Taylor Wimpey Share Discussion Threads

[raffles the gentleman thug] 23/5/2018 07:06

More of the same from Bovis "Market fundamentals remain strong. We continue to see good levels of demand for new homes across all our operating regions with underlying pricing remaining firm."

[raffles the gentleman thug] 23/5/2018 06:53

But that’s no different from any other company. And besides TW now has the highest sustainable yield of any FTSE100 company at near 9.5%. Personally I’d only worry about trading activity between dividends when the yield is sub 8% and not before.

As pointed out by others the power of compounding dividends at this scale is too great and only encouraging more shares to be locked up by long term holders. So I’m happy for the shares to remain around these levels because including the imminent special dividend, reinvesting should deliver me a 65% compound return over 5 years

[gbh2] 23/5/2018 06:45

I've been in and out of TW dozens of times since 2008 sometimes taking the dividend and at other times selling before ex divi date because there appears to me, to be a huge Trading sector that "works" TW's share price between dividends.

[iceman82] 22/5/2018 20:09

thanks calabrian divi in next 5 years will come to 100 p so 50 % return.....

[calabrian] 22/5/2018 20:03

Iceman, Buy, hold, reinvest div, retire.Come back in ten years. I'll tell you how my early retirement is going due to holding and reinvesting divs in companies like tw.I'm not kidding. This isn't a share to jump in and out of. I do out of others but this is a keeper.

[costax1654x] 22/5/2018 19:50

Guys have a look at Aeg as well.Last RNS was amazing.Potential multibag in 2018.Take care

[iceman82] 22/5/2018 19:48

bought it for 191, now should i get divi and wait for share price recovery or sell it tomorrow with 6 % return.. any suggestions? i think i will grab that divi

[omg48] 22/5/2018 14:10

gbh2 Labour have no chance with JC in charge. Opportunistic chancer with McDonnell and Dianne Abbot in the cabinet. Hilarious 😀

[omg48] 22/5/2018 14:08

gbh2 Labour have no chance with JC in charge. Opportunistic chancer with McDonnell and Dianne Abbot in the cabinet. Hilarious 😀

[podgyted] 21/5/2018 13:06

Woodford taken 5% stake ( not sure about their previous s/holding)

[gbh2] 21/5/2018 08:34

All good. seems I had to wait for the market to kick off, I'll know next time, now to pay for next Holiday :))

[beercapafn] 21/5/2018 08:01

underdstand gbh2

[gbh2] 21/5/2018 07:49

I could reinvest with IG but I have other uses for the divi :))

[beercapafn] 21/5/2018 07:37

GBH2. If you are with H&L you can re-invest straight away, but cant get your hands on the cash for 3 days while the check clears (T3).

[gbh2] 21/5/2018 07:30

Divi turned up this morning iceman82; but it seems it's still not available for moving atm !!

[gbh2] 21/5/2018 07:05

craigo121 Filtered for touting rubbish across advfn.

[tlobs2] 20/5/2018 21:35

Call me sceptic craigo121 but I don't think that you have ever owned any TW shares and that post was a blatant ramp of a no-hoper !

[battue2] 20/5/2018 21:32

iceman82
" Barring any unforeseen circumstances" now there's a thing. Of course not forgetting a very possible and not unforeseen change of government. Too much happening to this country in the next few years to get over excited about possibilities here.

[craigo121] 20/5/2018 21:22

Ive done massive from tw but moving 10% of my stock over to WEB{webis) relaxed US gambling laws have opened up the door for WEBis whom are perfectly poised with knowledge has to be a 10 bagger from here looking at 100p end quarter HUGE POTENTIAL
TAKEOVER TARGET!

[iceman82] 20/5/2018 07:50

this a good post from lse www good read

Taylor Wimpey is on track to pay shareholders 18.3p a year for the next five years barring any unforeseen circumstances. This equates to a total dividend income of 91.5p to which we must add another 10.5p for the special being paid at the end of the month. This takes the cash total haul for shareholders to 102p over five years.

But the interesting thing is that despite these monster dividend payments which have been going on for a couole of years now the company is still dramatically improving its tangible book value. From what I understood this rose by 7.1p a share or by 8% last year despite paying out 11.5p of dividends - this being the 2016 special of 9.2p and the 2017 interim of 2.3p.

So at the risk of a newly converted bull boring all you long term shareholders with what you already know, I just wish to make the point that at 202p you are effectively buying this share today at a forward discount to tangible assets five years out; I.e., you are getting 102p or dividends, and a book value of 95.7p which will probably expand by 5p to 7p a year even after normal and special dividend payments.

[gbh2] 19/5/2018 11:56

Final dividend for the year ended 31 December 2017 of 2.44p
The final dividend will be paid on 18 May 2018 to all.

Special dividend of 10.4p to be paid 13 July 2018
Ex dividend date is 31st May 218

[tallprawn] 19/5/2018 11:52

Ex-Div date is 31st May with a payment date of 13th July for special dividend.

[beercapafn] 19/5/2018 11:25

Ice. Wrong. This is the payment of ord div. Special goes ex-div 31 May and payment sonetime in July.