Member Info for AlexTrader0

Big volume today (~922k vs ~450k avg) with the seller dumping into the market — and yet 220p held firm as the floor. UT close was only 16k shares marked as a sell, basically just housekeeping.

What matters is that nearly a million shares were absorbed without breaking lower. That’s the hallmark of an overhang getting cleared. Once that line of supply is gone, the buy side doesn’t have to chew through blocks at 220p anymore — and that’s when sharp upside moves tend to follow.

Far from weakness, today looks like final flushing of stock into strong hands. The setup into Q4/H2 rollouts is looking better, not worse.

225p isn’t 3× sales on forward numbers — it’s closer to 1.3× EV/Sales and ~11× PE, which is trough territory. Back in 2017 W7L traded at 5× sales on half today’s revenue. Debt-free, cash-rich, dividend-paying, and expanding globally — hardly stitched up.”

Good spot 👍 — those Trustpilot stats actually show W7 stacking up far better than the “big boys.”

• W7: 50% ⭐⭐⭐⭐⭐, only 27% 1★

• Compare that with ELF, Maybelline, L’Oréal Paris… their 1★ ratings are way higher.

For a value brand at impulse price points, that’s a very solid consumer scorecard. Add in the fact W7 is now in Tesco, Boots, Superdrug, CVS, Etos/Tigotà — and it’s clear this isn’t just about “cheap makeup,” it’s about affordable quality with traction.

No wonder institutions like Schroders are adding on dips. 🚀

Worth keeping perspective here – Trustpilot reviews are a handful of comments out of millions of units sold each year. Every cosmetics brand (MAC, e.l.f., Revolution, Maybelline) has plenty of 1★ reviews if you look – makeup is subjective by nature (shade, skin type, expectations).

Trustpilot noise doesn’t move the dial. Fundamentals do. W7L has record margins, £17m cash, zero debt, and the biggest rollouts in its history hitting H2. If even part of those land, upside from here could be far greater than the current SP implies.

DYOR, but fundamentals > Trustpilot noise.

As mentioned by someone on ADVFN, why would anyone in their right mind sell here at 220p when they can possibly more than double their money within 9-12 months while also collecting very nice dividends in the meantime!

CEO and the MD together currently hold/own ~40% of the company, we also had an NED buy in fairly recently (no sells noted), so management have a lot of skin in the game here, personally, I’m pretty confident here going into H2 which could end up being extremely rewarding 🤞

Worth flagging the dividend here – interim dividend of 4.0p (up 14%) goes ex-div on 6 Nov and pays out 21 Nov.

At today’s ~230p, that’s a 1.8% yield just for the interim. If the final comes in around last year’s level (~8p), you’re looking at ~12p total for FY25, or a forward yield over 5%.

Not many AIM growth stocks give you record margins, net cash, a 14% dividend hike AND 5%+ yield. Add Berenberg’s 510p target (>120% upside), and today’s dip looks more like opportunity than risk.

H2 should bode very well here IMHO.

Picked up some W7L today around 230p – feels like a gift. Market’s focused on the guidance trim, but as pointed out by others here, once you look look deeper:

• Gross margin 45% – record level, showing real pricing power.

• £17m cash, debt free – balance sheet stronger than ever.

• Dividend up 14% – management clearly confident.

• Big H2 rollouts already locked in (Superdrug, Tesco, Boots, CVS, Tigotà, Etos).

• Rest of World sales +144% (Australia flying), online +48%.

FX hits were mostly non-cash and the BA deal was a bargain purchase. Fundamentals are solid, margins climbing, and H2 looks stacked. At 230p, this looks like panic selling, not reality.

@Johnwick2

Fair Q — no one can “know” for certain, but the signs are there. The passive FTSE tracker selling tends to get front-run well before the index review cut-off (2 Sept this time), which explains the relentless drip lower into the 98–100p range. Volumes have been heavy, yet the share price has largely stabilised around 1-yr lows. That suggests most of the mechanical selling has already gone through.

Once the reshuffle is confirmed, history shows it often flips: value/active funds step in, and fundamentals take over. TW. still has a £2.2bn order book, very healthy net cash, ~9% yield, and H2 margin tailwinds. Plus the 1 Oct Investor & Analyst Event is a genuine catalyst to reset sentiment.

At ~0.85× book, the worst looks priced in — the next move is more likely up than down.

Potential FTSE 250 move already priced in — passive selling looks done. Now primed for rebound as value/actives step in. TW. at ~100p with £2.2bn order book, solid net cash + ~9% yield is way oversold. Oct 1st Investor & Analyst Event = next big catalyst.

Totally agree — July was about clearing the decks, now it’s all about the “Investor and Analyst Event” on Oct 1st. With the reset already priced in at ~100p, any positive steer could light the fuse.

https://www.taylorwimpey.co.uk/corporate/investors/financial-calendar

But that’s the point — CGT would only apply on profit, not the purchase price. If a £300k house doesn’t rise, then there’s no tax at all. SDLT is guaranteed upfront whether the buyer ever makes a gain. Removing SDLT would free up transactions, boost housing activity, and in turn support builders like TW. — which is exactly why the idea has traction.

Maybe, but the key is CGT only hits on sale, not upfront. That makes it easier to buy, which boosts volumes and activity — exactly what housebuilders like TW. need. More transactions = stronger order books.

Exactly WW — shifting from SDLT to CGT would free up transactions and boost demand. For housebuilders like TW. it’s a clear win: less friction for buyers = more completions.

Taylor Wimpey (TW.) is trading at deep value despite a robust £2.2bn order book and 10,400–10,800 completions forecast for 2025. Net cash stands at £327m (H1) and is expected to reach ~£350m by year-end, underlining financial strength. With a sector-leading 9.3% forward dividend yield and Labour’s planning reforms (NPPF, mandatory targets, green belt release) set to unlock major land opportunities, TW. looks primed for a powerful rerate from current multi-year lows.

Lol, for some reason my full post did not appear, and only 1st line appeared, so I tried twice but still failed!

TW. at ~100p is absurdly cheap. PB

TW. at ~100p is absurdly cheap. PB

GLG nudging up 0.12% looks like standard hedging — especially with D.E. Shaw, Voleon Capital, and Walleye Capital all recently trimming their positions. Fundamentals remain very strong: record growth, sector-leading margins, robust cash generation, and moderate leverage (~1.6× net debt/EBITDA), comfortably within target. AT. is a top-tier operator with a clear catalyst on 26 Aug. If results deliver, this could set up a classic short squeeze. I’m staying long and patient.