Taylor Wimpey Share Discussion Threads

[optomistic] 18/8/2016 10:10

gbh2, I don't think .53p will be much of a driver to the x/d date, but good to see a firm TW.

[gbh2] 18/8/2016 10:01

Are we seeing TW climb towards ex dividend date again?

[steeplejack] 18/8/2016 09:32

FT has a piece on house builders today concentrating on the high yields offered by a number of sector constituents .Berkeley and Persimmon are seen as particularly "attractive".

[cc2014] 17/8/2016 12:23

PSN moving up again today. TW. has some catching up to do.

Fingers crossed

[raffles the gentleman thug] 16/8/2016 10:54

Now breaking nicely through its 50 day moving average ...

[raffles the gentleman thug] 16/8/2016 10:28

If one looks through the target price cuts and focuses instead on the contents of the JP Morgan report, the message was extremely positive - albeit confirming what we already know which is that a strong downturn in both property prices and demand is already fully priced into these companies - TW in particular

[optomistic] 16/8/2016 10:24

"looking stronger"
...It's barely moved in the last month, so it would be not before time for some upward movement!

[tlobs2] 16/8/2016 10:11

Looking stronger again this morning. Fingers crossed for a few positive days :-)

[martyn9] 15/8/2016 11:06

Fair comment raffles.

[raffles the gentleman thug] 15/8/2016 11:03

Clearly that would be helpful martyn9, but I was just making the point that people are already queuing up to take advantage of help to buy, and that is showing not a single sign of diminishing.

But as housing makes such an important contribution to the domestic economy I am sure that the Government will make all the required nosies in the run up to the Autumn Statement, which should be supportive to the sector.

I still believe they will change the Stamp Duty position, since its hard to believe that George Osborne's initiatives are actually leading to a higher tax take. Also many of the house builders are reliant upon high profits at the top end of the market to support the lower margin middle to low end of the market.

[martyn9] 15/8/2016 10:42

raffles,i believe the government were considering to increase the contribution level on the right to buy scheme,? or perhaps thats been shelved.

[raffles the gentleman thug] 15/8/2016 10:34

Its only a short term reaction. No more government support is needed whatsoever since the existing government support is working very well as you can see from the trading outlook of all these companies. The only thing which they might do, and which everyone is lobbying for, is a reduction in stamp for high-end, which will be incredibly beneficial to the whole sector.

[martyn9] 15/8/2016 10:25

Housebuilders being shafted yet again!! lets have some deserved positive news via the government or the company please.

[tlobs2] 13/8/2016 11:59

"Prospective buyers received a boost last week when the Bank of England cut borrowing costs, and RICS said the outlook for the housing market appears brighter, with 12-month price expectations rising to 23 in July from zero in June. “Confidence remains more resilient than might have been anticipated,” said RICS Chief Economist Simon Rubinsohn."


See, it isn't quite as bad as the Bremoaners said it would be ;-)

[death by donut] 12/8/2016 13:31

Teabreak over ,back to the grind.DbD :-)

[death by donut] 12/8/2016 13:26

Southwest.

[raffles the gentleman thug] 12/8/2016 13:20

which part of the country is that death ?

[death by donut] 12/8/2016 13:08

Chatted with the site agent today , asked if he been told to slow it up. Quite the opposite , been told to crack on apparently. As before brexit , every plot i work in has a sold sign on.DbD

[raffles the gentleman thug] 12/8/2016 12:54

Most obvious buy in the market - confident it'll reprice upward and reprice very suddenly - gotta be in it to win it !

[banksy] 12/8/2016 12:03

Anyone with the next five date here?

[cc2014] 12/8/2016 10:45

lol Terminated. Given the secured dividend one would have thought 180p would be justified but no.

Anyways the volume of incessant selling on PSN seems to have slowed down today yet they are still going on TW. Just need to be patient

[terminated] 12/8/2016 10:36

I would have thought this could justify 160p whilst still leaving margin for negative sentiment.

[raffles the gentleman thug] 11/8/2016 19:37

In a climate of negative real gilt yields it is inconceivable that the market will not shortly give a bid to this sector and TW in particular given its outstanding yield. Forward looking housing data is at the margin trending up and relative underperformance of this sector to the broader market is now looking astonishing big.

[tlobs2] 11/8/2016 18:53

Pretty decent volumes traded again today.

Nice to see that there is still quite a lot of interest here for investors :-)