11:51 PM (BST) In the three districts that have reported so far, all in Metro Sunderland, Labour is -10.5% from last time, Conservatives +6.0%, LibDems +0.2%, "Others" +4.3%.
11:47 PM (BST). All of those Sunderland district have had boundary changes, so there's some additional uncertainties there.
11:43 PM (BST). Sunderland Central: Labour 46%, Cons 30%, LD 17%. Uniform swing better there -- only about a 5% swing. Good news for Labour.
11:39 PM (BST). Sunderland Central next. We are at Labour 38%, Con 30%, LD 18% here. Uniform swing is at Labour 42%, Con 29%, LD 17%.
11:37 PM (BST). Bottom line: the first two results imply a greater chance of a Conservative majority than implied by the exit polls.
11:29 PM (BST). Labour got 69% of the vote in that constituency in 2005 (on a notional basis). So a huge drop.
11:28 PM (BST). Uniform swing botched that one badly on Labour's total. We were a bit closer, but still too
low high.
11:25 PM (BST). Washington and Sunderland West results:
Labour 19,615 (53%)
Conservatives 8,157 (22%)
LibDems 6,382 (17%)
BNP 1,913 (3%)
UKIP 1,267 (5%)
11:23 PM (BST). Washington and Sunderland West next to report. We would forecast Labour 58, Conservatives 22, LibDems 20 in that district, assuming national results of 38/28/23. Uniform swing would project Labour 61, Conservatives 20, LibDems 16.
11:13 PM (BST). Caveat: the Sunderland South results may be an especially dodgy data point because that constituency had a significant boundary change.
11:06 PM (BST). It's just one constituency, but as the only hard data point so far, Sunderland South results imply that EITHER uniform swing is wrong-ish (and our proportional model is right-ish) OR that Conservatives did even better (and Labour even worse) than the exit polls suggested.
Either conclusion would be bad news for Labour.
11:02 PM (BST). Without making the regional adjustment, our model would have forecast Labour 49%, Conservatives 22%, LibDems 16% in Sunderland South.
Uniform swing would have predicted Labour 54%, Conservatives 21%, LibDems 15%.
10:56 PM (BST). Assuming that raw results nationwide were Conservatives 38, Labour 28, LibDems 23 (see below), our model would have forecast Sunderland South results of Labour 49%, Conservatives 22%, LibDems 17%. Actual: Labour 50%, Conservatives 21%, LibDems 14%. So far, so good.
10:53 PM (BST). Sunderland South results:
Labour 19,137
Cons 8,147
LD 5,292
Independent 2,462
BNP 1,961
UKIP 1,022
10:49 PM (BST). Daniel Berman(whom you'll hear from later) says one of the networks (Channel 4) suggested that raw exit poll results were about Cons 38, Labour 28, LiDems 23.
10:47 PM (BST). Not sure if those BBC numbers are in marginal seats or countrywide. If countrywide, would be pretty close to the numbers we assumed below (Conservatives 38.5, Labour 29.3, LibDems 23.3) and would probably imply a Conservative majority if our non-uniform model is the right approach.
10:45 PM (BST). BBC says there was about a 7 point swing from Labour --> Conservatives in England. 1 point swing from Conservatives --> Labour in Scotland. Also, slight swing from LibDems --> Conservatives.
10:35 PM (BST). It's quite frustrating that we don't know what assumptions, and what raw numbers, went into the exit poll projections.
10:32 PM (BST). If the exit pollsters are using something more advanced like the
PoliticsHome model to project their results -- which accounts for Scotland results and gives Conservatives some extra credit in marginal districts -- we've generally been about 20 seats higher on the Conservative totals than their model on the same numbers. So that would imply Conservatives at ~327 seats, almost exactly the 326 they need for the majority.
10:22 PM (BST). Oldie but goodie:
why you shouldn't trust exit polls.
10:21 PM (BST). The one thing that's fairly unambiguously implied from the exit poll is that LibDems dropped significantly from their polling averages. Our model does
not really differ at all from uniform swing on LibDem totals if they were only in the range of say 22-24% of the vote.
10:20 PM (BST). Be VERY careful with the numbers below. There's a LOT we don't know (or they're not telling us), including precisely how the seats projection was extracted from the exit poll.
10:13 PM (BST). Here is what our model would project on a popular vote of Conservatives 38.5, Labour 29.3, LibDems 23.3:
10:11 PM (BST). If the exit polls are right but the seat projections are based on uniform swing, we would show a Conservative majority on those numbers.
10:07 PM (BST). We would obviously project a more favorable result than just 307 seats for Conservatives on those numbers. Calculating now.
10:06 PM (BST). IF they're using straight uniform swing to project the numbers, that would imply a popular vote result of about Conservatives 38.5, Labour 29.3, LibDems 23.3.
10:02 PM (BST). BBC nerd says: "The exit polls are based on uniform behavior", a.k.a. uniform swing. So we haven't really learned anything about whether uniform swing is the right approach; it's baked into the projection.
10:01 PM (BST). That would actually be a DROP for LibDems from the last election.
10:00 PM (BST). BBC exit poll predicts Conservatives 307, Labour 255, LibDems 59.