Taylor Wimpey Share Discussion Threads

[marksp2011] 02/4/2019 11:33

GBH

I have bought a few £5k lots over the last 6 months. I am in profit but I am not sure where this is going. 130 is a no-brainer, 185 and I won't buy.

I don't hold things for the divi alone I go for total return. I can do better than 10% with a general fund at minimal stock specific risk

[gbh2] 02/4/2019 11:24

I topped up at under 176p which put my holding back to a healthy number that'll be waiting for the Special Dividend :)

[wbecki] 02/4/2019 11:17

"JUGEARS
2 Apr '19 - 11:06 - 22715 of 22716
0 1 0
Get BREXIT out of the way & the markets will fly."

Indeed.
One problem with that, it doesnt look as if we're going to get that out of the way any time soon, whatever the final outcome is.

Underlying fundamentals however continue in one direction

An ever increasing demand for housing,both from indigenous population growth but also still rampant net immigration.

So prices will soon recover unless there is a massive debt crisis.

[marksp2011] 02/4/2019 11:15

I bought 3 lots of £5k a couple of weeks ago

TW
AMO
APH

Should have bought two lots of £7.5k

:)

[jugears] 02/4/2019 11:06

Get BREXIT out of the way & the markets will fly.

[disneydonald] 02/4/2019 09:58

Well, the dividend is not really relevant given the Market is only focused on deal / no deal. Also, all things being equal the share price will fall by the dividend anyway. Of course, IMHO

[gbh2] 02/4/2019 08:47

The pending divi doesn't appear to be attracting much buying interest!

[riley109] 31/3/2019 10:11

Why would anyone buy a leasehold property in the first place and why didn't the solicitors handling the sale make the purchaser aware of the potential financial hole they would be digging for themselves.

[sikhthetech] 30/3/2019 22:26

Plans to redress the Leasehold scandal on new build homes...


Leading developers sign leasehold reform pledge, but critics claim it’s ‘cobbled together’


"For existing leaseholds, developers have promised to help them move to RPI-indexed rises in ground rent regardless of whether they have previously asked to amend their leaseholds or not.

The pledge also requires developers not to insert onerous clauses in future agreements, and ensure details of each leasehold are represented in a ‘fair and transparent way’.

Developers have also agreed to put in place both appropriate complaints and redress schemes to reassure leaseholders that any future problems are dealt with appropriately."

[omg48] 29/3/2019 13:01

What news is making the share price go up and down like a yoyo. Opened at 180p then down to 175p, now up again to 179p. I have to agree with some about HF's manipulation.

[disneydonald] 29/3/2019 12:11

Unfortunately, the builders are a direct proxy play for deal / no deal. Until Brexit is resolved without no deal the share price will be vulnerable to news flow. The professional market makers take the view that a 20% fall on no deal, then slowly recover. If a deal agreed likely to push on above 200p

[martyn9] 29/3/2019 10:56

Could be jug or a culmination of both.

[jugears] 29/3/2019 10:49

probably housing output stuck at 165000 per annum.

[gbh2] 26/3/2019 12:26

Directors with their snouts in the share trough again!

[marksp2011] 22/3/2019 10:33

Jugs

That article isn't about one development. It refers to the alarm being raised from other developments. Seems that PSN staff have been doing this on multiple sites. beggars belief really

[jugears] 22/3/2019 09:45

On one development

[m4rtinu] 22/3/2019 09:08

This is a big issue for Persimmon at the moment (problems with fire barriers missing):

[disneydonald] 21/3/2019 13:59

Also, “at the point of key release” means just that. Once monies released it is just as it is today, snags fixed as reported. However, the main builders are putting much more effort into ensuring the quality is right on handover, so I don’t think this is an issue. Also, as Jugs points out, anything withheld will be backed off to the sub contractor

[steeplejack] 21/3/2019 12:20

Housebuilders were weaker after Persimmon said it was set to become the first major UK housebuilder to adopt a policy of providing a homebuyer's retention. This means it will write into its standard contract that 1.5% of the total home value - equating to around 6% of the build fabric costs - could be withheld by the buyer's solicitor until any faults identified at the point of key release were resolved.Taylor Wimpey, Barratt Developments and Crest Nicholson all retreated, with analysts pointing out that this is a bearish development for the sector that will put pressure on working cash flows and margins.

[m4rtinu] 21/3/2019 07:15

dD - I agree. In addition, it is possible there will be no 3rd vote on May's deal, unless she can show it is "different" by adding some documentation/ further advice to get Speaker to allow.

Don't hold your breath but JC is talking to Brussells re his and others' alternative. A further possibility is a revoking of Art 50 by parliament and then possibly a People's vote on May's deal v Remain.