Taylor Wimpey Share Discussion Threads

[kosyboy] 16/11/2010 08:36

nice to see it go to 30p today, I can dream

[hiq] 16/11/2010 08:34

They just need to digest the capital raising and put a valuation on business going forward

[edmondj] 16/11/2010 08:19

The medium-term prospective P/E is rather hefty, maybe that is an issue.

[jas_ron] 16/11/2010 08:19

just bought some, US news positive - shares at same level when ftse was below 5000. building sector has underperformed significntly. bdev has results tomorrow alos and looks cheap below 80p. was over 15 quid a few years ago and remember bdev in 1984 they were 65p. 26 years on below 80p! Shows how wrong buy and hold strategy is. Anyway, there will be positive media comment on tw. - a rise to 30p in next few days.

[fewdollarsmore] 16/11/2010 08:14

I like the fact they are reducing debt as well decent 140m wiped off which will help.

Net debt stands at cGBP720 million, a further reduction from the GBP860 million at the equivalent point last year.

Cannot beleive the price is lower than Friday with a decent set of results.

[hiq] 16/11/2010 08:13

Strange interpretation of bank support.

Negative is the £350m but that assures future of co.

[gcom2] 16/11/2010 08:07

Just dumped mine- IMS is a carbon copy of the HY results- and it went to 21p after they came out, good luck longs anyway.

[hiq] 16/11/2010 08:03

30p+ today confirmed as a likely

[hiq] 16/11/2010 07:57

Spike up.

Pre-market looking like a test of 30p today

[spennysimmo] 16/11/2010 07:55

Based on the fact that most analysts have been talking TW. down based on how restrictive it is for them to buy new land unlike other housebuilders, let's see how they react to this part of the report:-

"In particular, there is no restriction on new land investment."

[hiq] 16/11/2010 07:42

That's the price of bank support, which is now assured

[barf2] 16/11/2010 07:40

The raising of £350m might be a big drag on the share price otherwise financing resolved and sales etc pretty much as could be expected.

I hope the refinancing puts some confidence behind it.

[spennysimmo] 16/11/2010 07:32

Very good report although the debt has increased by £87m since the half year results to July.

[hiq] 16/11/2010 07:17

Nah.

Debt down by another £140m. Banks happy.

Markets love an undervalued share that announces slow and steady progress with focus on margin/ profit and good forward order book.

[topdoc] 16/11/2010 07:14

excellent statement but share price still likely to go down.market looking weak at present

[hiq] 16/11/2010 07:10

Excellent statement.

Refinancing agreed; end of restrictive covenants eg on land bank; op profit upper end of expectations.

44p in a jiffy.

[spennysimmo] 15/11/2010 21:34

smurfy, yes. Interim Management Statement.

[uglybetty] 15/11/2010 21:15

Barratt IMS out on Wednesday.

[smurfy2001] 15/11/2010 21:12

IMS = Management statement?

[jibba_jabba] 15/11/2010 20:24

Ok cheers..

[shaws37] 15/11/2010 20:22

spenny, hmmm, not sure if they are reliable for info, be careful out there ;-)

[spennysimmo] 15/11/2010 20:18

jj, should be reliable, my source is Investor Relations at TW. 19th at the latest.

[spennysimmo] 15/11/2010 17:44

IMS this week. Should be interesting.

[shaws37] 15/11/2010 17:20

Poor performance today.