Taylor Wimpey Share Discussion Threads

[clarky5150] 28/11/2018 09:24

Share buy back is not always beer and skittles I'm afraid. the sad reality is we are just trending with the sector and markets as a whole. We already own the best housing company in the sector IMHO so why try and make it more attractive when the problem is simply no ones looking to buy.

[tlobs2] 28/11/2018 08:53

I have just added a few more at what I believe to be a bargain price.

Perhaps TW could follow the lead of others and use some of their spare cash and huge land bank to introduce a share buy back scheme.....

[gbh2] 28/11/2018 07:58

So many TW shares in the market it's virtually impossible to detect a Short seller.

[marksp2011] 28/11/2018 07:36

Considering there are no reportable short positions (>0.5%), it looks as though the deteriorating price is simply down to a lack of buyers.

[wfl1970] 27/11/2018 16:40

Just updating the day's performance tiobs...

[tlobs2] 27/11/2018 15:53

I see the filtered loon4 has been posting again.

What is she rambling on about this time?

:-)

[spoon4] 27/11/2018 15:47

Down yet again.

[essentialinvestor] 27/11/2018 15:45

Is this taking back control?

[essentialinvestor] 27/11/2018 15:44

India have made it crystal clear they want easier migration in return
for a trade deal.

And here's a surprise, so did the multiple African countries May visited
on her summer tour.

[m4rtinu] 27/11/2018 15:28

Fangorn - I think voters heard the soundbites you list above. As to how those affect peoples' everyday lives; I'm not so sure.

Take back control of our laws. EU judges or UK judges, both fairly remote as far as I'm concerned. In practice, I would argue that most legislation that parliament has wanted to pass in last 40 years has been passed.

Take back control of our borders. This really means limit migration from the EU. To the extent that British business and NHS can cope without it.

Take back control of trade. At what cost? With which unsavoury regimes? And, who would have the upper hand in such negotiations?

Take back control of money. I guess this refers to the £20bn or so a year that UK sends to EU, of which about 50% is rebated/ returned in regional grants. It is a very small % of GDP. Remarkably, some regions like Cornwall, that do very well out of EU grants voted to Leave. Including the MPs supposedly representing the constituencies in that county.

[essentialinvestor] 27/11/2018 15:19

I'm not sure May will resign, however it looks like an even softer Brexit
than her deal outlines. Perhaps an extension of A50 as a first measure.

In terms of the sector it's margins to be mindful of.

[stewart64] 27/11/2018 15:08

Looking increasingly like May to resign on 11th having been slaughtered...Parliament to take charge with an extension to article 50 ( no 29th March deadline) Another referendum in the summer.

Under those circumstances its probably worth condidering where the TW nadir would lie for a potential top up. Market indicating that nadir some way off?

[fangorn2] 27/11/2018 14:05

marksp201127 Nov '18 - 13:49 - 21570 of 21570
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fangorn

I have a very clear understanding of democracy. I also know that we live in a representative democracy where the 92k members of the Conservative party with an average age of 72 receive potential candidates from central Office to ratify and then stand up in the rotten boroughs generated by many years of gerrymandering for the sheep to vote for.

You clearly don't because you called me a "totalitarian" for wanting the democratic vote respected and implemented.


If Scotland had voted for Independence, and I was in favour, Labour would have lost many of their rotten boroughs and so the odds of a Labour Govt would have widened dramatically.
|

Well they didn't.

I was in favour of such as well fyi!

I do also think Scotland should get a second Ref vote as UK voted LEAVE,and Scotland was overwhelmingly Remain.

Should the UK remain a member of the EU or leave the EU?
That was it.
May is leaving the EU.

There is nothing in that question about the European Court, future trade relationships, settling our outstanding bills to remaining EU members, Irish borders or increasing NHS funding by £350M/week, stopping "foreigners" settling here and me being stopped from settling in a warmer country

Incorrect

All LEAVERS and most Remainers, bar the disingenuous ones such as yourself clearly knew that LEAVE meant
1) Take back control of laws -
2) Take back control of borders.
3) Take back control of trade
4) Take back control of money

1) Necessitates leaving ECJ oversight / supremacy
2) Necessitates leaving Single Mkt to end FOM
3) Necessitates leaving Customs Union to sign own trade deals.

So it was obvious, and explicitly espoused by many of the MPS on both Vote Leave, and Remain.

Indisputably so.

I'm not surprised you're peddling this lie though.

me being stopped from settling in a warmer country

And this is childish drivel as you can still settle in European countries whether we're in EU or not..
As we did before we joined the EU!!!

I have no idea by what right commentators feel they have the ability to ascribe a whole series of rules and criteria and assume what people wanted when they voted yes or no.

Because it was made clear what LEAVE meant!!!!! You Remainers seem to have a real problem knowing why Leavers voted as they did! It's patronising. I;'d also wager that Leavers were more certain of what Leave meant than you Remainers (and what your Remain vote would mean! Clue - it didn't mean Status quo)

I do believe the people should be asked to vote on whether they want to accept the terms so that they can assess the costs and benefits so that they can have an informed opinion but you seem to think that is undemocratic.

I agree.

