Taylor Wimpey Share Discussion Threads

[jugears] 17/1/2024 22:08

Lol oh lol

[cupra kid] 17/1/2024 19:29

It could be worse, you could be heavily invested in TLY.

[jugears] 17/1/2024 17:50

Prices always rise prior to Christmas.
Rwilly the problem there is that only enough houses come to the market to fill the needs of higher end earners where wage inflation is irrelevant, my friend was saying on Friday night that he has started to see house prices rise in some parts of the Midlands due to low volumes coming to the market still. Imo flat is better than rapidly rising which will happen if we don't build more houses

[gaygay3] 17/1/2024 17:19

inflation up a little caused by Mr Hunt when he put the tax up on tabbacco in the budget

[rwlly1] 17/1/2024 16:48

Oh dear you bulls are deluded, house prices will be relatively flat for the next 10 years or so while wages catch up with affordability.

[jugears] 17/1/2024 13:13

Tlob's, lol, more likely they didn't have time to calculate it properly having just come back to work last week after there 2 week Christmas holiday, I mean a tenth of a percent is neither here nor there.

[tlobs2] 17/1/2024 11:52

Martyn9, Sly News let it creep out earlier that the increase in inflation was down to an increase in tobacco taxation this month!

Seeing as neither of us smoke our inflation rate is significantly lower :-)

[jugears] 17/1/2024 10:20

Extremely unlikely I would think, as I expected inflation has ticked up very slightly,not really surprising when all the shops raise their prices in the run up to Christmas & with a near 2 week shut down for Christmas I would expect that it would have been Extremely hard for the ONS to collect accurate data, it is also extremely difficult to accurately calculate inflation it could easily be out by .25% either way, I suppose when it falls back next month as I expect it will as most discounts come in January,that that will be a surprise as well!, I still expect rates to fall around the end of march.
You have to laugh really, all my shares are down today & every single one will be back up tomorrow, you do have to ask the question as to what has changed since tw shares fell below 89p? absolutely nothing is the answer apart from the share price has risen nearly 60% & I have had three fantastic dividends.

[kreature] 17/1/2024 09:46

Back towards a quid ? Or sub a quid ?

[jugears] 17/1/2024 09:18

Inflation was never going to fall in a straight line & imo will never go back to 2 percent & yes typical market over reaction, I'm surprised sickly hasn't been telling us about Ibstock today .

[martyn9] 17/1/2024 08:28

Inflation up a tad and market overreacts!! short lived drop imo.

[jugears] 17/1/2024 08:09

Sickly over thinking again!

[tlobs2] 17/1/2024 07:18

It looks like sikhthetool was struggling to avoid this BB again last night.

He has been proven over the years to be an idiot so many times by so many posters is it any wonder so many people detest the clown, even when he is filtered but just clogging up good threads.

[sikhthetech] 16/1/2024 21:44

Huge debt causing problems.

As predicted, councils going bankrupt.
Job losses and will impact many services.




sikhthetech - 05 Sep 2023 - 17:09:06 - 15636 of 17415
There you go, debts building up...public and private...

Birmingham City Council effectively bankrupt.

No more non-essential spending.... no more new spending...
That'll include housing, new builds.


I expect more councils to follow.

[sikhthetech] 16/1/2024 21:14

One of biggest problems with declining cash, declining demand and therefore the need to conserve cash is when the housing market picks up, they could have a lack of cash/resources to take advantage of any significant surge in sales.

The longer the downturn the harder it would become to have the resources in place to seize the opportunity the upturn presents.

[sikhthetech] 16/1/2024 21:10

clarky5150,

That is the point I and others, inc Rwlly are making.

Demand has slowed, hence why the HBs reduced number builds. That is down to affordability.

One of the reasons given by HBs for not building enough is planning laws. That is just a feeble excuse because the real reason is there isn't enough demand due to affordability.

There is a huge debt crisis affecting international govn, local authorities, businesses and individuals.


Why do HBs say to the govn that it's planning laws and not lack of demand?

It would be good if the CMA's investigation into HBs concludes that there needs to be tighter regulation of HBs.

[jugears] 16/1/2024 14:12

rwilly, some people have different aspirations as to how much a house is worth, people will always try for more if they can get it, very few houses listed ever achieve the list prices in good times, whether or not older houses are selling for less, new houses are not.

[rwlly1] 16/1/2024 12:36

Not trying to de-ramp, just trying to bring some balance to the conversation.

[tlobs2] 16/1/2024 10:27

rwilly your feeble attempts at de-ramping are childish and laughable.

Look at the fundamentals of TW. Loads of money in the bank. A huge land bank oh and are profitable. And added to all that is a shortage of houses in the UK. So that's the long term future sorted out.


In the short term you have Marshall Wace and Qube Research both with pretty significant short positions to close. That should drive the price up as it has whilst Marshall Wace have been doing throughout December. Take a look at the chart for the last three months or indeed read the most recent trading statement if you need any more clarification ;-)

[clarky5150] 16/1/2024 10:09

'rwlly115 Jan '24 - 20:43 - 17404 of 17408

This jump in house prices in January is asking prices, which is completely different to selling prices. I do know in my area which is south Cheshire the only houses that are selling without a deep discount, are the ones that are priced sensibly in the first place.'

Did you actually read this back before posting???
'The only ones selling are the ones priced sensibly'..
Does this not relate to any given commerce scenario?
There cannot be a constant feeding frenzy or inflation would explode.

Supply & demand is a simple enough concept. It works both ways. Demand currently has slowed due to a spike in interest rates which most now perceive as high (due to a decade of falsely low interest rates) hence the supply of available properties becomes more abundant and there is a shift from a sellers to a buyers market whereby the purchaser has more choice and a stronger bargaining position.
This will at some point reverse again and so the cycle continues.

The big builders have all changed their business models to more suit the rapid pace of the modern financial world.
Developments are now ticking over to maintain the flow of new builds perceived marketable by the people who steer the ship.
This should not be mistaken as a company in trouble but seen as quite the opposite. A company that understands supply and demand and has created a business model which can spool up and down quickly to meet the current financial playing field. The Credit Crunch taught some valuable lessons.

Hope this helps....

[rwlly1] 16/1/2024 07:11

Jug You need to get to bed if you are tired.

[fenners66] 15/1/2024 23:12

You do know the statistics for January sales have not even generated the data yet , its only the 15th of the month !
Let alone collated and translated into a gain loss or otherwise?

[craftyale] 15/1/2024 21:11

Looks like a further purchase of 4+ million after hours. Could see yet another reduction in the short.