunshine today] 09/5/2022 08:27

Falling pound over the last two weeks adds yet another 5% on build costs

[buywell3] 09/5/2022 08:25

Financials now stand on an edge of sorts

Builders need to provide piles of supports

All UK ones are now showing weak foundations

buywell expects that to spread to many nations

[sikhthetech] 08/5/2022 20:13

Jugears
"The housing market was going to rocket in 2020"

That's not the case. I've been looking at data and company/sector newsflow and early 2020 prices were already starting to slow/fall.

I, for one, am glad I didn't follow your advice and stuck to my own research.
The share price is down around 50% since you were ramping them in early 2020.

[jugears] 08/5/2022 14:07

The government could allow hard up farmers to build affordable houses on land that they wouldn't normally be allowed to build on say with a price cap of 50K per acre, a lot more than the 10k plus that farm land is worth but substantially cheaper than land with full planning permission, this would also be good as most houses would be bought by a younger generation/young families, which is better for socialising imo ,all to often I here how younger people have moved to a new development only to find that there neighbors are of the older generation who tend not to want to mix, my first home was on an estate where most people were my age so our kids grew up together, by the time I left I new everyone on my road. unfortunately as a small island land is at a premium & only going one way i'm afraid, Tw were absolutely write to top up on cheaper land during covid, this is going to pay very good dividends in the future, as for house prices any recession now will just see prices much higher than now in the future, I am happy to stay put here I have no concerns just got to sit the current turmoil out for a bit, its certainly creating some exceptional buying opportunities across the markets leading to some of the best investments I have made in over 40 years as Mr Buffet says buy when others are fearful! never a truer word IMO.

[rwlly1] 08/5/2022 13:14

JUGEARS Land prices are a problem, way to high, Which i assume house builders will have on their books at the highest valuation that they think they can get away with.
There are several ways houses could be built for less if the will was there.
Pay a lot less for building land.
Become more efficiant, most other buisneses have had to.
Pay less dividend.