Tomkins Plc Share Discussion Threads

[wad collector] 03/8/2007 13:27

Probably because they were oversold last week I reckon -they are still "only" at Januarys levels.

[kiwihope] 03/8/2007 08:59

Why the big rise. They're not that good ...

[utsushi] 03/8/2007 08:48

well received results..

[wad collector] 03/8/2007 08:29

Not today.Results have bounced it back to 260.

[singsing] 03/8/2007 08:02

I think May45 meant 160p. Which is looking possible.

[sruk77] 02/8/2007 15:53

where did you get that figure from may?

[may45] 02/7/2007 08:31

buy at 260P.

[lizafl] 23/5/2007 08:56

ex-div today - 8.57p per share, payable on 27 June.

[betman] 04/5/2007 17:22

This all stems from a possible Private Equity bid of 350p fro TOMK. Anyone seen anything more concrete in the news, or share volume data, or Level 2 etc

[jonathanlabrey] 04/5/2007 17:14

Well done Investors' Chronicle. They have devoted a full page to a "sell" recommendation in today's issue!

[cromarty] 04/5/2007 15:27

Looks like quite a few other s are buying the bid rumour

[lbo] 04/5/2007 15:00

Looks like someone else is buying the bid rumour now!

[rabain] 04/5/2007 10:04

but quite a few speculators

[maiseymouse] 04/5/2007 07:15

not too many fans

[lbo] 29/4/2007 20:02

Market forces


Richard Wachman
Sunday April 29, 2007
The Observer

Bid engineered for Tomkins
Now that Boots is falling to KKR, who next for private equity? Among the retailers, Halfords, Debenhams and Woolworths are frequently mentioned. Within the industrial sector, the focus is on engineering group Tomkins, apparently being sized up by a private equity firm willing to pay 350p a share. The group has two distinct businesses: construction equipment and car components - making it an ideal break-up candidate.

[haywards26] 22/2/2007 13:13

UBS Broker have a buy recommendation on Tomkins as of today, with a 310p price target.

[pdt] 18/2/2007 15:29

Dassera

Product volume is falling (both housing and cars), margins must be under pressure from end users (car manufacturers and housebuilders), raw materials costs are increasing and the dollar is likely to continue to fall. Not the best macro scenario to be operating in but I agree a well run nimble company probably can still outperform. I am also expecting a general fall in market indices. All things considered I would be surprised to see much of a rally in Tomkins over the next 9 months.

[dassera] 17/2/2007 18:25

Had a look at 240p not long ago and rallied strongly - your comments re big auto and US housing are now consensus - maybe a well-run company might have a chance of surprising to the upside in this scenario - as you say, PDT, time will tell.

[pdt] 17/2/2007 12:29

I have taken a small short on this one. 75% of the business in the US, exposure to the big auto makers and the housing market. Chrysler shedding 13,000 workers and housing starts falling 14% doesn't bode well for the coming year and I can't see the dollar performing well. Even the company expects a tough 2007 but the shares are the same level as 12 months ago.

Perhaps an already low PE and bid speculation will keep them supported. I'm looking for a fall to 240 over the next 9 months.

Time will tell.

[5dally] 15/2/2007 11:30

where to now for the sp

[impecunious] 01/2/2007 09:52

Repeat of the rumour in November suggesting Hutchings/LUPUS after some of Tomkins. Also, see the LUP bb - posting re. LUP fundraising in City.

[dally4] 31/1/2007 16:11

Well I'm glad I hold this one

[kosinjames] 31/1/2007 09:34

got in on the 29th, quite happy about how quickly it moves