Taylor Wimpey Share Discussion Threads

[shaws37] 01/11/2011 11:47

It doesn't. It's unfortunately dragged into the whirlwind of shorters while the gloomy clouds persist. imo

[jugears] 01/11/2011 11:16

Can,t See how Greace has any effect on TW

[spennysimmo] 01/11/2011 08:57

Right shoulder forming now...

Having trouble posting the advfn chart.

[imastu pidgitaswell] 01/11/2011 08:28

But unfortunately the Greeks have done us all in. Again...

[sir rational] 01/11/2011 07:23

If immigration is allowed to continue at its current level, about 200 homes will need to be built every day of the week for the next 23 years - and that is just to house those coming into this country.

[imastu pidgitaswell] 31/10/2011 16:26

Never one to refrain from a sharp plunge when the market is taking a trip down...

Not a good day for the housebuilders - some dodgy home loan stats did for them today.

[sir rational] 31/10/2011 11:28

You've got a positive run into the Finals IMV - prospect of double digit margin achieved already and positive outlook statement.

Govt announcing various infrastructure building projects all helps the sector.

[smartypants] 31/10/2011 10:46

50p by Christmas.....oh sorry that was for 2009...did it make it then ?

[sir rational] 31/10/2011 08:10

House-builders have been a common occurrence on bargain stock screens since the economic downturn began wreaking havoc in British mortgage lending. On Graham's NCAV screen Barratt Developments (LON:BDEV) and Telford Homes (LON:TEF) are the two main contenders, with peer group companies Bovis Homes (LON:BVS), Bellway (LON:BWY) and Taylor Wimpey (LON:TW.) falling just short of the stricter criteria. With net assets of £2.93bn and a market cap of £850 million, FTSE 250 quoted Barratt easily earns a place on the NCAV screen with a score of 0.55. Shares in the company have traded within a relatively narrow range of between 76p and 119p for the last 12 months – well down on the three year high of 184p in September 2009 and just a fraction of the 720p peak they hit in January 2007. Like its peers, Barratt has focused on optimising selling prices, improving efficiencies and building its land bank. Supply/demand trends for new homes appear to favour house-builders in the long term – but the underlying mortgage market needs to be repaired first.

[gcom2] 29/10/2011 02:00

odd chart this, fact is 29p is guaranteed

[aphrodites] 29/10/2011 00:47

Sir R

Read my post. 39+

[sir rational] 28/10/2011 16:09

Flip side of double digit margin - invest in it but don't buy one ;-)

[sir rational] 28/10/2011 16:05

Only in the shoddy roof work lol

[shaws37] 28/10/2011 15:56

Climbing nicely, leak ?

[sir rational] 28/10/2011 15:51

Affro you must be getting a bit pink in the face lol

Why 39 and not 38.8p?

[pilly11] 28/10/2011 15:48

at least its trying...

[imastu pidgitaswell] 28/10/2011 15:43

Share price obviously reacting to your insight, SR...

[sir rational] 28/10/2011 10:35

I'll hang on for next year's Finals ;-)

Double digit margin achieved & no funnies = 45-50p

Can finally re-assess as UK-centric business, low-geared, decent outlook = get a lot closer to NAV IMV

[imastu pidgitaswell] 28/10/2011 10:11

Looking back to a starting point in November 2010, we're not even half way through wave 3 yet, surely?

:-)

[aphrodites] 28/10/2011 10:01

Sir

I am still waiting for 39p + to sell.

40p will be a big barrier.

[imastu pidgitaswell] 28/10/2011 09:54

I'm very happy for you - In my case, well into my third year of waiting to be in profit. Keep the faith...

:-)

[sir rational] 28/10/2011 09:46

Just happy to be back in profit - been a very silly 3 months ;-)

[pilly11] 27/10/2011 16:28

guess there maybe sellers out there who bought in low 30's maybe even sub 30 for those who timed it right, wanting to make a quick profit