Taylor Wimpey Share Discussion Threads

[jugears] 07/2/2024 07:46

Bdev have made an offer to purchase Rdw, could be an interesting day.

[kreature] 06/2/2024 16:52

You guys do realise about the freeholds on new-builds having uncapped management fees right ? Less rights than leaseholders apparently?

hxxps://forums.moneysavingexpert.
com/discussion/5807968/taylor-wimpey-service-charge-on-freehold

[kreature] 06/2/2024 16:25

But mortgage rates ticked up all over the place today, and next to no-one has got any money food, never mind a new build using the word freehold liberally, given the estate management fees

[tlobs2] 06/2/2024 11:34

The construction industry is poised to undergo significant transformations in 2024. As we prepare for a rebound from the economic slowdown, it’s paramount to grasp the forthcoming changes and their implications.

The UK construction sector is predicted to witness renewed growth, fuelled by an upturn in consumer and business confidence. This growth will be supported by trailblazing trends and innovations like Construction Management Software (CMS), 3D printing, sustainability, and continued adoption of automation.

[gbh2] 06/2/2024 09:49

fenners - the Trolls help keep the TW thread at the top of the ADVFN BB thus attracting new viewers, possible investors, other than I have to admit they're pretty useless once Filtered :)

[sikhthetech] 05/2/2024 15:17

Jugears

"are you really still harping on about that reat that was forced to sell at short notice ?"

Were properties sold for 40%++ loss, peak to trough? Yes.

The reasons for the 40% loss, peak to trough, is completely irrelevant.

Like I said in my previous post, you'll obviously move the goalposts because you don't like evidence.


Btw, I see you and your mates are quiet re TLY. Is that because they are up 15%???
Again, doesn't suit your agenda. Only mention them when they going down.

[fenners66] 05/2/2024 15:04

Its just trolling you Jugs

[fenners66] 05/2/2024 14:41

What a sad troll, in the old days they used to wait under a bridge. Some things have not improved

[spawny100] 05/2/2024 14:02

2-4% is just noise.

[jugears] 05/2/2024 13:49

Looking at Lloyds share price over the last 10 years they haven't really got much right have they? but 2-4% is unnoticeable & a very very very long way of your 30/40% peak to trough isn't it, but the word likely is not WILL or WONT is it ? I can almost guarantee we will see a smaller housing market this year, only this weekend my friend was say how few houses are coming to the market & I don't see hb's rushing just yet to bump up production to full capacity until rates fall when we will see a much bigger demand, I am more than happy to be jogging along where we are for now, no point in saturating the market, the need for that will come later with exponential profits & dividends to come IMO the housing market is doing just nicely at the moment as I expected it would do, I'm sure some idiots on here really did expect tw to be crashing below the 80p's, not a chance & never was, hence why I bought a substantial amount at 89p, Happy Days!!!!

[sikhthetech] 05/2/2024 13:00

Big mortgage lender, Lloyds, expects house prices to fall 2-4% this year.


"as we begin 2024, consumers are feeling uncertain. Inflation, war, and geopolitical uncertainty dominate the narrative, while interest rates remain high and real incomes remain low. "

"The squeeze on available cash and uncertainty that consumers are facing will both likely moderate the price potential homebuyers are willing to pay for a property at the moment. This will result in a smaller housing market in 2024, and we expect house prices to fall between 2% and 4% this year."

[cupra kid] 02/2/2024 16:19

Following the US data.

[baracuda2] 02/2/2024 15:50

Usual afternoon plummet in the SP, is it my imagination or does this pattern happen every afternoon

[cupra kid] 02/2/2024 11:30

Sikh, you've missed a crucial point in your post about the BoE Governor, I wonder why?He said that they're expecting inflation to continue to come down to meet their target however they then expect it may rise again. Sikh just posts, inflation going up later this year. Laughable.

[jugears] 01/2/2024 16:53

sikh yes exactly as expected, so why bother posting something we all new & know? I'm not expecting rates to fall until at least the end of next month. out of interest I wonder how much those two have in there savings accounts?

[clarky5150] 01/2/2024 10:42

Banged our head on that pesky 150 ceiling a few times now. Nice recovery from the mid January pressure of the economy not behaving quite as anticipated. Back up now to the top of the trading range on no sparkling news.
Hopefully once we crack 150 and cement it as a floor we can move back into the 150-180 trading range that we were ensconced in for a good while pre-Covid. An assault on 230 being the target once upside returns to the cycle.

[jugears] 31/1/2024 19:25

As we know the London market has been battered due to highly inflated prices for years, I mean who would by a 5 million pound house when you could by the equivalent size in say Leicestershire or Nottinghamshire for 350k & probably get more garden & a better view???? but I note that these are mainly flats not individual properties, these are usually(from my very extensive Knowledge) built by contractors for a third party, a lot of contractors have come unstuck in London, due to the cost of building there & logistics, unfortunately if a builder goes bust & there have been plenty in the last 18 months then developments will come to a stand still, its a lot harder trying to sell a block of flats than it is individual houses on an estate, due to the extremely low volumes of new houses being currently built I don't think many hb's will struggle to find buyers for houses, mortgage rates are plunging & very few older properties coming to the market which all bodes well for house builders, I note that the second staircase was mentioned, unfortunately this new rule came in after many developments had started & has delayed a lot of apartment developments across the country due to uncertainty & cost, these are are built on fixed price contracts, also not mentioned is that weather has hugely delayed developments across the country since September.Of course typical pay as you read rag doesn't list these supposedly 61 developments but I am 99.9% sure they are not houses but flats!But at least they admit the fact that there is a severe housing shortage & its not just London its across the whole of the uk. Interest rates are likely to start falling imminently & I see huge profits coming here in the next 5/10 years, so glad I didn't follow market sentiment & erroneous news flow & a very very well done to all hb's that cut production by 30% plus last year,That is TOTALLY how a company should be ran!!!! always best to stick to well managed companies that know there costs impeccably & know what they are doing, IMEO.

[sikhthetech] 31/1/2024 16:44

As expected, ghost developments. 6000 incomplete houses across 61 developments.


Over 6,000 incomplete ‘ghost houses’ across London as property market takes downturn
Half-built homes abandoned at a time of severe housing shortages across capital


"Thousands of homes under construction have been left abandoned at stalled “ghost housing developments” across London as a result of last year’s sudden downturn in the property market, the Standard has learned.

At the year end, construction work at 61 house-building sites where at least 20 homes are due to be completed had been halted with the gates padlocked. Together they accounted for just over 6,000 half-built homes at a time of severe housing shortages across London."






sikhthetech - 24 Oct 2023 - 21:28:41 - 16619 of 17471 Taylor Wimpey
Watch out for the ghost developments coming...

HBs will have to reduce the price and/or increase incentive. Either will reduce margins.

[fenners66] 31/1/2024 14:50

from the DM:
"House prices rose at their strongest rate in a year in January, according to the latest figures from Nationwide."

No surprise there then, except for the trolls of course...

[1carus] 31/1/2024 12:08

Creeping upwards. Nice!

[gbh2] 31/1/2024 09:38

Winter months have never been a popular time for house moves, IF winters start getting warmer/dryer I suspect more and more folk will consider moving/buying.

That said - TW doing well in my portfolio, the winter purchases adding to profit and the next rounds of dividends to look forward to.

[craftyale] 30/1/2024 20:43

It's time we moved into the 150s