Taylor Wimpey Share Discussion Threads

[get rich quick] 13/6/2010 19:17

update from bellway on Tuesday will be interesting..positively i hope but no one knows what surprises we will get in the budget

we;ve also got US housing price survey on tuesday and US housing starts on weds

[smurfy2001] 13/6/2010 11:43

'NTA' is a high risk AIM pump n' dump punt stock.

%100 avoid.

[tara7] 13/6/2010 09:06

House prices are Booming in prime London, not the Wimpey market.Time and time again it pays to only buy the best property [it tends to go up more and hold its value].

Might like to look at NTA, building on cheap land, selling super flats for £26M where the plot cost was under one million.!!

[goldbug6] 12/6/2010 17:52

I think there may be a better entry point shortly. Usually a drop on the ftse/dodgy market around the budget on 22nd

[denjon] 12/6/2010 05:06

The undervalued shares
Share-tipster, Garry White, on why housebuilders are looking attractive.
Questor Plus Podcast: Undervalued shares
Published: 4:53PM BST 10 Jun 2010

[smurfy2001] 11/6/2010 18:16

More from the FT:

Pricing in a double dip in house prices
Based on our analysis we believe the UK House builders are now pricing in house
price declines of an average 12%. This compares to the Halifax House price index
futures which suggest a house price decline of -1% for the remainder of the year
(which are similar to DB forecasts). Such a price movement implies that the
market is pricing in that recent gains in house prices (+6%) would all be given up and the peak to trough decline for this cycle would be extended from -19% as
seen to Feb 09 to – 22% (the most significant house price decline over the last 50 years).

Significant potential upside in share prices available
Our analysis again reinforces our view that the greatest value appears within
Barratt and Taylor Wimpey –reflecting house price declines of 15% and 18%
respectively. It also suggests strong value in Persimmon where the share price is reflecting a 13% house price decline. The implied house price declines at Bovis appear more moderate than the peers. This reflects that ROE is burdened by the long land bank of the company while none of the value for the future build-out of this land included. If we take account of this "hidden value" from the long land bank then our analysis suggests the Bovis share price is reflecting 8% house price declines.

We value the sector using adjusted NTAV model. Risks arise from three main
industry points: the availability/ affordability of mortgages, economic factors such as the BoE interest rate, unemployment and consumer confidence, and political factors all of which have impacts on demand and supply and therefore as a result impact house pricing.

[bordersboy] 11/6/2010 16:35

blue close. :)

[the disciple] 11/6/2010 16:10

What a load of balony.

[bordersboy] 11/6/2010 15:57

red again.

[smurfy2001] 11/6/2010 15:54

Are you sure you two are not married?

[spennysimmo] 11/6/2010 14:46

No I don't trade CFD's and your statement is incorrect:-

"you watch/comment/post/chart the market every day ?"

you watch/comment/post/chart the market/hope that smartypants turns up every day, would be more accurate.

Today the hoping is over. Hello smarty.

[smartypants] 11/6/2010 14:29

spennysimmo
you have no voting rights with cfd holdings....but they would account for volume if purchased/traded on the day
are you still not using CFD's..??...didn't know that any one still "traded" in shares(old money)....you do trade don't you, you watch/comment/post/chart the market every day ?

[scars] 11/6/2010 14:04

British Bulls buy recommendation always scuppers a good days trading!

[spennysimmo] 11/6/2010 12:26

Thanks, that explains the high volume on Wednesday as a 47m II buy. Good news.

[fewdollarsmore] 11/6/2010 12:23

Oh another point Blackrock was if I remember and you can go check it out wre holding cfd's in JPR back end of 2009 early 2010 check out the rns's

[fewdollarsmore] 11/6/2010 12:22

Spenny - yes if they have reported it and they form part of voting rights they are purchases as explained there are two types of CFD providor those that buy the shares to cover their client cfd purchases and those that do not buy to cover the client purchases, the latter makes larger profits if the client loses on their trade. I know I explained it on the Yell thread but thought put the comment on here since it is about TW.

[spennysimmo] 11/6/2010 11:13

Ok, I need some help from someone who understands CFD's and the impact they have on volume. I said two days ago it was strange that the volume was almost 100m shares. RNS just released that Blackrock on Wednesday sold 7m shares but bought 47m by way of CFD's. This takes their voting rights to over 10%.

Would this CFD purchase have been part of the 100m volume for the day? If so, that explains the volume and is very positive.

Thanks

[ny boy] 11/6/2010 10:44

Nice move up off the lows, well done all who bought in 27p area!

Knowing if you are about, better get in (AFCR) +20% so far on big news flow just out! I,m expecting a multi bagger, especially as big funds bought & topped up @ 9p

[smurfy2001] 11/6/2010 09:51

Why isn't the CEO buying at these levels?

Showing no confidence at all!

[wolterix] 11/6/2010 09:47

director buy slipped through yesterday?

[fewdollarsmore] 11/6/2010 08:33

And down she goes again!

[bordersboy] 11/6/2010 07:06

Housebuilder bear turns bullish






As Investec turns bullish, Morgan Stanley turned bearish.

[scars] 11/6/2010 06:32

seq, and what does your math say?