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Taylor Wimpey Fundamentals (TW.)

Liberum Capital TP 165p realised.

Deutsche on 173p

Apr 10: Jefferies; Buy - TP; 189p

With the Politicians falling over each other to "Invest in building more houses" we might expect TW. to benefit, and this new "insulation" may help the flat-earthers/Eco Brigade, - yet one issue is that any "Plastic" is likely to have a relatively short-life, due to changes over time..... very difficult to predict ((Er, thank goodness PVC electric wiring is OK.)...we'll have to hope uPVC is as good as Window-salesmen claim . . . . )).

We should not forget that the "insulation" isn't the plastic/straw - rather it is the lack of air-circulation . . . if this can be reduced ( as in Thermos Flask), then the heat transfer can be surprisingly small. However, building it into a wall is "risky" IMHO, since you cannot inspect it ( Nor change anything, if a better material comes round.)

Of course the primary purpose of the wall is to support the structure - but it has a duty to keep us dry and any insulation must remain "dry" to fulfil its purpose.

Good to see the sp rise, even during the Election run-up . . . always a time of uncertainty. It would be nice to see the yield greater than 1% - that's really too little.

Trading Statement

Ex-divi 21st May 2015 (7.68p)

Apr 23: Citigroup: Neutral - TP: 153p

On the climb nicely this morning.,.

i sold my trading block in these a week or two back but still hold in my sipp
however, have added BVS to my trading portfolio this morning

Storming ahead -

May 18: Deutsche; Buy

May 21: xd for special dividend 7.68p

I'm in.......... lol

Maybe wrong, but I dumped my SBs a little earlier to-day, but continue to hold shares for future growth and yield.

At the moment TW is my largest hold over 5 years. Restored my faith in the market.

May 26: Deutsche; Buy and raises TP to 210p

GOOD!

:-)

Housebuilder target prices up by as much as 26%

Thanks skinny.

May 28: Citigroup Neutral - TP: 160p

Don't often see UTs for TW. with such numbers:

16:35:07 183.50 170,703,934 UT 183.20 183.50 Buy

June 3: JP Morgan: Overweight - TP: 205p

July 6: Brclays: Equalweight - TP:206.60p

Trading statement on Wednesday.

T

This Fund Manager has sold TW and says
it has become too expensive.compared with its peers.