Taylor Wimpey Share Discussion Threads

[kreature] 31/7/2024 00:31

Well done everyone, fantastic results.

[beckers2008] 30/7/2024 23:04

Sikhthetech,

And you always used to say the market looks forward, something that I agree with you, lol!

TW. to resume earnings growth in 2025 and moreover in 2026.

Tell me, when is your forecast house price crash ever going to come true, not in the last 6 years, lol, just lol!

You are not credible.

[sikhthetech] 30/7/2024 22:56

DVD,

"jugears seems to have gone a bit cold on the results."

Let's see what the HB says tomorrow.

Jugears/Becky will NOW say, just before results, they expecting lower builds, results not so good etc.
Then tomorrow they can claim results were "as expected" or "better than expected"...

Manipulation at it's finest. lol

Let's see.

[beckers2008] 30/7/2024 21:40

K,

What a load of utter nonsense, long term affordability, blah, blah.
The working class have never been able to afford to buy a house, expect in Maggie's great give away.

Do you now agree with me that Taylor Wimpeys's results will not be amazing?

Do you make that site visit you said you were going to do?
Of course you didn't, lol!

How's your short at £1.095 doing?
Or this also imaginary, lol, just lol

[kreature] 30/7/2024 21:33

Beeb
‘ New rules will require half the dwellings built in the grey belt to be affordable homes.’

Who the…..will pay 500k to buy a new build with 50% social housing ? It’ll be a slum in ten years

[kreature] 30/7/2024 20:41

Right now there is a cost of eating crisis. £12 for hand full of junk food at the co-op is imv 100% up even since the recent uk population reduction scheme ended, officially anyway. The point is the knock-on effect on long-term affordability of new artificially low ‘rate-reducer’ mortgages. If buyers need rate-reducer flannel now for the short term, what hope do they have when the rate reduced rate ends?! Meanwhile the co-op are advertising funerals on in-store radio….. surely a conflict of interest ??

[beckers2008] 30/7/2024 18:46

DvD,

Do some research in TW. and you will realise you are a fool, evidently the market is playing you for a fool, lol!

You called it wrong, simples!
That's if you had any skin in the game in the first place, which I doubt.

You are just a clueless troll.

[jugears] 30/7/2024 18:04

Sickly boy, who was expecting a scheme for help to buy? Pretty pointless post really old man!

[danvandan] 30/7/2024 17:46

Btw, if you want to know when the housing crash will occur, it'll probably be when interest rates go up, perhaps to as little as 6%. Crashes are not usually caused by one event - there are usually contributing factors that come together unexpectedly to create a crash. I think we are seeing the conditions for a crash being created - 1. landlords divesting in large numbers; 2. dramatic increase in cost of mortgages; 3. new supply (govt mandates) into an over-supplied market.

This COULD be enough on its own. The new builds have to actually happen though. Everyone here is keeping an eye on house prices, and I think the price curve will be the obvious indicator that a crash is imminent if price falls begin to accelerate. Other factors include rising unemployment (so far avoided) and an acceleration of the 'cost-of-being-alive-crisis' as Joseph puts it (also just about being managed, with inflation falling, but it still lurks).

[beckers2008] 30/7/2024 17:19

Sikhtheteck,

You have been forecasting a house price crash, every year for the last 6 years, lol!
How's your investment in TLY going since buying at £3, lol, just lol!

You are not credible.

[sikhthetech] 30/7/2024 17:09

Still no scheme similar to Help to Buy to help FTBs. The scheme made hundreds of millions of pounds for HB, as buyers were given upto20%(40% in London) interest free loan.

If there's significant cheap homes being built, it will impact HBs as some potential buyers, eg FTBs will move away from the higher priced new builds.



Rayner sets new housing targets in planning overhaul


"Ms Rayner admitted her plans “won’t be without controversy” but changes were required to make housing more affordable."

[beckers2008] 30/7/2024 16:26

Jugs,

Yes, desperate Dan is two years out of date, it's pitiful short at £1.3335 which it tries to justify. I couldn't give a stuff, DvD is another clueless troll.

We were saying all HB's were and are continuing to cut production by at least 30% over two years ago.
It's all panning out as expected.
Earnings growth to recommene in 2025 and 2026.

[danvandan] 30/7/2024 15:40

beckers let me send you a spreadsheet and some screenshots of my accounts to reassure you. I can see that you're worried... Btw, I see that you continue to post utter rubbish on here to try and avoid any relevant discussion about TW. You are making this one of the worst threads on advfn with your idiotic name-calling.

Look at jugears's messages and your own for that matter. Would either of you have realised that the results tomorrow are likely to be poor if the bears here hadn't been telling you for months and showing you evidence? The fact is that we are doing you a favour by giving you fair warning that there are dire problems here. You should either take part in the conversation like a grown-up and if you can't do that, accept that everyone will end up filtering you.

[beckers2008] 30/7/2024 15:39

DvD,

Your 15% stop loss was triggered, but if you increased this to 20%, that has also triggered, lol!

If you shorted at £1.3335 you have lost, it was the wrong call, but I doubt you are a trader, just full of BS, lol, just lol!

