Taylor Wimpey Share Discussion Threads

[beckers2008] 30/10/2024 23:04

"Beckers2008 - 02 Aug 2024 - 16:50:20 - 18726 of 18768

K, DvD, sT and Sikhthetech,

It is all panning out as I have been telling you over the last few years.
You have called it wrong and made fools out of yourselves and the market is playing you for fools, lol.

Expect earning growth to continue in 2025 and also in 2026.

BoE base rate at 6%
Absolutely no chance.

Q3 2024 interest rate reduction?
Absolutely every chance.
And my prediction came true, as expected.

Looks like I am going to be correct yet again.

Nothing more to see here.""

[kreature] 30/10/2024 22:34

The customers with an endless supply of cash should hopefully cover employer NI contributions here
And new landlords hopefully won’t mind paying the additional 5% tax if they would ever buy a new fleacehold

Wage rises inflationary, not great for mortgages is it ?

[jugears] 30/10/2024 21:53

It won't cost employers a penny,costs will be past on to customers just like higher energy & fuel prices were simple as & pushing inflation back up, the question is will labour go full tern? I very much doubt!

[claret dragon] 30/10/2024 19:12

I guess all companies are running the data through the system to see how much their wage bill is going up by.

Not certain but i reckon the old natural wastage will be used soon,

Once an employeee leaves they wont be replaced if its possilbe not to affect the business too much.

For me. Instead of fixing the foundations, They are taking the roof off.

Still holding the stock,

[yf23_1] 30/10/2024 17:38

High wick on the candle today not a good sign.

[sikhthetech] 30/10/2024 17:35

Gaygay,

Investors looked at the headlines and then saw the details.

The details were not good for housing market.

[jugears] 30/10/2024 17:26

Most shares have done the same today, as she opened her speech the cost of government borrowing fell so assume marlet was relieved there was a run on the bond market but uforia never seems to last long so I suppose all the news will have to be annalised now before the share price rises again we also have us elections hanging over the markets as well.

[gaygay3] 30/10/2024 17:09

Why the sudden drop from 3% up to down in the red

[jugears] 30/10/2024 15:22

Sick, Chinese/Indian investor do not buy houses on cheap TW housing estates, I have worked for many foreign property investors over the years to know that!, We need more houses coming to the market far more than buy to let will produce & why should't all gains be taxed across the board at the same rate anyway? TBF if you buy a house with 300k cash & rent it out for less than 15K a year then IMEO its currently a bad investment anyway & if you sell it for a 150k profit the you should pay the same rate as a high rate tax payer(IMO)

[beckers2008] 30/10/2024 15:13

Rachel Reeves stated earlier this year that Labour has 'no plans' to increase capital gains tax [1]. She also stated in 2023 on BBC Radio 4's Today programme that “I don't have any plans to increase capital gains tax.12 Aug 2024.

A Government not to be trusted...

[sikhthetech] 30/10/2024 15:06

UH,

I know Chinese/Indian investors usually buy new build.
Those investors would also be buying to rent.

The Stamp duty change as well as other changes have made the b2l market unfavourable.

I expect to see more b2l investors selling.

[jugears] 30/10/2024 14:47

No major impact to housing, But lower rates will be very significant for long term home owners pockets!, not many landlords other than housing associations buy new builds anyway so shouldn't have any impact at all & looking at the resilience of the housing markets even with higher rates do we really need h2b & did we need it in the first place? as you know I have always been very sceptical about how many people actually needed h2b anyway, with the us elections out the way next week & interest rates falling I would expect the housing market to pick up significantly by next spring, IMEO the Tw Sp Is very long overdue an upgrade & a significant one at that!
IMO anyone that can afford to buy a second property can afford to pay a one of cost of stamp duty anyway.

[uhound] 30/10/2024 14:37

Increase SDT on investment properties may impact house builders. I know some on here think investors buy new builds because of their energy performance credentials.

In reality, most savy investors look at the numbers when investing, so SDT increase won't help, but not sure how big the new build market is for BTL.

[sharki9] 30/10/2024 14:27

CGT is not changing for residential properties, the changes are for shares and other assets ... CGT for residential stay the same as they were.And the stamp duty change by 2% from 3% not from 2% the first time buyer should not be impacted, with all the anti landlords policies there will be less landlords buying 2nd property anyway

[sikhthetech] 30/10/2024 14:13

Budget.


CGT up. Not good for investors.

Significant rise in Stamp duty on 2nd homes from 3% to 5%.

No replacement for "help to buy". No significant help for FTBs.


Budget not good for b2l/2nd property owners.

[jugears] 30/10/2024 13:59

Well the markets seem happy with the budget,The Tu should push these back to 1.70

[kreature] 29/10/2024 17:16

Even more money to buy fake freehold houses after the budget ?

[jugears] 29/10/2024 12:17

Becks whatever happens tomorrow the markets seem to have already built there worst expectations into share prices, I would have expected the markets to have fallen further this week, then again the rest of the country are now on school holidays, once we get the budget & next week out the way I expect to see the share price rise again, Then we have that nice dividend to look forwards to the following week! Do Shorters get the dividend?????

[beckers2008] 29/10/2024 12:08

"Starmer pressed of whether his definition of a “working person” includes those who earn part or all of their income from property or shares.

Mr Starmer said: “Well, they wouldn’t come within my definition.” END

I thought company staff who are part of a share save scheme are defined as 'Working People'

The PM should make his definition 'Working People' perfectly clear to the electorate.

[kreature] 29/10/2024 11:41

Anyone know what happened to chatter of 180 here ? Was it fake ?

[jugears] 28/10/2024 11:48

Roll on next weeks TU, hopefully with the budget/US elections out the way it should bode well for the Sp!

[riskonricky] 26/10/2024 10:00

I'm pretty sure that i'm winning the lottery this week and extremely confident that everyone shares my world view too.

[jugears] 26/10/2024 09:46

Next week could be a very exciting week for long term investors, I suspect that the budget will not go down to well & I shall be picking up some more very cheap shares,this will be followed by the chancellor resigning & at least a quarter percent cut in interest rates maybe more.

[kreature] 25/10/2024 21:03

Well try clearing up after a bad tenant in preparation for a new tenant. Panting throughout, replacing toilets, tiling, installing a new shower, organising trades to fix roofs replace boilers etc etc. Is that pleasure ? Maybe I’ll a holiday in London this Christmas replacing broken toilet seats and taking soiled mattresses to the rubbish tip

[jugears] 25/10/2024 15:10

Sikh, Jolly good old chap, just an observation that the markets always fall during School breaks when investing is the last thing on your mine, but then we have the Budget & us election so not expecting the next week or so to offer anything other than buying opportunity, not really sure that a few tax rises really hit anybody that hard as I have said before a quarter point cut in interest rates will far out way larger tax rises, Very much looking forward to the TU! You definitely worry to much old man!