Member Info for Strike123

Https://www.ii.co.uk/analysis-commentary/income-investor-prospects-taylor-wimpey-and-persimmon-ii539006

I’m planning for a top up in £20k’s but wondering if I should open a new position in Permisson or avg down TW?

EZJ among interactive investor top 10 most bought stocks -

https://www.ii.co.uk/analysis-commentary/10-hottest-isa-shares-funds-and-trusts-week-ended-24-april-2026-ii538908?utm_source=sfmc&utm_medium=email&utm_campaign=WeekendNewsletterCanviOneCol&utm_id=372811&sfmc_id=37725199

Well today read an article from interactive investor about top 10 most bought stocks and TW is listed!

https://www.ii.co.uk/analysis-commentary/10-hottest-isa-shares-funds-and-trusts-week-ended-24-april-2026-ii538908?utm_source=sfmc&utm_medium=email&utm_campaign=WeekendNewsletterCanviOneCol&utm_id=372811&sfmc_id=37725199

"A £300k mortgage was £10k a year cheaper in 2020/21. No stamp duty incentive as well. This current Government is destroying this sector from all angles!"

thing is that house prices have not dropped drastically and neither gone up despite no incentives to buy especially for those who are looking to move home! Only a odd house or two has the price dropped where seller thinks their home will be repossessed for not able to keep up their payments.

Paddy boy, shorts by funds could also be long on TW. Big funds trade both ways. Just because there is a short position doesn’t mean TW is going to zero! These short positions will be closed at some point. It will happen when war ends.

Trump wants rates to be lower so for his nominee Warsh to do that war should end. It will happen just a matter of time. I will load the boat if TW goes under 70p.

All naysayers here who are not invested in TW are calling absured share prices saying going down to 28p and blah blah.

Are you seriously telling to sell huge paper losses that some are nursing?

If that is your strategy of selling when in big loss then you guys are the biggest losers who never make money in the stock market for sure!

The current situation is temporary. Things will turn.

Yes interest rate rise could impact SP but rate rise should be already priced in. TW is below 100p because of the possible rate rise and inflation.

Like I said before, Trump will end the war before the Nov mid terms . It is a matter of few months to wait, not long in investing world.

By xmas SP could be back to 100+ easily.

If the bloody Trump can stop the war then we could see slow movement to upside for all stocks including TW.

Midterms in November so idiot Trump still has time to play his games. May seems usually a bad month for the market. Let’s see what happens

Oh Aspers, don't be so harsh on Trump! :-)

But I like what Trump said when he was asked about the man who fired, Trump said, I understand life!

I like him sometimes but not always...

I think market is pricing that interest rates go up again due to the war and oil price but IMF warned not to rise interest rates prematurely! Once the market knows that rates are not going up too high TW SP will race to 100s.

Bloody Trump need to put his ego aside and end the war soon. He still doesn’t understand why EU doesn’t want to join him in the war. Escalating the war will damage the economies globally. He needs to end the war or quickly find an exit strategy.

Well builders will recover. TW did well by paying dividend although reduced but still paying and also continuing with the buybacks. What I don’t understand is how come builders are down so much compared to airlines? It is the fuel cost that went up massively and that affects airlines more than builders? Wonder if AI tools can suggest whether TW is undervalued or not?

I feared that there could be drop like CREST but luckily the update is not bad at all. Market is highly pessimistic on Tw.

Thinking to top up but will see how first hour goes.

Yeah not jumping up and down because I hurt my back so I have been away from the keyboard for sometime. Got sciatica pain. feeling better now with injection but worried how long it will last!

Back to FRES. Don't know where FRES is heading to but good to see that FRES did not go down to 20s due to the war!

Hope there is a little spike early after the bell.

Don't know what the Orange buffoon achieved with the war other than rising oil prices and more hate from Iran against US!

Few shorts that have reduced after the last week results!

I think those who are shorting thinking that there could be a RI will be thoroughly dissapointed!

EZJ has enough liquidity to weather the war effects as per the update.

No doubt fuel costs are weighing on the finances but the update mentioned that they spent additional 30M on fuel costs for March. If this is carried for next 6months then circa 200M additional costs for next 6months. I guess that is not too bad.

$150-$200 oil is completely ruled out!

But from covid experience, I think airlines are the last ones to go up when the war eases.

We know EJZ can quite easily jump to 450 and higher when time comes.

Let's see what May FY results bring....not panicking at all...

GL

I think I will get 3200s during the day as Iran starts rebuking Trumpets peace talks. Iran already said they won’t do peace talks with Orange buffoon. Iran will be raging for revenge forever. They got complete control of the strait. Orange buffoon cried for help from allies but he will not get help after he mocked EU and also it can lead to ww3.

There will be more missile attacks between Israel and Iran and am thinking that oil could stay high for rest of this year? That means inflation could go up and so are the interest rates. What it means for gold and silver then?

Yes, that is a good sign so Ducati’s $70 resistance is broken. Basically shorting brigade gave up?

Entry point missed but with Trump changing his tune each hour it is difficult to predict what comes next. I think even yday Trump or Pentagon said about more troops being sent? Already some thousand marines on the way?

But no doubt FRES will rise today. I will see if I can get in.

Well 1M is a big amount for someone to hold when the news changes quickly in few hours!

I had £38k here with top ups between 250 - 275 and all gains almost erased in few hours. Still brent is above $100 and I believe it will stay 90-100 for next few months but share price is not picking and it won’t may be. If it does then happy for those holding. May jump in if it goes to 250

Should have sold this morning but had enough of this completely out now. With EIG and BASF overhang they will drag the price

I don't know if the price going down is due to the selling by BASF, EIG or some other big holder but oil and gas prices are not going to come down in next 6 months. They will stay elevated. Hope BASF and EIG let the share price go further up. Also I think there was something in the RNS long time back where BASF share sales will be absorbed by share buybacks? Anyone knows?

It is on April 22nd. Should be a good one interms of numbers for FRES. But it is a production report as per the calendar so not sure if there would be any financial figures or cost figures in it other than production numbers like the Jan one!