Taylor Wimpey Share Discussion Threads

[sarahbudd] 14/5/2015 16:50

Me too :-) Confess I did sell a very small amount at 130 though

[homeboy35] 14/5/2015 16:34

yep, 2010 actually!

[oneillshaun] 14/5/2015 16:30

Homeboy35 - that is a pretty long hold!!! 2011 was the last time they where trading at that price.

[homeboy35] 14/5/2015 16:21

Madhouse?

Made a fortune on these.

In at 31p, and bought more as and when.

Could buy my own Wimpey's house, but am not that daft

:D

[gbh2] 14/5/2015 16:09

Welcome to the madhouse rik ;))

[rikaughty] 14/5/2015 14:35

First shares I've invested in, I set my target price at £2 when I committed in Jan this year...

[gbh2] 14/5/2015 14:11

Looks like this was walked down for some reason!

[gbh2] 13/5/2015 18:31

IF TW were UP whilst the remainder of the House Builders were Static or Down then I'd probably sell prior to the ex divi date but as the whole sector is rising I'll take the dividend and look to top up if the share price falls thereafter.

[speedsgh] 13/5/2015 13:34

Red Dog - No probs :o)

[red dog] 13/5/2015 13:32

speedsgh - meant to write 20 May. Just realised my error - you are correct

[speedsgh] 13/5/2015 13:27

Red Dog - Incorrect!

"As announced on 30 July 2014 we will return c.£250 million to shareholders in July 2015 by way of a cash return, equating to 7.68 pence per ordinary share subject to shareholder approval. This is proposed to be paid on 3 July 2015 as a cash dividend to all shareholders on the register at close of business on 22 May 2015."

Record Date is 22/5, therefore ex-div date is 21/5, which means one must be holding the shares at close of trading on 20/5 in order to qualify for the special dividend. If one sells the shares during the course of trading on ex-div day (21/5), you will still qualify for the dividend payment.

[red dog] 13/5/2015 13:10

You have to hold your shares until close of business on 22 May 2015 to qualify for the special dividend.

[gbh2] 13/5/2015 07:39

Excellent update from Barratts, could feed into yet another price rise here :))

[gbh2] 12/5/2015 14:20

Bit if a difference re broker views on Crest, I still think TW is the best of the lot but I already hold above my self-set maximum in this.

[xamf] 12/5/2015 13:42

Interesting post 1gw. To be fair I'd missed the BDEV update and agree it's more likely to be sector positive. I'm confident that low fuel/lower food prices will keep a lid on inflationary pressures and interest rates will stay on hold this year. Crest has some catching up to do. (PE lowest of the main house builders as far as I can see).

[1gw] 12/5/2015 13:01

You've got two potentially sp-moving events tomorrow. BDEV give a trading update, which could set the tone depending on what they say about confidence and any initial views on how the election result has changed the market - has to be potential for a positive surprise in my view. Then the BoE inflation report - which will probably change expectations one way or the other on the timing of interest rate rises.

I'm with you on Crest being one of the best-placed XAMF, but I think the builders may move largely in sync as the market adjusts to the new political reality.

[sr2day] 12/5/2015 12:53

below 170p before it goes ex special dividend.so expect 160ish when it does go exdiv.

[xamf] 12/5/2015 12:42

Wise move gbh. Have switched half of mine to Crest this morning for the same reason and will top back up again on any decent retrace.

[gbh2] 12/5/2015 12:33

"I fear the share price could drop far more than the div"

That's why I sold 25% of my holding, if it does suffer a significant pull back (5%+) then I'll top up, if it doesn't then I'll put my cash elsewhere.

[moneybagsjnr] 12/5/2015 12:30

We all know it's likely to fall around 9p+ ex divi morning. It probably going to fall decent margin over divi shortly after it. Does this worry me? Nope, everything has lined up for them now. It's one of the last ones I would sell.....

[xamf] 12/5/2015 12:16

Some of the smaller builders (Crest etc) offer better value but compared to the sector overall it's not. It depends on your view on the sector generally. I think house prices will continue to rise, particularly outside London. The market tends to price in 12 months ahead. If you feel that house prices will continue to grow beyond then then this is a good bet though expect some fireworks in between 😳.

[sr2day] 12/5/2015 12:09

a lot of people will be disappointed.this share is overvalued.time will tell.

[xamf] 12/5/2015 11:50

We've had such a good run that I fear the share price could drop far more than the div (over the few days ex div). However optimism for the sector and for TW. in particular could well prove me wrong. Still a great medium term play though I may swap to another house builder nearer the time if the numbers are right.