Taylor Wimpey Share Discussion Threads

[imastu pidgitaswell] 10/11/2011 14:37

Isn't that the thing I've been putting up ad nauseam for the last few months - albeit a different bottom line? Latest one was yesterday, I think.

Whatever, it's heading for the corner of the triangle soon enough and will break - up or down. Given the fundamentals, it can't be down (famous last words)

[sir rational] 10/11/2011 13:45

Going to graph it for you

[sir rational] 10/11/2011 12:50

You'll scoff but my gut is telling me there's a breakout imminent - wouldn't surprise me since 2011 is now baked in the cake

[sir rational] 10/11/2011 09:13

giddyup pony

[imastu pidgitaswell] 10/11/2011 08:43

Hello 36(.4) again, my old friend...

[sir rational] 09/11/2011 13:08

Next year looking q likely now the borrowing has come down. I'd give it a 70% likelihood.

[orchestralis] 09/11/2011 12:30

Is a divi on the cards anytime soon?

[sir rational] 09/11/2011 10:14

What I'd like to see is TW. going positive DESPITE the market going down - Interims deserve better than this.

[sir rational] 09/11/2011 09:27

Drop seems overdone

[imastu pidgitaswell] 09/11/2011 09:04

Still doesn't want to break 38p - yet.

Some Yanks buying in:

[sir rational] 08/11/2011 12:55

That is a very pleasing daily chart - not long before we go up a penny

[imastu pidgitaswell] 08/11/2011 09:33

Go on my little hunny-bun, go on. Get a bloody move on, for pity's sake...

:-)

Arguable where the top of the down diagonal is, as if you pull it back a further few months, it's all out of the window anyway - but it is pushing at the top of a clear triangle going back more than three years.

[sir rational] 08/11/2011 08:10

Closer to 40p than 35p

[sir rational] 07/11/2011 14:25

High time we saw the share price marked up

[sir rational] 07/11/2011 11:26

House prices rise 1.2% in October as property market 'weathers the storm' for now

[spennysimmo] 07/11/2011 10:59

Head and shoulders still forming nicely.

[sir rational] 07/11/2011 10:23

"We'd expect probably to get some volume growth next year," Redfern said in an interview. "We've been very consistent in the last two or three years. We would reinforce a target for operating margin next year of hitting at least 10 percent."

[sir rational] 07/11/2011 10:13

Nothing new?

1. We expect to deliver further margin improvement in the UK beyond 2012, particularly through the development of our extensive strategic land portfolio in combination with targeted short term land acquisitions.

2. We are currently operating from 307 outlets, compared to 283 this time last year.

3. we have achieved further improvement in the margin on sales in our order book. We are now fully sold for our targeted 2011 completions and are building our order book for completions in the first quarter of 2012. The current order book for future completions is 6,265 homes (week 43, 2010: 5,496 homes).

4. We have approved the purchase of 3,793 new plots on 36 new sites since the half year

5. Although mortgage availability remains restricted, we have seen an ongoing incremental improvement since the half year results.

All that is new news IMV, nothing earth-shatteringly positive - but new positives nonetheless.

[sir rational] 07/11/2011 09:52

I'm a bit more bullish that you lol.

That's a rock-solid TS. Fully sold for 2011 with 2 months to go, plus order book filling up nicely for 2012. Margin improvement on track for double digit in 2012. Mgt confident that forecasts will be met. Plots and permissions progressing nicely now that US has been sold and finances are healthier (allowing land bank to grow) - securing the future growth of TW..

IMV it means steady progress to NAV minus some kind of discount. But the current valuation of NAV (57p) minus 35% looks badly wrong, particularly in the context of similarly low-geared peers.

NAV minus 20% looks a near-term target for a new support level - which would give us 45p - that's my 3-6 month estimate.

[retsius] 07/11/2011 09:17

Good interim statement but little to get excited about.Market sentiment with Greek and Italian worries is depressing prices and investor confidence.Why buy now when you might pick them up cheaper? I am holding with a considerable loss but am reasonably certain the price will be much higher in six months.BWTHDIK.

[sailing john] 07/11/2011 09:06

Strickland
No
SJ
Demand for housing is increasing at an alarming rate - look at population growth in the UK - we haven't stemmed the tide of immigration and are very unlikely to. However, when this will translate into profitable growth for the industry we don't know but the government appear to be starting to realise that they need to stimulate the market to provide both housing and jobs.