Taylor Wimpey Share Discussion Threads

[jugears] 07/7/2024 17:15

Starting to look a very good place to be, I can see £1.80 looming on the horizon in my christal ball, this is not a sector I would want to he short in,but then surely know one would be stupid enough to be short here would they????, I mean know one is that thick are they????

[craftyale] 05/7/2024 11:59

Every penny is over a thousand pound gain. Go TW. Roll on the div.

[beckers2008] 05/7/2024 11:33

Seems I was correct, nothings changed there...

""Beckers2008 - 16 Nov 2023 - 09:49:29 - 4929 of 5592
k, sT, U, Sikhthetech,et al,

In case you missed it, the normal idiotic posts from mug-punter 'Sikhthetech' lol!

"UK house prices suffer first annual fall since 2012"

The village idiot is going to print, to prove it's self a village idiot, yet again lol!

So not since 2018, lol!
Only 5 plus years wrong, lol, just lol!

BoE Base rate at 6%?
Absolutely no chance."" END

So, are BoE Base rates gonna hit 6%?
Come on trolls answer the question?

[sikhthetech] 05/7/2024 11:26

Jugears

Why did HBs cut the number they were building? Was it for fun or lack of demand? Why was there lack of demand - due to affordability, as I and others consistent assertions?

At the time, you were claiming HBs were busy as ever and there were no plans to reduce number of builds. Wrong.

Completely different from your claims, isn't it?


TU - Apr:

Teams working hard.
market uncertainty
affordability
assuming supportive market conditions


"While we are mindful of ongoing market uncertainty and affordability challenges, it is pleasing to see continued market stability supported by good mortgage availability and sustained customer confidence. Our teams are working hard on the ground to support our customers through the buying process, underpinned by our strong marketing strategy and the quality and location of our homes, which are driving good levels of interest.

Looking ahead, we are confident that we have a strong and resilient business supported by a high-quality, well-located landbank. We remain focused on driving value and investing in the long term sustainability of the business, and we remain on track to deliver our guidance for 2024 while ensuring we are positioned for growth from 2025, assuming supportive market conditions.""

[jugears] 05/7/2024 11:11

Sikh, Did hb's really cut production to meet demand or to meet demand they thought they would have????, not one has mentioned in any of there Tu's that they have struggled to sell any of those houses that they built, talking to people in the industry recently & several have mentioned that they could sell more if management allowed them to build more,I think Hb's have just taken a very cautious approach that seems to be working extremely well, There will not be a state owned house builder under any circumstances, the cost to set up would result in extreme backlash, I can't see labour operatives working for a low budget organisation for lower wages either, not everyone wants an affordable home, my friends in the industry were telling me only last week that 3/4/5 bed houses are in demand at the moment, we are limited to the number of houses we can physically build in this country & even more limited in being able to build enough houses for those that can afford a house so why even bother about building cheaper houses, that is what housing associations do, there is also a risk of over supplying the so called affordable housing market, although to me affordable would be £100k,but something we will never see!
How do you know the thousands of people coming of fix rate mortgages wont be able to afford rate hikes? everyone has different circumstances, I agree some may be affected but a long way of all people! Perhaps your clouded judgement is holding you back??? you would have been much better selling TLY @21p when I suggested & putting the money in to RR which I think should easily make £6 by the end of next year.

[sikhthetech] 05/7/2024 10:57

gbh

"Reform never had a chance, those that voted reform do not understand how our electoral system works."

That shows your lack of understanding.
Yet again, you completely miss the point.

UKIP/Brexit Party were never going to win yet it shook up the Tories and led to the Brexit referendum, didn't it?

Reform gained huge numbers, even if they only won a couple of seats. Labour will have to listen and answer to Nigel Farage directly, as he is now a MP. No more ignoring him.

[cupra kid] 05/7/2024 10:49

There's a distinct smell of desperation in the air again.

[sikhthetech] 05/7/2024 10:43

The Tories also wanted to build more homes. Yet it was HBs who reduced the number of builds due to lack of demand because of affordability. If demand was there, why didn't HBs build more?

Labour want to build significantly more than the Tories did. HBs will have to build more or the govn will have to take drastic action, eg a state owned HB company. a windfall tax on current HBs would help set one up.

Pointless building significantly more homes without addressing affordability and the rental market. Affordability by lower house prices or significant help for potential homebuyers, maybe interest free loan for FTBs (like H2B).

If you increase supply without demand then what happens to prices????

Those hundreds of thousands coming off 2-5yr rates facing huge mortgage interest hikes
also need addressing.

[laurence llewelyn binliner] 05/7/2024 09:47

House builders should be 1 of the bigger winners from the Labour manifesto pledges to increase numbers built by many multiples, how they do it is yet to be seen and measured, but the sector will will be a beneficiary and with an interest rate cut 01st August possible, we are in the right space/time.. :o)

[jugears] 05/7/2024 09:23

He certainly looks a C--T today lol, interesting to see that house prices are staying high due to lack of supply! These IMEO have always been very undervalued & I see no reason why ,they a huge valuable land bank with planing & an even bigger one waiting for planing, the markets already expect lower sales & short term lower profits so there is no reason whatsoever for these to be less than £1.80 now & that is excluding any recovery news.
I think the market may also have woken up & realised that these are now great value recovery stocks, certainly the most under valued sector in the ftse!
I do hate to see people loose money, but if you short shares you are nothing short of a gambler & deserve everything you get, IMO the scum of the investing world!

[cupra kid] 05/7/2024 09:02

Look what's happening at CRST since DVD told us all that the shorts have increased massively lol.

[jugears] 05/7/2024 08:59

I wouldn't want to be short here!

[gbh2] 05/7/2024 08:26

Reform never had a chance, those that voted reform do not understand how our electoral system works.

[jugears] 05/7/2024 07:36

I wouldn't be surprised to see a cut in interest rates at the next meeting.

[cupra kid] 05/7/2024 07:17

Stock market seem to love it Jugs. What a time to be short, ouch!

[jugears] 05/7/2024 07:10

I've never been a Labour supporter but have to admit that it is now time for a change, conservatives made two huge mistakes, getting rid of Boris & then choosing Sunak( I won't mention Liz Truss, Sunak was never voted in by the British public & Imo never would have been,announcing national services will have cost them severely, at least the markets seem happy.

[beckers2008] 04/7/2024 20:41

C,

Just in case DvD doesn't know...
No notifiable short positions here at TW.
Do you think DvD understands this is a TW. BB, lol, just lol!

[cupra kid] 04/7/2024 19:30

Just for transparency for the other readers: BDEV, 2 shorters have recently increased by 0.17% total. 2 shorters have recently decreased by 0.14%. DVD forgot to tell you all about the two that have reduced their short, I wonder why?!As for crest since June, 2 have increased by 0.24% and again 2 have reduced by 0.04%. Hardly ground breaking news for anyone at TW.

[danvandan] 04/7/2024 17:07

Shorts increasing on Crest Nicholson as well as Barratt. That's two of the listed housebuilders with big short positions against them.

[danvandan] 04/7/2024 17:04

beckers, you're boring, wrong, a bit thick and have already been outed as a fraud by sikh. As jugs has suggested, you're no longer part of the conversation.