Taylor Wimpey Share Discussion Threads

[palwing17] 12/11/2012 07:52

"We are confident of delivering full year performance in line with our expectations and with our value-focused strategy, further increased order book, high quality land portfolio and strong balance sheet, we remain well positioned for the future.

Sounds good to me......GLA

[gbh2] 12/11/2012 07:52

Reads well considering the state of the economy.

[fangorn2] 12/11/2012 07:49

ON track in a stable market

[fangorn2] 12/11/2012 07:45

IMS



Reads well to me too.

"Having already achieved significant improvements across all of our key financial metrics over the last three years, we have continued to make further progress during the second half of this year."

"Current trading
Housing market conditions in the UK have remained stable and, although mortgage availability remains restricted, we have seen incremental improvement since the half year results."

"Maximising the value achieved from each home completion remains our top priority and we are now fully sold for our targeted 2012 completions and are building our order book for 2013 completions. The current order book for future completions is GBP1.11 billion"

[shaws37] 12/11/2012 07:21

Statement reads well to me. So poss won't get my downside, who knows.

[shaws37] 11/11/2012 18:00

IMS tomorrow with thoughts of Balfour Beatty in mind.

Naturally i'm looking for a lower entry and to run a small short. Nothing wrong with that. I do find this is due a pull back although i doubt it will be anything substantial.

Will monitor it after the announcement as my plans may have to be reassessed.


GLA

[red army] 11/11/2012 17:48

Bad news with directors buying - don't understand.

[shaws37] 11/11/2012 12:27

Looking for the statement tomorrow to be, well, bad to be honest.

[shaws37] 08/11/2012 17:31

Taylor Wimpey (Dusseldorf: 408518.DU - news) , one of Britain's biggest housebuilders, is poised to wade into the auction of Cala Homes, a Scottish rival, amid a revival of the sector's fortunes and a renewed appetite for consolidation

[shaws37] 08/11/2012 14:01

BBY hammered today

[jugears] 08/11/2012 10:54

Don,t see 53 myself, I think we will see 70 before that happens.

[shaws37] 07/11/2012 20:30

Waiting on 58p, although it could possibly fall to 53p. Waiting game.

[red army] 05/11/2012 15:17

The chart is suggesting the low 70's first

[cockneyrebel] 05/11/2012 15:03

TW. and nearly all the builders have trading update on Tues and Weds next week - a big week for builders imo.

I think builders will be hot in the lead up to then imo.

CR

[smurfy2001] 04/11/2012 00:31

This is trading above NAV with a dividend yield less than %1.

Anyone buying at this price is a mug.

I'd invest in Aviva, yielding > %7



...or Barclays with NAV @ 450p and a rising yield (dividends increasing every year currently estimated to be 4.5 to 5x covered)



I'll be back if this is ever below 37p.

[imastu pidgitaswell] 02/11/2012 09:11

Not tough really - just a market. My judgment that I didn't think it represented a particularly cheap price at 50p. Others clearly do.

Which makes me wonder on what basis you see it going to £2.00? Earnings multiple? Dividend yield? Net assets? Takeover price?

[homeboy35] 02/11/2012 09:08

This share is amazing... tough on the punters who sold out in the low 50s. This has always been a long term hold for me. Two quid would be a 7 bagger for me!

[shaws37] 02/11/2012 08:43

Jugears, thanks.

I'll be back into tee dubs on a decent pull back, if it happens. (5p, ish)

[jugears] 02/11/2012 08:32

SHAW37, Fortunately I am still in Tw. but yes it does hurt when you sell out to cheap, Years ago I bought Next For 56p (Hard to beleive they were ever this low)
I had to sell them for £5.40 to pay the tax man How I still regret this! But I have learnt from past mistakes that long term investing will reap better rewards than trying to day trade, My ultimate Target for Tw. is £2.00 & I am sure that one day they will get there, but am in no rush, at the moment they have earnt me more than I probably would have got in 20 years in the building society.

[shaws37] 01/11/2012 20:13

Don't think we'll get our 40p now lads.

It hurts seeing the share price where it is :-( lol

[jibba_jabba] 01/11/2012 14:05

Yep still here, but all sold out.. Sitting on the fence now...

[imastu pidgitaswell] 01/11/2012 13:32

Very impressive (delicate choice of words from someone who sold 350,000 of these for various prices between 47 and 50p - yes, that's some £40k profit missed...) rise this year - but cannot see value at these levels.

But nor could I at 50-55p, so what do I know?

[libertine] 01/11/2012 13:27

01 Nov Taylor Wimpey PLC TW. Goldman Sachs Neutral 62.33 61.10 67.00 74.00 Retains