Taylor Wimpey Share Discussion Threads

[homeboy35] 26/7/2013 01:35

Good luck with your investments gentlemen.
I'm short TW.
==========================================
how much you lost so far, Billy Boy?

[leebong] 26/7/2013 00:27

BillyBoy you have a serious head problem...go away like a nice lad and see a doctor and stop writing nonsense.

[b1llyboy] 25/7/2013 23:37

Housing eh,expect a few surprises on results day.

Back to square one.
Market cap says it all,pre 2008 collapse equivalent.

Results are priced in so expect selling on results day,TW. is well ahead of itself and needs to pull back.

Schroeders are the first in the queue at 108.80.
Profits being taken by II,my advice to PI is move now to secure your profit.
THOSE BUYING IN NOW WILL LOSE MONEY.
Results day will see initial buying as mugs come to the party.
THATS WHEN THE BEAR TRAP WILL BE SPRUNG,as hot PI cash will get transferred to the II.
Remember the more the PI buy, the more the II sell in a bear market.

Could also see a medium term curtailing of help to buy schemes,due to artificial bubble created by Prince George,as with all bubbles they begin with demand outstripping supply.

Good luck with your investments gentlemen.
I'm short TW.

[leebong] 25/7/2013 16:46

There is a strong resistance level at 107.9p and the stock is influenced by the ftse which went down today on china cpi news and that caused the uk listed miners to drag down the ftse. The next resistance level is 120p. TW should rise next wednesday when the half year accounts have been released. Also note that the construction sector is now turning and should continue to rise for the next couple of years. Take a look at the long tern chart at www.4-traders.com for more info.

[fella01] 25/7/2013 15:58

I must admit I don't understand the ups and downs but I bought this stock in full faith and will hold it till im ready to sell I do appreciate the advice on here, but why are some people so damn rude in trying to stop people buying this stock. and thank you if you read this

[homeboy35] 24/7/2013 16:46

An earlier poster said Shroders are offloading at 108. Guess we will know when they have finished!

[dancing piranha] 24/7/2013 16:19

So what is the big problem with 108p??? Jeeezzz......

Clearly someone is prepared to throw the kitchen sink at this to stop it getting any higher....

Still, when it does succumb, it should be quite a violent pop!

[homeboy35] 24/7/2013 09:41

it's already had another 2 pops at 108 this morning. Can't seem to break it!

[scrabble1975] 23/7/2013 13:54

I guess not hey!

[gbh2] 23/7/2013 09:10

Could be affected by BBA Mortgage Approvals, out at 9:30!

[leebong] 23/7/2013 08:33

Taylor Wimpey (LON:TW) had its buy rating reissued by analysts at Bank of America Corp.. The firm currently has a GBX 120 ($1.83) target price on the stock.

[leebong] 22/7/2013 11:11

Bank of America rated TW as a Buy @ 120p this morning.

[gbh2] 22/7/2013 08:32

Still aprears to be a keen seller in the wings!

[priteshpatel9] 22/7/2013 07:33

Brick maker reports 10% rise in demand:

[riskybiznizz] 21/7/2013 11:27

Be VERY quick. Battered share price expected to rebound hard throughout next week...

19 July 2013
FRONTIER MINING LTD
("Frontier" or "the Company")
Publication of Expert Independent Report
Frontier Mining (AIM:FML), the AIM listed exploration, development and production company focused on Kazakhstan, announces the publication of an Independent Expert Report, by Wardell Armstrong International, entitled "Review and Preliminary Valuation of Baitimir Project Located within the Naimanjal License Territory NE Kazakhstan, dated 16 July 2013."
Wardell Armstrong International (WAI) is an independent engineering and environmental Consultancy, which has provided the mineral industry with specialised geological, mining, and processing expertise since 1987. WAI was commissioned by Frontier to prepare a scoping report to include a preliminary financial evaluation, based on data provided by Frontier up to 25 December 2012, of the Baitimir project. The project is located within the Naimanjal license, and is comprised of the Baitimir, Yubileiny and Beschoku copper deposits.
This report documents the geological block preliminary modelling and mineral resource as at October 2012, and is a non JORC (2004) compliant desktop report.
The results of the financial modelling show that, when applying various discount rates between 8% and 20% the model produces Post Tax Net Present Values of US$17 million and US$67 million respectively based on income from the recovery of copper, silver, gold, magnetite and molybdenum. The internal rate of return (IRR) for the Baitemir and Beschoku projects are approximately 40% with a payback period outlined in the report of 2.73 years. Wardell Armstrong estimates that the cash operating costs over the life of mine are approximately US$10.01 per ton of oxide ore processed and US$19.79 per ton of sulphide ore.
DCF Model Results (Before Funding and Debt Service):
NPV@ Discount Rate
8%
USD$m
67
NPV(Base Case) @ Discount Rate
10%
USD$m
53
NPV @ Discount Rate
15%
USD$m
30
NPV@ Discount Rate
20%
USD$m
17
IRR
%
40%
The review and preliminary valuation support Frontier Mining's view that Baitimir is an attractive project with robust economics. Frontier will keep all options open as to the optimal development strategy for the Baitimir whether that be from its own resources, through joint venture or through the sale of the project to a third party.
A full copy of the report can be found on Frontier's website: www.frontiermining.com
Frontier Mining Ltd
Yerlan Minavar
[phone]
Libertas Capital (NOMAD)
Sandy Jamieson
[phone]
RFC Ambrian (Broker)
John Harrison
Richard Morrison
[phone]
Walbrook PR
Walbrook IR
Lianne Cawthorne (Media Enquiries)
Paul Cornelius (Investor Enquiries)
[phone]

