Travis Perkins Share Discussion Threads

[sleepy] 03/6/2013 09:57

It's a savings/share option scheme open to all employees
Will only cost £96m if there's a huge increase in share price. No cost, other than scheme expenses, if shares perform poorly

[huttonr] 03/6/2013 08:23

Today's RNS re an extra 6,000,000 shares for staff bonuses etc seems a bit high - I haven't traced thru' the various schemes to see if it ties up but 6M shares equates to £96M at £16 per share???

[ryandj2222] 22/5/2013 16:48

Looking good here!

[tiger20] 22/5/2013 16:44

Bought shares this morning well pleased with days share price increase-will it keep going into June now above £16 I estimate £25 to £30 in 18 months time.

In the last few years due to recession there has been staff cuts and dilligent stock control so any up lift in sales goes to the bottom line.

We shall see.!

[tiger20] 22/5/2013 08:34

TPK Share Price increasing-one to watch before June FTSE 100 shuffle

[ryandj2222] 20/5/2013 16:29

Tiger... I just came on here to post almost the same, it currently is ranking about 93 out of the UK shares so ought to go into the 100 next month.

[tiger20] 19/5/2013 11:50

Travis Perkins recent results last week (which I thought werent to good) saw an increase in their share price,and there is no doubt as building improve they will go up.

The next quarterly review of the FTSE in June could have TPK has a contender this would certainly boost the share price,TPK missed out in March I think to Easyjet and look what happened to their shareprice.

Just a thought

[soundbuy] 16/5/2013 15:47

MSCI Standard Europe reshuffle

PSN and TPK may interest

days to cover (FT AV)

21 for Travis

20 for Persimmon

[cisk] 16/5/2013 12:34

TPK, like Headlam (HEAD), is a conservatively-managed, financially sound company who use recessions and bad times to expand when prices are cheap, and make a land grab for market share when it's cheap to do so.

Both companies are sensitive to consumer spending (and weather - less so for HEAD), so I'm not that surprised that TPK went up this am, given comments about later in the year.

I suspect that any meaningful, prolonged upturn in consumer spending will yield significant results for either of these stocks. Both have performed (relatively) well in the depths of recession so I hope they perform even better when growth returns.

[ryandj2222] 16/5/2013 08:46

I am confused why the price went up, but I suppose the outlook was positive into the rest of the year. Going to continue to hold for a bit!

[tiger20] 16/5/2013 08:15

TPK share price up on a dismal comments regarding cold weather and challenging tough construction -sold at a reasonable profit.

will buy back later in year

[lucky_punter] 15/5/2013 14:03

Help to buy, or charter to sell? Brokers split on govt aid for the housing market

There are two diametrically opposed views on the potential impact of the government's help to buy initiative for the housing market, prompting both upgrades and downgrades of stocks affected.

Jefferies pegs back its recommendations for Howden (LON:HWDN) and Travis Perkins (LON:TPK) to 'underperform' from 'hold' and continues to rate Wolseley (LON:WOS) 'underperform'.

[tiger20] 26/4/2013 16:23

Look to the future T.P very well managed company once sales increase has housebuilders build more profits at TP will jump.

No doubt they have cut staff numbers over the last few years as well as a few astute take overs I am confident this will be a winning stock.buying on the dips.

They also have a large Plumbing Distribution arm which proved profitable in the past-also TP they are aggressive on pricing and stock redemptions with their suppliers-if it dont turnover in the required timeframe the supplier is asked to take it back.

[m.t.glass] 27/3/2013 08:17

What Travis Perkins (TPK) don't want - after a year in which non-stop rain reduced building site and outdoor DIY activity - is an extended winter that eats into what should be Spring activity. But that's exactly what we have at the moment.

With the share price having gone from 1100 to 1200, 1300 and 1400p in this first 3 months of 2013, there will presumably be a few investors banking profits ahead of the tax year end next week.

Fellow DIY materials supplier B&Q this week announced a plan to cut back floor space and close stores after a drastic drop in sales.