[danvandan] 30/7/2024 15:12

jugears seems to have gone a bit cold on the results. I thought he said they were going to be great because everyone's so busy selling 5-bedroom houses. Back in 2022, TW said that they were 'laser focused' on building 17,000 to 18,000 houses annually. At the end of last yr, they said maybe 9,500. Despite this dramatic miss on production, the share price is at a two-year high, hyped up by talk of new house-building targets. Let's see how close the business is to hitting any target.

Btw, I spoke to an estate agent friend today who told me that landlords can barely net 4% yield on rentals; the govt has removed all incentives for private rentals; landlords are spooked about the loss of no-fault evictions as a means to move tenants out; and that as a consequence, they are selling in droves. There's a glut of property on the market and few buyers. I'm beginning to wonder if pyramid-shaped houses might be popular.

[jugears] 30/7/2024 11:14

Gay, it will be what it is, I don't worry about short term
,that is the beauty of long term holding, I am not expecting miracles or a dividend for that matter but if we get one that will be a bonus but as profits will be down I'm not expecting it to be 4.7p, irrespective of what sickly says Tw do not have a legal binding obligation to pay any dividend, there may well be a desire to pay one but nothing is cast in stone.

[gaygay3] 30/7/2024 10:43

Update could be half decent but going on other builders updates TW could well be down tomorrow maybe about3% which will be ok 1.60 now is good when IR come down and TW get more busy share price could well be over £2

[kreature] 30/7/2024 09:48

Well done all. Prob smashed it with tomorrow’s results and margins ?

[beckers2008] 29/7/2024 14:44

Sikhthetech,

The BS prize certainly goes to you!

TLY - Buy at £3.00
Set up a premium BB.
I warned you to sell at 40p and again at 14p.
Went to 3.8p on the bid, lol!

Best of all...
Tell me, when is your forecast house price crash going to happen.
You have only been wrong for 6 years...
Now that is BS, lol, just lol!

You are not credible.

[sikhthetech] 29/7/2024 14:25

Becky, I mean imastu

Fyi...
I'm shorting your COST at 89p.
;-)

[gbh2] 29/7/2024 13:49

I'm back to my maximum holding here, with the 5k I bought this morning, I still trade these along with my other holdings, mainly for interest, set my buys and sells each morning then check back as time permits.

However I've had a ring fenced holding here and in lloy, that I've not touched in 18 years, as for dividends, I pass them on to our kids :)

[jugears] 29/7/2024 11:54

what rise have I missed? I bought my largest & original investment @30-37p, reinvested all dividends & specials until 2 years ago & still have them all, I bought @98p & sold half at £1.80 & still own all the rest & then bought a large junk at 89p again I still own all of those, plus a few 10k purchases below 1.80, my 500k has earn't nearly £50k in interest in the last two years & I only ever had the intention of investing 500k circa £1 it didn't go back there so I will hold my hands up & say I got it wrong,that said I've made £4 a share on RR instead so its swings & roundabouts, the chancellor cutting spending doesn't bode well for their 1.5 million housing target, looks very much to me that this housing shortage is going to go on & on indefinitely, once interest rates start falling I can see house prices rocketing, I reckon we will be back to special dividends in no time at all, not being funny sick but I would like to bet that I have made 10 times more money here than you & your buddies have ever made, I think its very unlikely that you gamble large sums of money, at least paying for shares you don't need to worry what happens short term & are guaranteed a return on your money if you wait & if you don't & need the money quickly then you may loose a bit but that's investing, I don't borrow money & I don't gamble either, I don't need to invest I have a very good income stream without, I'm not greedy either as I have said that 500k has already earn't nearly 50k in interest, I invest for fun & always have, its just that now I can invest large sums of money,although I never invested less that 20k as I never saw the point of investing less than that & Ive also made a very tidy sum out of Rolls Royce half of which I sold so not only have I paid for the shares I have also received a good profit & still own half that are fully paid for, I have to admit I don't really know how shorting works & tbf I'm not bothered either, I am quite happy being a long term holder & Tw will go directly to my grand kids anyway. I only took profit from RR as they had risen 500% & felt they were due a pullback & look what happened!

[beckers2008] 29/7/2024 11:52

Sikhthetech,

I didn't miss out on my average of £1.03, selling out at £1.38 plus banking 9% yeild dividend payments.
But you decried me for making a profit, lol!

If you check out my post history you will see that I bought AZN with the TW. proceeds.

""Beckers2008 - 25 Apr '24 - 09:44 - 6020 of 6049 Edit 0 2 0
So glad I dipped in at £97.70.7 a few weeks ago.
Good results from a solid company."" END
AZN share price now £124.44.0

You going to decry me for making another profit, if I sell AZN today, lol!

The BS prize certainly goes to you!

TLY - Buy at £3.00
Set up a premium BB.
I warned you to sell at 40p and again at 14p.
Went to 3.8p on the bid, lol!

Best of all...
Tell me, when is your forecast house price crash going to happen.
You have only been wrong for 6 years...
Now that is BS, lol, just lol!

You are not credible.