Taylor Wimpey Share Discussion Threads

[paulej] 03/3/2011 07:05

aren't these way ahead of expectations - maybe I'm not understanding them properly

[sir rational] 03/3/2011 07:05

£75m is better than the whisper number £55m and miles better than consensus

[sir rational] 03/3/2011 07:02

Barf - yet to read the RNS but TW. already said there will be no significant news on TM. Next round of bids is tomorrow.

[sir rational] 03/3/2011 06:39

Taylor Wimpey Plc (TW/) : The U.K.'s second-largest homebuilder by volume may report a loss of 4.8 million pounds for the year, according to the average of five estimates compiled by Bloomberg. The shares retreated 0.8 percent to 39 pence.

Eh?

[smurfy2001] 03/3/2011 02:19

Déjà vu post mucker?

[ludl0w] 02/3/2011 21:16

Thursdays preview

House builder Taylor Wimpey should follow its sector peers in announcing a moderate improvement in trading conditions since the start of the year.

"In our view, a key area of focus will be news of the possible disposal of its North American operations as this could prove transformational for the group's balance sheet," Panmure Gordon said.

"In the UK, we expect the group to report the completion of 9,962 units at an average selling price of £171,000. Margins should have shown significant improvement during the year, and we forecast a full year UK net margin of 7.1%," the broker added.

"Within its North American operations, we expect the group to announce the completion of 4,140 homes at selling prices broadly in line year on year," Panmure Gordon said.

Panmure Gordon is almost a million pounds below consensus with its forecast of profit before tax of £46.5m. It forecasts earnings per share of 1.0p (consensus: 1.19p) and a net asset value per share of 57p.

[sir rational] 02/3/2011 20:20

House builder Taylor Wimpey should follow its sector peers in announcing a moderate improvement in trading conditions since the start of the year.

"In our view, a key area of focus will be news of the possible disposal of its North American operations as this could prove transformational for the group's balance sheet," Panmure Gordon said.

"In the UK, we expect the group to report the completion of 9,962 units at an average selling price of £171,000. Margins should have shown significant improvement during the year, and we forecast a full year UK net margin of 7.1%," the broker added.

"Within its North American operations, we expect the group to announce the completion of 4,140 homes at selling prices broadly in line year on year," Panmure Gordon said.

Panmure Gordon is almost a million pounds below consensus with its forecast of profit before tax of £46.5m. It forecasts earnings per share of 1.0p (consensus: 1.19p) and a net asset value per share of 57p.

[sir rational] 02/3/2011 18:14

I do think there's money in that disparity between consensus (£39m) and £50-£55m actual.

Nothing like seeing £55m in black type to get instis excited.

[gbh2] 02/3/2011 17:34

We only need it to be up whilst its open, 8 hours tomorrow will do :)

[smurfy2001] 02/3/2011 16:59

FTSE tanking again.

Might not be a good day Thursday.

[gbh2] 02/3/2011 16:38

Call it a 39p starting price and hope it performs some what better as the week progresses!

[sir rational] 02/3/2011 16:37

39 on the nose.

Open? Depends on what's in that RNS...

[the old dog] 02/3/2011 16:33

Close over 39. Open at 37. Believe it

Woof

[sir rational] 02/3/2011 16:30

down to the wire now

[sir rational] 02/3/2011 16:27

Wouldn't you be twitchy in the minutes before your date with destiny?

[imastu pidgitaswell] 02/3/2011 16:08

A bit twitchy, innit?!

[wendsworth] 02/3/2011 16:08

Sir r ; Apologies for the previous stero message ! Back up she goes!

[sir rational] 02/3/2011 15:50

North of 39p

[wendsworth] 02/3/2011 15:42

I feel TW will close north of 39p. Look out for some late / after hours buying.

[wendsworth] 02/3/2011 15:42

I feel TW will close north of 39p. Look out for some late / after hours buying.

[ludl0w] 02/3/2011 14:49

ed , are you holding

[the old dog] 02/3/2011 14:45

Looks like 39p is the new 40p. So timid!

imastu - I break even at 45, and I remember switching off my computer with a smile of satisfaction as we closed around that point in April 2010. Surely we'd be £3 again before long. Could I have been any more wrong?

Never again. I'm out at breakeven and waiting for direction. If we are going to 63, there'll be plenty of time to board the bus. And if we're going to 23, forget about it.

Woof