The building materials group Wolsely (WOS) has reported a 20% fall in half year profits to £199m, with strong growth in the US outweighed by problems in Europe and the UK. These conditions have persisted into the third quarter, and analysts reckoned the difficulties probably dampened hopes of a special dividend payout. It has already cut 990 jobs across Europe since August and has announced a restructuring of its French business Reseau Pro which involves the closure of 24 loss making branches and the disposal of 88 others.

[tiger20] 22/3/2013 15:45

TPK have over 600 Builders Merchants Branches dotted around the U.K as well as owning Wickes a well run company profit motivated and increase in business will drop through to the bottom line.

All we need is an increase in Building & Infrastructure and shares should top £20 inside twelve months

[skinny] 22/3/2013 15:33

New highs today @1,461p

[tiger20] 20/3/2013 14:03

Should do well over the next twelve months with House builders benefiting from the budget new build to increase

Then 2015 infrastructure increase in spending perfect for this share to increase

[cisk] 13/2/2013 22:05

Jeffian, don't worry we'll see £20 before you know it. A quality well-run company which consolidates when it can. A suree-fire hold - or buy on the way to £20.

[jeffian] 13/2/2013 15:40

Onwards and upwards. Another new high (well, for a few years, anyway. I remember when these were over £20!)

[melodrama] 12/12/2012 16:24

MM, not received well then, doesn't help with Dirs dumping shares right left and centre

[northernlass] 12/10/2012 19:57

TRAVIS PERKINS DIPS A BIT

Builders' merchant Travis Perkins (TPK.L) has had a good year so far, but its share price turned tail and fell 32 pence (3%) to 1,103 pence on the day it released a Q3 interim statement that told us trading was in line with expectations.

Perhaps, after a 30% gain on the year so far, the punters were expecting more. Or it might be disappointment that financial director Paul Hampden Smith is to stand down after 17 years in the job, also announced today.

See the complete article here:


P.S.
Here's some links about SCLP, one of the hottest stocks at the moment:

[wad collector] 11/10/2012 17:35

The brokers are largely with you here;

2012 2013
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Panmure Gordon
10-10-12 BUY 311.00 95.00 25.00 320.00 97.80 30.00
ING Financial Markets [R]
09-10-12 HOLD 95.38 31.79 105.70 35.22
Davy Stockbrokers
08-10-12 None 93.50 24.00 98.50 28.00
Peel Hunt
08-10-12 HOLD 309.97 96.95 25.00 363.63 112.23 32.00
Goodbody Stockbrokers
08-10-12 BUY 93.17 24.00 105.29 30.00
Shore Capital
05-10-12 BUY 310.10 94.40 24.00 344.60 107.00 27.00
Numis Securities Ltd
03-10-12 HOLD


When it comes down to it , it is ultimately all a gamble , in the absence of insider info.
A Eurocrash may be priced in to the market but I am not so sure .If there is one thing I hate more than watching something I have sold drift up further , it is watching something I didn't sell drifting down .

[jeffian] 11/10/2012 16:36

Well done. I agree with you about market stability. I've been holding a substantial element of cash for a while now in anticipation of a Eurozone-inspired wobble. It's hurt me in the short term as most of the things I'd earmarked have gone up substantially, but I'm sticking to my guns as I don't see how the Euro thing will pan out without a lot of pain along the way, whether the Southern states secede or they all soldier on indefinitely in the current Living Death.

[wad collector] 11/10/2012 16:17

I don't have a big holding and I am concerned about market stability - temporarily (I hope )turning a few of my holdings to cash.I agree safe in the long run.
I'm out at 1135 with a tidy profit.

[jeffian] 11/10/2012 14:09

I'm surprised you're so keen to exit these, wc. Currently on a PER around 11x, have traded well though the bottom of the building cycle and look poised to reap the rewards of any improvement in the depressed construction market. They've achieved continued expansion in difficult times by taking market share and they're also able to grow by bolt-on acquisitions. I can understand that there might no be much to tempt traders here but for investors, on fundamentals, they look a pretty solid hold to me. (Mind you, I didn't sell'em when they were over £20!)