Taylor Wimpey Share Discussion Threads

[m4rtinu] 11/11/2016 09:01

Unless the government intervene more directly in house building, I don't see how they will ever meet targets.

[banksy] 11/11/2016 08:05

Bovis results solid

[gbh2] 11/11/2016 07:04

No real need to talk it up we'll know just how well its doing on Monday.

[battue2] 10/11/2016 21:33

Keep talking it up guys. :)

[rikaughty] 10/11/2016 18:46

No issues here; just following the FTSE today.

[raffles the gentleman thug] 10/11/2016 16:41

I am sure it will - just short term share price is more affected by US inflationary fears and rising bond yields, causing bit of sector rotation into unloved financials but should be over and done with soon. Meanwhile takeover off Cala and potential block sales of 300 Barratt apartments in London should be giving big support to whole sector

[martyn9] 10/11/2016 16:28

Lets hope the trading statement(which i'm sure will be positive) gives tw the strength and deserved sustained rise?

[raffles the gentleman thug] 10/11/2016 16:22

Great buying opportunity in my view - exactly the sector which should be supported with strengthening sterling and trading statement on the way ...

[raffles the gentleman thug] 10/11/2016 16:22

Great buying opportunity in my view - exactly the sector which should be supported with strengthening sterling and trading statement on the way ...

[martyn9] 10/11/2016 16:07

It would appear this sector atm is recieving no support whatever good news is broadcast,ftse not helping today either.

[tlobs2] 10/11/2016 09:31

Bovis on the up. :-)


British housebuilder Bovis said that sales and prices continued to rise after Britons voted to leave the European Union, the latest builder to suggest that the market for new homes has not been hit by Brexit.
Bovis, which is on track to deliver increased profit this year in line with expectations, said that after a dip in the immediate aftermath of the June 23 referendum, demand had followed a normal seasonal pattern in recent months.
"We have reservations in place to achieve over 5 percent growth in legal completion volume in the year... and the average sales price for 2016 is expected to be around 10 percent ahead of last year," the firm said.

[garycook] 10/11/2016 04:34

JUGEARS,Enjoyed reading your post.Totally agree with all your views.

[gambos49] 09/11/2016 22:57

Have thought for the last 2-3 years that some foreign outfit might make an offer for either PSN BDEV or TW but nothing doing . Nor for one of the mid priced builders ie RDW or Bellway surprised really .Myself I'm happy to go along with the dividends

[red army] 09/11/2016 21:48

For whatever reason the house builders charts look poop.

[rickmay] 09/11/2016 20:11

Don't be surprised if TW get taken over very soon as house builders consolidation.TW SET to got to £2 plus very quick.

[rickmay] 09/11/2016 20:11

Don't be surprised if TW get taken over very soon as house builders consolidation.TW SET to got to £2 plus very quick.

[optomistic] 09/11/2016 19:43

...to house, guess who?

[rikaughty] 09/11/2016 19:39

Welcome to your latest issue of Letting You Know, bringing you the latest analysis from the UK lettings market. This time we lead with the Royal Institute of Chartered Surveyors' findings that the UK needs nearly two million extra rental properties to meet demand.(copied from Barrret message board)

[tlobs2] 09/11/2016 19:19

......... we might all look back in twelve months time and say "if only I'd bought more" when we see the share price up over two pounds!

[dr_smith] 09/11/2016 17:59

My take:
1) Pre Brexit I took the view it is not a sector that imports/exports(exc foreign buyers) so would be safe in itself and also attract others avoiding volatile sectors.
Got it wrong.. but a long term holder so not the end of the world.
2) share price recently.
I reckon share price is dictated by day traders, looking for volatility upon news.
With interest rates near zero, static land resource, expanding population, what news could come out to give it a one day up-shift / return. It is as good as it can get.

I therefore see it as good for likes of myself - a longer term investor, but not for the day to day chancers.
ALL IMO DYOR :-)

[raffles the gentleman thug] 09/11/2016 17:57

Thanks jugears

This by the way is most interesting for this sector, in case you didn't see it earlier:

Barratt Developments Plc is close to completing the sale of about 300 London apartments to U.S. investor Greystar Real Estate Partners LLC, according to a person with knowledge of the plan.

The apartments are spread across four developments being undertaken by the U.K.’s third-largest housebuilder and some have yet to be built, said the person, asking not to be identified because the plan is not public. The homes will be valued at about 250 million pounds ($310 million) when completed and will be offered for rent by Greystar, the person said.

Spokesmen for Barratt and Charleston, South Carolina-based Greystar declined to comment.
Developers in central London are turning to bulk sales as demand for luxury apartments wanes amid higher taxes and increased supply. The number of homes under construction in the center of the capital that remain unsold will reach a record high this year, according to a report by Molior London seen by Bloomberg News.

The Barratt portfolio sale includes homes in the Aldgate, Nine Elms, Fulham and Hendon districts, Estates Gazette reported in March. Nine Elms, where developers plan to construct 20,000 homes, accounts for more than one third of the total.