Taylor Wimpey Share Discussion Threads

[buywell3] 16/6/2022 19:55

The whole Housebuilding Sector is imo on shaky foundations due to a triple whammy of

1. Rising building basic materials prices/supply chain issues

2. Rising wages due to inflationary pressures. Both 1 & 2 hit margins

3. Demand falling due to rising mortgage rates

In addition there are more 2nd hand properties coming on the market plus the cladding issue remains and more cladding problems and related problems are being identified

Will the Government bail out Housebuilders and home buyers yet again ?

Can they afford to do so with borrowings and debt heading towards 3 Trillion next and hitting the pound ?

How long will TW. keep buying their own shares and what happens when they stop ?

[uhound] 16/6/2022 17:04

gbh2 - you do have a plan, good to hear. Best of luck to you.

Very short term trading is not for me (to time consuming), but for those who do and are successful, I salute you.

[sikhthetech] 16/6/2022 17:01

There you go, exactly as expected..2 days..
Yes traders on the thread with no conviction..



sikhthetech - 14 Jun 2022 - 13:54:06 -
Optomistic,
"Builders back in favour this morning."

Only because BWY & Crst reported this morning.
The share price usually rises when other HBs report but then falls back a couple of days later.

[gbh2] 16/6/2022 16:29

"Will probably be selling again on Monday"

IF share price reaches 128p area I most certainly will, I'll always trade a 8-10p difference at these price, added benefit its a constant lowering of the ave on my ring fenced holding.

Do you have a plan, other than posting inane comments?

[beckers2008] 16/6/2022 16:10

Jugears,

Could see 120p tested for te 3rd time in the last few weeks.
Will it hold again?
Let's wait and see.

[jugears] 16/6/2022 15:53

I am waiting for these to be manipulated down further before I add a large amount of shares to my holding because as expected tw will prove the markets wrong yet again as it has done for many many years & the share price will rise as it always does.

[uhound] 16/6/2022 15:52

Really! Sums up those on this forum really.

No idea or plan etc.

Will probably be selling again on Monday.

[gbh2] 16/6/2022 15:43

Repurchased those I sold +127p yesterday :)

[jugears] 16/6/2022 15:31

On the bright side there are some exceptionally cheap shares to buy, Tw included, I am quite happy on days like this when the markets are nothing but manipulated, only fools sell! added psn today, couldn't resist that 10% fall!

[peteret] 16/6/2022 15:04

On the bright side at least the oil price is dropping

[jugears] 16/6/2022 14:48

Definitely market manipulation, no doubt back up again tomorrow lol

[rwlly1] 16/6/2022 14:28

Market manipulation. dead cat bounce.

[ftir1] 16/6/2022 13:40

The only thing that's funny, is that you lot think HB's won't be affected by rising interest rates.

Blooming hilarious!

[jugears] 16/6/2022 13:25

yes your a bit slow there that was at 12.00, as expected yesterday when the markets were going up lol, you have to laugh really. I would be happy with 2.5-3% which is where it needs to be & should have stayed, yes it will hurt the lower paid but theses are generally not home owners anyway. The world governments have only got them selves to blame as far as inflation is concerned, did they really think that by reducing interest rates it would not lead to long term inflation? although imo current inflation has been born out of us coming out of lock down with very healthy bank balances & a surplus of cash to spend, until people stop spending inflation will just carry on rising, coupled with high energy & fuel prices the B o E are in a very difficult situation, put them up to quick & to high & the uk grinds to a halt, but a few quarter percents here & there will do absolutely nothing except help people like me that have money in the bank.

[sikhthetech] 16/6/2022 13:02

Base rate up 25%.. to 1.25%

[baracuda2] 16/6/2022 13:02

Another tw-t filtered

[baracuda2] 16/6/2022 13:01

Wtf are you talking about, you are just simply making things up

[porsche1945] 16/6/2022 12:02

Well they are building until they're not, same as all property recessions. Scotlands economy is dogshxt anyway, sooner Britain can dump it and stop subsidising it the better. Re TW, from 3.93 to .10p between 08 and 09, I think all house builders are now a short, meltdown started in US now rolling into UK. Parabolic taxes, inflation, brexit fiasco nightmare never ending, fat useless boris, OMFG.

[rwlly1] 16/6/2022 11:41

Markets expect the divi to come along way down, and maybe some land write downs.

[1carus] 16/6/2022 11:09

Up here in sunny Scotland, there is house building going on everywhere in the central belt. TBH I am more concerned about the infrastructure for all these new families. Swathes of land being cleared and flattened everywhere. Its gonna end up as Edingow or Glasburgh at some point.

In terms of buyers, I just think that the point of entry has moved significantly away from those at the bottom of the demographic but that demographic wasn't buying anyway. All others, despite the very high prices are finding a way to buy. Yes I know houses are generally cheaper up here, but the youngsters are still buying into the market even down south. ( Sub 25yo buying around M4 in my family)(No hand out either)

Still the same story up here as nearly all build sites are sold out within weeks of phases being made available.

Jug... I'll be impressed if you get any of these at around a pound... would be an impressive divi yield at that.

[fenners66] 16/6/2022 10:21

I know there is a new non-stop flight to Aus , but the commuting time from NZ is still a little bit too long....

[jugears] 16/6/2022 10:05

I'm not in Nz,

[buywell3] 16/6/2022 09:38

Supply certainly is increasing

NZ is now leading the way down re prices dropping

Watch it closely imo

[jugears] 15/6/2022 14:54

Sikh, that is the point he is making, supply is not increasing he is selling plenty but just not getting enough houses to sell, there are so few houses coming to market that estate agents are fighting for every sale. If you want to buy a new house now you wouldn't be moving in this year so where is supply increasing? I will take darrin post with a pinch of salt I think.