Travis Perkins Share Discussion Threads

[its the oxman] 16/10/2008 08:31

sold out today, shame but set to tank now - where it stops who knows

[hyper al] 16/10/2008 07:03

This is a good indicator of what is about to hit the UK economy.

The general public are still blind.

At least TPK are attempting to get things in order before the recession hits.

[topdealer2] 15/10/2008 19:34

INTERESTING.....................


RNS TOMORROW MORNING FROM TOPPS TILES STATING THE CEO HAS BEEN KICKED OUT. OTHER SENIOR MANAGERS OUSTED TOO. INTERESTING FOR ANYONE INVOLVED WITH TILEGIANT.

[s34icknote] 10/10/2008 22:16

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

[its the oxman] 09/10/2008 08:50

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 19:07

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

[s34icknote] 02/10/2008 14:22

agree people staying put doing extensions etc rather than move.

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

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 07:51

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 19:15

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 17:19

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 17:17

CLOSE TO ALL TIME LOW AGAIN.

[its the oxman] 29/9/2008 09:47

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 11:11

Morning All

when are the next results due?

[jeffian] 11/8/2008 09:06

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 21:02

reckon , l,ll get me target soon!

[the white house] 06/8/2008 12:38

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 20:15

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 11:14

Market dead now visit any branch :)