Taylor Wimpey Share Discussion Threads

[ftir1] 08/7/2022 14:54

Bojo is an educated liar

Where as Beckers certainly isn't educated to that level

[diku] 08/7/2022 14:53

So is Bojo...

[ftir1] 08/7/2022 14:52

Lol

Careful Beckers is educated to degree level you know.

Lol, just lol

[sunshine today] 08/7/2022 13:50

New low as the market is just beginning to grasp the magnitude of what’s in store.

Turnover will fall and profits margins will disappear.

Land equals a liability

[sikhthetech] 08/7/2022 13:47

MickinVest,

Agree. Apr onwards...



sikhthetech20 Feb '22 - 15:26 - 5884 of 5899 Edit
<...>
When the housing market crashes, no HB is immune from the crash. Likewise, listed HBs are not immune from stockmarket falls or movements.

Govn support, provided during pandemic, has ended. Repossessions which were stopped during pandemic are legal again.
Around 30k homeowners in severe mortgage debt.
Inflationary pressure, interest rate rises, NI rises, Council tax rises, energy price rises all impact affordability.
;-)

[beckers2008] 08/7/2022 13:22

Sikhthetech,

Stop spouting the same old BS, the fact remains house prices did not crash over the following 2 years you said they would. Proven fool!

You have Zero credibility and you are an idiot, lol, just lol!

[sikhthetech] 08/7/2022 13:18

gh,

I've countered bull points. You mean "in depth" analysis like the rampers do???

Before the previous crash house prices should fall 40% when others were saying no crash. In 2020 my opinion was the TW share price would go to 100p in Q4 2020. It did.

Ad tech. Last year my opinion was there was an ad tech bubble and it will burst. It did.

What happened? Bitter desperate trolls out to prove it didn't happen. lol

Watch the supply increase and the demand decrease based on the comments I've previously posted.

;-)

[beckers2008] 08/7/2022 13:07

ghhghh,

I see Ftir1 has risen to the challenge, lol, another trolling idiot, lol, just lol!

[rwlly1] 08/7/2022 13:04

JUG You do talk some bull at times, if interest rates had stayed above 3% where they should have been. Property would have been about 25% less than it is currently, and builders shares would have been far less. Labour left the country with approx 500 billion of dept, it is now over 2 Trillion, four times as much.

[ghhghh] 08/7/2022 12:34

s Eh?

I'm always interested in contrary opinions. I'd rather read bear arguments than bull before buying. I want to find out if I've missed anything.

I'd be interested in reading yours if you ever posted something of substance.

Just saying house prices will fall 40% is vacuous nonsense unless you can explain, in depth, why?

[sikhthetech] 08/7/2022 12:33

Jugears.

Exactly.

Plus he caught covid and was in hospital for a few weeks.

I think a lot of politicians would have struggled or had a breakdown.

Boris attended his birthday party, which I suspect he was persuaded to do.
However, he lived at no 10 so it was at his residence. He also attended a gathering in the garden of his residence, which was allowed.

Starmer also attended a gathering but outside his home. Sunak also attended the gathering at no10, which was not at his residence.
Crucial difference between them.

[jugears] 08/7/2022 12:20

Sikh, dont die of shock but for once I agree ref Boris, if anything his time in power has been challenging, I am not sure any one would have done it any better, it is a shame that a lot of time money & effort has been put into his demise, that could have been spent getting on & doing what they are paid to do & that is running the country!

[sikhthetech] 08/7/2022 12:10

ghh,

What part of the word 'solely' don't you understand?

It's an analysts' opinion. They might comment on something which you have missed but it's no different to having a thread with reasonable discussion on bull and bear points.
So far rampers haven't made any points which I haven't already considered and dismissed.


If bull points can be countered then bear case is stronger.
If bear points can be countered then bull case is stronger.


Before the previous housing crash, I saw similar comments and dismissed them, quoting my 40% house price crash, peak to trough and not all areas will see similar falls....
I'm predicting similar this time.

[ghhghh] 08/7/2022 12:01

You have to be naive to base your research solely on brokers. It's an analysts' opinion. Brokers are like sheep, they will follow each other eventually...

Don't be daft. It's interesting to find out their reasoning, especially if it contradicts my analysis.

This obviously doesn't apply to you!

[sikhthetech] 08/7/2022 11:58

re Boris Johnson. He got things done but his style doesn't suit the establishment...

I voted remain so was opposed to Boris but I accepted the decision of the public. Boris got it sorted. Likewise Vaccine and support for Ukraine.

Brexit closely followed by biggest pandemic in 100yrs and if that's not enough, war in Europe against a with nuclear weapons.
All within 3 yrs - that's a huge amount for any PM.

Too many ditherers and backstabbers in government.

[beckers2008] 08/7/2022 11:52

“Despite the challenging inflationary backdrop and global supply chain issues, house price inflation is continuing to offset build cost inflation,” said Dudley Shanley, an equity analyst at Goodbody.

[sikhthetech] 08/7/2022 11:49

ghh,
"I'm intrigued why MS are so out of kilter."


You have to be naive to base your research solely on brokers. It's an analysts' opinion. Brokers are like sheep, they will follow each other eventually...

[jugears] 08/7/2022 10:52

My timber costs alone have increased 125% since the start of covid, but we are still working flat out! prices are stabilising now though & in a lot of cases coming down. IMO we have seen building materials prices peak.

[sunshine today] 08/7/2022 10:30

Just been in my local pie shop and had a chat with a boss of a large company that runs a pumped screed company .


His very words

My costs and prices have gone up 38% this year to date.

It has not helped us at all and will kill the industry.

[ftir1] 08/7/2022 09:16

Agreed Boris is awful.

We need another Margaret Thatcher to see us through the tough times ahead.