Taylor Wimpey Share Discussion Threads

[gbh2] 03/12/2018 11:50

I've picked up another 20k this morning, there's no way this will not make a good profit for me during the next 12 months.

[clarky5150] 03/12/2018 11:48

Could the nibble at 130 be a floor?? Companies in the support sector seem to have turned the corner in the last few sessions, AHT for example. Could the recent purchase by our resident timber supplier and in fairness the only person on here who has day to day contact with the company prove to be the buy of the year??

If the recent wailing and gnashing by the government gives way to them actually doing their job by supporting their leader and party (whether it is the ultimate best deal or otherwise) and the thing gets through, where does the price go then?

As an aside two properties have just gone on the market on my street and even the owners are amazed at the prices quoted by the agents. One was only purchased 4 years ago and is looking at a 20%+ increase in value. All properties in this area seem to have risen substantially in the last few years..... I don't live in London or the Sarf.

[tlobs2] 03/12/2018 11:37

Wise words clarky ...

Buying opportunity
Many investors, I feel, are basing their view on the misunderstanding that housebuilders like Taylor Wimpey need rising property prices to make their money.

That’s nonsense. If selling prices fall, so will the cost of land, and our housebuilders will once again build up their landbanks as they did during the previous cycle.

So while we’re certainly seeing a slowing of the brilliant recovery in the sector over the past few years, I see a forward P/E of only seven for one of the UK’s biggest housebuilders as way too cheap.

[stewart64] 03/12/2018 11:28

Brexit doom is going to drag on into the New Year when May's vote fails. The collapse of Kier shares wont be helping nerves. I'm a holder btw. Hoping fumdamentals will tell. Kier has no margin, a quarter billion balance sheet deficit once you discount intangibles ( hence necessity for rights issue)..TW has a liquidation value of about 3 billion ( no goodwill booked) so at some stage we should have a natural floor. In the meantime it is being valued the same as companies in danger of insolvency...little distinction between Kier and TW on p/e even today.

[clarky5150] 03/12/2018 11:09

Some words from people who actually get paid for their comments. Funny, they don't seem to mention any negatives for TW.

[tlobs2] 03/12/2018 10:59

I think they have mental issues I really do. They ought to seek some form of medical treatment and advice.

[gbh2] 03/12/2018 10:54

tlobs2, I've a Filter full of the idiots, I suspect they think they can move the share price with their comments, too thick to realsie it's only PIs that are likely to be on the advfn BB.

Say's much about the mentality of someone that thinks a Professional Trader would on here looking for advice :))

[up10] 03/12/2018 10:48

Lol

FTSE 100 company?

Not for much longer!

Lol

[tlobs2] 03/12/2018 10:45

These numb nuts that spout doom and gloom on various bulletin boards are clearly a brick short of a full load especially the ones who have multiple aliases who really do need to give their heads a wobble.

Why waste their lives posting such garbage? If they think they can move the share price of a highly profitable FTSE 100 company by posting such garbage on a free BB then they are simply delusional.....

[up10] 03/12/2018 10:42

Lol

Forget the dividend, it will be cut.

TW. will be less than 50p soon!

[zeppo] 03/12/2018 10:32

Happy with yeild and special divis.

Whatever happens to house prices, we need more houses and houses need ipgrading to be carbon neutral.

z

[up10] 03/12/2018 10:12

Hey, you lot,

Ignore alternative opinions at your peril.

This is going a lot lot lower!

SELL

[tlobs2] 03/12/2018 10:01

"heading for a political crisis"

We've been in one for a couple of years ........


There is light at the end of the tunnel.

[gbh2] 03/12/2018 09:43

Jugears - Guess you're the only one tasked with having to read their tripe seeing as it's your thread ;)

[essentialinvestor] 03/12/2018 09:40

We are rapidly heading for a political crisis, so I don't think
there is much rush to buy.

[gbh2] 03/12/2018 09:33

No real reason for Fund managers to buy at this time, they can drive it as low as they wish because the share price isn't going to improve until They start buying back.

[spoon4] 03/12/2018 09:22

The builders have had a great run ( profit wise )

It’s over

If the numbers change , which they will, your huge Divi is no longer.

[fhealey] 03/12/2018 09:21

Only 3 fallers in the FTSE 100 this morning. BT, Royal Mail and guess who? I repeat, what a dog this share is.

[up10] 03/12/2018 09:19

EVERYONE knows housing is over valued.

It's only going one way from here, DOWN.

Therefore TW. are in trouble!

[m4rtinu] 03/12/2018 09:12

Not a great start to the week, given FTSE 100, 250 are up 2% and 1.3%.

[marksp2011] 03/12/2018 09:07

Spoon

"our current five-year expectations, and in current market conditions"

If the expectations change or the market changes the numbers will change. No-one has made any commitment to do anything beyond 2019.

being negative is one thing, being misleading is another. Please stick to the facts

[steeplejack] 03/12/2018 08:47

“At this rate your get a four bed for the price of a one bed today by 2023”
To extrapolate the trend to that extent is to forecast a 1930s style recession.

As for the questionable nature of suggesting that they plan to pay special dividends at last years level,they are “special”; dividends and as such there is not the same commitment as maybe attached to regular dividend payments.If the company wasn’t to pay a special dividend at the same level as last year,it wouldn’t be referred to as a cut in dividend as such.
Until the macro environment is clearer,potential buyers of building shares will sit on their hands.I sold out higher at the end of last week.Until we have clarity on Brexit,potential institutional buyers of building shares are likely to sit on their hands.I’ll look to buy back in when there’s better visibility.I won’t be alone.

I see you’re a “new boy” spoon4 on the ADVFN site,joining on the 25th Nov.I’m always a tad sceptical of newcomers who suddenly appear with knocking copy but I suppose we all have our own agenda.