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The first year (TW.)     

hangon - 02 Jul 2008 22:01

Oh dear, two large companies combine and, like an intergalactic "event" only negative matter remains....a case of 1 + 1 = 0.2

Let me say - sp a year ago was 10x today's - so this business has earned its place in the 90% club....and maybe more to come, as they will need to go overseas for cash, if the UK is dry.

I doubt there is a UK Builder with enough dosh to bail-out this dullard. They all thought they could expand until the UK burst with immigrants - yet they consistently went for pricier properties and projects where ( even now), there is some doubt whether there are enough jobs to support new-build developments.

EDIT ( Nov 2015 ) - Seven years on and we're at 183p - so anyone that bought at the all-time Low has done very well - but the Market was fearful and that meant few were Buying. 2009/2010 averaged about 40p - that was a good time if you had the LT cash.
With the rise and yield-multiplier effect, this is looking like Buying it was "probably" inspired.... but it has not regained that earlier Value - which will surely take a lot longer.

jimmy b - 05 Aug 2010 22:06 - 291 of 815

Fine GF ,and you ?? ,this is turning ,i hope.

Master RSI - 26 Aug 2010 15:41 - 292 of 815

Due for a bounce after the negative press lately and shares moving lower from 32.50p to 25p yesterday during the last 2 weeks
Very strong support at 25p

5 DAYS CHART
Chart.aspx?Provider=Intra&Code=tw.&Size=Chart.aspx?Provider=EODIntra&Code=tw.&Si

Master RSI - 26 Aug 2010 16:55 - 293 of 815

a late push on the last few minutes and reaching an Intraday high 25.90p with the last at, UT at 25.86p
very strong support at 25p

2 days chart ( 15 minutes delay)
big.chart?symb=uk%3ATW&compidx=aaaaa%3A0

skinny - 26 Aug 2010 17:18 - 294 of 815

I hope you mean 25.86!

Master RSI - 26 Aug 2010 21:45 - 295 of 815

Well spoted and corrected, what one number does

skinny - 26 Aug 2010 21:48 - 296 of 815

:-)

Master RSI - 27 Aug 2010 09:54 - 297 of 815

That is what it counts here ..........


UK Construction output rose Q2 8.5%, revised up from 6.6%

goldfinger - 17 Sep 2010 13:58 - 298 of 815

Broker Buy Note out.......

Taylor Wimpey FTSE 250 Consumer, Cyclical Buy/Neutral 42 29.15 44.1% Goldman Sachs

Target SP 42p, 44.1% upside.

jimmy b - 17 Sep 2010 21:09 - 299 of 815

I'm still in ,wished i hadn't been at times .

Balerboy - 17 Sep 2010 22:16 - 300 of 815

join the club, thought things were on the up (to quote mrsi) and went straight down.

skinny - 18 Sep 2010 09:56 - 301 of 815

I doubt it is going anywhere short term - I just checked my trading account, I bought @22.71 on 01/04/2009 and sold half @46.50 on 09/04/2009 - a good weeks work! I also have a load @25p from the rights issue on 01/06/2009.

goldfinger - 21 Sep 2010 13:34 - 302 of 815

2 BUY notes out late yesterday, very bullish.......

Taylor Wimpey PLC

FORECASTS 2010 2011
Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Investec Securities
20-09-10 BUY 7.06 -0.41 52.88 1.16

Panmure Gordon
20-09-10 BUY 35.50 0.79 63.10 1.42


(hemscott premium)

goldfinger - 21 Sep 2010 20:40 - 303 of 815

TW, chart technicaly very bullish.

TW.2.JPG

goldfinger - 26 Sep 2010 20:33 - 304 of 815

Lifted from Ample this weekend.

jimmy b - 07 Oct 2010 13:58 - 305 of 815

Poxy share ,nothing bullish about this at the moment.

Balerboy - 07 Oct 2010 20:08 - 306 of 815

stuck with this one as well, all looked on the up at .44p .... then i bought and down it went.,.

HARRYCAT - 08 Oct 2010 12:07 - 307 of 815

Good note out from Liberum:
"Current trading. We have spoken to one unlisted housebuilder and two quoted peers. The unlisted company told us that its sales rate was 5% slower in September than in August, but that prices had remained firm. The two volume builders confirmed that trading volumes continue to be sluggish, continuing the trend seen since the summer, but, importantly, that prices have remained firm.

Not as bad as Halifax suggests but lacking a catalyst. The sector sold off yesterday as the Halifax House Price Index claimed that house prices had fallen 3.6% in September, but it is worth remembering that Nationwide estimated a +0.1% change for September. We think that the Halifax index may not be as reliable a guide as it once was as that institutions share of lending has fallen significantly. We think that housebuilders are well placed to judge underlying prices and therefore we estimate that house prices have been basically flat since May 2010. This is not a bad outcome and gives the housebuilders a platform from which to improve margins as new (lower cost) land is developed, sites replanned and build costs reduced. But, improving trading could be a catalyst for improving share price performance, and this appears to have been delayed at best.

Too early to change recommendations or estimates. The stock market has already discounted a deteriorating volume environment, as can be seen by the sector underperforming the market by 10% in the last three months, with 7% of that in the last month, so it is probably already too late to be much more cautious. In addition, changing NAV or EPS estimates now is also somewhat premature, in our view, especially if the Spending Review is more benign than feared. We also note that interest rates remain very accommodating to house prices, and are not expected to change anytime soon.

Stock calls. We remain comfortable as buyers of Berkeley, because of the strong balance sheet, London exposure and hidden value. We also see extreme value in Barratt, and would not be unduly concerned about NAV unless house prices fell more than 5%. Bellway is the last of our Buy recommendations (and has performed well since we upgraded) where we expect better performance as cautious institutions return to the sector, but this may prove too optimistic. We have no sell recommendations, but see risks in Persimmon as valuation is a bit more stretched than others and it has significant exposure to Wales, North East and Scotland, where employment is most overweight to the public sector, and we remain concerned that Taylor Woodrows cash flows are still not strong enough to sustain high debt levels."

skinny - 08 Oct 2010 12:10 - 308 of 815

"Taylor Woodrow" - really?

HARRYCAT - 08 Oct 2010 12:20 - 309 of 815

Well spotted skinny! Somewhat detracts from their credibility.

hlyeo98 - 08 Oct 2010 12:44 - 310 of 815

Liberum talking from their asses. Taylor Woodrow... hahaha...
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