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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.

HARRYCAT - 24 Feb 2012 11:01 - 501 of 815


From Simon Griffin:
"House builer Taylor Wimpey’s (TW.) surge above its spring 2010 and 2011 highs close to 44p suggests further strength is in store. I now anticipate the counter to recapture a significant amount of the ground lost since 2007 and my 126p target price implies 168% upside. The recovery of Taylor Wimpey from its October 2010 low of 22.3p has traced out a symmetrical triangle pattern. This feature implies further strength to 62p, supplanting all the peaks seen since summer 2008. but I look further back to the counter’s peak struck at the top of the last bull market to derive my target price.
From a retracement perspective a fully-fledged recovery would not achieve proportionality until 126p, site of the 26.3% retracement of the fall from april 2007’s 518.5p high to the spike low of 4.5p hit in november 2011. That would take the house builder just above its 2000 low and within touching distance of 138p, a level that was for five years to mid-2002 a major congestive support feature. The breach of a shallow bear resistance line in play since 2008 adds to my bull case. This bear line connects the 53p peak struck in august 2009 with a corrective high at 55p achieved in september 2008. This feature was tested by last april’s rise to 43p and the upmoves seen in november and December. It finally gave way at 40p in mid January."

skinny - 24 Feb 2012 11:08 - 502 of 815

Balerboy - 50.75 (hit today) is the 12 month high!

Balerboy - 24 Feb 2012 11:33 - 503 of 815

Skinny, I am going to take a chance on these and barratt for abit longer. I think building could be good for a little while yet.,.

midknight - 24 Feb 2012 11:58 - 504 of 815

Baler: Or you could make hay while the sun shines.
Not an easy call, I agree. All depends on how many you hold.

Balerboy - 24 Feb 2012 13:10 - 505 of 815

lol midknight......not quite dry enough yet.

midknight - 27 Feb 2012 12:20 - 506 of 815

Baler; this may be a pointer to TW results on Wednesday and sp:

http://www.guardian.co.uk/business/marketforceslive/2012/feb/27/bovis-down-despite-profit-rise

skinny - 27 Feb 2012 12:26 - 507 of 815

Schroders reduce. 15%-14%

midknight - 27 Feb 2012 12:36 - 508 of 815

Panmure reiterate Buy but TP only 50p.

27 Feb: TW. Panmure Gordon Buy TP 50.00p

Recent SP history and resistance point a good indicator, I think.





Balerboy - 28 Feb 2012 08:11 - 509 of 815

50p+ again today.,.

skinny - 28 Feb 2012 08:22 - 510 of 815

Could be the PSN effect.

Balerboy - 28 Feb 2012 08:32 - 511 of 815

Yes,just looked, hope you hold some skinny. If this continues we could see 55+ this week.,.

skinny - 28 Feb 2012 08:43 - 512 of 815

Balerboy - unfortunately no - I only hold TW & ISG directly in the sector.

Balerboy - 28 Feb 2012 08:45 - 513 of 815

tw just hit 52p.,.

skinny - 29 Feb 2012 07:04 - 514 of 815

Final Results.

Highlights

-- UK operating margin* increased to 9.7% (2010: 6.4%*)
-- Group Return on Net Operating Assets** increased to 9.8% (2010: 5.3%*)
-- Tangible net asset value per share*** 57.3p (2010: 56.9p)
-- Group operating profit* increased by 81(1) % to GBP159.5m
-- Propose a final dividend of 0.38 pence per share (2010: nil)
-- Significant improvement in operational performance in the UK:
-- Double digit operating margin target achieved ahead of 2012 target (H2 2011: 10.1%)
-- 11,756 new plots approved for purchase (2010: 8,713 plots)
-- Ongoing success in acquiring and obtaining planning for strategic land
-- Strong growth in both private and affordable order book to GBP983m at 26 February 2012
-- Customer satisfaction increased to 92.1% (2010: 87.1%)
-- 32% reduction in reportable injury frequency rate
-- 18% reduction in waste generated per 1,000ft(2) built
-- Completed sale of North America in July 2011, final stage of major restructuring
-- Bought back GBP85.4 million of the 10.375% Senior Notes due 2015

midknight - 29 Feb 2012 15:45 - 515 of 815

29 Feb; TW.:

Numis Securities Add : TP upped from 55p to 61p but downgraded

Panmure Gordon: Hold : TP 50p - downgraded

Investec Securities: Hold - downgraded

Northland Capital Partners: Hold - reiteration

skinny - 02 Mar 2012 13:43 - 516 of 815

Deutsche Bank retains its buy Tp raised from 55.50 to 59.30p

midknight - 02 Mar 2012 15:48 - 517 of 815

All very well, but the 53p hurdle seems to have weathered
the short-lived onslaught. for now at any rate!

skinny - 05 Mar 2012 13:57 - 518 of 815

Directors' Shareholdings

Taylor Wimpey Performance Share Plan ("TWPSP") - 2012 Awards

Conditional performance share awards have today been granted to three Executive Directors as set out in the table below.

Name Director TWPSP Shares Awarded

Pete Redfern Director 2,906,623

Ryan Mangold Director 1,183,410

James Jordan Director 1,349,503

The price used to calculate the above awards was 49.37 pence being the average mid-market close price for Taylor Wimpey plc 1p Ordinary Shares for the three days prior to the date of these awards on 5 March 2012.

The vesting of awards under the TWPSP will be subject to the achievement of performance criteria based on Total Shareholder Return, Return on Capital Employed and Margin, which will be measured at the end of the applicable three year performance period.

midknight - 05 Mar 2012 15:02 - 519 of 815

Well, things should improve by 2015.

Balerboy - 14 Mar 2012 08:51 - 520 of 815

Challenging 53p again......keep pushing TW.,.
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