Taylor Wimpey Share Discussion Threads

[jugears] 09/12/2024 14:03

www.zoopla.co.uk/for-sale/details/67458056/?search_identifier=29988edf0dee4305920465b3f040cd7087b0a24a114a98ac8d5479084d1b5515

[jugears] 09/12/2024 13:59

www.zoopla.co.uk/for-sale/details/68928378/?search_identifier=29988edf0dee4305920465b3f040cd7087b0a24a114a98ac8d5479084d1b5515

[jugears] 09/12/2024 13:56

www.zoopla.co.uk/for-sale/details/68935819/?search_identifier=b8976f9a5ad542d521e5d9a8e9f785afec32260d4a34a88e2ef383dda5b4a279

[beckers2008] 09/12/2024 13:51

DvD,

I repeat...

The best call on this BB was mine, buying at 86p and hopefully investors took my advise and made a handsome profit.
The share price went to over £1.60".

Buying at 86p was a great call, unlike any of yours, what a mug-punter, lol, just lol!

[danvandan] 09/12/2024 13:13

Honestly junkears, is it possible for you to tone down the utter bullsh1t for even one day? Agricultural land at £40k an acre? Even in the south it's no more than £10k. As for the rest of your overlong drivel, not one word of that is true either. Literally tens of thousands of homes were built this year by the non-listed housebuilders. Brownfield land is in many cases being essentially gifted to developers due to the remediation costs.

127p currently. £1 is coming. Your posts are coming over as a bit desperate now.

[danvandan] 09/12/2024 06:09

Did you advise them when to sell beckers? And would you say that someone who bought at 86p but didn't sell is now a 'mug-punter'? Would you advise that person to sell now? You say that you sold at 130p. Hard for you to say no to a sale now given the direction of the share price Are you buying TW now? If not, why not? junkears would like you to buy. He was trying to say in his mealy-mouthed way, that you and he had been buying at this level a couple of weeks back. Are you saying that junkears is wrong about you and that you are not a buyer of TW currently? Are you able to make any 'good calls' on TW or was your claimed 86p call a flash in the pan?

[beckers2008] 08/12/2024 23:35

K,

So you have finally agreed with me, you couldn't, not, lol!

"The best call on this BB was mine, buying at 86p and hopefully investors took my advise and made a handsome profit.
The share price went to over £1.60".

[kreature] 08/12/2024 22:46

Government releases more land for housing….
Equals dilution of existing land bank values ?

[danvandan] 08/12/2024 20:07

It's clear that you haven't been paying attention to what's happening junkears, even though you claim to be heavily invested in TW. Of course TW will not build more houses. Planning (or 'planing' as you like to call it) is not delaying TW projects, as you yourself have pointed out. TW has consent on land to enable it to build whatever volume it chooses for several years. It's the lack of a market for houses which is holding it back.

Your cry for a return to 'help-to-buy' is typical of your sort. You and many others do not seem to realise that help-to-buy is a tory policy which merely funnels money into the hands of housebuilders and inflates the housing market. Labour will be doing no such thing.

The current govt's focus is on AFFORDABLE housing. They will achieve this by forcing councils to allow smaller builders to buy and develop land which previously did not have consent. In effect, the govt is generating more land for housebuilding - exactly the thing that you think they can't do - and this will reduce the cost of those houses and enable affordable developments. Margins will still be small. Your other frequent claim that TW is the only business that can build at volume is also undercut by this approach. 80% of UK housing is built by the non-listed housebuilders.

The other key thing here is timeframe - this will not happen for two years. In other words, TW is stuck with low volume for the next two years and then competitive pressure reducing the value of its land and its houses. In the meantime, TW will have paid out all of its cash in dividends and will need to raise more cash. This all bodes badly for the shareprice. £1 is coming.

[jugears] 08/12/2024 18:42

You can't make a house builder build homes if there isn't a market for them, they are reforming planning so that local authorities have less say & lets face it most local Authorities have a vested interest to turn local planing applications down!
All hb's have land with planning in front for continuity, I can't see this making a blind bit of difference to how many houses get built unless of course the government are planing to pay for them, IMEO things are starting to look up for hb's I think I will have to add some more to my portfolio.
What part of the world do you live in sickly, evidently not the UK, over here it will be impossible to meet government targets, you need Labour, Companies, suppliers,materials, to get those in place your looking at many years, who will, employ people now? It costs to much, I can Gaurantee you that the government will not be able to impose start dates once planning is gained, just stop worrying & forget it, uk gove have money for 12.5 k house where is the rest of the money coming from,? it will have to be private house purchasers that fund private house builders, so ui give is going to be forced into another help to buy scheme IMEO!
1.5 million homes will cost about 300 billion to build plus roads & other infrastructure, perhaps they should have raised income Tax by 1% & left the others as they were!

