Travis Perkins Share Discussion Threads

[ddav] 22/5/2008 07:47

Not looking good!

[bench2] 21/5/2008 08:28

Sorry debt at 31.12.07 was £941m ........8%+ stock on loan so is probably being shorted. Like Johnston Press super company but needs to issue equity.

[bench2] 21/5/2008 08:19

882p back to March 2003 lows, if bal sheet were better I would be buying but has £800m debt so after big acqusitions in last 3 years I think I will wait.

[weemonkey] 20/5/2008 10:20

blimey these are cheap.

sentiment or fundementals

I think I will wait for the next set of results to find out

[yorgi] 14/5/2008 11:18

I am......but not sure i could make much difference. Have bought and sold at loss.....as i needed cash for something else but i am given consideration to buying a few with a medium to long term view.....it looks very cheap but how bad is the building industry, that the question

[lgwht] 14/5/2008 11:01

Seems no-one is interested in TPK any more...

[grach] 25/2/2008 09:25

Just heard straight from the horses mouth as such, TP are outperforming the market. Geoff Cooper did a management presentation recently and trading throughout the company is robust with most branches performing ahead of last year. Commented that whilst TP have come off on the back of the market in general and the major housebuilders in particular, very little of their profit is in fact generated from these nationals. They have their own accounts with the brick, cement companies ect and in some cases get a better deal than TP. Travis profit is generated from the many small to medium sized companies, most of whom are still seeing overflowing orderbooks. This has been relayed to me by a branch manager and as such is only heresay, allbeit reliable. DYOR ect.

[henryatkin] 08/2/2008 16:34

I'm not a holder but had a delivery from the Maidstone depot today. In my former business I always found that talking to the drivers gave me a lot of insight into a company.....Well todays driver said that he was as busy as ever and hadn't noticed any downturn in his workload or number of drivers employed. He also said that the Aylsford depot which is a very large acreage is to be reduced by about half with the other half being sold off for industrial development. He knew the companies shares had dropped through the floor but didn't understand why when from his view things looked OK.

[kiltrock] 21/1/2008 16:42

any other buyers of this stock out there? this is old world buy and sell stock Decided to buy some,the numbers seem fine; the only downside is the bear market coming our way. by the way buying for the long term (min 2 years)

[grach] 14/1/2008 12:12

Aside from having traded cfd's for the past 3 years, I also own a building company. Over the past week I've had a couple of very interesting chats with managers of a two TP branches we use. Both catergorically stated turnover and profit were ahead of target and that rather than looking to trim staff, they were actually recruiting. It seems that TP are gaining market share and are actively looking to use their vast landbank to create 'TP worlds' single sites that include TP, Wickes, city plumbing and possibly an electrical company that they may be on the aquisition trail of. They are also having a conference in the next month when the share price is one of the topics on the agenda. Last year the question was asked about the possibility of them being taken over, but the Chairman stated with the share price + 2000, the premium on top of this may prove a stumbling block, that would seem to have been removed. Also mentioned to me a Wickes store that was virtually non profitable had been sold to Sainsburys for £ 5M. All this is hearsay and you should DYOR, but thought I would share this information.

[tlee05] 19/12/2007 13:25

LGW did you jump in?

[tlee05] 19/12/2007 12:16

support @ 1186 hit this mark 3 times now.

[tlee05] 19/12/2007 11:15

Just the current trend you can see last time I nearly called it spot on but the bounce came earlier than I expected last time :( Lol I've not lost my marbles yet!

We are sitting on a support line so as long as we don't go under than it should be all A okay at the moment its looking positive.

[lgw] 19/12/2007 11:10

Tlee05 followed you from the Cfm board( still hold) I thought you had bought TRK with a £12.60 target and thought you had gone off your head.
But as I am here why TPK?

[tlee05] 19/12/2007 11:09

Target 1243-1276

[tlee05] 05/12/2007 12:18

Please dont bounce yet. Waiting for the 1210 target! 100p can be made from that point.

[pitwits] 16/11/2007 11:44

To give more detail I was told hostile, but yes jeffian, you're right ... also I'm just not seeing the volume or break from the downtrend that I'd expect in that situation and i heard 48 hrs ago so probably not credible in this case. Keep half an eye on it.

[jeffian] 16/11/2007 11:31

Director share purchase just announced, so can't be any bid discussions going on, PitWits.

[pitwits] 16/11/2007 01:33

Hello yorgi. A rumour that there may be a bid for these... waiting for some volume spikes and break up from down trend as confirmation before entering though.

[yorgi] 12/11/2007 12:00

Surely this has been oversold ?

[mickconn11] 29/6/2007 14:40

HSBC on the ramp today.