Tomkins Plc Share Discussion Threads

[wad collector] 06/10/2006 13:05

Seems to be bouncing today -up 15 - confidence returning?

[criston3] 11/9/2006 11:58

I was guessing what the 'herd' could be guessing. I realise the 'herd' usually get it wrong, but thats life.

[iangill] 11/9/2006 10:57

I am guessing that there is more fall to come, so will hold off buying back in for a while yet.

[wad collector] 08/9/2006 13:37

A 14% profit fall does not equate to a 14% price fall, not just because of the vagaries of the market, but because so much of the price is about confidence in future earnings .
So the effect on the share price cannot be calculated ,it can only be guessed.

[criston3] 08/9/2006 11:37

Sorry, one half of the third quarter profits are expected in September.

[criston3] 08/9/2006 11:31

If the concensus view was £93 million profit for the third quarter, one third of which is expected in September, then profits for July & August were down getting on for 25%. On that basis the 14% share price drop could have more to go.

[iangill] 08/9/2006 07:10

£5.5 million per month x 12 = £66 mil off the bottom line if things don't improve in the US market. Problem is people expect the US to slide into recession which would be an even worse result for TOMK.
We could be looking at a fall of a third from £2.80 to around £1.85, it is a long time since they were that cheap!
Would love to get my hands on a block for anything sub £2.00

[topvest] 07/9/2006 19:57

It's only 5 weeks since a positive trading update with the results and so they will have lost a bit of credibility here. Not very impressed! I wouldn't expect a particularly strong recovery from that sort of bodge-up. Could be taken out I suppose as the share price is not expensive.

[wad collector] 07/9/2006 15:50

Added at 240.4 - I looked again at the statement , it is more cautious than outright negative.A week ago 4 of the 10 brokers on the selftrade consensus were recommending BUY.The fundementals can't have changed that much , they won't drop the dividend on those figures - and the price seems to be holding today.
OK it might drop a bit more but I think this is a good medium term opportunity and if it bounces enough tomorrow 'll unload again.
And I'm never wrong .Except Marconi, Skyepharma, NXT .....

[ykwan] 07/9/2006 14:35

240P? buy or sell? no direct way/

[volsung] 07/9/2006 14:26

Woldik barn barn de hart. Glick jarn foldoon faswik. Zejis retig vas du gart. Nar Nar!!!

[wad collector] 07/9/2006 14:22

Bit of a shocker considering not many hard figures , looks an overreaction to me too- I'm going to add.

[ukneonboy] 07/9/2006 12:00

15% drop on the trading update !!!!! it's sheer madness by the City scribblers again.

"TOO CHEAP" and a brilliant "buying" opportunity at 240p in my opinion and don't forget the good dividends as well !!!

UKNEONBOY
:-)

[nil pd] 07/9/2006 10:55

Sorry to see this profit warning. I hope people not lost too much. I was out on 15 August due to little movement since my purchase - but unfortunately just before that 'Buy Note' that sent the share price to above 290!

[john hampton] 07/9/2006 10:12

Looks like strong support at 240p looking back at charts over past years. Only thing is will it hold with this bearish news? The worry is if it does break, there is a long way to next support level. Tempting but I might wait a few more weeks for clarification.

[binladin] 07/9/2006 09:41

should go down to 200p

[seagreen] 07/9/2006 09:35

impetuous should have waited till 2.40

[seagreen] 07/9/2006 08:15

bouncing of three year suport lines circa £2,40/£2.45 looks great bounce trade gone long

[ykwan] 07/9/2006 08:14

long maybe downside to 240P.

[quidzinn] 07/9/2006 07:40

Bought 10k @244p - looking for the bounce.

Q

[grahamite2] 24/8/2006 13:29

Overwhelming strength on the buy side is stopping me going short.

Odd, as today's figures show a 7% decline in US motor vehicle orders, the largest in 2 years.

[josephmsmith] 18/8/2006 06:51

Shares in Tomkins have been upgraded to overweight from equal-weight by Morgan Stanley, which has also raised the price target to 320p from 300p on the back of the engineer's attractive risk/reward balance.

In a research note to investors published this morning, the US-owned broker said its analysis of a number of Tomkins' divisional operating drivers and a top-down examination of the end markets indicates upside potential from two directions.

It said that, firstly, Tomkins' operational outlook is set to improve for the next 12 months, with EPS growth set to accelerate according to the broker's estimates.

Secondly, the broker thinks the market's fears over Tomkins' exposure to the US residential market are overdone.

[nil pd] 09/8/2006 15:24

In this morning at a touch under 274. I see a return to 300 coming up.

[drunker50] 04/8/2006 10:33

Nice to see the mgnt dipping into there own pockets to buy some shares :~}.

[nil pd] 03/8/2006 18:54

I almost bought this a.m. based on the "two buy recs" post (but I couldn't find them) - also with a view to the share price history and the interims yesterday. Wish I had bought though. It looks oversold IMO, so may take a little dippy tomorrow.

Any views much appreciated.