Taylor Wimpey Share Discussion Threads

[kreature] 25/6/2024 06:49

Uh oh,
Vistry trading update 9th July
Barratt trading update 10th July

[beckers2008] 24/6/2024 11:57

K,
You don't remember very well, your not a Goldfish, are you, lol!

""Baeckers2008 - 14 Jun 2024 - 13:53:16 - 18194 of 18243
If you think that 5.25% is near to 6% in the BoE environment and the impact that 6% would cause shows me that you are clueless and as much a village idiot as Sikhthetech.

Remember my Statement...
BoE base rate at 6%
Absolutely no chance.

Q3 24 - BoE base rate to reduce.

Tw. Earnings to increase in 2025.""

[kreature] 24/6/2024 09:49

Becks, you might want to focus on the share price? And interest rates at highest level for 16 years. Thought you said they would be reduced in June ?

[gbh2] 24/6/2024 08:13

Added to my long list of Rubbish purveyors:

Julietrades 23 Jun '24 - 20:42 - 18238 of 18239 (Filtered)

[kreature] 23/6/2024 19:45

Just noticed Psn is above 1149. Shocking really. Is the maker regulated ? Guess he must be?

[beckers2008] 23/6/2024 14:06

Like the nutter who shorted PSN at £11.49 on November 10th, 2023, lol!


""Kreature - 10 Nov 2023 - 08:25:58 - 4893 of 4916
Well I'm shorting the lot PSN, BWY, RDW""

What a nutter, lol, just lol!

[kreature] 23/6/2024 10:03

The unfiltered ‘nutters’; said this would be 180p.

[gbh2] 23/6/2024 08:16

Hungry dog - imo TW have the best market position, re diversity and location and pricing.

PS The problem with Filtering the nutters, unlike myself, some folk cannot resist taking a quick look at what the Filtered nuts are posting, for me once Filtered they may as well be dead :)

[kreature] 22/6/2024 21:16

Rebranding “fleece-hold” so the reader thinks it applies to leasehold ?

[beckers2008] 22/6/2024 16:51

Doggywirthabone,

You should look at some of my posts where I back up with research that Taylor Wimpey are the most compelling investment in the house builder space.

DYOR.

[jugears] 22/6/2024 15:04

Bonedoggy,probably because Tw are the best hb.

[kreature] 21/6/2024 20:53

Ouch, £90k. I guess it’s only free money that could have gone to a charity?

[kreature] 21/6/2024 20:43

So if interest rates will be cut in August, is it best to delay buying a house until then ? Yet another reason for not buying a house now ?

[kreature] 21/6/2024 20:35

Help to buy , or help to enslave in decades of debt for hutches under estate management ? I’d rather live on a boat

[beckers2008] 21/6/2024 17:08

DvD,

Yeah, yeah, blah blah but shorts not increasing here, TW.

I have consistently said TW. Are the most compelling investment in the HB space.

""DanVanDan - 08 Apr 2024 - 09:12:56 - 28156 of 28224
Chart has broken through the support line. Nothing to stop this falling to the 100-110p area now. Interim divi ex date was 28 March, so a lot of short-term holders seem to be exiting. Just an observation; no need for people to get hysterical on here. I am short here -- full disclosure -- happy to see things going my way. 110p is my target price. No reason for alarm from people who intend holding for ever though." END.

Oh dear, your later to the party than Kreature(JS), it called it wrong on 10th Nov 23.

'Your happy to see things go your way' on 8th April, lol!
Your making a fool of yourself talking BS and you called it wrong, lol!

Another classic mug-punter with Zero Credibility, lol, just lol!

[danvandan] 21/6/2024 16:08

Shorts increasing on Crest and Barratt in today's FCA disclosure. Barratt in particular is now being shorted in a big way. Only positions above 0.5% of the company's shares are required to be reported - undisclosed positions could be significantly higher - today's reported shorts account for 3.56% of the company's shares. Qube Technologies have just disclosed their short on Barratt at 0.52%. These positions are being taken ahead of Barratt's next trading update on 10th July. The hedge funds anticipate more bad news, in line with recent results from Crest, Bellway and Berkeley. I expect the whole sector to take a dip. TW's turn comes at the end of July month.

Barratt's shareprice is already down 16% from its recent high in January. TW has a lot of catching up to do with its peers and is only 5% off a two-year high despite the same downward earnings prospects.

[beckers2008] 21/6/2024 15:03

Sikhthetech,

At least 30% pay cash for their properties in the UK and those remaining have less than a 95% LTV ratio.
As your always banging on about an affordability crisis, lol!
Please provide a breakdown of the figures because you seem to imply that you know every individual's debt value, lol!

Now, when is your each and every year's (for the last 6 years) house price crash gonna happen?
Lol, just lol!

[sikhthetech] 21/6/2024 13:51

Dan,

Re Help to Buy.

I believe the scheme was toxic. Apart from the interest rate, it opened the door for HBs to make money from onerous ground rents by selling properties as leasehold. The Tories have been trying to backtrack on leasehold etc but it was them who introduced the scheme. HBs manipulated the scheme.

Inflation severely impacted those on the scheme. Whoever wins, I believe there will be toxic loans appearing.




sikhthetech - 09 Aug 2023 - 13:21:09 - 15139 of 18224
<...>
Not forgetting Help to Buy scheme, which I'm saying was toxic.

5 years interest free loan followed by CPI linked interest.
The govn never imagined CPI would reach 10%+ when they introduced that scheme, did they?

PPI mk2


sikhthetech - 28 Sep 2023 - 12:11:16 - 16070 of 18224
<...>
The govn should not interfere into the market.

All the govn do by interferring is to make things worse. Take the Help to Buy scheme, HBs made hundreds of millions from the scheme, it helped push up house prices but it's toxic now that inflation is high.

[danvandan] 21/6/2024 13:40

SunshineToday, you make a good point. The reason that the shareprice is narrowly range-bound over many years is that the firm's equity is paid out in dividends, which is of course right and proper. TW is a simple business that builds houses, makes money and pays it to shareholders. But when that money stops coming in, the shares devalue because there is little intrinsic equity.

At the moment though, the shares have been inflated beyond that formula. A year ago, the firm reported poor results but said that everything was ok, because things could only get better. Six months ago, we got the same message, relying on predictions of lower mortgage rates and a return of buyers to the market. The investment community does not have boundless patience; I suspect that this third profit collapse will be a turning point and the shares will begin to reflect actual earnings. So far, the shareprice is defying financial gravity.

[danvandan] 21/6/2024 13:30

Excellent piece in the Guardian today:



How a disastrous Tory policy blew up the housing market

[beckers2008] 21/6/2024 12:12

sT,

Not if your average was £1.03 having purchased at 86p!
See the share price is holding above £1.40.

As I have consistently said TW. Are the most compelling investment in the HB space, shame some village idiot didn't take my advice, whilst losing their shirt on the dog TLY, lol, just lol!