Taylor Wimpey Share Discussion Threads

[kreature] 24/7/2024 13:59

Whilst you guys try to justify your existence, I’ll go and take a look at a TW site to see how quiet is, or (for balance) how busy it isn’t. Will report back later. ATB

[beckers2008] 24/7/2024 13:04

K, DvD, Sikhthetech,

Whichever way you look at it, the market has gone against you, in other words, you have called it wrong.

DvD, short, wrong at £1.335
K, short, wrong at £1.095
Short traders, the good ones, set up stop-losses at usually 15%.
This tells me that both of you are telling porkies, DvD broke through 15% and K's crashed!
You are not traders, you are trolls and not very good emotional ones, lol!
Sikhthetech, lost it's shirt back in October 2018 and can't let it go, bleating ever since, lol, just lol!

[sikhthetech] 24/7/2024 12:59

Jugears
"They were busy at the time & so was my company"

You're digging yourself an even bigger hole and sounding even more desperate.

You claimed HB/sites were busy, you busiest ever in 40years but only cpl weeks later HBs said otherwise. Are you now claiming things got worse within days??? Really?

So who lied, you or the HB's execs?


It's like your recent claims of being busier now you're retired. Yet you still write long posts and still reply within minutes....
You're full of BS...

[kreature] 24/7/2024 12:12

Council tax should double to help pay for more free hutches for everyone with drug and alcohol addiction. Just a policy I thought of that might help here.

[kreature] 24/7/2024 12:08

Best way to get a tw house is to get one via the 11.5bn gov Affordable Homes Programme, where by you ensure you have ef all and pay ef all.

[danvandan] 24/7/2024 12:04

Well guess what, sales have declined. Keep on lolling. Next Wednesday's H1 report will make interesting reading.

[jugears] 24/7/2024 11:59

They were busy at the time & so was my company, They decided to cut production IN CASE sales declined not because they had!!!!! LOL oh LOL
Becks Ive been looking at prices for second hand houses in the midlands & a lot are higher than the Covid peak? so not all doom & gloom

[danvandan] 24/7/2024 11:51

Busy as far as jugears can see... Maybe he should take those rose-tinted glasses off. Absurd that jugears thinks that it's a great achievement that TW is selling what it has built. I hear that they are having to spend on buyer incentives and if Barrat's results are any indication, selling prices for new builds have come down. Barratt reported just a couple of weeks back that their selling prices have fallen 6% for sales this year.

Regarding plans to sell even fewer houses, what if TW decided to build just a thousand houses next year. Still a good share? What if it's just 100 houses? Still good? What if it's just one house?

The fact is that TW generates low quality earnings - if it doesn't build a lot of houses, the business has little value. The landbank's value will also be severely reduced by the government's plans to force councils to make building land available for housing.

The trajectory for earnings is heading in one direction right now; down, down, deeper and down.

The shareprice has been hyped up by talk of a housing boom, and is now close to a two-year high, while earnings are plunging into an abyss.

[beckers2008] 24/7/2024 11:51

Jugs,

New builds are performing better price wise than second hand homes.
Wimps are managing their cash flow very well and all metrics will improve going into 2025 and further in 2026, including the all important margin.

[sikhthetech] 24/7/2024 11:33

Jugears,

"the hb's were busy two years ago"
You claimed HBs were busy, you busiest in 40years etc just a couple of weeks before they said they have reduced number of builds. The fact is your claim contradicted their claims at the same time.

[jugears] 24/7/2024 11:30

Sicky.com the hb's were busy two years ago, they still are as far as I can see, Lets be absolutely clear Hb cut production in anticipation that they would sell fewer houses, due entirely to higher interest rates & NOT because they were selling fewer houses, where have any hb's said that they couldn't sell the houses that they chose to sell? If you decide to only build 10k houses very few if any would actually be built without a buyer, occasionally houses are built on spec to get interest from buyers if its a new site or if its the last ones to be built on a site, try phoning a few house builders & ask how long you need to wait before moving into a new build, I think it may surprise you!

