Taylor Wimpey Share Discussion Threads

[beckers2008] 10/12/2024 17:49

Jugs,

They won't leave this BB, they are irrelevant trolls with zero credibility.

One in particular who has been wrong for over 6 years, lol!
It will be here for another 6 years, lol, just lol!

[uhound] 10/12/2024 17:44

Jugears is no business man that's for sure!

Becky is just a minor as is evident by their childish posts.

I don't see why anyone would have an issue when someone counters their bullish stance if they have faith in their conviction. Especially if they are a long term holder 10 years+.

What the bears on here are pointing out is that over the last few years and even more so the last few months, the housebuilding sector is not the place to be.

[sikhthetech] 10/12/2024 16:51

Jugears,

TLY makes little difference to me but it's very important for you to deramp. Why's that?

It's very strange for someone claiming to be have £2m to £3m invested in shares and doesn't care about short term share price movements.

Why not let posters decide for themselves. Why don't you stop posting misleading posts, suggesting they are insider info from fantasy estate agents, company execs.

It shows both you and Becky are very insecure with your investments and assertions.

[beckers2008] 10/12/2024 16:38

DvD,

'berk2008; really? You've really sold all of your TW holding? Why're you posting here every day then? There's a strong smell of bullsh1t coming from your posts.'

Reads my posts troll, the evidence is all there to see.
Ask your troll mate Sikhthetech, he knows as it copied and pasted one purchase so many times to remember, lol.

Three posts relate to...
1. buy at £1.32.
2. buy at £1.03
3. buy at £0.86
Each buy was £5,000 worth.

4. sell total holding at £1.36.

I do not have appetite if you care or not but just proving you, another troll that you are intelligently challenged and wrong, lol, just lol!

You are not relevant and not credible.

[sikhthetech] 10/12/2024 16:20

I see the chuckle sisters, Becky and Jugears are still posting all day.... Desperate or what??

When the share price was rising above Becky's sell price, she was posting the lowest price she bought at, forgetting to mention she had sold too soon and misjudged the price rise.

When the share price was falling to below becky's sell price, she changed the posting to post the sell price, forgetting to mention she missed out on the rise to 168p.

In both cases she tries to make it look like she made the best trade at the right price points.

I think posting to make yourself look correct when you're clearly been wrong is very deceiving.





Jugears on the other hand just posts waffle about his friends etc.

Interesting Jugears went onto my TLY thread and posted,
"Can I be honest"....
TLY is a £16m mcap company works with NHS. Jugears thinks NHS and healthcare is a limited market!!!
Try telling the millions of patients waiting on the waiting lists

JUGEARS9 Dec '24 - 11:44 - 21656 of 21656 Moderate | Ban
Sikh, Can I be honest? I don't ever see this being a multi billion dollar company or a cash cow, its a limited market with very low bottom line margins



Both chuckle sisters are very deceiving. If it looks like BS, talks like BS then it is BS'er
No wonder they get on well with each other.

[danvandan] 10/12/2024 16:13

Of course, this is the post you should really be discussing:

TW's shareprice is likely to go a lot lower. Management here is currently managing decline and it could be years before the market picks up again. The sector's fundamentals have shifted in a big way; interest rates are returning to their long-run average at 5% or higher and we have a govt which is not going to subsidise house-buying for the benefit of house-builders. Housing is a hugely inflated asset bubble, priced way beyond the realistic means of working people because of years of zero-interest loans and badly conceived govt subsidies. An average house is at least £100,000 over-priced and it will take years for wage inflation to bridge this affordability gap.

On top of this, every cost area is rising for builders; materials, labour, taxation and new-build legislative standards. Every revenue area is being depressed; house prices are falling in real terms and it is only a matter of time before leasehold for houses (nothing more than a scam) and onerous estate charges are removed/reduced by government. In short, we are seeing a slow systemic change taking place which will strangle profits for housebuilders for the foreseeable future.

Mid-2023 the market recognised the dire situation for housebuilders and priced TW at £1. Since then, financial metrics have gone lower for the business (profit and cash in particular). My guess is that the share price will drop well past £1, especially if and when land values begin to drop. Some people cannot imagine such a situation because land has risen reliably for decades, but we are in a unique situation; the UK has effectively expelled hundreds of thousands of Europeans through Brexit, and population growth has stalled; in two decades the UK birth rate has fallen way below replacement levels. Local authorities are planning to close and consolidate schools because of a shrinking population. Nationally, hundreds of thousands of properties are currently empty; core drivers of housing need are diminishing.

Because of the factors above, house-prices and demand can only be driven one way. My guess is that TW's share price could fall dramatically as this picture becomes more obvious to the market. Already, TW's financial base has been quickly hollowed out through excessive dividend payout. Forecast 'operational' profit is estimated at £400m (declining heavily for a third straight year) but the amount converted to cash will be much lower and will not even cover the current dividend. TW will have to sell assets to generate cash and/or reduce the dividend, which will mean a major change of policy (currently, dividend payout is set at 7.5% of the company's 'value'). Previously, the share price here has been as low as 30p. I see no reason why TW's shareprice shouldn't get to that level again.

[beckers2008] 10/12/2024 15:36

Desperate Dan,

You said you were going to post it on the ADVFN BB, lol!

You are no investor, you're a very emotional troll who is easy to catch out, lol, just lol!

[beckers2008] 10/12/2024 15:06

Desperate Dan,

"My short is deep in the money" Yeah, course it is, your imaginary short.
You said you were going to post the contract note, lol!

You are a classic mug-punter, lol, just lol!

[beckers2008] 10/12/2024 12:33

Desperate Dan,

But you didn't mention it, adjustment! Lol!

Your only factual paragraph is about the share price But I am not interested in the share price from when I sold.

The other paragraphs, your usual bs.

We won't mention your excellent 'TA' judgment that failed you miserably, lol, just lol!

[beckers2008] 10/12/2024 11:58

DvD,

You're very quick to mention when short positions increase but never note when those same positions decrease, lol!

Point 72 bought back shares and reduced their short position and notified the market on the 4th of December.

Thought you might have mentioned it, lol, just lol!

[kreature] 10/12/2024 11:53

House values are falling against inflation junk. They are a depreciating asset, a bit like your shares tbf

[danvandan] 10/12/2024 11:34

The market is chipping away at the support here; second visit to 126p. Will we see 125p today? £1 is coming. The next step down could be sudden. As 'kreature' has pointed out before, prices can fall as well as plummet.

[nemesis6] 10/12/2024 10:33

"according to your friend" oh well lets all pile in then

[jugears] 10/12/2024 09:21

Becks, exactly house prices are rising, houses are also selling faster according to my friend.

[beckers2008] 10/12/2024 08:57

Trolls,

For the last 6 years all you type is the same doom and gloom and house prices have not crashed.
What was the average UK house price in October 2018 compared to October 2024?
Significantly less.

Now tell me when is the UK house price crash going to happen, lol, just lol!

[uhound] 10/12/2024 08:23

Shame there are not more people here who are actually involved in the sector so know what's really going on.

House prices down in many areas, mortgage rates up (taking fees into account), material costs up, mortgage lending stricter, affordability down, unemployment up and going to get worse.

[kreature] 10/12/2024 08:00

Was a bit late typing the ‘e’ in ears, so very sorry for the typo. Thanks for highlighting tho Becky. No doubt you will do the same when junk inadvertently uses the ‘c’ word to describe others.

The point was that although 1 or 2 lenders have cut rates, average mortgage rates are actually up….