Taylor Wimpey Share Discussion Threads

[newkid] 14/1/2013 14:35

Just as well the statement was pos our we could be looking at a bloody bath.

[skinny] 14/1/2013 13:42

Hoping to buy back @65-70p

[hillbrown] 14/1/2013 12:36

I doubled up at 72.7p !! Must be mad.

[hillbrown] 14/1/2013 09:55

Yes, its exciting and I'd also like to see 100p by the year end and it is possible. However they may have got a little ahead of the longer game and may now pause for a while. I'm fairly confident about that as I've just bought a CFD at 73.7p, a guaranteed kiss of death. I'm decent at longer term investment but pretty useless at short term gambling.

[aspers] 14/1/2013 09:12

100p plus by middle of the year is my guess....just annoyed I never jumped back in at 50p :-(

[skinny] 14/1/2013 08:42

And BVS on Friday......

[phillis] 14/1/2013 08:22

good statement
however rate of year on year growth seems to be levelling out
50.1% at half year, now 40%

[tiger20] 14/1/2013 07:47

Expect further gains on share price over next few weeks-excellent results anticipate 30% to 40% upside by end of the year.

Now await Barratts trading statement on Weds.

[gbh2] 14/1/2013 07:41

No wonder the share price has been rising, even on bad days :)

[montyville2] 14/1/2013 07:39

I would say there is enough unknowns and unanticipated improvements to drive the share price yet higher.....excellent

[figis] 14/1/2013 07:34

Excellent trading update, very pleased

[skinny] 14/1/2013 07:01

Strategy drives significant increase in profits

Taylor Wimpey is issuing the following update on trading ahead of its full year results for the year ended 31 December 2012, which will be announced on 1 March 2013.

Overview
We expect to report 2012 full year profits at the upper end of our expectations with Group operating profit up over 40%, as we continue to deliver against our key objectives through the successful implementation of our strategy. Full year Group operating margin will be ahead of that reported for both the first half of 2012 and 2011 full year (H1 2012: 11.1%, FY 2011: 8.8%).

Pete Redfern, Chief Executive, commented:

"2012 was another year of significant progress for Taylor Wimpey with an increase of over 40% in Group operating profit. We are delivering on the strategy that we set out in 2011, including a return to UK double digit operating margin ahead of schedule. As we look forward to 2013, we are confident that we will continue to deliver against our key objectives and target further improvement."

UK current trading
Underlying market conditions have remained stable since our Interim Management Statement on 12 November 2012. While mortgage availability remains restricted, some major lenders have recently reduced their rates and we hope that this trend will continue as the Funding for Lending scheme gains traction.

Average selling prices on private completions increased by 6% to £197k, against a backdrop of broadly flat house prices in the wider market. This increase has been driven primarily by the enhanced quality of our locations. Our overall average selling price has increased by 6% to £181k (2011: £171k). Home completions increased by 7% to 10,886 (including our share of joint venture completions) up from 10,180 in 2011, of which 18% were affordable housing completions (2011: 20%). Our net private reservation rate for the full year was 0.58 homes per outlet per week (2011: 0.54) with cancellation rates below the long term average at 15.2% (2011: 15.8%).

We start 2013 in an excellent position with a substantial order book with an increase of 14% in value to £948m as at 31 December 2012 (31 December 2011: £835m), representing 5,966 homes (31 December 2011: 5,379 homes). Our focus on prioritising both short and long term margin performance ahead of volume growth remains and we are pleased to report further improvement in the margin in the order book with the growth driven by the strength of the private reservations.

We remain supportive of Government initiatives to bring forward much needed new homes. During 2012 we have supported our customers with the purchase of 1,203 homes under the Government's FirstBuy scheme and a total of 546 homes under the NewBuy and MI New Home schemes. We have been awarded an additional FirstBuy funding tranche and will continue to target the use of this funding across selected sites.

