Taylor Wimpey Share Discussion Threads

[homeboy35] 09/7/2015 09:52

Hope we can hold onto that surge today!

[gbh2] 09/7/2015 09:20

People need more cash in their pockets if housing prices are going to keep increasing and there's little sign of that in the near future imo!

[m4rtinu] 09/7/2015 09:04

Good point, arja. Lets hope they re-instate a higher, regular div or keep paying specials.

[arja] 09/7/2015 08:59

div yield under 1% I think .

[trytotakeiteasy] 09/7/2015 08:36

This could be like the whole mortgage market tightening in April 2014... it hits investor sentiment and mortgage approvals in the short-term... but essentially means that the UK housing market is more sustainable and that the boom lasts longer for home builders.... and as such is a positive...home builders need a sustainable market rather than boom and bust.. buy to let may have been in the boom part of the market given its rapid growth....and the potential house of cards it can create.....

Broadly I agree with the other posters.. shortage of houses being built versus demand....should mean that house builders are well placed... issue is housing affordability...... that could be challenged if rates rise.... however at the same time we are seeing real wage growth.....

On balance given the yield here I think you would be hard pressed to lose money over 5 years.....you are getting almost a quarter of the share price back over 4 years.......

[aspers] 09/7/2015 07:50

BDEV profits to rise by 45% if that update doesnt give this a kick nothing will. I still expect to see this above 200p before our trading update 29th July.

[barbar7619] 09/7/2015 04:51

You must be crazy to sell these shares after yesterday's news. It won't change anything we still need to build 250k of new homes every year. We still can't do this in a boom so rest assured these will be well over £2 this time next year

[gbh2] 08/7/2015 19:12

Pushed profit on my current holding back to 11%

[m4rtinu] 08/7/2015 18:30

Presumably the TU was not issued because of the unknown effects contained in the budget.

[jugears] 08/7/2015 15:23

1gw, Personally I see this having little effect other than long term benefits. As it is to be brought in over 4 years I doubt many landlords will see much difference it certainly won't make much difference on the properties I own as the tax relief is minimal anyway.
Why would landlords rush to sell, Where would they put there money?& Why would they sell & pay captital gains tax on there,profits? This is just a typical over reaction Just like grease,This time next year you will be glad of the buying oppurtunity now because Tw will not stay this low for long.

[1gw] 08/7/2015 14:53

Difficult to predict the impact I think. How many buy-to-let investors will decide it's time to quit now and put their flats on the market at the next opportunity?

[gbh2] 08/7/2015 14:42

It'll be disappointing to see it close under 180p, especially when the FTSE is doing well!!

[jugears] 08/7/2015 14:29

Well I certainly don't see it making much difference to the housing market. Imho if you wan't to get in before this share moves forward to £2.64 next year then now is the perfect time & the lower it goes in the short term the better.

[m4rtinu] 08/7/2015 14:12

A pity that new houses are being bought for buy to let, which makes less stock available for prospective 1st time buyers.

[arja] 08/7/2015 13:51

1gw- yes, a friend told me the buyer of bis house backed out after 2 months because of proposed tax changes . A pity the backward UK does not adopt the Scottish and OZ system as exchange after a week and NO chains !

[jugears] 08/7/2015 13:47

Sadly brokers again going to make a fortune just in time for there summer holidays. This will all blow over just a load of f.....g Pannickers.

[1gw] 08/7/2015 13:45

Tax relief changes on buy-to-let

[martyn9] 08/7/2015 13:42

All housebuilders have for some reason unbeknown to me?

[jugears] 08/7/2015 13:42

Bought more today, You really have to laugh, there is absolutely no justification for these to below 190.00

[homeboy35] 08/7/2015 13:36

Taken a big wack there!

[homeboy35] 08/7/2015 10:36

It sometimes looks like a disaster down at the Wimpey house, but we are still only a horse's hair off 190p.

[gbh2] 08/7/2015 10:16

It's also set for the 11th in 2016 but they have confirmed by email that there's not one today, next one as figis says is on the 29th.

[hillbrown] 08/7/2015 10:05

They made one on 7th July 2014 so there is precedent. I do agree however that if your half year results are three weeks later its not necessary to have this update.