Taylor Wimpey Share Discussion Threads

[raffles the gentleman thug] 06/12/2016 08:48

Disagree gbh2 ... this will break out this month less of negative thinking, but not as good as BKG

[gbh2] 06/12/2016 08:36

As a PI I'll keep adding as & when cash is available but I'm still of the opinion that TW will be of little institutional interest until mid next year.

[raffles the gentleman thug] 06/12/2016 08:30

Does TW have the visibility of BKG and a management who care about their stock price - I think not

[kev0856153] 06/12/2016 08:15

At some point BKG holders will switch into TW.

[kev0856153] 06/12/2016 08:15

BKG on a tear and TW. stll going backwards.
BKG is now 13% below the level it was at immediately pre-Brexit.
If TW. was 13% below pre-Brexit the shares would be 167p.

[raffles the gentleman thug] 05/12/2016 20:00

Jugears ... I take it you then disagree with BKG's remarkable
visibility, notably the fact that they have £2.9bn of cash due on exchanged sales contracts arriving in just the next three years.

[jugears] 05/12/2016 17:33

Not so sure Berkeley results will be as good next year whereas I think TW Will at least stay the same, Berkely are at the high end & this is a market I can see struggling in the future, But thats just my opinion.

[raffles the gentleman thug] 05/12/2016 15:41

Agree it should be moving terminated but a BKG it ain't - remember the yield on BKG is still higher than the PE, the short base is huge and the visibility great - but yea we should be into 160s but wholly confident we get there shortly

[terminated] 05/12/2016 15:31

Unbelievable this is not 160ish after the Berkley result. Apparently on news a few days ago immigration was much bigger this year than last and no doubt people will be piling in before brexit on guarantees of nationality. They all need somewhere to live.

[garycook] 04/12/2016 02:47

RGT,Fair comment,and you were correct on your call on BKG.Just need to be patience with TW,but it seems stuck in the 140-150 trading band atm.Happy to hold, just for the dividends anyway.Any growth is a bonus.But I believe it will return to £2 plus,the same as BKG will go over £30 plus.

[raffles the gentleman thug] 03/12/2016 22:54

Agree on buybacks gary, but respectfully disagree on market makers involvement. I have much history in city and in my opinion nobody would put up the capital at risk required to keep holding a £5bn company like TW down. Again think one needs to consider the braoder market issues I mentioned before to understand why this not working at moment. But won't be for too much longer ... and BKG a complete different issue on a valuation which remains wholly unjustified relative to TW

[gbh2] 03/12/2016 20:25

Need to keep up with what's going on, the reasons are there.

[rbonnier] 03/12/2016 17:21

Something is holding the share price down it cant even manage a couple of pence gain on a very positive trading update yet BKG advances 9% what's going on around here !!

[garycook] 03/12/2016 10:09

RGT,If the board of TW,elect to Buy backs,then watch the share price fly,like BKG.Regarding the Big boys.What I was inferring is that I believe Market makers are holding the share price down,similar to ITV.Do you not realise that this goes on in the City ?

[death by donut] 03/12/2016 09:47

Well copper price volatility shouldnt make that much diff these days, most of the 1st fix is plastic. Only copper used seems to be the tails and the cylinder cupboards. DbD

[raffles the gentleman thug] 03/12/2016 07:13

Blimey so you have turned into a conspiracy theorist too huh ? Come on Gary you are smarter than that. Like TW supposed to be completely immune from Brexit; successive referendum in the States and Italy; the entire western world bond markets moving over night from a deflation to inflation trade; as well a massive Brexit induced funds flow from the UK stock market; and currency induced sector rotation turmoil.

Sorry but can think of plenty of reasons why TW hasn't worked out other than blaming nameless, faceless 'big boys' hiding in the shadows.

But it's my belief we are at, or close to an turning point for the stock to move higher. Shortly we are about to run out of things to worry about. Stock markets are gonna get comfortable with rising bond yields, and most importantly get more comfortable with Brexit, particularly as the Government is starting to make major climb downs acknowledging it's willingness to pay for access to the world's greatest most sophisticated trading market. So expecting things to calm down, greed to prevail, time horizons to be lengthened and the search for yield to be on. And TW should do exceedingly well from here

[garycook] 03/12/2016 02:35

Totally agree with that RGT.I believe it is being held back for the big boys ?

[raffles the gentleman thug] 02/12/2016 13:33

Amazed TW not really sharing the love with BKG today - this stock should be heading a lot higher shortly

[garycook] 02/12/2016 09:42

RGT,Sorry you are correct.Looking good for BKG,and TW.2 of the best picks in the sector for yield.

[clarky5150] 02/12/2016 09:19

I think the buy back is a great idea. The company are performing well as is the sector on the whole but this isn't being reflected in the share prices. the buy back might be just the stimulus we are looking for

[raffles the gentleman thug] 02/12/2016 09:04

Hi Gary - if you study the last presentation they gave, they did clearly indicate that they might buy back shares rather than actually pay the special as cash

[garycook] 02/12/2016 08:46

TW,Need to copy the BKG decision to do buy backs and still pay a good dividend.

[rikaughty] 01/12/2016 08:12

INL - AGM Stephen Wicks, Chief Executive at Inland Homes, commented:"Following on from the robust set of results we announced in October, which reflected a year of significant operational and strategic progress, we are pleased to report that the momentum is continuing to escalate behind our building programme, with a record number of homes for the business under construction, underpinning the Company's growth strategy.

[rikaughty] 30/11/2016 07:37

TEF interim results look excellent: 'No changes to the Group's growth targets, profit forecasts or anticipated dividend payments as a result of the EU referendum'

[enami] 29/11/2016 20:25

I understand, difficult to fathom but here are the basics.