[gambos49] 13/1/2013 18:47

Thanks both for the information ,interesting few days ahead

[libertine] 13/1/2013 11:22

FTSE Rating at 11/1
115 TW. Taylor Wimpey FTSE 250 74.25 2,394.3

[startrekker] 13/1/2013 00:32

current market caps... approx according to telegraph, however they differ from ADVFN but at least it is a guide

1 HSBA 119,519.90
2 BP. 81,310.19
3 VOD 75,835.44
4 GSK 65,467.91
5 BATS 60,246.92
6 RDSB 56,935.30
7 RIO 49,554.64
8 SAB 45,097.84
9 BLT 44,976.51
10 DGE 44,775.14
11 STAN 37,937.15
12 AZN 36,242.78
13 BG. 34,442.36
14 LLOY 33,704.83
15 BARC 32,124.66
16 XTA 31,284.97
17 ULVR 30,366.63
18 RB. 27,898.50
19 TSCO 27,019.95
20 AAL 26,344.59
21 NG. 25,576.13
22 GLEN 24,940.37
23 IMT 23,359.07
24 PRU 22,130.41
25 RBS 19,699.61
26 BT.A 18,194.74
27 CNA 17,343.00
28 RR. 16,354.51
29 SSE 13,589.95
30 CPG 13,323.73
31 FRES 13,245.93
32 ANTO 13,052.74
33 BSY 12,422.54
34 ABF 12,381.78
35 TLW 11,446.88
36 WPP 11,290.75
37 AV. 10,988.47
38 BA. 10,952.14
39 ARM 10,603.01
40 SHP 10,546.70
41 EXPN 9,898.25
42 PSON 9,706.35
43 CRH 9,066.05
44 OML 8,718.73
45 LGEN 8,608.34
46 WOS 7,946.03
47 SL. 7,830.84
48 REL 7,700.34
49 KGF 6,731.87
50 SBRY 6,516.89
51 LAND 6,342.72
52 MRW 6,179.50
53 MKS 6,148.29
54 SN. 6,132.56
55 NXT 5,980.17
56 PFC 5,613.82
57 RRS 5,478.21
58 BRBY 5,418.42
59 BLND 5,028.39
60 ITRK 4,983.38
61 CPI 4,943.38
62 JMAT 4,868.84
63 SMIN 4,681.19
64 AGK 4,668.91
65 UU. 4,592.49
66 IHG 4,579.93
67 RSA 4,513.75
68 POLY 4,502.67
69 ADN 4,399.34
70 WTB 4,369.38
71 CCL 4,306.03
72 ITV 4,115.45
73 KAZ 4,074.53
74 WEIR 3,993.19
75 REX 3,826.76
76 SDR 3,810.73
77 SVT 3,751.67
78 GKN 3,734.67
79 ENRC 3,657.21
80 GFS 3,618.36
81 TATE 3,553.05
82 SGE 3,545.71
83 IMI 3,527.12
84 RSL 3,509.82
85 HMSO 3,480.69
86 BAB 3,478.41
87 EVR 3,466.82
88 IAG 3,428.72
89 BNZL 3,350.38
90 DLG 3,246.00
91 HL. 3,230.11
92 CRDA 3,214.82
93 ADM 3,172.87
94 TT. 3,158.38
95 VED 3,080.21
96 CSCG 3,041.39
97 EZJ 3,030.66
98 AMEC 3,016.08
99 MGGT 3,001.02
100 LSE 2,949.66
101 MRO 2,830.91
102 AGS 2,754.46
103 WG. 2,711.12
104 INF 2,706.15
105 SRP 2,666.77
106 TPK 2,663.97
107 ISYS 2,649.55
108 ISAT 2,617.75
109 INVP 2,564.22
110 ASHM 2,542.30
111 MNDI 2,458.68
112 WMH 2,457.02
113 PSN 2,422.60
114 SXS 2,405.37
115 COB 2,381.49
116 SPD 2,313.07
117 BKG 2,306.58
118 PNN 2,278.94
119 ROR 2,208.19
120 DRX 2,186.64
121 DLN 2,148.42
122 AHT 2,145.75
123 TALK 2,135.10
124 STJ 2,134.14
125 TW. 2,124.19
126 III 2,109.74
127 ATST 2,107.61
128 BDEV 2,028.22
129 OPHR 2,018.02
130 INCH 1,995.83
131 IAP 1,983.64
132 TEM 1,925.14
133 SMT 1,907.22
134 SMDS 1,896.81
135 BBY 1,884.14
136 AML 1,884.04
137 PFG 1,879.71
138 FRCL 1,849.90
139 SGRO 1,829.93
140 CAPC 1,821.52
141 CGL 1,821.50
142 ABG 1,806.84
143 LAD 1,801.87
144 HSX 1,791.62
145 PMO 1,780.46
146 SPX 1,770.15
147 SGC 1,769.78
148 UBM 1,767.36
149 RCP 1,757.37
150 RTO 1,737.70
151 HLMA 1,735.17
152 JLT 1,728.46
153 BOK 1,686.34
154 GPOR 1,682.14
155 IGG 1,640.56
156 MLC 1,638.97
157 HOC 1,638.36
158 PZC 1,636.01
159 LMI 1,615.83
