Taylor Wimpey Share Discussion Threads

[sir rational] 11/1/2012 12:26

Up she goes

[slytherin] 11/1/2012 11:12

RBS aren't really in a position to advise on sound investing, are they?

[sir rational] 10/1/2012 12:20

RBS reiterates BUY, 45p target

[imastu pidgitaswell] 10/1/2012 09:45

Expecting a pullback (this is TW.....), but quite prepared to be happily surprised...

Top of the triangle again.

[sir rational] 09/1/2012 12:52

Housebuilders to report resilient property market
Britain's housebuilders are expected to underline the property market's continued resilience into the new year, with six of the industry's major players set to report over the coming fortnight that the new-build market remains slow but stable.
Persimmon kicks off the reporting round on Monday, followed by Galliford Try, Barratt Developments and Bellway, before Bovis and Taylor Wimpey report the following week.

The companies' updates on trading in recent weeks should reinforce the picture of an industry that has adapted to the new normal of a weak but stable market, driven by people with a strong need to move. Sales figures could also get a boost by weak comparable figures for the period a year earlier, which were affected by heavy snow.

"Sales are likely to report well, although we do not expect deviation from existing guidance, much as we saw in the Q3 updates," said Robin Hardy, an analyst at Peel Hunt.

The most recent update from the industry, from Bellway at the start of December, reported a "surprising" rise in sales, which were up 14pc over August to November compared with a year earlier and, in contrast to tradition, accelerated as winter approached from an average 85 a week in the first half of the period to 104 a week in the second.

Glenigan, a research group tracking construction projects in the UK, forecasts that the total value of private-housing building projects in the UK will rise 20pc this year, having fallen an estimated 13pc in 2011. "Housebuilders [will] look to capitalise on firmer consumer confidence and housing market activity during the second half of the year and during 2013," it predicts.

The sector is also poised to receive a major boost from state intervention – at the expense of mortgage lending to the existing housing market, some analysts predict.

The most high-profile element of the Government's new housing strategy, designed to boost economic growth, is the mortgage indemnity guarantee (MIG) scheme expected to start in the spring.

Under the scheme, the builder will put 3.5pc of the property price into a fund and the taxpayer an additional amount, with the money then used to protect lenders from losses if the borrower does not keep up with mortgage payments. The idea is to encourage banks to demand smaller mortgage deposits from the buyer, so helping first-time buyers.

Charlie Campbell, a construction analyst at Liberum Capital, believes the MIG scheme will lead to a marked increase in mortgages to the new-build sector.

[sir rational] 09/1/2012 12:50

Looks a great 700 home opp signed & sealed

[sir rational] 09/1/2012 11:44

Up she goes

[sir rational] 09/1/2012 11:27

Good demand for the product at a price that allows both affordability and a double digit margin.

[newkid] 09/1/2012 11:16

TW have taken over the old Fry's factory in Keynsham. 700 plus houses and a Hotel.

Not in here at the moment but still have an eye on it.

[sir rational] 09/1/2012 10:38

Good stuff.

LY TW. issued TU on 18/1

So I'm expecting similar this year, possibly sooner.

17th Jan I reckon.

[imastu pidgitaswell] 09/1/2012 08:21

Persimmon this morning:



Results at high end of expectations, outlook still cautious, mortage finance constrained etc etc, but increasingly positive.

[sir rational] 08/1/2012 17:57

It'll be driven by results & news, so yes

[imastu pidgitaswell] 08/1/2012 10:13

Got to be out of the triangle by - April?

[imastu pidgitaswell] 08/1/2012 10:11

Bound! (But it's gonna change...)

[smurfy2001] 07/1/2012 20:45

Breakout :)

[red army] 07/1/2012 14:16

Range bound.

[shaws37] 07/1/2012 13:29

Triple bottom, double top - where now ?

[jibba_jabba] 07/1/2012 05:30

And to you shaws..

Not holding here at the mo, used the funds to top up AEX CEY EMG LLOY on the falls..

All work and no play at mo SR..

[sir rational] 06/1/2012 19:35

jj get off your other hobby bb lol

[shaws37] 06/1/2012 19:30

Hey JJ, happy new year sir :)


Lets hope TW's report is excellent :)

[jibba_jabba] 06/1/2012 19:28

Persimmon report Monday..

US earning season kicks off monday aswell.

[imastu pidgitaswell] 06/1/2012 16:53

Funny old day, Brian...

[sequoia] 04/1/2012 19:53

"This is a slow burn"
said clarky5150.
Dont put me on the back burner.


More like the front burner. Now.
seq

[clarky5150] 04/1/2012 12:31

Thats because the whole market has slipped back my friend. This is a slow burn make no mistake but we all need somewhere to live and i dont see TW going bust any time soon.

[eddyt27] 04/1/2012 10:27

Been holding for over two years now, 40p to break even. Seems like a life time.