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Reasonable divi?? TW is paying 6.7% and buying back it's own shares! Pop along to your local Nat West and ask them when they intend paying a reasonable divi.
One final "steady as she goes" update from Cap'n Pete and he's off into the sunset. Pity he hasn't taken up one of the vacant NED positions IMHO.
The markets hate Taylor Wimpy. A solid company with no debts paying a dividend in a solid market.
Yet the sp is stuck in a 128 -133 range no mater how good their trading is.
At some stage when the ii get together and decide to manipulate this higher it will rise all of a sudden then fall back and hopefully Ill be ready to sell. good luck all holders
If the markets dont like TW today, when will they like it. Cheap share, reasonable divi and a good order book.
Healthy increase in sales price of order book verses this time last year of ~£17k per unit ! That’s well over rate of build inflation. Let’s see what the market makes of it.
I think the trading update will be good, house prices have been rising, materials have gone up, at the moment labour prices (especially in brickwork) have stagnated!
I am not sure about the other trades.
I hope this might help
Thank You Lee21, seen the AGM, but missed the trading update part.
https://www.taylorwimpey.co.uk/corporate/investors/financial-calendar
Trading Update and AGM tomorrow.
I have looked at the calendar, cannot find any details regarding trading update tomorrow?????
likely another 20p to come off over the weeks ahead.
Is the market not expecting a good trading update tomorrow? Who is selling at this price or am I missing something? Anyway let’s hope it’s a good one tomorrow.
Amazing how BlackRock just keep picking up our shares on the cheap from paranoid short-term 'SELL! World's going to end!' investors. They've done the same at Persimmon as well.
Thank you both that’s great news and that’s news nobody can manipulate!
Keep in touch all.
This will turn soon fear factor will disappear from this sector hopefully.
Good luck all and have a great weekend
I work for company which supplies materials to all the major national housebuilders. The forward books across the HBs are very strong and they are reporting that new home sales demand is undeterred, despite the headlines about inflation/house prices/cost of living etc. Taylor Wimpey, from our perspective anyway, are continuing to progress with their site sales
Hi Ben, seems all Wimps units selling strongly in North West, with new sites opening.
Good morning All
Still building at a fast rate round east mids, all seem to be selling.
I went down to Suffolk at the weekend, massive building going on there especially around Felixstowe way.
So in my view all good, how about the other regions?
It will be good to hear!
Many thanks
Ben
They released another saying TW and Persimmon had little exposure to the cladding issue.
Barratt homes were in the dog house, because of flat builds in London.
See TW & Persimmon jobs all over Birmingham.
Last year article.
https://www.proactiveinvestors.co.uk/companies/news/940643/taylor-wimpey-upgraded-barratt-downgraded-as-jefferies-highlights-resilience-of-housing-market-demand-940643.html
Out of all the house builders, Taylor Wimpey offers the best value.
Sure, we will see a 3.5 percent central bank rate rise, but I can’t see demand falling much.
Tw. and Bdev not allowed to be blue.
Must remain in the red....the market is so predictable meantime on these 2 shares.
Cheers.
13th of May.
So when do we get the dividend Sir ?.
Is it me or is HMG deliberately screwing over loyal share holders to highlight their own political agendas in most areas of the UK economy ?.We had banks like Lloyds told to do the right thing and give away many Billions to dodgy PPI claimants to buoy up the economy for Cameron and co .Then when that finished the same money was held back from loyal divided holders to yet again buoy up the economy due to PPI. The same with the oil companies etc etc .None of this happened in the USA where banks ,oilers, developers etc etc all paid out full dividends and still do as it is the share holders money not the governments to play with and effect .Now TW is being made to pay towards dodgy developers and suppliers who were allowed to get away with murder using the governments own building regs etc .Fair enough pay for TW developments but not for all the other **** ups in the country just because Grenfell tower is centre stage for the wok media .The latest con is all the companies are carpeted by HMG and told again dont pay out to your share holders dividends in full which they need to live on. If you must pay out use mainly buy backs it looks better in the news on channel 4 ..And what about all the dividends allegedly frozen due to covid and promised to be paid out at a later date ? that has not happened in any companies I have shares in to date I know that .I suggets the money will be stolen from us by means of buy backs none of us ever asked for ! . The only persons that benefits from buy backs normally are company directors on their own bonus schemes !!!.The average jo wants the cash so he can decide what to spend it on !, I would suggest NOT on buybacks etc which might move the sp a few pennies before it falls back anyway the next day. It seems to me HMG have their fingers in most FTSE companies that the wok media want to rant about for their own political agendas , so that Gov can then be seen to be so caring and virtuous and just sod the poor working share holders that need the money to pay their own bills.!!!.Anyway rant over , if the old special dividends etc are not reinstated again soon, & previous withheld dividends accounted for properly then all this wok TW Grenfell tax will be the last straw for loyal share holders i feel.
market makers tree shaking other day.
Better day. Prices was in a Down trend for last 3.5 months so this may be recovery for some of it .
My b/e of 135p closing in.