Travis Perkins Share Discussion Threads

[s34icknote] 10/10/2008 23:16

market down another 1000 pts. tpk till trading between 5-6 pound.
Think we bottomed.

[its the oxman] 09/10/2008 09:50

very early days but clearly a big winner if we get shallow recession as opposed to a depression - 2 or 3 people in my steet are looking to extend now rather than move so business is still out there, just got to get through the downturn.

[s34icknote] 05/10/2008 20:07

ive filled my isa and sipp up 100% with these!
Will rally when interest rates are cut!
I Hope!

[s34icknote] 02/10/2008 15:22

agree people staying put doing extensions etc rather than move.

[the white house] 02/10/2008 11:22

back in yesterday @530p, interest rates coming down fast soon, extensions going up all over the place near me, 5 houses in my road for sale for 2 months 2 sale agreed this week, huge pent up demand from a years worth of buyers sitting on sidelines, sun shining 18 days of last 19, never see below a Lady Godiva again, full steam ahead.....happy days

[its the oxman] 02/10/2008 08:51

adda - agree debt is something to watch but luckily they did agree a new 1bn 5yr debt facility in April this year - so hopefully covered for a while yet.

[s34icknote] 01/10/2008 20:15

Funny, They just opened a Bencharx and a new store near me. They must be really concerned on the rent payments! Lending down 70%.

[adda] 29/9/2008 18:19

probably wont be able to service its debt much longer let alone pay a divi. Stores are v quiet, mortgage lending down 95%

[s34icknote] 29/9/2008 18:17

CLOSE TO ALL TIME LOW AGAIN.

[its the oxman] 29/9/2008 10:47

probably wrong but bought a few c.550p - and surely approaching real bargain territory near 500p, big yield as well. that said everything keeps tanking at present but tpk should emerge a long term winner i think when dust eventually settles. fingers crossed anyway.

[maximillian1] 12/9/2008 12:11

Morning All

when are the next results due?

[jeffian] 11/8/2008 10:06

There is logic for those who treat investment as a long-term activity. The strength of a tiny number of sectors (oil, mining, commodities) has disguised the fact that the share prices of whole swathes of real-economy companies have been decimated, good and bad alike. At some point in the foreseeable future, this period will be seen as a great buying opportunity. Maybe TPK is one of those opportunities.

Regards, Ian

[s34icknote] 08/8/2008 22:02

reckon , l,ll get me target soon!

[the white house] 06/8/2008 13:38

local store used to take £10k a week now down to £7k...

Share price was £21 now down to £7...

mortgage rates at Nationwide down 3 times in a month, commodities soft & hard all down so base rate cutting now sooner, rumours of stamp duty amnesty, money still being spent on extensions etc

oversold

[s34icknote] 05/8/2008 21:15

Well back to £7.00. Having bought at 780 and then at 580 i,m in profit.
Looking at cashflow we could reduce borrowings quickly especially if new store openings grind to a halt.

Worse case senario 100 p EPS forecast at mo 133p. £10 a reasonable shre price £8.00 in a depressed market.????

Who knows. I,m going to forecast 860p a 100% gain from their low.

Just wish i bought more at 430 ish!

Any one else tracking this one. Its a quiet board.

Sicknote

[zimzoot] 22/7/2008 12:14

Market dead now visit any branch :)

[lordwilson] 20/7/2008 23:18

the whole question is whether the share price as with all others in this sector has adequately took into consideration the next twelve to eighteen months of downturn . And the upcoming bad debts that TP and the like will accrue from builders going under .

[zimzoot] 11/7/2008 14:11

Panmure Gordon SELL Reiteration

[m.t.glass] 10/7/2008 06:58

From the looks of that, they appear to see it as TPK buying GFT- in the event that anything happened at all

Or - given the timing - it may be that the rumour was floated to help mask today's scheduled Trading Statement from GFTU - and that the rumour will be denied a week later