Taylor Wimpey Share Discussion Threads

[beckers2008] 22/11/2024 12:54

DvD,

Are you evading the question?

I qoute you...

'As for a Q4 interest rate cut - it's looking less and less likely'

They cut in Q4!
DvD, why do you consistently prove yourself a mug-punter, lol!

I think you will find that October, November and December are all in Q4.
Am I correct yet again and you are wrong... yet again, lol, just lol!

The Bank of England (BOE) cut interest rates from 5% to 4.75% at its meeting on November 6, 2024.

I have given you a clue...
Tell me, what are the months of Q3?

[jugears] 22/11/2024 12:15

A little birdie tells me that next years dividend is likely to increase.

[danvandan] 22/11/2024 11:43

RNS today - TW's senior non-exec director Humphrey Singer has left the ship, perhaps due to the enormous affordability hole in its hull. They've managed to find someone else to plug the gap.

[danvandan] 22/11/2024 11:13

One more thing; your argument of choice - 'filtering' - is just pretending to put your fingers in your ears. We all know that you read every one of the bear posts, either on the sharechat landing page before logging-in or looking at the posters' post-listing. 'Filtering' only takes away your right to reply and makes you look too fragile to confront an argument. A bit sad, but maybe old age has made you a little tongue-tied.

[danvandan] 22/11/2024 11:08

Btw, your childlike attempt at 'creative writing' gives insight on just how much the bears have got to you pigsear. You really should give yourself a little rest.

[danvandan] 22/11/2024 11:04

pigsear has really lost it. Must be the stress of losing 'hundreds of thousands' on TW shares. The dead cat bounce today has really perked him up. Gives the lie to his claim that he's only interested in the 'long-term'.

[jugears] 22/11/2024 10:39

Sorry for those I missed out! I should have said & Jugs laughed all the way to the bank!

[beckers2008] 22/11/2024 10:35

Classic Jugs, they won't forget 'old Ernie'!

[kreature] 22/11/2024 10:09

And you think this won’t ever happen to new build estate management fees ?

[jugears] 22/11/2024 10:00

Only one hidden filtered post???? where have the Shorter's gone????????? not bad 1.27 could prove to be a good bargain buy??????

[kreature] 21/11/2024 22:47

You see hidden posts ? Some sort of X-ray vision ?

[jugears] 21/11/2024 21:23

I see lots of hidden posts from filtered users lol

[cupra kid] 21/11/2024 19:31

All on filter now, DVD was the last one. I see nothing ;)

[beckers2008] 21/11/2024 18:36

CK,

Ohhh, be careful, the all enlightening trolls will be attacking you, lol!

I can imagine them spitting over their screens emotionally charged, especially the one that relies on the advice of 'British Bulls' Lol, just lol!

[cupra kid] 21/11/2024 18:17

Let's take the positive from today.....it was a blue day lol :)

[jugears] 21/11/2024 18:05

Becks, I don't know why you bother, everyone on this board unless completely stupid knows that along with the rest of the market Tw's share price will recover, we all have our own agenda & mine is to invest in rock solid companies that have very limited competition & one of a handful of large enough house builders to be able to assist the government in its unlikely target, to build houses cheap you need to be big, every county has a few builders capable of building a few houses, some on a larger scale but none could scale up to the size of the large house builders(that is why that are large)Iv'e worked for hundreds of small regional house builders over the years & very few survive today because they cannot compete on costs & lack buying power! interesting point from sickiwikie saying that TW cut production because of falling sales, firstly TW cut production because they anticipated sales would fall, two years on they have sold every house they elected to build, so if affordability is a great issue why aren't the house decreasing sites Instead of increasing them next year ? & why will it take twelve months to move into a new house if purchased today? like I said we all have an agenda, mine is to make a lot of money long term not a few pennies here & there, unfortunately we do not make land anymore in this country its now running out that is why land prices double every 10 years, if you pay more for agricultural land you will pay more for building land, Tw have an exponentially valuable land bank & not to be sniffed at that is currently worth far more than the share price values the company, very few companies are as asset rich & don't see land falling in price in my lifetime or my kids for that.

[beckers2008] 21/11/2024 17:28

DvD,

You have made so many mistakes whilst proclaiming you made the right decision, even smug.

When challenged you find it difficult to write unemotionally which I find funny, lol!

You along with Sikhthetech, K and sT have made some decisions that only inexperienced so called investors would do...Unlike me, which I have proven.

Tell me, when is the UK house price crash going to happen, not for the last 6 years, lol!

You along with the aforementioned trolls have proven, many times over, classic mug-punters, lol, just lol!

[danvandan] 21/11/2024 16:57

Thanks ess. I'll take a look.

[essentialinvestor] 21/11/2024 16:44

Dan, you can always buy some GRI, England's largest residential landlord ;.

I hold a few.

Population rapidly growing and huge scarcity of LA owned property,
drives people towards private rentals, particularly with some smaller landlords departing.

[sikhthetech] 21/11/2024 16:41

HBs reduced the number of builds because demand fell due to affordability problems, as predicted years ago.

They face higher build cost inflation whilst affordability remains a major problem.



"Divi almost certain to be cut unless the situation improves"

I think their divi policy is flawed. They have committed themselves to a divi based on NAV rather than earnings. I think they were very short sighted and expecting the housing market to recover quickly, which, as per previous assertions, it clearly wasn't going to.

The problem with cutting the divi is that it'll send the message that they have cash problem. That will further crash the price.

If they don't cut then if the housing market remains subdued then their cash balance will dwindle quickly.

[beckers2008] 21/11/2024 16:23

DvD,

I qoute you...

'As for a Q4 interest rate cut - it's looking less and less likely'

They cut in Q4!
DvD, why do you consistently prove yourself a mug-punter, lol!

I think you will find that October, November and December are all in Q4.
Am I correct yet again and you are wrong... yet again, lol, just lol!

The Bank of England (BOE) cut interest rates from 5% to 4.75% at its meeting on November 6, 2024.

I have given you a clue...
Tell me, what are the months of Q3?

[essentialinvestor] 21/11/2024 16:17

UHOUND, it depends on the margin TW find acceptable, they are a listed business rather than a charity!.

Sector margins have plunged, they peaked at la la levels over 30%. I mentioned margins here many times over the years - they are absolutely key to the P&L.

[uhound] 21/11/2024 16:09

Yes DVD is correct, otherwise why has TW slowed its building down. It can't sell even though the demand has never been higher!

Affordability!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Plenty of people want to own but can't afford to buy.

Many of TW typical buyers need mortgages and with everything else going up the can't get the mortgages.

Many older people already own or are buying their home, but there are a growing number of people in rented now, who can't save a deposit or can't get a mortgage currently to get a decent place.

Jugears can't see it because he does not understand. Why is the average age of the first time buyer going up?

TW landbank consists of a lot of land without planning and will decline by the day while affordability is an issue.

Divi almost certain to be cut unless the situation improves - they have too.