Taylor Wimpey Share Discussion Threads

[gbh2] 22/2/2014 14:47

bdve price improving at a similar rate to TWs so not much chance of displacing them imo.

[fella01] 22/2/2014 09:10

so how close is close and who,s place is in jeopardy in the ftse then

[manrobert] 21/2/2014 16:02

they are close on the heels of bdev on market capitalisation/

[aquadave99] 21/2/2014 14:01

The most positive news we can get in the short term is entry into the ftse 100.

[n111ndy] 21/2/2014 08:02

Thank you knockknock, very positive news. Hope to see another jump up today.

fingers crossed.

[knocknock] 20/2/2014 17:57

Housing starts up a whopping 23% and PR stating that TW. Continue to invest in land.




Housing starts climb 23% in 2013


16:01
Housebuilder News


Housing starts climb 23% in 2013
Housing starts in England climbed 23% last year against 2012 to reach the highest level seen since 2007, according to government figures released today (February 20).
Last year, 122,590 new homes were started. In the three quarters since April, private starts rose by 29% compared to the equivalent period in 2012.
The Home Builders Federation said that the figures showed a returning confidence to the housebuilding industry, fuelled by the launch of the Help to Buy equity loan scheme last Spring.
"It is now clear, after a number of difficult years that saw housing supply levels drop to a record low, that housebuilding is now increasing significantly," said HBF's executive chairman Stewart Baseley.
"Help to Buy is increasing demand for new homes and the industry is responding. People's inability to buy in recent years has been the biggest constraint on the industry's efforts to build more homes."
During the year, housebuilders have increased their build rates and upped recruitment levels. Persimmon's ceo Jeff Fairburn commented that the company had increased its investment in land and construction with the aim to open 170 new sites this year which would "create many new jobs".
Mark Clare, Barratt's ceo said: "In the last six months we've increased our completions by 19% compared with the same period the year before. We are targeting the construction of 16,000 homes in 2016."
Taylor Wimpey's ceo Pete Redfern said that the housebuilder was building more homes on its already open sites and "investing in future sites and infrastructure which creates more jobs and economic activity".
And Strata Homes' ceo Jim Wren commented that the firm had seen a "significant" upturn in sales numbers. "We are confident of this increased demand continuing and have accelerated our build rates accordingly."
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[homeboy35] 20/2/2014 16:51

Anyway, definitely crashed through 120, like I said.

[homeboy35] 20/2/2014 16:51

That's what the missus says too

[gbh2] 20/2/2014 16:42

Yep not exactly fast out of the blocks but a damned good finisher ;)

[koetser] 20/2/2014 16:22

Another lovely day :-)

[hillbrown] 20/2/2014 09:07

If it follows the monthly trend as shown in my post 13241 down days dont matter.

Twenty months of unbroken uppers.

[gbh2] 20/2/2014 08:00

Looking like a down day unless the US have a good afternoon !

[knocknock] 19/2/2014 19:42

Most important point from the above extract is 'in a planning constrained environment'


Once the government announces the expected initiatives ( and incentives) then one could argue that we would no longer be ' in a planning constrained environment'


House builders have this government by the balls and it is time they really begin squeezing hard and start demanding an overturn of archaic planning controls,roof taxes and extortionate 106 agreements.

[speedsgh] 19/2/2014 19:06

Knocknock - I was of the impression that they were trying to reduce the size of their land bank?

From Half Year Results in July 2013 (
"Our owned and controlled short term land portfolio comprises 65,084 plots (1 July 2012: 64,898) representing 6.0 years of supply (H1 2012: 6.2 years). We would expect landbank years to continue to reduce further over time as we deliver increased completions, to around five years, which we believe is the right long term balance and size in a planning constrained environment".

Also more recent statements point to land becoming more expensive.

From Trading Statement on 14/1/14 (
"we continue to see attractive opportunities in the land market, albeit we have seen initial signs of tightening in some local markets which we continue to monitor very carefully, retaining our focus on value in these conditions."

Wouldn't this suggest that spare funds are less likely to be ploughed back into more land purchases? I'm rarely a fan of share buybacks but reducing debt at the same time as increasing distributions to shareholders would be most welcome.

[battue2] 19/2/2014 19:05

Knockknock, evidently they have 6years landbank and are reduceing it to 5years the proceeds of which will be returned to shareholders. I suspect an enhanced dividend and a share by back will be anounced in the results on the 26th.ATB

[fella01] 19/2/2014 18:57

when is the dividend news coming out

[knocknock] 19/2/2014 16:40

Although as we enter the FTSE100 the expectation of a SD will get the fund managers salivating no doubt

[knocknock] 19/2/2014 16:39

As for special dividend, I'd prefer to see any spare dough plowed back either on share buy backs, zero debt or to buy more land.

[knocknock] 19/2/2014 16:38

There is no reason whatsoever, irrespective of the amount of shares, why TW will not exceed previous highs.

Without the drag of the North American market and very lucrative, huge profit margin greenfield sites bought in the crash soon to come on stream in abundance I'm happy aiming and expecting the share price to reach £7 within the current cycle that IMO won't peak till 2021 , even then the pullback will be small and new higher highs following on .

[gbh2] 19/2/2014 14:43

Any thoughts on a special dividend this year??

[gerdmuller] 19/2/2014 14:12

n111ndy,

Beginners luck!!!

I've never heard such a thing on any of these BBs before. Didn't think it existed. Usually after five minutes trading everyone is trying to tell you what a genius they are. And bull markets do have the ability to create a lot of geniuses (or is it genii).

[shoobmeister] 19/2/2014 13:54

Usuallu every 7 years so 2016 imo.Im in from 120p.I remember back in 2009 I held at 33p and ditched at 37p after continuing bad results...Loooong time ago now!

[valedo] 19/2/2014 12:14

The ride will be over when the stock market crashes next. Accurate predictions of that will help a lot. 2017/18?

[n111ndy] 19/2/2014 11:23

Great seeing meaningful comments on this bb. I'm a novice, but learning quick, and just think its beginners luck I bought TW. Bought at 1.07 average, and hoping to see the lofty 2/3.00 target. Please do report any warning signs or issues which may determine whether the rides over or not, and possibly who the new contender maybe. Thanks guys.

[gbh2] 19/2/2014 11:01

hillb - I wasn't accusing, I was simply providing a rational for my price expectations.