[jugears] 24/7/2024 11:17

Becks, probably because its share priced is one of the most under valued shares on the market,Of course earnings will be lower we have already been told that by TW & yes the markets are expecting this, unless you live in a foreign country or have you have been in a coma for the last 18 months, who knows I may invest my 500k next week depending on what sort of mood the markets in, however Tw have an exceptional land bank spread across the whole of the uk (unlike the likes of Carla that limits themselves to two areas)& tw also build a wide range of houses to suit all budgets, not everyone wants a cheap & affordable house & not everyone is effected by interest rates, as the markets & house price resilience have clearly shown. Whatever happens the uk needs more houses than the hb's can ever build, interest rates will fall & production will build & so will the sp, next week we should have a clearer picture.

[sikhthetech] 24/7/2024 11:17

Throwing money at HBs won't resolve the affordability crisis.

HBs themselves are building fewer homes because of affordability, which is contrary to the claims Jugears was making that they still busiest ever and not reducing builds.

[gbh2] 24/7/2024 11:02

I picked up another 5K a few minuter ago, just waiting o see how much cash the Liebour party are going to throw at HBs :)

[beckers2008] 24/7/2024 10:44

2024 will be TW. worst year since 2020.
Earnings growth will resume in 2025 and moreover in 2026.
Interestingly TW. will still be cash flow free positive in 2024 and an improved position to 2023.

The future looks good for TW. but not this FY, but the market expects this anyway.
I wonder why the share price is up 33% in the last year?

[jugears] 24/7/2024 10:23

Glad I'm not invested in Tly today, oh deary me indeed!

[beckers2008] 23/7/2024 23:14

DvD,

The Bulls batted away your points over the last few years.
Liz Truss gave us an unbelievable opportunity to load up in the 80's when the bears were shouting their usual bs.

Stop SHOUTING, it is rude to shout.

You have been here since April 2023 with your pitiful short, lol!

Along with the Bulls that took my advise, we have made a significant profit plus 9% yield dividend payments.

You on the other hand are down along with the other trolls here, including the 6 year village idiot, you know it's name, lol, just lol!

[danvandan] 23/7/2024 20:24

Btw, beckers, you're explanation about 'muted' is very strange. I think the word you actually meant to use - but didn't know how to spell - is 'mooted', meaning that reduced production was being indicated or proposed as a potential outcome (using the loose logic within your post). Anyway, as I've said before, spelling, grammar, vocabulary and syntax are evidently a bit of a struggle for you, and I recognise that, so I'm going to give you a little break from the more serious discussion going on here.

[danvandan] 23/7/2024 20:13

I'm going to give you a break beckers. It's obvious that you don't have the intelligence or knowledge necessary to make any argument for TW, and given the precarious situation for house-builders, that's not an easy argument to make anyway.

Stick to your little copy-and-paste-posts and 'lols' and let's see where the share price goes over the next few months. I'll be here giving updates but I'm not expecting anything sensible from you.

Overall this has turned out to be a very low quality thread when it comes to bulls, but good luck to you all.

[danvandan] 23/7/2024 19:50

Again, you are not answering ANY OF THE FUNDAMENTAL ISSUES AFFECTING TW.

[beckers2008] 23/7/2024 19:49

DvD,
'When you mute the TV or computer speakers, all of the sound goes quiet, but something described as muted is just toned down or turned down'
Muted is a term used as toned down, turned down or in Wimps case production down, 33% down in 2023 and 33% for 2024.
Earnings growth in 2025.

How's your pitiful short at £1.3335, lol, just lol!

[beckers2008] 23/7/2024 19:42

DvD,

What a load of nonsense, if Labour preside over a falling house price term of office, they will be unelectable for decades, Labour are full of hot air.

DvD called it wrong in April 2024.
Kreature called it wrong in November 2023.
Sikhthetech, the village idiot has called the house price crash wrong every year for the last 6 years.

The bears are wrong and lost the argument over a year ago, but still they bleat on, lol!

The Bulls here buying when I advised at 86p are definitely not wrong and handsomely in pr