[sikhthetech] 08/12/2024 18:30

HBs won't be able to use 'planning' for not building.
They would have to build more homes, even if there's an affordability crisis.


Planning reforms will end development chaos, says Rayner

[beckers2008] 07/12/2024 18:38

K,

So you have finally agreed with me, you couldn't, not, lol!

"The best call on this BB was mine, buying at 86p and hopefully investors took my advise and made a handsome profit.
The share price went to over £1.60".

[kreature] 07/12/2024 18:02

Sent you a gold star via advfn. Well done, remarkable really

[beckers2008] 07/12/2024 14:25

K,

"The best call on this BB was mine, buying at 86p and hopefully investors took my advise and made a handsome profit.
The share price went to over £1.60".

So if investors sold at say £1.30 would that not be a good move?"

[kreature] 07/12/2024 14:12

‘ UK house prices reach record levels with demand set to continue.’

Lol

[essentialinvestor] 07/12/2024 13:08

4 rate cuts expected in 2025, so rates should be around 3.75/4%.
by YE 2025.


May be a decent time to buy the HB's selectively, targeting a summer sell trade, or longer term hold.

[beckers2008] 07/12/2024 13:05

From City AM.

UK house prices reach record levels with demand set to continue.

UK House Prices have continued to rise
House prices have now reached record levels as lower mortgage rates have helped improve buyer confidence for the fifth month in a row.

According to the Halifax House Price Index, UK house prices rose 1.3 per cent in November, the biggest increase this year.

November’s increase pushed the annual growth rate up 4.8 per cent, the strongest level since 2022.

According to the lender’s data, a typical property in the UK is now worth £298,083.

The average house price in London rose 3.5 per cent to £545,439, as the capital once again retained its crown as having the highest average property prices in the UK.

Amanda Bryden, head of mortgages at Halifax, said: “Latest figures continue to show improving levels of demand for mortgages, as an easing in mortgage rates boost buyer confidence.

“However, despite these positive trends, many potential buyers and movers still face significant affordability challenges and buyer confidence may be tested against a changeable economic backdrop.”

House prices set to continue move higher
Bank of England figures late last month showed that the number of mortgage approvals rose to the highest level since August 2022 in October, suggesting buyer demand remains strong.

It marked the fifth straight monthly increase, suggesting a sustained recovery in longer-term borrowing.

According to Rightmove, the average two-year and five-year mortgage rate are now around 5.1 per cent and 4.8 per cent.

Demand will continue into the new year, Bryden said, especially as the market looks to employment figures and a decrease in interest rates.

Bryden added: “This should underpin further house price growth, albeit at a modest pace as borrowing costs remain above the average of a few years ago.”

Nigel Bishop of buying agency Recoco Property Search said the uptick in buyer demand has allowed sellers to achieve asking price.

However, he said there are still some “homeowners are experiencing seller fatigue after failing to sell earlier this year and are more open to lowering their asking price.”

“We therefore advise house hunters to conduct careful research of their chosen area’s property market as it could be very different from the national picture and give them the upper hand during price negotiations,” Bishop added.

[kreature] 07/12/2024 12:43

Oh no…
‘UK house building falls most in five months in wake of budget’

[beckers2008] 06/12/2024 21:47

K,

"The best call on this BB was mine, buying at 86p and hopefully investors took my advise and made a handsome profit.
The share price went to over £1.60".

So if investors sold at say £1.30 would that not be a good move?"

[kreature] 06/12/2024 21:18

Think you must be misreading that HDTV post Becks..DVD was spot on advising caution

Market has ground to a halt imv. Nothing selling, not even got any viewings lined up and house down the road chain just collapsed back on the market (if there is one?)

[danvandan] 06/12/2024 17:49

junkears, it would be quiet if you didn't keep on posting denials and lies about the situation for TW. Are you going to post another 250 posts over the next 8 weeks telling us how unworried you are about the shareprice heading ever downwards? I suspect you will.