Taylor Wimpey Share Discussion Threads

[t-trader] 23/1/2024 21:41

Sikh is losing so much on TLY, he takes his frustrations out on the house builder threads as his jealous of us all holders making so much money on them.

TLY down another 7% today so he must be very sore indeed. TLY will be needing to raise capital shortly, but no doubt Sikh will be first with his hands in his pockets to keep it a float. Way its going he will be the out right owner one day.

[t-trader] 23/1/2024 21:36

Baracuda,

Definitely not AI

AI wouldn’t be stupid enough to invest in TLY

[baracuda2] 23/1/2024 20:40

I would love to know why sickinthehead is here, can someone explain it to me please. He has wasted a lot of his life posting the same stuff, in fact I'm beginning to think is he/she a person or is it AI.

[sikhthetech] 23/1/2024 20:24

CRST fy results.

After the recent profit warning..

Crest Nicholson sees house completions plummet and profits slump

[jugears] 23/1/2024 20:04

When, the NHS cut back no supplier is immune are they sikh??? but your quest continues over on the TLY thread when in reality the NHS go for the cheapest suppliers, I'm very sceptical how they will even make a bottom line on that £13 million contract win, On the other hand Tw continue to build, sell houses & make a profit!

[rwlly1] 23/1/2024 16:36

If so JUG, why are they not already doing so. What you have got at the moment is a Tory government sucking up to pensioners, frightened to upset their voters by letting property prices correct. You may see something different from a labour government.

[tlobs2] 23/1/2024 13:13

That's why TW are not focussed on selling entry level slim margin houses. As they have demonstrated over the years, there is plenty of money to be made at the premium end of the market.

Not sure why you think TW should build some small cheap houses when they clearly don't want to. They are not a charity.

[jugears] 23/1/2024 13:11

rwilly, why will it,you get more smaller homes to the square inch than you do affordable houses, then take in to account that a lot of non affordable homes are detached whereas affordable tend to be attached, I would say that the margins are about the same if you are building & selling them yourself, a lot less if you are building large volumes for third parties like VTY.Perhaps stick to milking cows.

[rwlly1] 23/1/2024 12:36

Building affordable houses will impact profit margins, which will in turn affect the share price. O and by the way we are about to have a change of government who may be more inclined to look after younger voters.

[fenners66] 23/1/2024 11:55

cestnous - tbf - most of the market moves of this share (and lots of others) are because of non-specific information.
Market sentiment , macro strategy etc.

The problem is when you get the likes of the resident troll and their like foretelling the end of the world and housing market crashes; for the last 6 years - that have not and are not going to happen - for the near term.

So endless repeats of drivel that never happened , or is having no impact or is now out of date, whilst not paying attention to what is happening around them in terms of supply and demand.

There are not enough houses in the UK

[cestnous] 23/1/2024 11:35

How come none of you muppets ever post any TW. specific information?

[rwlly1] 23/1/2024 10:59

tlobs2, Looks like you are one of the im all right jack brigade. But the only right way to help first time buyers is to build houses affordable again.

[rwlly1] 23/1/2024 07:26

Just another ploy to help sellers more than buyers.

[sikhthetech] 22/1/2024 20:35

Govn obviously learnt nothing from previous crashes, GFC.
More debt for younger generation.


Ministers’ 99% mortgage idea could overheat UK housing market, say experts
Scheme to support first-time buyers that would appeal to young voters reportedly being considered by No 10


"If approved, the programme would go even further than the 5% deposit previously required as part of the Help to Buy scheme – which expired at the end of March 2023 – under which the government provided assistance at a time when 95% mortgages were scarce."


"Other brokers warned that such a scheme could expose borrowers to unmanageable debts similar to those still carried by some buyers who were offered 100%-plus mortgages, worth more than the price of their home, during the 2008 financial crash."

“We still see so many people impacted and stuck on the old Northern Rock mortgages,” said Richard Jennings, the founder and managing director of Richard Jennings Mortgage Services, referring to the lender that was fully nationalised during the 2008 crisis.

“This scheme would undoubtedly offer protection to lenders, but what plans does it have in place to protect the borrower? A longer-term, sustainable and affordable model needs to be found to ensure future generations can continue to get on the housing ladder,” Jennings added.

[cupra kid] 22/1/2024 20:02

That was the UT

[tlobs2] 22/1/2024 19:00

Some large trades going through after the bell including a five and a half million buy at 146.7p :-)

[craftyale] 22/1/2024 15:50

Get in. Come on 150. 100k shares and counting. Give me that div. :))

[sikhthetech] 20/1/2024 20:15

Jugears,

The bears were already proven right. House prices did fall last year, demand did collapse.

"Right Move the houses for sale in my village are lower than I've ever seen, now less than half pre covid levels, & can't see any deterioration in house prices"

Can you provide links as evidence that there are now 1/2 the number of "for sale" properties than pre-covid?



Birmingham City council have declared themselves effectively bankrupt with loss of hundreds of jobs. There would be a follow through to other councils and impacting towns and villages around there.

[sikhthetech] 20/1/2024 20:09

Jugears

"Actually hb's cut production at the beginning of last year in anticipation that there would be a slow down"

That's the point, the HBs proved you wrong. You were claiming that they haven't slowed down, business is busiest ever. Your claims were false.


"why build more & sell for less when you can get more later? IMO the hb's have pulled an ace card cutting production which will have much greater rewards later."


That's the point. HBs are claiming that it's planning which is preventing them from building more, whereas it's the lack of demand and attempts to keep house prices high. What you're describing is a cartel. The govn or CMA need to do more to end the cartel.

[jugears] 20/1/2024 19:58

Rwilly, the hb's certainly seemed optimistic on my last site visits before Christmas, just looking at Right Move the houses for sale in my village are lower than I've ever seen, now less than half pre covid levels, & can't see any deterioration in house prices other than a few In the 650k category, what will sikh & st be right about anyway?

[rwlly1] 20/1/2024 12:40

Well JUG Unless you are ill I would have thought so.

[jugears] 19/1/2024 21:43

Rwilly, will I still be alive if that happens?

[baracuda2] 19/1/2024 18:41

Rwilly filtered