Taylor Wimpey Share Discussion Threads

[baracuda2] 18/6/2022 10:51

Buywell, where did you cut and paste that garbage from, one of your troll mates no doubt. It must be a bundle of fun in your home, if you own one. If you carry on like this you will be suffering from severe depression. Get a real job you poor chap, I feel sorry for you ?

[stewart64] 18/6/2022 08:58

Not only taking the easy option, but over-reacting to the Pandemic imo. Doubling the National Debt in the process for a disease that was principally killing terminally ill elderly. 90% of whom would be dead by now Pandemic or not. How many elderly die WITH the common cold. The numbers were always nonsense.

In the meantime health outcomes from lockdown ( obesity/ mental health ) in the young have suffered and savings are being destroyed by the after effects of the printing. Houses are the only asset class to have weathered the storm as they are a store of value.

[rwlly1] 18/6/2022 08:00

peteret Most governments just took the easy option in the pandemic, they just kicked the can even further down the road, expecting everybodies children and grandchildren to pick up the tab. If they kick it much further they will never find it.

[buywell3] 18/6/2022 05:36

The UK 2008 recession sparked by the global financial crisis led to mass unemployment and a 20% drop in property prices over the following couple of years

Due to various Government stimuli the UK property has ballooned the last few years and more so due as a final pump by the stamp duty holiday

This time round it will be much worse than 2008 with London house prices leading the crash

With inflation on the way to 11% and the BoE setting the present base rate at only 1.25%

There is every likelihood of at least a doubling of mortgage rates from present day rates in the next 6 months

If the Ukraine war continues inflation will do too --- thus UK mortgage rates could hit treble what they are now in 2023

UK house prices are now being increasingly reduced daily --- research them

A 35% drop in the next 24 months in this hostile to house prices environment now looks assured imo

If the Ukraine war is still not settled by then or another similar situation in another country is underway in 2023 --- house prices will imo slide further in 2024 as inflation continues apace

Housing Supply is set to rocket as demand drops like a brick

House auctions of repossessed properties will once again become rife as banks try to get rid

but dyor

[jugears] 17/6/2022 20:28

Ess, I have plenty left aside,
Last time Tw were 50p they had substantial debts from memory 750 million, & not greated by a housing slump but an over ambitious merger/take over of Taylor Woodrow homes prior to the financial crisis.
People worry & stress far to much IMO, you have to be a bit braver in life if you want to get any & where stop expecting an instant reward, Desitions about property, land, investments even running a company should all be long term, if I buy shares in a company I make sure they are not going bust, can weather any storm & have good long term prospects, it doesn't bother me if they rise & fall along the way its the end result that is important. My biggest regret is not buying more shares at 30-37p if I ever got that chance again all of my cash would be put here without any hesitation but more than happy with the large investment that I already have.

[rwlly1] 17/6/2022 18:46

50p is my target, you are all forgetting we are now entering. a very different era. Much larger % of take home pay needed for energy and food, ignore at your peril.

[essentialinvestor] 17/6/2022 17:47

* keep some funds aside for potential opportunities over the next few weeks.


Thought that was self-evident, apologies for any ambiguity.

[jugears] 17/6/2022 17:38

And your point is?

[essentialinvestor] 17/6/2022 17:09

Equity weakness does not look anywhere near through yet, perhaps another 10% plus
downside for wider markets, TW may not follow, but more likely than
not would expect. On a bad morning you might get this close to £1, lets see.

If markets do head further lower unlikely to be a straight line down, as per the
pattern since March where rallies are sold.

[ghhghh] 17/6/2022 16:29

Amusing how Buywell and Sikh are the only posters who get recs!!! Despite tediously repeating the same basic argument. I wonder who is reccing them, especially when the rest of us are too bored to vote them down!

Interesting article in the Times (Tempus) this morning re Bellway 'the sector is priced for catastrophe'.

This is the bit our dozy trolls can't seem to grasp. There's loads of bad news already discounted. Obviously it may not be enough but we will only know this via the rear view mirror.

All we know now is that we have a significant buffer. And we will be fine long term whatever - they are not going bust. Hence compelling risk reward.

[peteret] 17/6/2022 16:02

Yes see my earlier post

[peteret] 17/6/2022 15:21

Whoops live proof

[peteret] 17/6/2022 15:21

Love proof look now

[peteret] 17/6/2022 15:19

Tesla shares are worth twice as much as the whole wall street index that the ftse follows after 2.30 pm. If Tesla falls wall street falls and the ftse china japan German Italy Australian all follow suit. Just watch and see.

[25guilderbag] 17/6/2022 15:12

Strange that my DOW sell order was triggered yesterday. It was placed months ago. Traders are coming in as we break supports, this has been a long time coming. Tesla is just an incidental imo

[peteret] 17/6/2022 14:50

Live proof look now. Markets crash as Tesla does the low and behold Tesla sky rockets and all indices follow.

[jugears] 17/6/2022 14:46

As would be expected at lunch time, particularly on a hot Friday afternoon, Judging by my industrial estate everyone has gone home early today.

[rwlly1] 17/6/2022 14:19

O dear another dead cat bounce.

[essentialinvestor] 17/6/2022 11:14

Jug, thanks for the view. May buy a small amount as a speculative investment.
Their recent record is decidedly mixed and financial position less strong than TW,
perhaps as a reflection of those factors the share price is trading well under NAV - all be it land values may take a hit over the next 12-18 months.

Interesting few weeks ahead for markets.

[jugears] 17/6/2022 09:57

I don't think we are likely to see any takeover approaches in the next few years, IM0 you are better off with TW, BDEV or PSN If you want to see a good long term return.

[baracuda2] 17/6/2022 09:57

Totally agree