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Travis Perkins Share Discussion Threads
Showing 801 to 822 of 825 messages
|Fall overdone. They were painting a worst case scenario for 2017 yesterday. Responsible management. Quality company. Great cash generation.|
|And now the CFO has bought 30000 for £429k. Follow the money?|
|yep, a lot of today's stuff was in the october statement. They really won't have to do too much to outperform expectations after that forward guidance! Although good to hear management telling it like it is or could be, no bs! Nice 70m reduction in debt as well.|
|I note that the COO has shelled out over £140k to buy 10000 after today's pullback.|
|Their statement is not easy to read and understand and doesn't flow well - " adjusted profit" is all a bit vague|
|Sterling will recover at some point though, won't stay weak forever. Lots of housebuilding in next five years. Undervalued.|
|Quality will show through in time. They price shock of imports due to FX could not be passed on immediately to the trade.
These boys are the best of breed.
Difficult to know whether to buy now as the true effects of BREXIT will only hit in a couple of years time.|
|Quality company, just picked some up at 1480 for the long term.|
|TP are a great company. They tell it as it is..unlike most property companies who write weasel words.
I like a management team who are managing their business for a downturn...which to be honest is the likely short term outcome as the result of BREXIT.|
|2016 results still contain a few ifs and buts - but a strong balance sheet and a slightly increased dividend.
|Back in Profit at last.|
|Mortimer we are back|
|A lot better today.|
Imv, update is not so bad. They say there's a lot of competition on the plumbing/heating side - we already knew that. Should be comfort in that they are taking action. Concern might be whether we are at the start of a general downturn?
Not holding any TPK, but have been looking with a view to buying.
7% Cheaper than yesterday and possibly on its way back to the post referendum low?
I'm staying on the sidelines for now.
Difficult decision for holders, whether to take a hit now and watch for a possible lower entry point. Good luck.|
|Sorry, write off. Viz. 66% of the closure and re-organisation costs does not have an adverse effect on cash.|
|What is "w/o"? Ta.|
|2/3rds of w/o is non cash.|
|Buttoning down the hatches. Prudent management.|
|Looks pretty cheap at these levels, Divi twice covered. Bought some.|
|The rally started yesterday on the back on positive interims from Persimmon group, reporting that UK new build housing market has not suffered post Brexit, in fact it's bouyant, this is being perceived as positive news for TP given how dependent they are on UK housing market.
See this a delayed post Brexit rally, news from TP in Sept will confirm or deny the positive effect....|