Taylor Wimpey Share Discussion Threads

[edsthebusiness] 21/11/2011 21:08

stockmuncherpro, why's that good for TW.? if/when the bubble bursts, it'll be Taylor Wimpey and the tax payer [economy] that'll suffer. Do you really believe guaranteeing 'deposits' will encourage builders to build?

[cathian] 21/11/2011 16:15

imastu pidgitaswell - Expect the worst with TW. At least you won't be disappointed! But isn't the government's announcement today that it intends to pump £400million into housebuilding good news for TW? Probably but the fact that the share price is down isn't atall surprising when you look at what is happening in markets in europe and elsewhere. But conditions like this can create interesting buying opportunities. All you need are strong nerves and plenty of liquidity!

[imastu pidgitaswell] 21/11/2011 15:43

Sorry chaps - curse strikes again:





imastu pidgitaswell - 18 Nov'11 - 14:37 - 9787 of 9801 edit


Well, this is either a re-test or a failed break.

If the history of the last two and a half years of being a TW. investor has taught me anything, it's to expect the worst...

[libertine] 21/11/2011 15:08

Broker snap: Credit Suisse raises targets on UK house builders
Mon 21 Nov 2011


LONDON (SHARECAST) - Analysts at Credit Suisse are quite positive on the ability of UK house-builders to tap their holdings of land to generate cash if necessary.

For that reason they have decided to raise their price targets on several of those companies, while maintaining their positive view on the sector.

By their estimates, "Under a scenario where the industry operated for cash in 2012, along the lines of our Liquidation Value analysis, for one year only before returning to the medium term strategy we think the industry could generate £2.3bn of cash, equal to 35% of the current industry market cap. We think the average land bank length of 5.3x could be reduced by one year without making any material negative impact on the business model," they point out.

The above despite the fact that they have made no changes to their 2012 core view of 0% price & volume growth. In fact, and despite seeing no top line momentum, these analysts now expect to see average margin expansion of 185bps for the next two years due to declines in land cost/sales ratio's, driving circa 40% average EPS growth.

Credit Suisse has thus raised its target price on Bellway to 850p (from 768), on Persimmon to 572p (form 571) and on Taylor Wimpey to 46p (from 41).

[pilly11] 21/11/2011 10:56

there was me looking to sell some in the next few days... wont be happening now!

[imastu pidgitaswell] 21/11/2011 10:46

Back inside the warm embrace of our triangle.

Bloody Spaniards....

[imastu pidgitaswell] 21/11/2011 08:56

Well it would be good, were it not for our friends in Europe. Again...

Wave 4?

[stockmuncherpro] 21/11/2011 00:26

Great for Taylor Wimpey!!!


The Prime Minister and his deputy, Nick Clegg, will unveil proposals to help first-time buyers of new homes by carrying part of the risk of their mortgages.

They also propose subsidising the construction of 16,000 homes by giving £400 million of taxpayers' money to property developers.

[smurfy2001] 19/11/2011 16:57

That's probably your toupee...

[right honorable lord lucan] 19/11/2011 16:25

I say, looking somewhat top heavy chaps

[mashraf] 19/11/2011 13:04

Allowing tenants to buy their council homes for as little as half the value will not solve the housing crisis, Labour claimed today.

Prime Minister David Cameron and Deputy Prime Minister Nick Clegg are due to unveil the Government's housing strategy on Monday, which is expected to include offering right-to-buy discounts of up to 50 per cent.

The maximum reduction currently allowed is £38,000 but that would rise to £76,000 in areas with the highest property prices, according to the Times. On average, council home discounts would double from £26,000 to £52,000. Other measures in the package, which is aimed at reviving he housing market and solving the UK homes shortage, include restoring rules allowing first-time buyers to be able to apply for 95 per cent mortgages, it was reported.

Shadow housing minister Jack Dromey said: "There is a growing housing crisis. The Tory-led government said building more homes would be the gold standard by which they should be judged. But fewer homes are being built this year than for a generation. They are failing their own test and these announcements won't change that or help to build more homes."

Margaret Thatcher introduced the highly popular right-to-buy scheme in the 1980s but the discounts were slashed by Labour when they took power amid a severely depleted housing stock.

Mr Cameron indicated at the Conservative party conference last month he wanted to see a revival of the early success of the scheme.

A Downing Street spokesman said: "It is all just speculation. The housing strategy will be published next week." PA

[smurfy2001] 18/11/2011 19:16

Imasthu, thanks for the charts, still holding for 55p.

[shaws37] 18/11/2011 16:21

Blue finish would be nice......

[sir rational] 18/11/2011 15:06

Probably end +ive

[sir rational] 18/11/2011 14:47

Just a bit of consolidation

[shaws37] 18/11/2011 14:44

Chart looking healthy......

[imastu pidgitaswell] 18/11/2011 14:37

Well, this is either a re-test or a failed break.

If the history of the last two and a half years of being a TW. investor has taught me anything, it's to expect the worst...

[shaws37] 18/11/2011 09:58

This day exactly 12 months ago we had a high of 25.84p

[aphrodites] 18/11/2011 09:52

shaws

Exactly the response I was looking for.

At least the culprit might have the intelligence, although I very much doubt it, to know what I think about him.

Very well done.

[retsius] 18/11/2011 09:32

Now not the time for selling unless you need the money.Onwards and upwards 70m people in UK soon --looking for houses.

[shaws37] 18/11/2011 08:43

"What a pity we have to endure posts from the likes of idiots like

stockuphisownposteria!!!"

Appears a bit of pot, kettle black here.

[aphrodites] 18/11/2011 08:22

Sir R

I always welcome and enjoy the exchange of views on a share like TW.

What a pity we have to endure posts from the likes of idiots like

stockuphisownposteria!!! I think his mouth must be even bigger than that!!

The Elliott 5 Wave theory has always provided me a good basis to trade from. Like all charts and technical analysis it is never always right and I only use it as a guide. It does not dictate my tactics.

I shall more than probably return at some point either to buy or sell. I just love the the liquidity and manner in which this share follows the 5 waves.

Good luck.

[spennysimmo] 17/11/2011 21:13

I think selling just as a 6 month inverse head and shoulders has formed could be something you regret. However if you have taken some profits off the table and banked them, well done.

[sir rational] 17/11/2011 20:30

Could be right, Affro, I do see the logic of your selling and I also could have got a nice turn today though not when you consider the wait.

However, I hope you'll be cursing your precipitate sell when we smash 45p in the next couple of months!

Good luck, anyway.

2 bites at the cherry?