Question being should UK leave with May's "Remain in EU in all but name deal" or "Leave with WTO deal"

There should be no Remain option on ballot - you're okay with that right as you have explicitly said you have "I have no desire to rerun the referendum" which having Remain on ballot obviously would be...

[marksp2011] 27/11/2018 13:49

fangorn

I have a very clear understanding of democracy. I also know that we live in a representative democracy where the 92k members of the Conservative party with an average age of 72 receive potential candidates from central Office to ratify and then stand up in the rotten boroughs generated by many years of gerrymandering for the sheep to vote for.

Labour do the same.

Frankly, I don't see much of a democracy at all. I do see the two interest groups maintaining the status quo.

The very concept of a Party Whip is undemocratic

If Scotland had voted for Independence, and I was in favour, Labour would have lost many of their rotten boroughs and so the odds of a Labour Govt would have widened dramatically.

The issue I have with the referendum is that a Yes/No question was a ridiculous method of framing a complex event.
It makes me laugh as the Brexiteers want to change the question retrospectively and determine what they now consider to equal leaving the EU.

The question was

Should the UK remain a member of the EU or leave the EU?

That was it.

May is leaving the EU.

There is nothing in that question about the European Court, future trade relationships, settling our outstanding bills to remaining EU members, Irish borders or increasing NHS funding by £350M/week, stopping "foreigners" settling here and me being stopped from settling in a warmer country

I have no idea by what right commentators feel they have the ability to ascribe a whole series of rules and criteria and assume what people wanted when they voted yes or no.


I have no desire to rerun the referendum. I do believe the people should be asked to vote on whether they want to accept the terms so that they can assess the costs and benefits so that they can have an informed opinion but you seem to think that is undemocratic.

[stewart64] 27/11/2018 13:45

Yep FT 250 type shares ( which really incls. TW) have already taken a massive hammering. Probably not the time to start jumping ship though into the incredibly expensive Brexit safe play stocks. You've got stocks like Unilever and RDSB that are three times more richly priced compared to fundamentals than say UK builders or Life assurance. Even if we fall off a cliff from hereonin, don't think you can justify that sort of pricing gap. Though the domestic stocks are likely to get cheaper still because of our MPs.
Economic destruction suits Labour and Tory rebel political ambitions and they really can affect things like never before.

[m4rtinu] 27/11/2018 13:15

Steeple -

"We Europeans have more in common than divides us,it’s the march of the African and Asiatic continents that concerns me."

Probably what the Africans and Asians were saying about us during our Empire building days.

[steeplejack] 27/11/2018 12:30

Literally,trillions have been withdrawn from U.K. funds since the referendum about concerns over the economy and sterling.The panic has been steady but quiet.The FTSE100 has large overseas earners which would benefit from sterling weakness if May's bill fails.Thus,it'll be the FTSE250 that takes a drubbing on the day rather the more headline user friendly 100 index but as we know from TW. fears have been increasingly discounted.Anyway,there seems a determination to avoid no deal,which is the real worry for the markets.

[stewart64] 27/11/2018 11:14

Think the Market is finally pricing in a failed Commons vote here. Even so, I reckon after the vote we might see 130 to 140 if the likely outcome is realised. Not knocking TW here, the balance sheet is incredible (actually second to none in the FTSE 100), the earnings are incredible; just trying to second guess the Market panic.

[fangorn2] 27/11/2018 10:54

@Steeple,

This is because the problems faced by the U.K. are common problems that affect the whole of Europe and I hoped that together we could address these problems effectively.

We share similar problems yes, but I've never believed we could address them together effectively. UK has been trying to reform the EU from within for 43 years to no avail.

However,the ideal has been increasingly eclipsed by the EUs dictorial and frankly undemocratic behaviour.

Absolutely agree..but I've felt this way for decades...hence I voted LEAVE.

We Europeans have more in common than divides us,it’s the march of the African and Asiatic continents that concerns me

In what way? The mass population growth and subsequent migration?
Their rising economic power? Well Asia side - Africa where it always has been.

[fangorn2] 27/11/2018 10:25

steeplejack27 Nov '18 - 09:53 - 21557 of 21557
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I would add that as a Londoner of many years, we live in something of a “bubble”.We are not well informed about what’s going on elsewhere in the nation.Living in a sprawling metropolis,we really don’t know the stresses and strains of uncontrolled immigration expanding the population by over 20% in a couple of decades,pressuring social services,schooling and the whole regional infrastructure.Foreign workers undercutting wages and drawing liberally on the benefits system.

Bingo.

You've seemingly had a massive change of heart over the last week!

I find myself agreeing with nearly all of what you have said

[fangorn2] 27/11/2018 10:16

marksp201127 Nov '18 - 08:41 - 21546 of 21557
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Fangorn

I see you are another totalitarian

How does wanting to accept the democratic vote make one a totalitarian?
Which school did you go to?

It was clear it was a vote for a generation!

Only totalitarians would be those trying to overturn the result having denied the country "ANY SAY" whatsoever for 41 years. Now that is totalitarian - especially given the terms changed materially!



Everyone gets a single vote - when, at 18? Noone is allowed to change their mind as they have already voted. No need for general elections as they have already had a vote.

This is simply childish. How old are you?

An interesting view on democracy.

You have succinctly evidenced you don't actually know what democracy is!