Titon Share Discussion Threads

[drectly] 03/10/2005 20:42

6.5 % yield substantially backed by cash and freehold property

[piedro] 03/10/2005 20:14

drectly,

Did he give his reasons?

[piedro] 03/10/2005 19:38

PUGUGLY,

I've not seen any tips.
Perhaps the new Building Regulations are on the horizon.

[pugugly] 03/10/2005 14:55

17 trades today so far - Up 9% - Has this been tipped somewhere?

[piedro] 02/8/2005 18:45

A company with very little news.

[piedro] 24/7/2005 14:10

Nothing's happening.

We are waiting for the new Building Regulations.

[majka] 12/4/2005 10:31

Anybody knows what is happening in this company - 7% dividends seem to be very good

[majka] 12/4/2005 10:27

Very good dividends - what is happening in the company - anybody knows???

[iorwerth] 27/10/2004 20:35

anything moving out there on this company?

[cjw69] 28/6/2004 11:19

more buying today, and the price is moving, looks like the stock overhang
from standard life is over, and we could see sharp movement on any buying
activity.

[pugugly] 28/5/2004 14:12

So standard Life were selling (Previously held 10%) - So who was buying? Be interesting to see if another rns or if a new buyer under 3%

"The Company has today been informed that Standard Life Investments has a
beneficial interest in 845,000 ordinary shares of 10 pence each in the Company,
representing approximately 8.1% of the current issued capital of the Company.

[targatarga] 24/5/2004 15:52

congratulations all who held. regards

[cjw69] 21/5/2004 15:43

this is a solid company, good cash, asset base, but poor market.
having seen the 200k buy, i topped up my holding with another 2k,
and moved the price, meaning the market makers are running out of
stock.

[pugugly] 21/5/2004 15:39

targatarga:- Very intereesting 4p above the market - and 1.9% of of listed shares total listed shares are 10,500,000. Be interesting to see if there is an rns - Anyway underpins my buying price.

[targatarga] 21/5/2004 14:01

well - I sold mine for a profit at 94p last week. Todays 200k trade at 99p looks interesting . regards

[hugepants] 06/5/2004 13:15

It looks resaonably valued now I think (bear in mind I usually value companies very conservatively). At 75p to buy first thing it was a safe bet , not so sure now at 97p to buy. PE is now about 13 if H2 = H1.

[double6] 06/5/2004 11:03

Another tick up - could see spread narrowing soon (IMHO)

[pugugly] 06/5/2004 09:59

kiwi:- Not sure how far this bounce will go - However the 9% yield at 75p will do me - however could not buy that many before the price moved. At least the divi should pay for the beer for a month or so.

[kiwihope] 06/5/2004 09:36

yes I know huge ... what I mean is they supply to that industry. Looks like I made the wrong call guys ... a good bounce. Hope you all do well ...

[hugepants] 06/5/2004 09:29

kiwi,
They aren't a building/construction compnay. See www.titon.co.uk

[kiwihope] 06/5/2004 09:23

pug ... yes this looks a solid company. I was uncertain whether to jump aboard ... looks like I've missed it now. Just a bit unsure about what will drive the price up over next few weeks/months, other than a technical bounce we may be seeing now. P/E for 2004 is 10 or so which is actually quite rich for a building/construction company, particularly one with falling profits and difficult markets ...

[hugepants] 06/5/2004 09:22

Kiwi, You're correct, the future is uncertain. But they way Im reading it is that as soon as the building regulations are finalised there is a good chance profits will start growing again. So I see downside risk protected by the balance sheet but strong upside if/when business improves.

[pugugly] 06/5/2004 09:15

Kiwihope - Agreed but look at yield and asset protection - unless business really going pear shaped this should give some support? Yield about 9.3%

[a0002577] 06/5/2004 09:11

Very glad I sold mine last week ! Now looking to buy back in