Taylor Wimpey Share Discussion Threads

[gcom2] 27/10/2010 11:57

Half year results encouraging i'm buying more target 44p

[jibba_jabba] 27/10/2010 11:52

British bulls buy confirmed... lol

[barf2] 27/10/2010 11:33

Oh yeah, I remember now. ;-)

[spennysimmo] 27/10/2010 11:11

Here you go barf, this might help your vertigo.

[barf2] 27/10/2010 11:07

Getting a bit giddy being so high up!

[libertine] 27/10/2010 10:53

+------------+----------+------------+------------+-------------+------------+--------+
| C: Financial Instruments with similar economic effect to |
| Qualifying Financial Instruments |
+-------------------------------------------------------------------------------------+
| Resulting situation after the triggering transaction |
| |
+-------------------------------------------------------------------------------------+
| Type of | Exercise | Expiration | Exercise/ | Number of | % of |
| financial | price | date | Conversion | voting | voting |
| instrument | | | period | rights | rights |
| | | | | instrument | |
| | | | | refers to | |
+------------+----------+------------+------------+-------------+---------------------+
| CFD | | | | 76,075,656 | Nominal | Delta |
| | | | | | | |
+ + + + + +------------+--------+
| | | | | | 2.38% | 2.38% |
+------------+----------+------------+------------+-------------+------------+--------+
| Warrant | 17.4473p | 15/05/2014 | 15/05/2010 | 19,000 | 0.00% | 0.00% |
+------------+----------+------------+------------+-------------+------------+--------+

[gcom2] 27/10/2010 10:50

but cfd's would not give voting rights

[libertine] 27/10/2010 09:48

Change in Blackrock holdings is addition of 6 million in CFD`s only

[imastu pidgitaswell] 27/10/2010 09:30

Are we sure about that? As I look at it, Blackrock have sold their direct holding of some 7.62% and acquired indirect holdings of much the same percentage (7.62%), plus they have purchased CFDs with an effect of 2.38%, hence have an effective interest of 10%.

Why and how, I don't know. But worth keeping an eye on their next move, given their propensity for acquiring and divesting of businesses. Can't see them buying the whole thing at the moment, as they won't get debt finance to buy an indebted business - but give it 12 months, another year of banks making megabucks out of quantitative easing and no share price movement and they just might...

[fewdollarsmore] 27/10/2010 09:23

check our how much in CFD's re Blackrock holding, has this figure risen compared to last holding rns if so it is more liklely to be pi's

[smurfy2001] 27/10/2010 01:33

So the price went to new lows this year so Blackrock could load up?

Will that explains it....

Will the same happen to BDEV, which has also been battered...

[gcom2] 27/10/2010 00:09

we needed to come here so we could get to 44p,which we will.

[racg] 26/10/2010 23:25

made sense to me.

[jibba_jabba] 26/10/2010 21:59

You wanna borrow some to do what... what price you gonna drive them down too... ok pay me.... mmm whilst it's down there i'll buy some more... right you have had your fun.. short cover and give them back to me.. now buy some more... we can sell into the rise.. pleasure doing bussiness with you... see you in a couple of months, regards to the mrs's and kids...keeerrchhhiiink

[kfp] 26/10/2010 20:35

The Blackrock holding RNS is better than any house price discussion, it looks ahead ,not behind.
Iam buying more TW this week.
DYOR

[shaws37] 26/10/2010 17:53

Blackrock jump from 7.74% on 13th Aug 2010 to above 10% today.

[sequoia] 26/10/2010 17:44

Blackrock holding above 10%

[careful] 26/10/2010 16:34

it cannot be measured to within 0.2%.
more gloom and doom from bloomberg to strip power from obama.

inflation is zero, why the hell should home prices go up at all.?

[knowing] 26/10/2010 16:32

UPDATE: US Home Prices Rise 0.4% From July To Aug - FHFA
U.S. home prices barely gained ground in August, a government agency said Tuesday, an indication of an improving but still weak housing market.

Home prices in August rose 0.4% on a seasonally adjusted basis from July's revised figure, according to the Federal Housing Finance Agency's home price index.

The index had fallen the previous two months following the expiration of a tax credit for first-time home buyers at the end of April.

August's small gain may suggest that earlier decreases were temporary, reflecting the plunge in sales after the tax credit expired, said Capital Economics economist Paul Dales.

"But we still fear that continued weak demand and high supply will push prices gradually lower over the next 12 to 18 months," Dales said.

The FHFA revised July's price drop to 0.7% from 0.5%.

The U.S. index is 13.6% below its April 2007 peak, the agency said. For the 12 months ending in August, U.S. prices fell 2.4%.

Weak prices reflect a tough market for sellers in many parts of the country. Sales of used homes in September increased by 10% to an annual rate of 4.53 million, the National Association of Realtors said Monday, but remained at depressed levels.

Even with the jump, year-over-year sales were down 19.1% from an annual rate of a 5.6 million in September 2009, the realtors said.

Many potential home buyers have remained on the market's sidelines because of weak economic growth, uncertainty over jobs and difficulty securing a mortgage.

The Conference Board, a private research group, on Tuesday said its index of consumer confidence remained at historically low levels.

"Consumers' assessment of the current state of the economy is relatively unchanged, primarily because labor market conditions have yet to significantly improve," said Lynn Franco, director of the Conference Board's Consumer Research Center.

Tuesday's FHFA data showed prices month-on-month rose in five of nine regions, with the strongest performance in Oklahoma, Arkansas, Texas, and Louisiana.

The FHFA's index is calculated by using the prices of houses purchased with mortgages backed by Fannie Mae (FNMA) and Freddie Mac (FMCC).

In a separate report earlier Tuesday, the S&P Case-Shiller home-price index of 10 major metropolitan areas fell 0.1% in August compared with July, while the 20-city index declined 0.2%. Adjusted for seasonal factors, the 10-area index fell 0.2%, while the 20-area declined 0.3%.

Compared with a year earlier, unadjusted August prices were 2.6% higher for the index of 10 metro areas, while the 20-city index saw a 1.7% increase, according to Case-Shiller.

[mashraf] 26/10/2010 15:13

ot......................

[jak1] 26/10/2010 14:21

Whoops...

Worse Than Forecast

Bloomberg survey estimates ranged from a decrease of 0.6 percent to a gain of 3.5 percent. The 20-city price index is 28 percent below its peak in July 2006.

The gauge dropped 0.3 percent in August from the prior month after adjusting for seasonal variations. Unadjusted prices fell 0.2 percent from July.

"A disappointing report," David Blitzer, chairman on the index committee at S&P, said in a statement. "It does not seem that any of the markets are hanging on to the temporary momentum caused by the homebuyers' tax credits."

[barf2] 26/10/2010 12:34

I wonder if the Telegraph et al will be putting out an apology about the GDP figures having told everyone they were going to be .4% when they've come out at .8%?

Just like all the house price data that they interpret as negative regardless of what it actually says.

[smurfy2001] 26/10/2010 12:28

It's not all doom n' gloom in the construction sector!


As part of the expansion of our product suite in RBS European Economics we launched the UK version of our euro area GDP Tracker last week. The Tracker forms the basis of our official UK GDP forecast for the quarter and we plan to publish regular updates...

The Tracker predicts that Q3 growth will surprise expectations to the upside with a quarterly outturn of 0.8% (median expectations are around 0.4%), with half the growth accounted for by the construction sector (which accounts for only 6% of the level of GDP)...