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Thread: o/t BDEV
Started 1 month, 1 week ago by beatthebanker
What are peeps thoughts on BDEV? Looking at it, and comparing it to TW... TW I know and love/hate, but BDEV is an unknown quantity. Is 140p the equivalent to TW 33p, after the OO placing? If anyone has any thoughts they would be much appreciated. Ta BTB
Site: TAYLOR WIMPEY Share Price TW. TW-.L - Interactive Investor  TAYLOR WIMPEY Share Price TW. TW-.L - Interactive Investor - site profile
Forum: (TW-.L) Taylor Wimpey PLC  (TW-.L) Taylor Wimpey PLC - forum profile
Total authors: 4 authors
Total thread posts: 9 posts
Thread activity: no new posts during last week
Domain info for: iii.co.uk

Other posts in this thread:

ryanmorgan replied 1 month, 1 week ago
I'm long (from a figure I will not name) but as far as I can tell all is good in the hood and is undervalued from its pre RI price. Stronger than TW but not by much. Less volatile than TW but does move nicely and seems a good bet. My Opinion of course, bit bias as i'm sitting on quite the loss. RM
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beatthebanker replied 1 month, 1 week ago
thanks Ryan. btw, following up on previous discussions, i would stay away from BAE and RR... cant say too much but I work for one of the above, and used to work for the other, and the alarm bells are ringing for 2010.... just a 'comment'
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ryanmorgan replied 1 month, 1 week ago
BtB, I'll be out of BAE soon, looking for a profitable exit as it's done nothing for months. Aiming for around 350 may leave a third on afterward to see how it goes but it isn't inspiring watching all the companies around it doing great and this range bound for months. Shorting RR as a pairs trade from 470, they have done the opposite and for a cyclical business (as far as defence goes) they are ...
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popes11 replied 1 month, 1 week ago
brilliant i ,ll short the sh!!te out them. Only kidding.
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beatthebanker replied 1 month, 1 week ago
lol... if the interest and charges for shorting over a longish period of time werent so big... I would! I wish I had put UNIQ down for your shorting contest... after seeing the RNS and realising they had carbooted the crown jewels to some kamp german, I had a very rapid drive to the office and some frantic pressing of the sell button!!! I do still hold a chuck for the long term (as I'm sure ...
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razor999 replied 1 month, 1 week ago
All looks good with BDEV missed my buy in,But long term a good buy.Production will start to be ramped up in the south next year. At least 6 new sites starting in the DWH division. Good mix of social and private including 10 houses at 1m+ which makes a change. Will be buying as soon as one of my shares moves north. good luck all razor
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popes11 replied 1 month, 1 week ago
btb loads of shares out there. I wish i had the patience to just hold things for longer. I know how to pick them but dont hold long enough. Actually i think i,m phucking cursed.
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beatthebanker replied 1 month, 1 week ago
lol... set a target and dont hit the sell button until then! I hold things for too long.. same result...
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Top contributing authors

Name
Posts
beatthebanker
4
user's latest post:
o/t BDEV
Published (2009-11-13 19:37:00)
lol... set a target and dont hit the sell button until then! I hold things for too long.. same result...
popes11
2
user's latest post:
o/t BDEV
Published (2009-11-13 19:33:00)
btb loads of shares out there. I wish i had the patience to just hold things for longer. I know how to pick them but dont hold long enough. Actually i think i,m phucking cursed.
ryanmorgan
2
user's latest post:
o/t BDEV
Published (2009-11-13 18:30:00)
BtB, I'll be out of BAE soon, looking for a profitable exit as it's done nothing for months. Aiming for around 350 may leave a third on afterward to see how it goes but it isn't inspiring watching all the companies around it doing great and this range bound for months. Shorting RR as a pairs trade from 470, they have done the opposite and for a cyclical business (as far as defence goes) they are too high IMO for this period of...
razor999
1
user's latest post:
o/t BDEV
Published (2009-11-13 18:49:00)
All looks good with BDEV missed my buy in,But long term a good buy.Production will start to be ramped up in the south next year. At least 6 new sites starting in the DWH division. Good mix of social and private including 10 houses at 1m+ which makes a change. Will be buying as soon as one of my shares moves north. good luck all razor

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