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Good morning All A beautiful morning today, price wise we can’t forget the 500mill fund raise earlier this year! I don’t think we will see the benefits of this for a couple of years. So then we must look at production, I can’t see this rising much more than pre covid level, so for me I am not worried about special, he can use this later when the world is back. Personally I can see full divi of between 10p-14p total, I’m happy with 12p equals 6% for a £2 price. Just my opinion and happy to be wrong and special being reinstalled. Good luck all and happy trading
It has broke through and held above the resistance point today ?? Next seems to be around £2.00, and then we have take off! This page here shows the pivot points using the various common calculation methods...
It'll be great to see this share above 200p again. I'm looking for it to hit 240p in the next 8 months, perhaps when special divi is confirmed. Been in and out of TW since 2008 and it's been great overall - bit of a rollercoaster. Also in PSN which I find tends to drop less and recover more quickly than TW.
Group cash position and dividend We ended the year with strong net cash‡ of c.£719 million (31 December 2019: £545.7 million net cash). We expect net cash to reduce through 2021 as we progress the new land acquisitions over the next 18 months. As previously stated, we expect to recommence ordinary dividend payments in 2021, starting with the payment of the 2020 final dividend. We will review the special dividend in 2021 for payment in 2022.
Screening For The Best Stocks By CountriesMon 13:56
(1215 Gmt) As investors are trying to make the most from the cyclicals/value rally, UBS has come up with it's favourite plays in Europe by countries:
UBS is "overweight" on:
Germany as it is their favoured cyclical bet UK as it's coming off a 20-year low for relative valuations with a dividend yield 35% above Europe Norway for its earnings momentum across all 12 markets and valuations are reasonable with the cyclically adjusted P/E in line with long-run averages. They also upgrade Italy and Spain to "neutral", and turn "underweight" on Sweden, Finland and Denmark.
Here a list of buy-rated stocks by UBS which trade “on reasonable valuations” and have “positive earnings momentum:” Volkswagen , HeidelbergCement , Siemens , Royal Dutch Shell , Schroders and Taylor Wimpey .
RE: "Have We Learned Nothing From The Global Financial Crisis?" (1222 Gmt) The fact that more money hasMon 12:09
Happy Monday! We might be at record prices but I still feel that the UK housing market has been mostly stuck in one place for the past 5 years since Brexit.
I have friends and family in Germany and Austria. Have been chatting with them recently about housing and prices there have really exploded over the past 5 years. London used to be a lot more expensive compared to Vienna and Hamburg, two of the best places to live in Austria and Germany (and in the world for that matter haha). However, when we compared prices in my area in north west London and in decent parts of Vienna and Hamburg, the prices were quite similar: about 8000 euro per square metre (for a flat). Moreover, there it's now more expensive to buy than to rent which is not the case here in my area. Partially that's probably due to rent controls in those countries but still... I believe we're not in bubble territory in the UK just yet.
Sales improved because of the Chancellor extension of SD Hol, furlough and Help to Buy. We are now in the new H2B scheme, which is for 1st time buyers only and there are regional price caps for New Builds. Therefore, prices for new builds are restricted. How much those price caps impact HBs is yet to be seen.
The H2B scheme in Scotland has ended. So we also need to know what impact that has had on TW for their Scottish sites.
Hi All I hope you all had a great weekend, shame Philip didn’t reach a hundred RIP and thoughts for his family. Speaking to the sales lady Friday and sales still strong,no stock houses! She also said this new system is great for them, because people are means tested before viewing ie have you mortgage in place, house to sell or cash. So no time wasters, weekend window shoppers she called them. Good luck all and may the week see more rises
RE: "Have We Learned Nothing From The Global Financial Crisis?" (1222 Gmt) The fact that more money has9 Apr '21
The reason is saving interest rates are all but zero and mortgages are as cheap as chips and freely available. Therefore where do you get a return on your monies or use cheap borrowing. Answer, property or the stock market. If interest rates rise things will change. Bear in mind the FTSE 100 is still 800 points down on where it was in 1999, 22 years ago. No bubble in the FTSE index unlike the DAX and CAC which have doubled in that time period and with the problems they have at present with covid but goes marching on like the Dow Jones.
"Have We Learned Nothing From The Global Financial Crisis?" (1222 Gmt) The fact that more money has9 Apr '21
"Have We Learned Nothing From The Global Financial Crisis?" (1222 Gmt) The fact that more money has been injected into equities over the past five months than in the last 12 years sure tells you something about the mood investors are in. ...
And with fears of a 'melt-up' creeping up, the fact that the UK housing market is booming to record highs can only be taken as another sign of the (irrational?) exuberance fuelling the 'buy-everything' rally. ...
"Have we learned nothing from the global financial crisis?," former Bank of England policymaker Andrew Sentance took on Twitter to ask.
"Then, loose monetary/financial policies led to excesses resulted in the crisis, including a massive house price bubble", he went on, adding that "History seems to repeating itself now as the housing market is pumped up by low interest rates".
Mortgage lender Halifax said house prices rose 6.5% in annual terms, taking the average house price to a record high 254,606 pounds, not bad during a global pandemic eh?