160 CNE 1,597.43
161 TCY 1,584.25
162 ESSR 1,557.61
163 EMG 1,507.53
164 RSW 1,506.72
165 HIK 1,499.00
166 AVV 1,485.37
167 RMV 1,484.69
168 FXPO 1,478.62
169 HGG 1,474.14
170 DEB 1,433.05
171 AFR 1,424.92
172 SHB 1,414.45
173 DNLM 1,413.08
174 VCT 1,369.54
175 CLLN 1,363.91
176 GNK 1,362.18
177 MAB 1,334.01
178 AZEM 1,330.53
179 JUP 1,274.69
180 CBG 1,272.42
181 MYI 1,271.05
182 ICP 1,267.70
183 LRE 1,262.45
184 BWY 1,257.22
185 PTEC 1,237.57
186 QQ. 1,211.97
187 HICL 1,210.69
188 MPI 1,199.04
189 SIA 1,187.63
190 HTG 1,162.28
191 FLTR 1,160.92
192 ULE 1,153.11
193 HAS 1,151.23
194 HWDN 1,110.04
195 MRC 1,093.26
196 BTG 1,089.76
197 ERM 1,082.50
198 3IN 1,074.37
199 BBA 1,069.59
200 ELM 1,054.48
201 BWNG 1,048.12
202 IMG 1,046.89
203 ECM 1,042.62
204 NEX 1,041.03
205 BRWM 1,039.79
206 HOME 1,030.63
207 RGU 1,030.53
208 BRSN 1,027.78
209 DXNS 1,027.77
210 FGP 1,008.63
211 EDIN 997.05
212 BVIC 986.57
213 SPT 980.51
214 MTO 971.24
215 VSVS 963.42
216 ENQ 963.19
217 WTAN 956.1
218 PHNX 951.5
219 PER 943.58
220 IPF 930.35
221 BEZ 921.49
222 DLAR 908.96
223 BPTY 897.77
224 INPP 893.75
225 CWC 893.69
226 NWR 892.69
227 COLT 887.61
228 CLDN 869.99
229 MCRO 868.18
230 BOY 866.96
231 SMWH 861.19
232 ALNT 859.85
233 GNS 846.69
234 MONY 843.54
235 SNR 825.93
236 BHMG 818.89
237 BABS 815.09
238 DOM 814.11
239 OXIG 800.01
240 UKCM 787.86
241 SVI 786.18
242 CTY 783.03
243 HSV 775.52
244 RTN 774.89
245 MNKS 772.56
246 FCPT 772.27
247 PAG 771.3
248 BVS 769.44
249 FENR 768.21
250 ATK 763.84
251 MGCR 751.66
252 BTEM 748
253 PFL 720.29
254 SHI 714.91
255 JMG 713.84
256 BET 706.86
257 MARS 699.49
258 POG 678.17
259 ELTA 677.47
260 JDW 671.7
261 ASL 665.54
262 HFD 661.69
263 UDG 660
264 RPC 658.79
265 TEP 651.42
266 DNO 649.65
267 CCC 649.49
268 SYNT 641.01
269 SYR 636.26
270 PLI 633.57
271 DPLM 627.91
272 SVS 620.53
273 RDW 613.5
274 ITE 612.95
275 GFRD 609.01
276 TMPL 608.54
277 DTY 596.86
278 RAT 595.64
279 LSP 585.13
280 PIC 583.53
281 BAG 578.35
282 PDL 571.62
283 FCAM 567.39
284 RNK 566
285 FDSA 561.47
286 PAY 559.6
287 BHMU 558.65
288 FEV 555.04
289 JLIF 553.65
290 CSR 553.21
291 FCSS 553.01
292 LRD 553
293 PNL 552.41
294 HOIL 550.2
295 GOG 550.02
296 TRY 549.93
297 TLPR 547.92
298 SCIN 543.77
299 KIE 527.62
300 EFM 526.24
301 DCG 524.57
302 DPH 523.72
303 BRW 522.12
304 ETI 519.13
305 BNKR 514.61
306 DVO 511.64
307 HSTN 511.07
308 DJAN 502.04
309 LWDB 501.93
310 OCDO 501.12
311 BUMI 495.87
312 IRV 493.18
313 GRI 492.03
314 SMDR 488.18
315 TED 473.11
316 PCT 466.08
317 RPS 464.87
318 SMP 460.23
319 CPR 459.52
320 GRG 459.25
321 BYG 455.94
322 JAM 455.19
323 KENZ 454.15
324 SGP 450.12
325 CHG 443.8
326 UTG 443.35
327 BHGG 442.94
328 MUT 439.23
329 IPO 438.55
330 WKP 437.68
331 CEY 432.3
332 AIE 425.38
333 SDL 411.08
334 CWK 410.35
335 JII 407.16
336 HRI 406.93
337 NBLS 398.59
338 MRCH 396.34
339 WWH 387.75
340 MNZS 385.15
341 KCOM 377.38
342 RUS 374.24
343 DAB 371.74
344 STOB 364.63
345 UEM 354.11
346 BSET 353.7
347 BGEO 343.33
348 DIA 341.76
349 JD. 333.33
350 BHGU 152.75