[klotzak] 21/7/2013 10:30

Billy whiz or BSter, once TW. Go above 109 can we take it you'll crawl back under a rock or go and bore some other forum with your nonsense?

[leebong] 20/7/2013 16:15

Topp Tiles will make hay when the housing market turns, but there may be a better time to buy the shares.
Topps Tiles (LSE: TPT.L - news) 72p Questor says: HOLD
= Housebuilding has to jump =
Last week we had four positive updates from major housebuilders: Persimmon (Other OTC: PSMMF - news) , Taylor Wimpey (LSE: TW.L - news) , Galliford Try (LSE: GFRD.L - news) and Redrow (LSE: RDW.L - news) .
The future seems bright, as there is no question that the UK needs more homes.
However, Questor believes the valuation of a lot of the sector players is looking a bit full, with much good news priced in. So, as Britain seems likely to get moving building more houses over the next few years, other players are likely to benefit, too.
Topps Tiles is one such company. During the home improvement boom in the early part of the century, Topps was an investor darling. Lifestyle programmes such as Changing Rooms kept its stores full. But is this likely to be repeated?
= The market is subdued =
Topps is not a major beneficiary of new housebuilding. It is more dependent on refurbishments. This relies on the number of house transactions, as people upgrade homes to sell.
At the peak in 2007, there were 1.7m home transactions a year. Now it is more like 900,000. However, as more homes are built, the number of transactions will rise.
Last week, Topps said that, although like-for-like sales fell 1.5pc in its second quarter, there had been an improvement in the past five weeks. This followed a 2.1pc fall one year ago. But, Topps is still expected to be profitable this year, with consensus estimates at £12.6m.
= Ready for an upturn =
Management is positioning the company for the upturn, which seems inevitable in the next few years. They are investing in staff, its offering, and its multi-channel approach.
Online is a small amount of revenue at the moment, but this should grow. Indeed, the website is more of a marketing tool as consumers are likely to want to physically see tiles before they buy. These moves should also help boost market share.
The group currently has 27pc of the domestic market and is cutting costs. This means the leaner Topps will be fighting fit when the uptick in its market arrives. Currently, the group has 320 stores, but plans to increase its footprint to more than 350.

[leebong] 20/7/2013 10:17

Taylor Wimpey (LON:TW) Telegraph News Article:

House builders will be among the winners in 2013, according to Richard Watts.
The housing sector is enjoying rising profits because companies were able to snap up land at cheaper prices during the economic downturn, which has improved their margins.
There is no question that Britain needs more homes, and the Government is bending over backwards to boost the market with schemes such as Help to Buy, but is all the good news already priced into the sector?
"We think there is more to go for," said Mr Watts. He expects modest rates of house price inflation of about 2pc over the next few years, which will keep profit margins high for British house builders without risking a housing bubble.
"We think 2pc-3pc is sustainable in the future," he said. "Should it be any more than that, there is a danger the market may overcook, but in our view 2pc-3pc is reasonable."

[klotzak] 20/7/2013 07:17

More of the same= we need more housrs

[priteshpatel9] 19/7/2013 09:08

Bad results from Google & Microsoft will impact DJI today. Red day all round I think. Top up day?

[gbh2] 19/7/2013 08:13

Looking like a bad market day so share price may well take a rest, unless the US come to the rescue again at 2:30!!

[b1llyboy] 19/7/2013 00:08

Nope,108.8 that yer lot,risen far to quickly and sharply fro it's own good.

This is getting milked,when will you lot ever learn,your being played,this is in play.

Take your profits now,or start crying ober politics,those who fail to take profits now will regret it.

I'll guarantee you this will not push past 108.8.

Expect a lower open tomorrow,and selling pressure in the morning,buying pressure after lunch is beginning to waiver,volume will slowly decline as buyers evaporate at these prices.

The current pattern tells me that institutions are wringing the cloth here for every last pound before the inevitable,what goes up to quickly.

Sentiment getting carried away with itself in a desperation to find a winner.

I'm never wrong,any day now the big boys will come out to play,do not get caught in the stampede for the door.

Market cap says it all,at all time and pre credit crunch high of 2008,game on.