Taylor Wimpey Share Discussion Threads

[uhound] 06/11/2024 09:20

If house prices increase then even less people can afford to buy!

[jugears] 06/11/2024 09:18

With house prices set to rise by 25% in the east Midlands over the next 5 years (not fall as some on here think) this has to be the most undervalued company on the stock market,easily worth £1.80 as a minimum IMEO.

[kreature] 06/11/2024 07:32

Vty.:
5.11.2024
Have they been fleeceholded ?


Jeese…..got to pay if you accidentally live near some green space now…….

[kreature] 05/11/2024 21:20

‘ not sure if you are aware of the very large sale by of VTY shares’

18th Jan 2024
‘ Vistry Group PLC (the "Company")
PDMR/Shareholding Announcement
This annoucement confirms that Baker Estates Limited …….have disposed of its entire shareholding of 893,348 ordinary shares of 50p each in the Company ("Shares") for a total gross sum of £8,573,024.51. Baker Estates Limited is an a private housebuilding firm based in the South West of which Greg is a Director and Shareholder’

Sold Vty at 9.62

[essentialinvestor] 05/11/2024 19:37

BKG is my small sector holding atm.

I like MSLH, however the share price looks ahead of itself, at least to me.

[jugears] 05/11/2024 15:28

I don't look at vty very often, builders that have no control of rising costs & that work on minuscule fixed margins don't float my boat, neither do companies that ask suppliers to cut prices!

[essentialinvestor] 05/11/2024 14:39

JUG, not sure if you are aware of the very large sale by of VTY shares through a company where Fitzgerald is the main shareholder earlier this year.

From memory, a trade value near £10 Million.

[jugears] 05/11/2024 13:34

Ess, committing to partnerships is never good, they are working on fixed price contracts building low cost affordable houses, housing associations are struggling for money & do we need just affordable houses anyway or houses of all specs both for rental & purchase?

[essentialinvestor] 05/11/2024 13:04

JUG, your caution on Vistry may ultimately be validated?.

IF VTY warn again, that's going to be incredibly ugly. Not a prediction, obvs.

[sparty1] 04/11/2024 17:30

Sunshine today
you started that SYME thread with

"Back to my prediction that this could be the fastest growing company on the LSE."

kinda stuff you posted 4 years ago and you seem to have vanished!
Given up there then?

[jugears] 04/11/2024 10:25

Spudders that should increase momentum, some people think affordability is an issue but there are not enough new houses built for everyone anyway, I don't think we will need to see many interest rates cut to see the property market escalate unfortunately there will not be enough supply to meet that demand, if house prices don't increase by a minimum of 5% in the next 12 months I would be very surprised.

[spudders] 04/11/2024 09:11

B of E 25bps cut this week expected. Have a good week all 😀

[craftyale] 04/11/2024 08:16

Purchased another 5k shares at 147.

[kreature] 04/11/2024 07:46

40bn in tax rises boils down to less money around to buy houses. Food first. Then perhaps if you’re still not hungry there might me enough left over for a 40 yr mortgage? Budget thread :
Churchill…R30;: “I contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”

[kreature] 03/11/2024 23:51

Can’t argue with sub 86p
I make it around an extra £11k to buy a second house ,,, so less rental stock, higher rents.

[beckers2008] 03/11/2024 23:39

K,

U don't read my posts, lol!

"All of my calls relating to the BoE during Conservative rule have been correct and all that followed my advice to buy here at 86p have been handsomely rewarded.

Red Rachel's £40bn tax raid, inflation busting budget, all bets are now off!

Labour have always been a tax and spend party. Expect more tax rises in the mid term"

How's your short doing, lol, just lol!

[kreature] 03/11/2024 23:16

Swap rates just spiked Becky. Mortgage products are being withdrawn, and rate hikes on the way. New US president soon , and 40th anniversary of 1984, so illuminati prob planning to hit the reset button anyway.

[beckers2008] 03/11/2024 20:20

DvD talking nonsense again, lol!
It would have you believe that rates are going up, lol.
Village idiot comes to mind, lol, just lol!


"Santander has reduced all of its residential, new build and buy-to-let mortgage rates by up to 0.36%.
The rate reductions apply to fixed-rates for those buying a home and remortgaging, as well as green, new build and buy-to-lets.
The move means some rates now start from 3.85%.
It comes after the pound fell sharply, UK stock markets slumped and gilt yields spiked following the Autumn Budget"

[jugears] 01/11/2024 18:11

Becks I take everything from the OBR with pinch of salt its predictions not reality, however I am very confident that sales & profits will start growing at Tw, hence the reason I'm not going anywhere.

[beckers2008] 01/11/2024 17:33

What is going to happen to house prices next year?

November 1, 2024 | Marc da Silva

UK house prices are on track to edge higher over the whole of 2024, a sign that the housing market is remaining resilient. But what will happen next year and beyond?

The Office for Budget Responsibility (OBR) released its latest predictions this week for both house prices and future mortgage rates moving forward and it showed an uptick compared to its March predictions.

The OBR’s central forecast is that house price growth will fall back marginally from 1.7% in 2024 to 1.1% in 2025, as the average effective mortgage rate continues to rise.

House price growth then averages around 2.5% from 2026 until the end of the forecast [2030] supported by nominal earnings growth.

The OBR said in a statement: “House prices have risen by around 3% in the first half of the year, such that the average house price was around 3 per cent higher than our March forecast in mid-2024.

“Average house prices remain above our March forecast throughout, driven by the recent resilience and our forecast for higher nominal incomes.

“This would leave the average house price in the UK at £310,000 in 2028, around 2.5% higher than our March forecast.”

As far as property transactions are concerned, the OBS forecasts that they will rise from around 275,000 a quarter in 2024 to about 350,000 a quarter over its five-year forecast period.

It added: “We expect housing starts, a leading indicator of net additions to the housing stock, to gradually pick up from a decade-low of around 100,000 in 2024 to reach around 160,000 in 2029.”

Cumulatively over the forecast, net additions are around 1.3 million. But the OBR accepts that the government’s proposed changes to the National Planning Policy Framework as part of wider reforms to the planning system could increase these numbers if the measures prove successful.

Sikhthetech,
Now when is your 6 year for each and every year house price crash going to happen, lol, just lol!

[sikhthetech] 01/11/2024 15:28

Filtering posters does not change the facts.

Jugears, you resorting back to lengthy posts!!


Re:TLY. Everyone needs healthcare, not Everyone needs a new home. The budget is a significant boost for MHS but not housing market.

[jugears] 01/11/2024 14:19

gbh2, as far as farms are concerned what she should have done was change it so that if a farmer leaves cash the tax applies but tax only applies on assets if you intend to sell them & not carry on the family farm, this would help those family farms where the next generation wants to carry on & help the government if they don't want to carry on IMO, I'm not sure what happens if you are a limited company with directors because surely the companies assets just passes to the other surviving directors?