[skinny] 12/1/2013 12:07

I must admit, I sold out in the last hour yesterday, in the hope of a retracement on Monday in order to buy back a bit lower.

There was a large candle on the NMX3720 yesterday and whilst the trend is definitely up atm, a pause for breath may be in order.

[cockneyrebel] 12/1/2013 12:00

We'll see what they say on Monday - sector is in demand at the moment imo.

CR

[stock pick guru] 12/1/2013 11:37

Taylor Wimpey best of the housebuildes heading back to 150p and tory government relaxing the planning system to help.

[gambos49] 11/1/2013 20:54

Hope youre right,cant be to long before talks of mergers and takeovers start to develop again.Also PSN especially,TAYLOR WIMPEY and BARRATT could be back in the top100 amazing how things go round.Anyone know what positions they occupy now and what valuations it will take to put them up there again

[startrekker] 11/1/2013 18:11

breaking out big time.... 130p....150p...200p....being back in the ftse 100 soon will help give it a boost

[moorsy] 11/1/2013 16:22

decisions decisions !!!!! :-)

[homeboy35] 11/1/2013 16:16

CR said not much resistance till 108p. Can't see that myself. Have hung on so far, but it's getting tempting to bail out now!

[naed] 11/1/2013 16:14

yep, bring it on!

[moneybags] 11/1/2013 15:21

naed......At this speed we might see 75p by 4.30pm.....!

Aye, Moneybags