Taylor Wimpey Share Discussion Threads

[careful] 08/2/2016 19:00

risk here is the buy to let market.
property prices not immune from changes in sentiment.
they will all try to bale out together.
...northern ireland/spain/usa etc, seen it all before.

houses have been overpriced for a long time.

[battue2] 08/2/2016 18:50

Looks as though liberium may get their price after all!!. There is a trading gap formed on may7th last year from 166.4 to 172.7 this looks likely to close also . For what its worth I also added today , nothing company specific to worry about just ride it out.GL all.

[gbh2] 08/2/2016 17:18

Watched some reasoning on TV this morning that suggested the Saudis were responsible for the downturn due to trying to wreck Iran's economy, the interviewee also said that Saudi Arabia would be bankrupt by 2018 if they went on much longer.

[jugears] 08/2/2016 17:05

Any long term investor will tell you any shares bought at the moment will give you a very healthy profit over the next 12 months, these are totally oversold & speaking to people on site nothing has changed in TW's circumstances. Across the housing industry that I work for ,I would say that orders so far this year have exceeded all expectations & we are well on course to double last years turnover,Its not all doom & gloom out there!!! To many people panicking about what might happen around the world & we all know its never as bad as we think, Sadly we are very good at talking ourselves into a recession.

[gbh2] 08/2/2016 16:25

Sold off other shares to buy more TW the dividend is so attractive that I feel they'll all want it as the time approaches.

[ukgeorge] 08/2/2016 14:41

rubbish should have let it ride.

[speedsgh] 08/2/2016 14:02

The 7.68p special dividend paid out in July 2015 has been accounted for in the 2015 accounts so payments received for FY2015 are 7.68p (special) + 0.49p (interim) = 8.17p

Digital Look are forecasting 9.72p full yr div for FY2015 which suggests a final payment of 1.55p (FY2014 1.32p) payable in May 2016.

Digital Look are also forecasting 10.99p full yr div for FY2016 which, assuming a 9.22p special div (payable in July 2016), suggests a full yr maintenance div of 1.77p for FY2016. Considering the FY2015 full yr maintenance div is looking like 2.04p, Digital Look's forecast of 10.99p full yr div for FY2016 seems pretty conservative to me. Aimho

TOTAL FY 2016 - 10.99p (E)
---------------------------------
TOTAL FY 2015 - 9.72p (E)
final (May 16) - 1.55p (E)
interim (Sep 15) - 0.49p
special (Jul 15) - 7.68p
---------------------------------
TOTAL FY 2014 - 3.10p
final (May 15) - 1.32p
interim (Sep 14) - 0.24p
special (Jul 14) - 1.54p

[ukgeorge] 08/2/2016 13:59

covered my short. hopefully bounce a little and I can do the same. All the housebuilders share prices look to have topped out.

Majority have made bearish signals.

[speedsgh] 08/2/2016 13:49

From the Interims...

"Our dividend policy has two elements: a maintenance dividend, which we are committed to maintaining throughout the housing cycle and which is currently set at 2% (at the top end of our 1-2% of net assets policy); and an annual cash return. A key part of our rationale is to provide investors with a significant and reliable dividend stream."

"In addition to the £300 million total cash return already paid in 2014 and 2015, we propose to return £300 million by way of a cash return in July 2016, equating to c.9.22 pence per share, subject to shareholder approval at the 2016 AGM."

So another c9.22p special div to come in July 2016 on top of the maintenance dividend.

[billy5] 08/2/2016 13:29

Thank you both for that information.

[gerdmuller] 08/2/2016 13:21

There was a special dividend of 7.68p paid in July. So returns will depend on what future dividend policy they employ.

[billy5] 08/2/2016 12:57

Last year .49p Int ex 20/8 and 1.32p Final ex 9/4. These are quite poor returns on a share of this price.

What is known of 2016 returns?

Thanks.

[billy5] 08/2/2016 12:38

Doyden, sorry to ask but I can't locate the three dividends that you mention.
Your assistance would be appreciated.

Thanks, Billy5

[maxxyjazz] 08/2/2016 11:44

I bought a few more this morning so chances are, knowing my luck, it'll tank.

On another topic, has anybody started using Vox markets?

[taffee] 08/2/2016 11:38

Think London is not looking good if this is true,whilst tw. may not be affected as much as others it is one of a number of indicators suggesting the mega housing bubble is bursting/will burst

[gbh2] 08/2/2016 11:35

They're down because of institutional greed, the whole market is down because they'd run out of ways to make money on the up side imo.

[doyden] 08/2/2016 11:27

I didn't think I'd have the opportunity to buy more at this bargain price ahead of the three cracking dividend payments in the coming months.Last year it rose rapidly right from the start of the new financial year, presumably as investors added to their ISAs.

[joemillion] 08/2/2016 11:00

Topped up this morning. Surely a steal at this price?

[millie01527] 08/2/2016 10:51

Why are they down? Anybody know.

[maxxyjazz] 08/2/2016 10:49

With the results only being a month away. Maybe this is a good op to top up?

[martyn9] 08/2/2016 09:32

The whole market being pummelled again,total overkill as usual!!!

[gbh2] 08/2/2016 09:23

Back to my break even share price so a few more can't do any harm :))

[taffee] 06/2/2016 10:28

Morning friends...looks like the market thinks our banks could be in trouble again...experts not sure why the sell off...lol!...they weren't sure in 2007/2008....real players were though..could it be they have been lending into the biggest property bubble since japan 1992?

[gbh2] 05/2/2016 16:48

Here Here :))

We'll be hearing from the welsh w*nker next.