Taylor Wimpey Share Discussion Threads

[essentialinvestor] 21/6/2022 20:11

People need to chill a little, some have different views for whatever reason/s,
it makes 0 difference to the share price of a multi billion £ company.

Short, sell, hold, buy or not buy, as a private investor they are your main choices,
the rest is largely noise.

[fenners66] 21/6/2022 20:04

ST

Are you trying to shoot down your own argument about house prices this year ?
From your article above

"The scheme will close at the end of March 2023, and it was anticipated that buyers would have until the end of December this year to secure a property. "

So lets see they have until Dec , what's going to happen to demand between now and then ?
Once again no crash this year

[sunshine today] 21/6/2022 19:39

I will be the first to tell you the house builders will be lending the first 10% not the bank or building society.

Say goodbye to your fat dividend , long term construction margins 1%- 3%, not the 15% -23% house builders are used to achieving.

[sunshine today] 21/6/2022 19:35

Can’t the bulls see the end game has started .





Massive hit on the way as first time buyer rug is pulled, in 4 months time.

Plus the doubling of mortgage rates

Plus stamp duty.

Plus fees.

Plus massive build cost inflation

[beckers2008] 21/6/2022 19:11

Jugears,

Ignore the idiot trolls, they argue black is white and get so wound up in the process!
They truly are idiot's who have been calling it wrong for over two years, lol, just lol!

Meanwhile ...
Blackrock evidently believe the shares are too cheap adding recently.
The Rinse and Repeat continues, as I have stated previously, there is little point going long or short here atm as the big boys are manipulating the share price where they want, CS doing a grand job getting these for under the 125p NAV.

Long term TW. is at a bargain price, the SP
is currently lower than it was at the end of 1991!

[sunshine today] 21/6/2022 18:40

Who is going to bail out homeowners this time round.?

Mortgages have t be paid.

[wfl1970] 21/6/2022 17:53

"UK property company insolvencies soar as interest rates rise"

[sikhthetech] 21/6/2022 17:05

ghh,
"However there is no evidence to support the major (>20%) crash"

Why would you expect to see evidence of a crash (>10%) beforehand?

A crash is a fall of > 10% from peak to trough and it doesn't happen overnight, in a week or month etc.


Obviously the 'evidence' of a crash would always appear after the crash.

"We all accept the market is slowing or will slow."

The sheep always start with there's no crash because of lack of supply then when prices are slowing they say we all accept prices are slowing, then prices are falling they change to there could be small (5%) fall.. Basically sheep follow and accept the crash in hindsight. Generally the ids just disappear and new ids appear!!!


There are indications of a crash.

Watch the supply increase and the demand decrease..

[jugears] 21/6/2022 16:53

Plenty of buyers for every seller.

[sunshine today] 21/6/2022 16:46

JUGEARS21 Jun '22 - 12:36 - 7238 of 7239
St, would you like me to build you a podium to stand on,You can go & preach on the streets where some poor soul may listen to you.


The time to buy a house builder is as near to the end of a deep recession as possible.

Only clowns purchase at this stage of the cycle.

The city as a whole is dumping this stock as fast as it can, a constant wave to get out .

[ftir1] 21/6/2022 16:42

Oh dear

It looks like £1.20 is now resistance

[jugears] 21/6/2022 12:36

St, would you like me to build you a podium to stand on,You can go & preach on the streets where some poor soul may listen to you!

[baracuda2] 21/6/2022 12:31

Dont waste your breath engaging with the trolls, they will never agree to anything you post. Just let them post to each other, eventually they will go away.

[ftir1] 21/6/2022 11:55

"There's a hurricane coming for the world economy."


Buckle up

[sunshine today] 21/6/2022 11:52

Agreed everything pointing towards 60% off general share valuations

[ghhghh] 21/6/2022 11:46

buywell

What don't you understand about

HOW MUCH BAD NEWS IS ALREADY FACTORED INTO CURRENT SHARE PRICES?

Please please stop trolling about slowdowns. We all accept the market is slowing or will slow.

However there is no evidence to support the major (>20%) crash which current share prices are valued at.

[jugears] 21/6/2022 09:34

Fenner, there is now a WS transport that is owned by William Stobart, I own half a transport company but would never buy shares in one lol

[jugears] 21/6/2022 09:30

I'll give it 18 months before it goes bust or up for sale, not easy getting a mortgage on prefab or modular homes & not that cheap either.

[fenners66] 21/6/2022 00:39

I think this next snippet is more on topic...

"TopHat is delighted to announce that we will be building Europe's largest volumetric house building facility in a new, 650,000ft2 cutting-edge facility in Corby, Northampton. Opening in 2023, the new factory will capitalise on the success of our existing manufacturing facility in Derbyshire.
The new facility will bring together the latest robotics and TopHat's proprietary technology to manufacture and distribute up to 4,000 beautiful new homes per year. We will also create 1,000 new, green economy jobs across a wide range of roles and will be creating a training academy in partnership with local colleges.
TopHat homes are ultra-low carbon to build and run, significantly reducing living costs at a time of very high energy prices"

Now you could say its competition.
Or you could say someone is investing multi-millions in UK housebuilding opening in 2023 as they see it as a fantastic market.

Or you could spout on about the end of the world...

[fenners66] 21/6/2022 00:25

>Jugears

"Fenner, Stobart are now owned by Cullina."

Not that half the other half.... you've made me look it up now.
Eddie Stobart - the trucks went bust if I recall.

Stobart the other half were spun off own Southend Airport some company that burns wood pellets and not much else now.

5 years ago - actually almost exactly , so I got that right , the share price was 300p
Its now called Esken and is 9p
Its still not made a profit.
Ended its (then) bumper dividends and of course called on millions in cash from its shareholders.
Some said it was a guaranteed yield as they still had a massive stake in Eddie Stobart and could sell that and pay dividends for 5 years until profitable.
Best laid plans and all that.

Some called it at £3 as unlikely ....

I guess some might have arrived years later and wondered at say 12p ?

It would take a Captain Hindsight like there is on here to do that .

And before the troll starts another pointless attempt at arguing - my sole point of contention here is whether there was going to be a house price crash this year - to which I have clearly stated I believe that this calendar year will not see a crash.

Since prices are UP about 10% in 5.5 months they would have to fall 30% in 6 months to become a crash.
Latest "expert" estimate is growth moderates by the end of the year , that's still growth.

[jugears] 20/6/2022 20:36

buybadly & St, Are you both taking the same drugs?
Long term house prices going to rocket so expect bumper dividends in the future, short term pain, long term gain as they say.

[sunshine today] 20/6/2022 20:12

House builders panic to conserve cash.

So forget a divi much over 1% going forward.

[buywell3] 20/6/2022 20:08

A few points to note

1. On a good day for the FTSE100 all housebuilders had a bad day

2. Regarding the Isle of Wight

buywell has been using this as a price guide for the last 5 years

The reason being that many Londoners and retirees buy there as well as folks looking for second houses/holiday lets

And there are always a number of new builds both big and small going off

So in actual fact it is very good for price modelling purposes as it like a mini UK

------------------------------------------------------

3. Ref properties for auction on the Isle of Wight

A year or so ago the average number of properties for auction would be around 7 or 8

Today it is 20 of which 10 have price reductions showing

Over a 100% increase and now 50% with price reductions

The UK papers are doing a sterling job imo of missing exactly what is now taking place in the UK property market --- unless the editors are being told to tone things down --- do you think such a thing could happen ?


dyor