Taylor Woodrow Share Discussion Threads

[spacemoggy] 30/11/2006 10:15

Nice rise today in this flat market....Rick

[8gamsby] 29/11/2006 20:34

BARRETT looking for acquisitions.The whole sector is on the move.Who is going to make the first move on WLB

[spacemoggy] 29/11/2006 08:57

My initial target is 400p...Rick

[spacemoggy] 27/11/2006 08:53

Long @ 384p...i see some upside chartwise short term....Rick

[8gamsby] 26/11/2006 22:25

TWOD trading statement ok price drops like a stone.I expect an offer to come in valueing them above both TWOD and WMPY.CRAZY

[ed 123] 26/11/2006 21:32

US housing market has affected TWODs market rating, IMHO.

[nutterd] 26/11/2006 20:10

Wilson Bowden up for sale for #2B which is almost twice NAV. So how come TWOD is trading in line with NAV? It makes no sense at all...

[8gamsby] 26/11/2006 18:23

ftse would be good dont want to get into an auction especially with HBOS/BARCLAYS They will always be in the background.

[nutterd] 26/11/2006 16:02

The whole sector will rise on this news. TWOD ought to get involved. They would go straight into the FTSE 100 and rival Persimmon. The shares should hit #4.50 by Christmas...

[8gamsby] 26/11/2006 15:00

Hope TWOD dont get involved there should be plenty of oppertunities with the bidders who lose out.All very flat with TWOD at the moment

[spob] 21/11/2006 07:09

Taylor Woodrow plc

Trading Update

Taylor Woodrow is hosting a site visit for analysts in Swindon later today, at
which the following views on current trading will be discussed. Copies of the
presentations will be available at www.taylorwoodrow.com.


Group

Overall, we anticipate full year results for 2006 to be towards the top end of
expectations.

[8gamsby] 15/11/2006 13:15

Both D R HORTON and KB HOME up 10% and5% overnight.Signs of things to come?USA recovery?.Good for both TWOD and WMPY

[8gamsby] 14/11/2006 19:34

Some hefty selling off today

[ed 123] 10/11/2006 16:43

The CRST effect. Rate rise didn't dent confidence.

[8gamsby] 10/11/2006 14:36

I see all the major banks are now showing a lot of interest in housebuilders~MCTY,CREST,WMPY and to a lesser degree TWOD.long may it continue.

[8gamsby] 03/11/2006 20:12

Does anyone know about IAN SMITH. is he a buyer/ a seller whats his history?

[nutterd] 03/11/2006 18:36

Redtelephone. Stop ramping.

[redtelephone] 03/11/2006 15:30

What does anyone know about rumoured talks of the takeover of Telford Homes.I have seen nothing in press just what I have heard on building sites.Anyone?

Would be good.This is fits in with our best peforming part of our business geographically.

Pasted their last trading update below.Anyone enlighten me?


Trading Update


Telford Homes Plc issues the following trading update for the year ending 31
March 2007. Interim results will be announced on 21 November 2006.


The directors are pleased to announce that the strong start to the year reported
at the time of our Annual General Meeting on 6 July 2006 has continued with
sales progressing well. In particular, all 179 private homes at our development
in High Street Stratford, OneStratford, are now sold with 175 contracts
exchanged and the remaining four proceeding to contract.


In addition, we have secured an enhanced planning consent at our major
development in South Woodford, Queen Mary's Gate, increasing the number of homes
in the development from 441 to 498. Although we have not yet begun marketing of
the private apartments (the launch is at the end of September), we have already
registered enquiries from more than 800 prospective purchasers, indicating very
strong interest in this development. We have already sold 14 of the 16 private
townhouses that form the first phase of the development.


New land opportunities are continuously being appraised as we seek to extend our
development pipeline; we have recently exchanged contracts to acquire another
site close to the future Olympic Park which we hope to develop in the medium
term.


As a result of successful trading to date, the directors expect the interim
results to be very strong with profits weighted towards the first half of the
year. In addition, we are confident that our results for the year ending 31
March 2007 will exceed current market expectations.

[8gamsby] 31/10/2006 19:41

WMPY being ramped up again

[ed 123] 31/10/2006 10:08

PSN trading update today looked good enough. TWOD's update should come soon.

[orange5] 30/10/2006 20:17

I agree with all the recent comments however no one ever seems to mention TWOD with their presence and activities in Spain. So you may think about that too when considering their prospects and attractiveness to other people in the same industry

[8gamsby] 30/10/2006 20:13

Massive land bank ~over 5 years work 75000 plots or there abouts .PSN would be good but they are 100%uk.TWOD seem to be everywhere.SPAIN CANADA USA UK so i dont see a fit with PSN more WMPY

[nutterd] 30/10/2006 16:55

The key thing to remember about the US is that its demographics are very similar to the UK - a rising population and more household being created through later marriage and more divorce. So households are created much faster than new housing stock at least looking forward. The story will soon be "US market picking up" and then the US side will be seen as a plus.

[ed 123] 30/10/2006 12:12

My view on TWOD is that they don't need to take over another company. A merger with WMPY, however, would result in FTSE 100 admission, some cost savings and a rerating. Alternatively, PSN needs occasional meals to keep up its earnings growth and would relish TWOD's UK side. A further throw of the dice lies with BDEV, which may now change from its stance of organic growth only. Building land remains in short supply in the UK and I expect a further round of consolidation some time soon.

Currently, sentiment towards TWOD is being hurt by its US business, but longer term this has a good outlook, IMHO. A good time to bid for TWOD?