Travis Perkins Share Discussion Threads

[mickconn11] 13/12/2002 11:50

The Daily Express reported the overhang of stock.

[indalo] 13/12/2002 08:48

PJ, you seem to start a lot of these threads but never name your sources.

I askes the other day WHICH broker downgraded SHB..no reply!

I was short anyway, but we don't need unattributed comments like this.

WHICH PAPERS?

[patricjohnson] 13/12/2002 08:28

Travis Perkins - Newspapers reports about large overhang of stocks

[mickconn11] 12/12/2002 16:21

Did'nt get much support at 1000p.

Looks like next stop 900p.

[toffeeman] 11/12/2002 11:52

Closed today for 76 points

[smoketrader] 06/12/2002 21:06

Down... down... down... down... anyone else still short?

[smoketrader] 22/11/2002 13:46

Some seriously frightening trades going through today as well

[thedickster] 19/11/2002 15:21

Asbestos allegedly, wos have a similar problemo, allegedly

[toffeeman] 19/11/2002 13:55

Looks like someone else just dumped £30m quids worth

[thedickster] 15/11/2002 10:43

Short from Monday, McKay dumped £1 million quids worth.......

Timberrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr

;-)

[hjb] 02/10/2002 15:09

Market likes the acquisition of Commercial Ceiling Factors announced today. I think they have paid a bit too much, and it now means their intangible assets are on a par with their tangible assets, but on balance I like the new direction this takes them in. Is this TPK's new growth market? If it is I wouldn't want to be a SHI shareholder.

[toffeeman] 05/9/2002 12:41

Yup - wish I'd shorted at 1050 - but it could re-test again - results on Monday.

[mickconn11] 05/9/2002 12:03

Returned to neckline on H&S and now on the way back down again.

[toffeeman] 23/8/2002 13:21

Technical Indicators still strong - 11k roll over today. Methinks it could go up before it decides whether or not to reach the H&S target

[mickconn11] 19/7/2002 14:58

Head & shoulders. Sliding again today.

Any comments please.

[banovallum] 19/3/2002 20:38

More to go for---seems a better bet than WOS which has been overhyped recently.TPK up 50p a share today

[nigel123] 18/3/2002 18:03

good figs for the year, continued expansion,price still going strong, expecting price to fall off after june/july staff share scheme offer around october,any views?

[nelson] 12/3/2002 09:25

Rated a buy in Times this morning. Still only have 13% of the market, which is still highly fragmented, so company see strategy of small scale fill in acquisition as having a couple of good years left in it.

Shorters need to find an alternative, imho.

Nelson

[billywhe] 26/2/2002 19:56

Ive just bought in (which is probably the kiss of death). They have been and continue to buy up lots of smaller builders merchants all over the country and it appears that their share price goes from strength to strength. An article in last sundays times says that thet are one of britains unloved shares, but who knows, this could spark some interest.

[hjb] 13/2/2002 13:52

Just thought I would return to the topic of Builders Merchants and the related sectors.

Well the share price of these stocks have moved ever upwards since I thought they would be a good short. Doh!
The trading statements put out by Travis, Wolseley, SIG and others seem to indicate that all is wonderful.

However, in my experience (and that of many people I talk to) it would seem that trade has almost ground to a halt. I was just wondering if any of you with experience of this sector have any similar feedback?

[tradesman] 30/11/2001 13:28

Yep Im in DIY mode with a little due in january.

Off to the hospital.....detail later