Taylor Wimpey Share Discussion Threads

[gbh2] 03/3/2016 09:52

I find the Filter is the best way to avoid his immature rants.

[deadly] 03/3/2016 09:26

Taffee's like a scratched CD, just repeats the same message forever.

[gbh2] 03/3/2016 09:18

Picked up a few more thanks to the Halifax HPI m/m figures :)

[taffee] 02/3/2016 11:29

next leg down from here

[gbh2] 02/3/2016 11:27

Once again the market refuses to see the difference between Construction and House Building so down we go!!

[speedsgh] 02/3/2016 09:44

Taylor Wimpey starts 2016 on front foot -

Numis have increased their estimate for Taylor Wimpey (TW) after a strong start to the year for the house builder.

Analyst Chris Millington kept his ‘add’ recommendation on the stock but increased his target price on the shares to 205p. Taylor Wimpey rose 1.2p to 187.4p yesterday after reporting profit before tax up 34.1% to £603.8 million and a 1.67p full-year dividend.

‘Taylor Wimpey’s full-year results are in line with expectations, but to reflect a slightly stronger volume, price and margin outlook we have increased 2016 estimates by 4%,’ he said.

‘The group has seen a strong start to the year and in our view there are still upside risks to both profit estimates and the size of the cash return.

‘Accordingly, we are increasing our target price to 205p, which maintains our “add” recommendation and would equate to a 7% yield for 2017 on our forecasts.’

[dr_smith] 01/3/2016 10:04

I found the unit cost breakdown interesting:
avg sell £254k
land £42.4k
build cost £121.9k
other costs/selling £6k.
So that leaves approx one third as profit margin.

Years ago, I think the breakdown for self builders was one third land, one third labour and one third 'saving' (profit) on market value.

The TW fidures show the profit element is unchanged but labour is much higher...though I may be comparing apples and pears as own 'free' labour is a big element of self build.

Anyway, good to see the higher labour costs aren't eating into profit margin, though I note it's partially offset by astute buying into landbank.

[gbh2] 01/3/2016 09:25

Given the huge number of shares the Institutions hold it's always going to be that way imo all a PI can do is ride the ebb & flow of sentiment, total dividend for the coming financial year is one of the highest in the ftse.

[hillbrown] 01/3/2016 09:08

Steady. No fireworks going to happen here, the specialxd date gives three months room for traders and manipulators to have a field day and still pick it up.

[martyn9] 01/3/2016 07:30

Agreed,at a glance all looks positive.

[gbh2] 01/3/2016 07:23

Looks good to me, attractive dividend that the HFs cannot ignore and positive forward looking comments.

[gbh2] 29/2/2016 14:30

Hopefully we'll get some clarity on just what the special dividend is going to be in July, their last comment was 9.22p

[martyn9] 29/2/2016 14:22

A nice run up to the results tommorow.

[gbh2] 26/2/2016 21:02

I think we'll have a good day Tuesday but it's the ex dividend dates that the Greedy HFs will target imo - If they drive they share price back down in the period between Tuesday and the ex dividend date I'll be trading TW again.

[battue2] 26/2/2016 18:37

WTFis a "expenshion"?????

[beercapafn] 26/2/2016 15:24

Billy5... Past proformance is a drop and then 2-4 days later a rise.

It is all about market expenshions..

Expentations..

[billy5] 26/2/2016 15:13

speedsgh

Thanks, I was a bit too keen for them!

Same question applies, are we anticipating a bit of a hike in the SP?

About time.

[speedsgh] 26/2/2016 14:38

billy - Final Results are due to be released on Tuesday...

[billy5] 26/2/2016 12:51

If figures are out on Monday any guesses as to what these will close at on Monday?

190+ I hope.

[jugears] 26/2/2016 12:42

Quiet on here

[gbh2] 24/2/2016 16:25

Nothing to be gained by the HFs until the ex dividend date, imo that's the time to look for highest prices.

[aquadave99] 24/2/2016 16:07

Barratt released good results today and share price not up to much and down over the last month. Have we peaked? Same applies to TW not much action in the run up to what are at to be fantastic results on 1 March. Consolidation after a long drag? Other market forces holding back ie FTSE? General economic worries? Contemplating a top up prior to results but as I am sure many other investors are thinking at the minute, it's rather an uncertain time. Personally see very little negatives with the housebuilding sector at the moment. Prices seem to show no sign of slowing and lending increasing! Help to buy continuing.

[corlis] 24/2/2016 12:22

TW did very nicely from 99p all the way up to £205.

[omg48] 24/2/2016 11:26

Why is it that when the sector falls, TW is at the forefront, falling further than most. Then when the sector rises, TW is the slowest to rise?