Taylor Wimpey Share Discussion Threads

[imastu pidgitaswell] 07/3/2011 09:48

I can answer that one - if I sell some at 44-45 they will go further. If I don't, they will fall back.

I'll let you know what I do.

:-)


Not so fussed about the bigger daily - but don't object. But I can't see the point of one of the 6 being a five day chart and the other ones being one day charts...

[sir rational] 07/3/2011 09:44

I wonder whether 'sell @ 44-45p' is self-fulfilling prophecy or whether it's going to be a cruel trick as dumpers regret seeing 50p the next week?

[ludl0w] 07/3/2011 09:44

'They want a bigger daily price chart up top'

yes please

[sir rational] 07/3/2011 09:39

OK to summarise people like it the way it is except:

They want a bigger daily price chart up top
and
the 6 peers chart should show 5 day view on all 6

Want me to find the code?

[imastu pidgitaswell] 07/3/2011 09:33

Sort them charts out...

:-)

[sir rational] 07/3/2011 08:11

THE TIPSTER
Monday, 7th March 2011
BUILDING PROFITS AT WIMPEY
Philip Salter
HOUSE builder Taylor Wimpey has recently posted profits ahead of expectations despite revenues staying unchanged. This has been put down to average selling prices increasing, which is a very pleasing sign for the firm which has seen a strong uptrend in share price since last December. Although the board remains cautious about the future it is still very upbeat about achieving this year's margins. The technicals are showing positive signs as well with the upside continuing if 36.75p remains a strong support level. Capital Spreads quotes 41.3p-41.8p.

[badmumba] 06/3/2011 18:00

Where's that moron Ramsey theses days,he must be sick as a pig now this is back past 40p.

[smurfy2001] 06/3/2011 11:47

WTF? The CEO already said double digit margins by 2012.

So £200m+ profit by 2012.

Hey guess what chaps, i'm now an anal-yst !

-----

"highlights the potential for margin expansion which he believe is currently not reflected in consensus estimates."

[sir rational] 06/3/2011 09:02

Goldman Sachs analyst Rudolf Dreyer reckons that Taylor Wimpey's (LON:TW) results and 'relatively more constructive outlook' highlights the potential for margin expansion which he believe is currently not reflected in consensus estimates.

Dreyer rates the house builder as a 'buy' targeting 48 pence a share.

[wendsworth] 05/3/2011 13:17

The Old Dog ; Your post 7487 is very revealing in that I cannot recall an analysis for any other share I have held where all the indicators composite, short, medium and long term pointed to a BUY. Many thanks .

Chairman 2 : Absolutely concur with your comments at 7541.

ludlow : Early next week could be the time to return? Did you note that IMI was also a big winner this week? As to LLoy ..that is now my core holding ...waiting for the RNS's to flow from senor Horta's office.In essence we've got to be innit to winnit with Lloyds!

[emma royd] 04/3/2011 20:11

Indeed, it just happens .. right?

[sir rational] 04/3/2011 20:00

There are some unknowns

[emma royd] 04/3/2011 19:59

Sire, one awaits your instructions

[sir rational] 04/3/2011 19:58

I am in the process of establishing the various cases defending/opposing holding beyond 45p but it already looks pretty clear cut

[emma royd] 04/3/2011 19:53

How about being more pro/savvy by backing that claim up with a reason, or is that too much to ask Sire Brainy?

[sir rational] 04/3/2011 18:14

But then you'd have missed out on the run to 50p this Spring

[newkid] 04/3/2011 18:09

Well I nearly pressed the button at 41.67p which would have given me a small profit after what seems a life time here.

[sir rational] 04/3/2011 17:30

But we're going to need that 40p support

[chairman2] 04/3/2011 17:17

Dont know how anyone can knock the end of week price

its clearly a platform and all prices
consolidate during trends.

No surprise there have been lots of little guy sells
today after results - hence the drift, whilst still
holding above the 40p mark.

You have to take a view on whether a North American
sale is priced in - for my money it isnt - the
price reflects the trading and margin.

When and If the NA sale details come through they will
transform the balance sheet. TW has been taken to
the cleaners because it entered the crisis like RBS
with hugey inflated debt through a disastrously-timed
acquisition. That problem alone switched off most
institutional money leaving TW to the mercy of Hedge Funds
and traders- The slow climb out of the pit has cost
P&L dearly but during 2011 market will realise the
refinancing costs wll not recur so 2012 is boosted by
that alone. A NA sale finally lifts the very real
threat of a rights issue to pay down gearing and that will trigger
normalised ratings based on earnings potential and
long term NAV.

Just dont be impatient none of this happens overnight - it
happens when most watchers have got bored and gone away.
But I cant think of another share I own with the potential
for a +50% rise on a single deal - if- -big if - co gets it
right.

If you are a holder (not a trader) that is.

[sir rational] 04/3/2011 17:03

40.71 I'll take it

[kfp] 04/3/2011 15:38

Level 2 2.9 mil sell 2.1 mil buy