Member Info for calisto

Debt is cheap

she may have her hand forced

the holes are working very hard to stop it going any higher

why? seen the amount off cash this business is throwing off? Operating profit margins are vast compared with almost any other sector. Its a good business to be in, obvious when you look around at the amount of housebuilding going on. I live in the South East and even here almost every village has a site under development providing a mixture of executive and "affordable" homes. These homes are being built for real people as opposed to pension funds or hot money as is the case in London. The problem we have in TW is that the bulk of our shares are traded automatically through algos by the institutions and prop desks and imo the process can easily be skewed one way or the other by the "planting" of headlines. we have seen the share price tank over the last few months on little or no evidence that the fundamental economics behind housebuilding is changing to extent meriting a 20% decline

more positive coverage appearing in the media about the sector lately. Of course could br planted by those that seek to profit from misinformation as the dumb algos can't filter fake from real, so who knows maybe you are right about the 63p

hedge funds must be running out of plantable stories soon. Redfern is probably on holiday in Spain.

this country would never vote far right. Only hard line socialists could come up with that notion. They would not vote hard left either but then as we have seen hardline communists have and will again rig any ballot in key marginal seats to ge them in through the back door. For them the true democratic process is there to be abused as history has shown time and again.

Its option expiration today so tat may have something to do with the weakness. Redfern could not give a t5ss about the share price I am afraid he gets paid a huge salary regardless and more to the point he is more interested to see hat his mates in the City get maximum mileage out of the shares. That way you get to go to lots of sporting events and so on. You are just providing the company with financing and thus you van take it or leave it as far as he is concerned.

pointed out the potential loss to the EU will be catastrophic under a 'no deal" scenario. It may well be enough to tear the EU apart. Barnier is playing very stupid and dangerous game in attempting to exploit the ideological divisions displayed by a group of self centred career politicians with scant regard for the democratic process. It is yet another example of how democracy has no place in the Brussels psyche. It is therefore fear to me that Barnier's huff and puff will ultimately be irrelevant as Germany will have too come to accept the huge financial penalty it will have to pay to shore up the rest of the EU is we walk out under WTO

I don’t see 26 % with Woodford the largest shareholder at 5 % as a ringing endorsement

10 years ago the sector including tw was on the verge of going bust as banks demanded repayment of outstanding loans. Most institutions deemed the sector uninvestible as did brokers. Shareholders were given a binary option by tw choose between having a little of something or something of nothing. I like others on this board choose to hang in and cough up. Institutions have not forgotten and still won’t touch the sector. Brokers have no scruples and some seem to have come on board. Tw’ s land bank is key to its future profitability as it was heavily written down. That said the BoD needs to do more to convince a sceptical investing community than it has to date it would seem to forget the mistakes of the past

Oh that’s good ! Can’t wait

we are trying to outthink those that are paid to run the institutional funds.They don't think about it at all as most of them are closet index trackers. The house builders have very little to do with what Trump and the chinese get involved with as the kind of properties they build are well below the money laundering thresholds. The vast bulk of trading in TW is automated so it6s probably algorithmic and houses trading with each other for fractions of a penny and some hedge funds which have identified the sector as manipulatable though misleading headlines which are patently having a disproportionate impact on the share price.Whether we stay tor go makes no difference as far as getting on the housing ladder is concerned. Interest rates are set to remain low by historic standards and mortgage viability continues to be strong. Its a simple business after all and margins are better in this sector than many others and also unlike many others its highly cash generative as we can see from the cash returns. The very same people tat are trying to call the top and are now shorting sector failed to spot the opportunity when the sector was on its knees. This time round however fake news can easily set the trading direction especially as the idiot media is happy to puke up spoon fed and taylored headlines regardless of veracity.

Nationwide put out a statement that house price growth was the slowest for five years. there is your answer. Redfern and co seem to have lost the credibility of the market following their grand strategic update

you look at it I think we have just been mugged by some hedge funds and their prop desk trading mates. a reasonable review tomorrow and we will move up as they cover their shorts ahead of our update only to sell us down again on the update.

The cost of borrowing is way below what its costing the firm to pay the divi and a special. The company has a very competitively priced land bank post the £1.5bn write down. Brexit is a good get point jail clause used by anyone running business these days. TW is by all intents a domestically focussed company filling domestic housing needs. Brexit is not stopping people wanting to buy their first home as we have seen time and again from the steady cancellation rate. Mortgage availability is excellent and incentives to buy are plenty and likely to disappear anytime soon. Interest rates are likely to remain low despite Carney's huffing and puffing. Jamie Oliver blamed Brexit for his restaurant closures failing to acknowledge that punters refuse to pay for over priced c$ap.

ridiculous manipulation by hedge funds and traders imo good construction data clearly pointing to the better activity seen by the builders yet we are down. on the plus side some very hefty buys this afternoon who knows maybe the short-sellers have had enough. shame the BoD does not give a rats

Come on chill ! It’s the way fact is presented these days ! The guardian bbc and Russia today all use the same technique of perverting real information to suit political and propagandist objectives not least of which is undermining of confidence and demoralisation of the masses . The Germans used to try to do it during the war with haw haw

Mortgage approvals higher Economic growth beating doomsayers predictions and on it goes. Difficult to keep the lid on good news all of the time despite remoaners’ best efforts. Good economic news is good for our share price only fly in the ointment is eu shortage of co2 so lager sales will he down. That said Germans have nothing to celebrate anyway and whackamole sales are through the roof. Sitting by the river in Henley with a glass of English rose watching the boats go by. English independence at its best tapas even our share price is up !

Typical Guardian political C4ap. Looyds paid a huge amount to Govt for the "Privilege" of having the Govt' "backing" probably not far off the PPI bill.