Taylor Wimpey Share Discussion Threads

[aspers] 29/2/2012 09:30

Smarty I guess your short?? ;-)

[smurfy2001] 29/2/2012 09:22

Looks like a sector wide pullback, nothing to do with Taylor Wimpey :)

Dividend is a surprise.

[careful] 29/2/2012 09:16

all this excitement about builders.
not convinced.
interest rates will rise and house prices still way too dear.

[smartypants] 29/2/2012 09:12

TW. now back in play...and they do not play fair..be prepared to be disapointed...for a long time..

[racg] 29/2/2012 09:09

Yep. broker downgrades all round. Pulling down everyone indiscriminately.

[sir rational] 29/2/2012 09:08

Do they like the presentation?

Started at 9am

[smartypants] 29/2/2012 09:07

none of us will be on the planet when (if ever) it makes 100p

[sir rational] 29/2/2012 09:05

Anybody listening in to the presentation? On right now

[sir rational] 29/2/2012 09:04

Wait until you see the broker recs ---> they'll be downgrading all over the shop

[aspers] 29/2/2012 09:03

Smarty...no way, the builders are all now in recovery mode and I expect this to go to 100p by the year end!!

[aspers] 29/2/2012 09:03

Smarty...no way, the builders are all now in recovery mode and I expect this to go to 100p by the year end!!

[smartypants] 29/2/2012 09:01

aspers...?
It took 3years to crawl back to 50p again...might take another 3 years

[aspers] 29/2/2012 08:52

It appears folk have set both stops and buys at 50p...once she settles should see 53p pretty quickly, by end of week I expect.

[racg] 29/2/2012 08:42

Yeah, definitelyu 53p or..........45p it is running over the proverbial cliff.

[racg] 29/2/2012 08:41

I hope it does recover, the beloved is being dragged down by Mr Wimpey.

Obviously, the beloved, does have the most potential herein.

[aspers] 29/2/2012 08:37

I really expect this to close above 53p today once the profit takers are out!

[127tolmers] 29/2/2012 08:31

TNAV 57.3p/share is no great change but 0.38p divi will help. Trading performance continues strongly. 4% reduction in building cost to £102/sq ft is very good.

Hidden from the headlines is a new dividend policy. A regular "maintenance" divi and special one off divs like PSN and Berkeley only not quantified as yet. I expect the analysts to press the board on this in today's presentations.

Still another 2p share of unrecognised potential deferred tax assets. However value of deferred tax assets will continue to decline as CT reductions come into force.

Will be interesting to see how the market digests all this in relation to the peer group. For me BDEV is the one with best legs left. First market reaction today looks like a 10% discount to TNAV.

[kazz] 29/2/2012 08:16

Well, i didn't see that coming.

Digest, then up in the next few days..........hopefully.

[racg] 29/2/2012 07:27

Come on Mr Wimpey, cheeseburger and fries and drag up Mr Barratt from the gutter a bit more please.....

[fangorn2] 29/2/2012 07:27

Results in full for people

[buybuybuymenow] 29/2/2012 07:21

EXCELLENT Set of results.Worth 80p to £1 a share easy.

[fivefive] 29/2/2012 07:10

Results ok nice to see divi back even if its very little.
Don't see them heading to 126 though!

[sir rational] 28/2/2012 22:28

You're right. I must sell @ 30p

[smurfy2001] 28/2/2012 22:14

Well done, prefer less risky shares ..