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We are one of the UK's largest residential developers. As a responsible developer we are committed to working with local people and communities.



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Taylor Wimpey Fundamentals (TW.)

Interims Wednesday.

Half Yearly Results

Highlights

· Strong progress made towards medium term targets for the Group:
o Operating profit margin* up 300 basis points to 16.1% (H1 2013: 13.1%)
o Return on net operating assets** up 350 basis points to 17.8% (H1 2013: 14.3%)
o Tangible net asset value per share† increased by 9.5% to 73.6 pence (H1 2013: 67.2 pence)

· Completed 5,766 homes across the UK, up 11%, with a 10% increase in total average selling price to £206k
· Acquired 4,336 plots in the UK short term land market in quality locations
· Worked with communities, planners and landowners to convert a record 7,195 plots from the strategic pipeline in order to develop much needed new homes across the UK
· Contributed c.£116 million to local communities across the UK via planning obligations
· Maintenance dividend up 9% reflecting increase in net assets
· 2015 cash return increased by £50 million to £250 million

Re: cash return - proposed special dividend of 7.68p per share for July 2015.

Plus Deutsche repeats 165p.

July 30: Panmure ordon; Reiterates Hold - TP: 116p.

chart looks a bit rubbish, but surely this one is now looking oversold and/or undervalued

You would think so ,it seems to be a great trade between 105 - 118 right now.

Jimmy, Deutsche seems to have gone off the boil. Weird. Nothing since 1 August.

Taylor Wimpey divi H1: xd 20 Aug - payday 25 Sept = 0.2400 GBX

8 Aug Jefferies... 173.00 Buy
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Yup that was the last one .

Added a few more today..

I was out on Tuesday at 118p. Looking to get back in on a drop .

Aug 22; Liberum: Buy - TP: 130p

Jimmy - Deutsche back today after three weeks' holiday:
Buy with no TP.

They've probably forgotten what it was/is!

They got fed up of saying 165p..

Sept 5: Deutsche back playing the 165 tune.

Sept 8: J P Morgan; Overweight - TP: 150p

Back by popular demand!

Deutsche Bank Buy 108.45 109.00 165.00 165.00 Reiterates

Do Deutsche's flags ever get to the top of the mast!

Good to see director Mike Hussey taking up 25K of stock. It does make a change from reading the usual 'free stock awards'

I have too many of these already and every time there brokers note pointing up and I buy a little more. The price drops. My TP is 150.

What is up with TSB?

Deutsche seem unable to get their own house in order, never mind what they keep saying about TW and the rest.