Taylor Wimpey Share Discussion Threads

[gbh2] 19/9/2019 14:27

The ex divi date is 3rd Oct which means you're on register on the 4th i.e. 2 days settlement.

I've not checked back yet but I have the divi recorded (last RNS) as 3.84p paid 8th Nov.

[charlemagne1] 19/9/2019 14:01

Just to confirm the divi due at 3.83, Have spoken with TW and as long as your investment has registered on 4th Oct. dividend will be paid 8th Nov. Happy investing!

[wfl1970] 19/9/2019 11:55

Are those who don't have investments already screwed then?

[gbh2] 19/9/2019 09:02

Let's face it IF the current Labour lot ever get in our investments are going to be screwed !

[m4rtinu] 19/9/2019 08:59

Labour's promise could be building more Council Houses.

[disneydonald] 18/9/2019 23:56

Let's not forget that Governments have always found ways to subsidise housing as an electoral bribe. Mortgage tax relief, right to buy, help to buy ... Help to buy will evolve into something else which will stimulate the housing market.

[sikhthetech] 18/9/2019 19:15

"whether the HTB continues"

The end of the current H2B has already been announced...It runs until 2021.

The point is the H2B scheme exists for buyers to buy NEW homes. Although the report M4rtinu mentions says that buyers didn't need H2B, the question is whether they would have bought a NEW build without H2B.

I changes from 2021 means only 1st time buyers will be able to apply...
Obviously there could be major changes, depending on who is in government and that depends on Brexit...


How many new builds were sold with H2B?
How many are leasehold?

[dr_smith] 18/9/2019 17:24

As HTB has no direct link to number of houses built (to my knowledge) and number of houses built is built is lower than no in demand (annualy plus backlog for many years) then HTB never could do any good for its intended pupose.
Each party government wants to encourage home ownership, so whether the HTB continues, perhaps with some rule changes, or it could be replaced by a different scheme.

Whist house demand outstrips suply, it is down to builders to choose the number they build, and number of each size in response to the affordability for locality.

They could build many more, but growth incurs costs in short term (training, recruitment, equipment, workforce), that then need to be maintained with issue down the road of needing to scale back, that brings other undesired costs, so a balance is optimal, which I believe is where most builders are currently at, with spare cash (through not expanding) passed back to shareholders in form of special divs.

IMO :-)
Dave

[jugears] 18/9/2019 15:20

So when it ends it will have little impact on house sales.

[m4rtinu] 18/9/2019 15:18

Headline from article in the Times, stating the "bleeding obvious". Don't have sub so can't read most of it.

"MPs have attacked the government’s £12 billion Help to Buy scheme, claiming that the policy has supported homebuyers who could already afford to buy a property and has failed to boost the provision of affordable housing or reduce homelessness.

Three fifths of buyers who took part in Help to Buy did not need it to buy a home, according to a damning report by the Commons’ public accounts committee. It said that the “large sums of money tied up could have been spent in different ways to address a wider set of housing priorities and focus more on those most in need”.

The select committee called on the housing ministry to carry out a full evaluation of the scheme before a new version is launched…"

[jugears] 18/9/2019 10:47

pally12, better hurry this will be blue by the end of today.

[pally12] 18/9/2019 10:06

Hope this drops a bit to topup before ex divi date

[jugears] 17/9/2019 17:59

disney Donald -Doesn't look like it to me.

[heliweli] 17/9/2019 17:29

Good recovery.

[disneydonald] 17/9/2019 10:33

Seems the Public Accounts Committee's latest report on Help to Buy, and subsequent write up by the Telegraph (somewhat selective and biased re the findings), has spooked the builders today.

[woodhawk] 16/9/2019 23:44

You're behind the curve - I think a lot of Brexit anxiety already in the price. FWIW latest broker views, 5 x buy, 1 x hold.

Date Broker Recommendation Price Old Target Price New Target Price
04 Sep Deutsche Bank Buy 162.95 - 187.00
29 Aug Berenberg Buy 162.95 200.00 -
20 Aug Peel Hunt Hold 162.95 165.00 - Reiterates
13 Aug Goldman Sachs Buy 162.95 179.00 -
05 Aug UBS Buy 162.95 190.00 185.00

[medicman1] 16/9/2019 23:31

Guys- whats the latest analyst opinion target price? With Brexit looming I wonder if the construction sector will be hit

[wfl1970] 16/9/2019 21:24

Before the next drop?

[gbh2] 16/9/2019 13:09

Picked up a couple of K during this morning's drop, I'm hoping for 170p by the 3rd oct.

[craftyale] 15/9/2019 16:54

Oct 3 ex div 3.84p

[1carus] 13/9/2019 12:16

Gbh2... I meant nothing by it... it was just funny. Much respect to you and your opinions across many threads on here.

[heliweli] 13/9/2019 12:16

Will we get a sell off this pm for the weekend I wonder.

[1carus] 13/9/2019 12:16

Gbh2... I meant nothing by it... it was just funny. Much respect to you and your opinions across many threads on here.