Travis Perkins Share Discussion Threads

[zaza] 05/12/2024 14:48

New government?

[its the oxman] 05/12/2024 13:01

Seems well into value territory, but what is going to turn the trend. Any ideas out there?

[zaza] 24/10/2024 16:31

Next year? We're probably in one now since Reeves & Starmer started talking the country down.

[ricardo montalban] 24/10/2024 15:00

That aged well, this will tank further along with all construction related stuff once U.K. recession gets going next year.

[bigbigdave] 13/9/2024 06:26

RBC RAISES TRAVIS PERKINS PRICE TARGET TO 1150 (950) PENCE - 'OUTPERFORM'

[livewireplus] 20/8/2024 06:33

Peel Hunt has upgraded Travis Perkinsto 'add' and increased the target price from 840p to 980p.

[roguetraderuk] 06/8/2024 07:48

they cut guidance. but on the bright side they could always be sig who are even more badly run

[netcurtains] 06/8/2024 07:29

Weird this is still down while builders are up...
It really should rise with the rest of the building trade....

I guess the market is looking at results rather than the future

Touchwood

[netcurtains] 06/8/2024 06:50

FTSE Futures up this morning so should be interesting day.

[netcurtains] 24/7/2024 07:22

blackrock has been increasing its position. It now has 5%

[netcurtains] 22/7/2024 15:31

It certainly is....

[s34icknote] 22/7/2024 15:28

Card about to break nett Seller out Also zoo about to break This one going steady for you

[netcurtains] 22/7/2024 07:08

That sounds about right

[bigbigdave] 22/7/2024 06:17

JPMORGAN RAISES TRAVIS PERKINS TO 'OVERWEIGHT' (UW) - PRICE TARGET 1100 (610) PENCE

[netcurtains] 19/7/2024 09:27

Barrett Dev up this morning...
So possibly a good day for builders and builders merchants....
I bought some more TPK on the down beat...
Touchwood this is a good day to do it but
I never get that right....

[s34icknote] 12/7/2024 13:35

Different views , and quite interesting as we both like value . I have found a lot of value stocks stagnate . Tp have been up to 23.00And down to 220 p in financial crash . They off loaded wickes which was a shame .Interesting times

[netcurtains] 12/7/2024 06:39

Good luck s34icknote: but I would say PFD has growth factored into price.
TPK is miles below its historic highs.
With the new team, we might be near the bottom .

Also with the new team, and Labour promising to spend a fortune on building houses,
"a rising tide raises all ships".

PFD have timed US expansion badly. With the falling dollar
PFD will have to earn more in the the USA only to get less back on the conversion.

Travis is the one.. Touchwood (as with all investments there is always luck)

[s34icknote] 12/7/2024 05:55

Travis Perkins has done well with toolstation ,Benchmarx kitchens has failed to make a impact on Howdens . They have closed the woking and camberley stores . Travis Perkins branches are over priced for the small builder . So only use them for convenience . CCF has done well for them . I just can't see the growth here . PFD sales running at 17 percent higher Growth in USA for mr Kipling could be huge !Good acquisitions . Pe 12 . Eps growing . Debt reducing faster as we go with no pension contributions now . Reasonable safe hold with growth . More acquisitions as debt reduces .

[sspurt] 11/7/2024 11:38

Really like the look of these two appointments - more optimistic the potential here will be realised as a result.

[netcurtains] 11/7/2024 06:18

Hi Sicknote - you always pop in when one of my shares does well....
PFD - The problem with premier foods is its merket cap is bigger than its turnover.

My nan would say: "PFDs eyes are bigger than its belly".

How about you trying travis perkins? Its a company that is directly linked to builders and Labour have promised us four years (at least) of mega house building - nothing the like of which has been seen since the new towns were built in the 1960s.

[s34icknote] 11/7/2024 06:12

Try PFD and me nett Better growth

[netcurtains] 10/7/2024 09:00

the share does seem to want to go up

[netcurtains] 10/7/2024 08:08

Market seems to like something...

[netcurtains] 10/7/2024 07:11

Travis Perkins names new CEO