Taylor Wimpey Share Discussion Threads

[hiq] 26/12/2010 15:38

Get some snow tyres?

[shaws37] 26/12/2010 15:08

What's being said in the Sunday Times ??

Sorry, im unable to get to any shops, snowed in. Joys of living deep in the countryside.

[smurfy2001] 26/12/2010 13:05

Taylor Wimpey is ringing in the New Year with a special offer that lets property seekers own a new home for just £11 a month!

[homeboy35] 26/12/2010 12:54

Luverly jubberly

[uknighted] 26/12/2010 11:11

Sunday Times Business Section page 9 "Inside the City" - Builder tops out recovery.

[panachegrp] 26/12/2010 07:02

Morning All,

Tipped in The Sunday Times - Deutche?? (cant spell) Bank says 61p by end 2011.

[sequoia] 24/12/2010 23:49

Could the next major resistance be 38p?
Merry Christmas all.
seq

[the disciple] 24/12/2010 15:23

Not bad ,not bad , Merry xmas all ...

[gutterhead] 24/12/2010 15:00

50p by march, marvellous

[spennysimmo] 24/12/2010 09:48

30p as we all finish for Chrimbo?

[imastu pidgitaswell] 24/12/2010 09:28

The higher NAV figure is based on including the deferred tax losses to set against future profits. At this stage, they're not recognised as an asset in the balance sheet, but they do exist, and when they are considered 'reasonably forseeable' from an auditor's persepctive, they will be recognised.

But frankly they already are forseeable - future profits will not be taxed at the headline corporation tax rate until those deferred tax assets are used up.

[fewdollarsmore] 24/12/2010 08:30

98 - I thought the NAV was around 47-54p, last set of results from TW has the figures..

Merry Christmas all

[98viilage] 24/12/2010 07:59

Has anyone done any analysis that would like to share on the discount to NAV that other major builders are trading on.

Sir Rational implies a 50% discount for TW based on a share price of 30 and a NAV of 60p.

What would it take to get to the sector aveage? That would seem to be the next realistic goal.

I would do it myself but am up in mountains skiing.

[homeboy35] 24/12/2010 06:34

Aye, you did that sm............back to where it was when I bought in August... hey ho

[sundaymonday] 23/12/2010 20:23

I always said 30p was meaningless - breezed past, onto 32/33p

[jibba_jabba] 23/12/2010 18:59

Share comp if anybody fancies it..

[jibba_jabba] 23/12/2010 18:35

US House builders getting a slap today..

[imastu pidgitaswell] 23/12/2010 18:14

Yes, I did mean that, as the narrative suggests.

Next week, a treatise on bears and their toiletry habits in the vicinity of woodland...

[aspers] 23/12/2010 15:28

Its just folk now looking to invest in some really good cheap stocks. TW being one of them, WIN being another, pile in whilst you can :-) Merry Christmas to you all.

[smurfy2001] 23/12/2010 14:35

No idea why you've circled that unless you're suggesting the gap is filled?

[imastu pidgitaswell] 23/12/2010 14:29

Looking with a longer term perspective, we should be able to look at the last 6 months as a technical necessity before it could rise higher?

[imastu pidgitaswell] 23/12/2010 14:06

Saw a short piece in the Times today (which can't be linked as I don't subscribe) which was the November version of this:



It basically said there was an upturn in registrations in November, as previous empirical evidence had suggested after the Government's CSR in late October.

Presumably it will get posted on the NHBC website in due course.