Taylor Wimpey Share Discussion Threads

[joemillion] 10/11/2015 08:36

Nothing like the smell of shorters getting burnt in the morning is then?

[gbh2] 09/11/2015 15:46

"He's still waiting for the property bubble to burst!"

He'll be right one day, But we should have a few quid under our belt by then.

[jugears] 09/11/2015 15:17

Thanks taffee

[e j blythe] 09/11/2015 15:02

He's still waiting for the property bubble to burst!

He obviously sold up in 2007, and went to live in a tent in the valleys, waiting for the crash, so he could buy a bigger house.

He's still in the tent!

[gbh2] 09/11/2015 14:47

Not worth taking off Filter imo, let me know if it changes.

[jugears] 09/11/2015 14:07

Taffees back so they should start to go back up now

[gbh2] 09/11/2015 13:26

I didn't expect to see this price any time soon but I have managed to cover a small purchase by sell another holding, longs looking sad but I can keep feeding them until the tide turns.

[taffee] 09/11/2015 10:40

Rogerbridge

In all speculative bubbles they same the same...just like the oil prices bubble....huge demand and lack of supply...when reality hits amazingly demand falls off a cliff and supply goes through the roof.
Nzirp..qe...help to buy overpriced property all propping up a giant
Bubble...which will burst as all others do.

[dan_the_epic] 09/11/2015 10:39

Bought my full allocation now. £45k in at 178.50 average.

Wimpey never drops so sharply like this without a bounce. Look at the last 5 years. Chart pattern very very similar to early 2012 at 50p resistance and patterns tend to repeat because of investor mindsets.

Fundamentals strong as ever. I expect a wave of m&a to hit and buoy the sector when volume growth looks more constrained. It always happens. Taylor Woodrow, George Wimpey etc. That's the time to count your coins and look elsewhere and its not yet.

No real major has the massive economies of scale that is achievable. All mid-tier companies like TW and i'm sure the competition authorities would not be too bothered if an acquisition deal could show cost synergies and potential volume growth.

[gbh2] 09/11/2015 10:14

9 Nov Deutsche Bank 231.00 Buy
6 Nov Barclays... 206.60 Equal weight

More realistic targets imo but the HFs have their teeth into this downward slide so the latest broker notes have little meaning.

[rogerbridge] 09/11/2015 09:26

I purchased a TW house for my daughter and a very nice one too. Well built.
The sales advisor has only four properties on release and selling into next May and June.
The country is short of housing, new homes are selling and even if interest rates rise, there are those that can afford to buy. That is except in London.
I am just waiting to see if these go a bit lower and will buy, my wife holds these.

[martyn9] 09/11/2015 09:26

At this rate of decline could we see £1.50 by xmas? totally overcooked.

[gbh2] 09/11/2015 09:23

Looks like TW traders are leading the sector down again, I bet they're still sat on 1000s of cheap shares so there's no stopping them imo.

[gbh2] 06/11/2015 15:13

Now we slide because the US are talking about increasing their interest rate, doesn't take much to sink our market !

[beercapafn] 06/11/2015 14:57

Jugears... Whatever happens !!!! I aggre that if NOTHING happens then it could be £2 + in a year..

[jugears] 06/11/2015 13:22

Whatever happens these will be £2.30-£2.64 This time next year

[e j blythe] 06/11/2015 12:39

I will try and hold out for 2 quid this time.

[omg48] 05/11/2015 20:35

My view is £2 again by beginning of DEC and £2.30 end of Jan 16

[gbh2] 05/11/2015 16:34

I now have four long bets running, Dec & March closing dates, best I could do with the funds available :))

[aspers] 05/11/2015 15:05

Everytime we have seen a rapid fall it is always followed by a rapid rise.......No interest rate rise till at least 2017.......UK desperately short of housing......what more can one say. This will pass 200p very soon and anyone that managed to buy in this morning below 180 you have won the lottery :-)

[gbh2] 05/11/2015 14:07

Only the amateurs, the pros are driving it so no chance there.

[martyn9] 05/11/2015 12:22

i hope the shorters get well and truly stung!!

[m4rtinu] 05/11/2015 11:25

Interesting daily chart. Generally upwards so far, but two different channels for the four low points (11.30am)

[gbh2] 05/11/2015 08:16

Halifax HPI almost twice what was forecast !

[trytotakeiteasy] 05/11/2015 00:39

Just feels like a "manufactured sell-off" from brokers trying to generate fear.... I haven't seen any fundamental reasons for the sell-off... with dividend yields at or approaching 6% for many of the UK homebuilders it is hard to see the fall going significantly further unless there are real issues in the sector.... most of the companies have net cash.... and strong asset backing....

Persimmon's update showed that the background conditions remain strong...