Taylor Wimpey Share Discussion Threads

[wolterix] 10/5/2010 12:18

the cap by the sink, is not what you think..

[grax] 10/5/2010 12:15

With or without the baseball cap?

[wolterix] 10/5/2010 12:11

I think they're all trying their hardest to be 'statesmanlike'

whatever, but personally I'd like it sorted! bored of this recession...want things, shiny things..

[wolterix] 10/5/2010 11:56

promising noises emanating from LIBCON..

[the disciple] 10/5/2010 10:44

wolt ,it's bloody freezing ,much as i love Britain i'll be glad to go home next week .

At least we are bouncing back .45p here we come .

[cfaucher] 10/5/2010 10:33

any bet that the DOW will go up a few percentage points today!, Might be a good chance to get a few bob on the upside of the european market.

[wolterix] 10/5/2010 09:39

TD - it's Spring!

sailor

[grax] 10/5/2010 08:35

I've got to say I'm not convinced.The pressure to push this down is sill heavier than any strength.

Mmmmmmmmm!

[the disciple] 10/5/2010 08:31

Big bounce on all today . . PS where is your summer ????

[grax] 10/5/2010 07:58

That doesn't mean I don't think the shorting community won't have another fierce go at trying to drag things down.

Come on TW give us a good day!

[grax] 10/5/2010 06:22

Looking for a bounce today.

It is always the same when the wind of fear blows through the markets that the doom sayers have the loudest voices. You can see it all around that the most extreme scenario articles attract the most coverage.

New week, a solid start, fear will ease and greed will start sniffing around again.

FTSE should open up just shy of 2%. [I know, TW only tracks the FTSE down not up but you never know!]

[sir brainy] 09/5/2010 17:54

people still need to live somewhere...

[the disciple] 09/5/2010 17:46

Don't like that article jibba ....

[tullynessle] 08/5/2010 09:42

To some extent it appears that the market is treating TW. as a UK Housebuilder only - the North American operation (and opportunities) appear forgotten.

Below is an extract from the IMS 0n 29th April.




Extract:

North America Housing

Affordability remains extremely good in our US markets and recent data releases
indicate that the gradual increase in housing starts, prices and builder
confidence is continuing, assisted by the Homebuyer Tax Credit programme. Our
markets in Canada continue to see steady price improvement.

Year to date sales rates for North America are ahead of the equivalent period in
2009, largely offsetting the reduction in the number of active outlets. In the
US, the average sales rate per site per week, net of cancellations, is 0.48 for
the year to date ahead of the 0.37 in the corresponding period of 2009.

Our business in Canada continues to perform strongly. It has delivered a
significant improvement in net sales per site per week to 1.07 for the year to
date against a 2009 year to date comparative of 0.52.

For North America as a whole we are approximately 99% sold for the half year and
69% sold for the full year targeted completions.

We continue to evaluate new land opportunities, particularly where we see value
in longer-term assets.

[wig123] 08/5/2010 09:13

bobsidian, post 896

Yes I remember very well indeed sadly ;-( TW. was and has always been one of my favourites having lost a few quid riding them all the way down from circa £2.30 odd I think my first purchase was late 07. Managed to recoup most losses in the spike from circa 16p to 32p and have traded them since, losing some but winning more.

Bought back in yesterday and averaging circa 35p and am happy there.

Housebuilders where always going to get hit hardest with the hung parliament outcome as many major planning descisions will now run the risk of getting drawn out, however , the company has made good progress in paying down its debt over the last two years, already has its financing in place going forward (which was a big issue re:previous demise to circa 4p) and sites in general are upping the pace. Margins are being maintained,and in many areas increased,and sales are strong. So all in all a far better picture than 2 year ago IMO .

Also, although there was a slight dip in house price rise over April, the consensus is that UK house prices will remain flat for the duration of 2010, this in itself is fine as too much increase would deter buyers, wheras if they remain flat they are doing so from a higher base than where we were in 08/09

A market correction was always on the cards, just depends now wether you look on it as an opportunity to buy, or a reason to sell. gl all!

[mattyd] 08/5/2010 08:32

Jono100 - 7 May'10 - 22:19 - 901 of 901

why would that affect TW? they dont build mansions

[jono100] 07/5/2010 22:19

Nick's mansion tax proposal is having some play today, maybe.

[sir brainy] 07/5/2010 20:30

Cfaucher - so double up?

[taffee] 07/5/2010 20:23

hold hold hold on

[cfaucher] 07/5/2010 16:50

Hi Guys,

First time I have ever posted, and this is the first share I have ever bought! Harsh lesson in dealing with the psychology of the market me thinks! However this all seems like a bit of market panic to me, I bought these shares on the basis of its NET asset value per share 45p being greater than the share price, with potential for growth after in the coming recovery, am basically banking on an asset play.

Am guessing once the conservative coalition forms and we get some stability in a political sense, then we should start seeing some normal behaviour in the market.

Still a 21% fall in about a week, why oh why did I not wait till the election results!!

Now I understand why Warren does not have a ticker in his office!