Taylor Wimpey Share Discussion Threads

[gbh2] 21/6/2018 07:47

Oxford is too far from the sea in every direction, for my liking !

[optomistic] 20/6/2018 20:24

njd...true Barnsley doesn't have the same charisma about it :-/

[njdlucas] 20/6/2018 20:21

People want to live in Oxford.

[stewart64] 20/6/2018 17:25

Well by 2007 the north had had a housing boom too. Just not the case this time. Since 2004 values have been steadily falling compared to inflation. In Derbyshire house inflation has done about 20% nominal against 50% rpi. So you are predicting a provincial crash on top of a 15 year price correction.
Trying to explain why a pauper's two up twi down in Canal Street, Jericho now costs more than a stately home up north...well I can't. I can only assume collective madness in Oxford.

Prices outside the nuthouse of London and Oxbridge have been fairly grounded.

[m4rtinu] 20/6/2018 16:43

Thanks for comments/ views.

[jugears] 20/6/2018 16:01

M4rtinu- I personally think that London's downfall will be the rest of the Uk's gain,

[garycook] 20/6/2018 15:56

m4,I think you will find that is already happening especially with the comfort of a 10% divi yield.

[m4rtinu] 20/6/2018 15:32

I suppose the question is: will the rest of the housing market follow what is happening in London?

It would be nice if some investors in the house building sector switched to TW. from some of the others who are not posting such good figures

[muscletrade] 20/6/2018 14:00

Gary, yes it makes you wonder who does the analysis at Motley and others if they cannot do simple maths, or failing that read what the company is telling you.

see below the extract from statement from TW capital markets day blurb on 15th May.

'In 2019, based on the above, shareholders will receive a total dividend (including ordinary and special dividends) of approximately GBP600 million or c.18.3 pence per share, comprising an ordinary dividend of approximately GBP250 million and approximately GBP350 million by way of a special dividend".

[garycook] 20/6/2018 13:07

W,£600M is to be paid in dividends next year that equates to 18.3p

[woodhawk] 20/6/2018 12:49

From Motley Fool today:

"the City is expecting fractional earnings growth during the present year, which is expected to rev to 4% in 2019. While hardly spectacular, these forecasts result in a forward P/E ratio of just 9.1 times. They are also robust enough to likely keep Taylor Wimpey’s dividend yields on the right side of spectacular.

A 14.9p per share payout is estimated for this year, resulting in an 8.1% yield. And the dial moves to 8.8% for next year thanks to expectations of a 16.6p dividend."

[jugears] 20/6/2018 10:49

m4rtinu- Berkeley also said that there profits had peaked & would be 30% lower next year due to all there eggs being in the london market which is falling rapidly.

[fizzypop] 20/6/2018 08:39

Woody - No to DLG

[woodhawk] 20/6/2018 08:24

Nice one Fizzy! I'm newly into TW and BDEV, great divis on both at these crazy levels. R u into DLG too?

[m4rtinu] 20/6/2018 08:13

And this headline seems positive about their (BERK) results:

"Berkeley Group increased its profit guidance after the housebuilder reported a 15% increase in annual profit. Pre-tax profit for the year to the end of April rose to £934.9m from £812.4m a year earlier. Berkeley said pre-tax profit for the two years ending April 2019 would be at least £1.575bn – £75m higher than previously estimated."

[fizzypop] 20/6/2018 08:13

Maiden bite at 182p so just over the 10% forecast divi for 2019.
Hi to Woody ... that's two to drool.

[gbh2] 20/6/2018 08:05

BERKELEY Leading today's Fall.

[gbh2] 20/6/2018 07:46

The "Special Divi" is already in the bag, I started buying back recently and continue to do so with each 2p fall.

[woodhawk] 19/6/2018 23:45

..unless it starts to rise either before or after then, Mystic Meg!! Doh.

[peteret] 19/6/2018 23:29

Half year results out on 31st July.
these will start to rise about 2 weeks before that so a bit of a wait.
But good solid company to hold anyway.
I have made a tidy sum over the years trading these and I'm holding for the special divi

[glasgow13] 19/6/2018 23:27

Debdale hope you get what you want.

[iceman82] 19/6/2018 21:59

will we see 179? i might top up then

[tlobs2] 19/6/2018 17:27

I doubled up here today at 183p. Couldn't look a gift horse in the mouth :-)

[woodhawk] 19/6/2018 17:06

Excellent, well done!!

[gbh2] 19/6/2018 16:52

Sold 50% of my holding pre ex divi but divi for the other half is due next month, should cover costs of our summer holidays :))