Taylor Wimpey Share Discussion Threads

[turvart] 02/8/2019 09:37

Ftir10,

Oh thank you, I’ll ring now and shout Sell sell sell 😂

[ftir10] 02/8/2019 09:30

Share price action must be a shock to the lemmings on here.

Director buying is historically meaningless.

A word of warning: -

IT'S GOING TO GET MUCH WORSE



SELL SELL SELL

[jugears] 01/8/2019 16:26

I think You have to be firm with customers, I worked for a year & half doing office refurbs for GEC at one of there factories & was always paid within 2 Weeks of putting my invoice in But have heard stories of people waiting many months to be paid. I always tell customers that if they pay on time we will bend over backwards to help them even work 24/7 which we do often, but if they do not pay by the 10th of the month there account is on stop 21 days over & there account is closed !

[pawsche] 01/8/2019 16:02

@Jugears... 90 days! You were lucky!! In the dim and distant past anyone having the misfortune to do business with GEC was lucky to get paid in 9 months! Lord Weinstock was (I think) the chairman in those days and he boasted that they had £1billion on the money-market - all of it their creditors'!

(Ends "Four Yorkshiremen" rant) :-)

[tlobs2] 01/8/2019 13:42

Pally12, if that was the case I don't think the Chairman would have suggested to his wife that she should buy £100k of shares yesterday.

If he was as much in the know as you appear to be (ahem) he would have suggested that she wait for a couple of days before investing ;-)

Think about it. Go on...........

[pally12] 01/8/2019 13:07

Oh dear wrong call heading back to 1.50s

[eeza] 01/8/2019 12:33

The 170p by EOD predictions looking a tad unlikely at the moment. 160p more likely.
Doubled my holding yesterday, lol !!

[wfl1970] 01/8/2019 12:12

Turvart - What were you saying about Muppets...

[jugears] 01/8/2019 11:56

Carillion were once called Tarmac, The worst company I ever had the unfortune to work for, took 90 days to pay !, Any Company IMO that cannot settle accounts on a net monthly account basis has got severe financial problems, I rarely work for any large construction companies these days they work on very tight margins & can only make it pay by borrowing from there suppliers, I have been lucky with the customers I do work for who have always paid on time (House Builders & smaller regional builders)A real credit to the industry especially Tw !

[jugears] 01/8/2019 11:10

not a fan of gfrd, Galliford was my first big customer when I joined the family business in the early 80's they were always bad payers & still are I refuse to work for them now.

[dr_smith] 01/8/2019 10:51

Jugears.
Have to agree. It seems a sizeable entity, not a non-core trivial asset, 4000 homes by 2020:

Not a close follower of Kier (other than that of a peer, I also have GFRD and other builders as well as TW) - so..jumping to conclusions.. I wonder if it is creditor pressure, and new CFO (from RPC) was also creditor instigated.

I stress these are my idle thoughts with zero evidence other than the oddity you mention and concurrent timing of new CFO.
Dave

[jugears] 01/8/2019 09:53

Kier in talks to sell housing division, personally I would have got rid of the construction side.

[marksp2011] 01/8/2019 09:39

Kier thread is interesting
All the super traders seem to have closed their shorts and gone long at 16:29 yesterday.

Fantastic

100% trading records !!

[m4rtinu] 01/8/2019 09:28

Turvart - you are very touchy. I only raised a couple of questions about figures in the accounts. Surely you must read them if you buy and sell shares?

I even said my strategy for my small number of shares. and, as another poster rightly said, nothing I say or do is going to affect the SP, so don't worry.

If all you have to add is name calling, you won't add much to the debate, apart from being able to detect which direction the graph is going at 9.19.

[turvart] 01/8/2019 09:19

Have you noticed all the muppets have left now it’s rising lol.

[craftyale] 01/8/2019 08:42

and no goolies is very bad

[tlobs2] 01/8/2019 08:04

Chairmans wife buys £100k's worth of shares.

I don't think he'd advise her to do that if we were doomed.

She'd whip his goolies off :-)

[pally12] 01/8/2019 08:02

Expect a big rise today

[eeza] 01/8/2019 08:00

Gov coming under pressure to slash Stamp Duty on BBC news.

[eeza] 01/8/2019 07:58

Gov coming under pressure to slash Stamp Duty on BBC news.

[jugears] 31/7/2019 21:09

The big factor here is net cash down due to timing of land purchase & investment in work in progress, I think this could have been explained better in individual figures its also worth noting that there half year figures are dated 30th June 2019 & not the usual 1st of July.

[woodhawk] 31/7/2019 20:27

Jugears, unless they are complete time wasters anyone posting here has some agenda or other. 'Pessimists' are possibly short, or looking to buy cheaper, 'optimists' are probably long or looking to sell their shares higher. Same everywhere - though why anyone thinks their opinion (or enough fools they can influence) can affect the share price of a FTSE company for a nano-second is beyond stupid.

If interpreting accounts was any measure of a good investor, then accountants would be as rich as croesus and wouldn't be posting their, ahem, 'valuable' opinions here. Frankly they have an agenda just like anyone else.

[jugears] 31/7/2019 20:18

Too Many people taking a dim view on this, The company is still making a profit in exceptionally difficult circumstances, As a supplier to Tw my orders on several sites have increased dramatically this year. year on year we are about 12.5% up on our Tw order book & last year was busy enough , Whilst we have seen higher material cost this now seems to be slowing down & have not needed to raise our prices since September last year, The general opinion on sites is that houses are still selling well & until I start picking up bad vibes I will remain positive on Tw. my general feeling is that full year profits will beat last year although anything could happen in the next 6 months.