Taylor Wimpey Share Discussion Threads

[kreature] 12/12/2024 09:02

There’s also ‘build cost inflation’ and ‘ the cost of new building regulations’ to consider, as sighted by one of the other house builders.

[danvandan] 12/12/2024 08:27

Interesting times. Let's see how local councils react to govt demands for new housing. This story involves Quinn Estates building 8,400 homes, new schools and a new road, one of the hundreds of smaller developers who stand to gain nationally from easier planning consent. The opening up of land to build on will devalue TW's 'landbank' and create competition for new homeowners, and increase supply, leading to lower prices and lower profits for TW. No part of this looks good for TW.

[kreature] 12/12/2024 00:13

Sorry to hear that Jugs. Best of luck

[jugears] 11/12/2024 14:33

Its not the price that is not affordable but the monthly interest repayments, watch sales increase when rates fall again.

[beckers2008] 11/12/2024 14:30

Sikhthetech,

You are simply a fraud who is a clueless mug-punter and whom has lost it's shirt from October 2018 when it called TW. short, lol!

Tell me, when is your each and every year's house price crash going to happen for the last six years, lol, just lol!

You are not credible.

[sikhthetech] 11/12/2024 12:39

Cupra,

"People will still buy houses"

You miss the point entirely.

People will always buy houses but DEMAND is significantly lower due to affordability problems. The divi policy is flawed so cash will continue to decline.


sikhthetech - 28 Feb 2024 - 17:57:24 - 17557 of 20194
<...>
The dividend was always going to be maintained. It's their dividend policy, which I believe is flawed. I see that as a risk as they should be preserving cash during hard times. Other HBs don't have the same rigid divi policy.

[cupra kid] 11/12/2024 10:59

People will still buy houses

[itisonlymoney] 11/12/2024 09:58

what if interest rates don't fall? also what if they go higher?

[jugears] 11/12/2024 07:52

Lol I bought my biggest holding for 30-37p during the financial crisis I still have all those shares & apart from 2 years took the dividend in shares so at circa an 8 bagger I'm very happy with that, but 86p was a good call in recent times, unfortunately I was in a meeting that day & missed it by 3p lol but still have them & have no plans to sell any especially as the whole market is down & not just hb's!

[beckers2008] 10/12/2024 23:26

"Beckers2008 - 07 Dec 2024 - 18:38:26 - 20111 of 20187
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] 10/12/2024 22:54

Junk: “ long term the value of houses will continue to rise because their will never be enough houses, ”

I think you may be confusing price with value Junk. The price might rise, but the value is currently falling year on year.

[itisonlymoney] 10/12/2024 22:17

most metrics show the housing market inflated tbf. house values have dropped and been static before and am not so sure about the "tiny island" reasoning. UK has the same population density as germany and india and many other countries are similar. Both have much cheaper property and in germany's case, much better value. but as the saying goes, it's difficult to make accurate predictions, especially about the future. GLA.

[jugears] 10/12/2024 20:53

Becks, that's strange because I'm sure all the house builders are planning to build more houses next year & increase the number of new sites, even that won't slow house price growth down IMEO because as rates fall more people will enter the market, its not the price if houses but the monthly repayments that deter some people.whatever happens short term with prices, long term the value of houses will continue to rise because their will never be enough houses, we are a tiny island with very little desirable house building land & now everyone wants land which is pushing prices even further.

[danvandan] 10/12/2024 18:51

127p shareprice. See chart for current downtrend. Speaks for itself.

beckers, who are you trying to convince that you are 'correct' - you can't even convince yourself because, according to you, you're neither long nor short on TW.

As for 'trolling', almost everyone here has a position on TW and a motive for being here. YOU are the only troll, posting rubbish all day with no purpose. Do you honestly think that there's even one person out there reading YOUR puerile gibberish and thinking, 'yep, that beckers certainly knows what he/she's talking about'? Seriously?

And as for 'running rings around...' what ARE you gibbering about? I'm making money. You're running around in rings. Great. Knock yourself out. But do you HAVE to embarrass yourself on here while you're doing it? Get a proper hobby instead of wasting your time on here.

[jugears] 10/12/2024 18:44

Becks the problem & I am sure its just their young age! is that because interest rates have been low, some poster can't comprehend that a lot of buyers can actually afford higher interest rates, then we have those 30 plus percent that don't need a mortgage, my friend said the other day that there are more cash buyers now than pre covid, I will reiterate his comment that house sales are also going through a lot quicker than earlier in the year, I have said before that it doesn't take much to start propelling the market & confidence certainly seems to be coming back, you only need one or two more cuts in rates & hb's will be struggling to meet demand, but as they are already selling all of the houses that they have CHOSEN to build we wont know exactly what will happen until they CHOOSE to build more, but I really don't see them rushing under this Government, it will be interesting to see If & who will push that button first?????

[beckers2008] 10/12/2024 18:23

A minor running rings around the emotional trolls, lol, just lol!

"Beckers2008 - 02 Sep 2024 - 11:10:39 - 5689 of 5788

Remember my statement...

BoE base rate at 6%
Absolutely no chance.

Q3 2024 interest rate reduction?
Absolutely every chance.
I was correct yet again!

I expect the UK's next rate cut to come in Q4 2024.
I am correct again!!

The latest cut will be followed by four quarterly cuts in 2025 and one cut in 2026 resulting in a 3.5 per cent base rate by the middle of 2026.

Watch and learn trolls, you have lost the argument as I told you over a year ago.

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