Travis Perkins Share Discussion Threads

[lenzcrafter] 16/7/2015 07:57

Does anyone have access to alliance news? If so can they elaborate on the last two news articles.

[roddiemac2] 29/5/2015 14:34

Some sign that the new government recognise the medium to long term implications of the housing crisis.They are making the right noises.

This is what I said elsewhere:---


9:42 11/05/2015 affordable homes
Hitherto, there is no evidence that our elected representatives give a flying f--k about the lack of affordable homes . In a sensible society, the housing problem would have taken greater precedence in the election campaign. Will the new government recognise the magnitude of the problem , do the necessary , and stop playing around with stupid help to buy schemes ?

Hopefully the housing problem will now come to the fore----- There should be no scope for ever increasing prices . Govt should free up the planning system , and force builders not to sit on large land banks . They should also abandon" right to buy "schemes and" help to buy"schemes. and aim at promoting larger numbers of truly affordable houses being built quickly. Builders should then benefit from economies of scale . High house prices mean fewer and fewer " owners " have any disposable income ; a consumer society depends to some extent on disposable income . Having most of the wealth in the country tied up in property is not productive.

Builders and builders` merchants should do well if government starts to take the problem seriously.

[tiger20] 28/5/2015 12:36

Supposed to be a meeting due today - heard nothing as yet,although share price has been strengthening of late.

[tiger20] 23/4/2015 13:21

Berrenburg says TPK on track to meet target

[lenzcrafter] 22/4/2015 15:54

This has to be a break out into new territory.

[corlis] 12/4/2015 18:30

No reason this will not keep rising.

[roddiemac2] 23/2/2015 09:27

Good results from Bovis this morning augers well for TPK.

[lenzcrafter] 19/2/2015 09:52

No stopping tracks now. Roll on the results!!

[roddiemac2] 06/2/2015 10:11

Final results will be---3/3/2015

[roddiemac2] 05/2/2015 14:46

Whether sooner or later, more houses need to be built .There is little scope for serious house price increases from here . The price of a house is simply far too high in most of the UK. The market has been rigged for years .

I expect more pressure from government to compel councils to free up land for development. This has already happened where I live .Builders have done well in the last year, and they should continue to do so. If builders were required to build homes in greater numbers they should benefit from economies of scale, and the price of a house should fall to a more affordable level, creating a virtuous cycle.

just about everyone sees their house as an investment as well as a home. Home ownership , for most, is a myth, since it is effectively the mortgage provider that owns the house.

Government should abandon their silly help to buy schemes, and concentrate on ensuring a plentiful supply of truly affordable housing.

[lenzcrafter] 22/1/2015 08:41

Breaking out of its range.

[roddiemac2] 20/1/2015 15:57

He seems to pop up a lot, knocking stocks in a vague way: no substance.

Housebuilders that did well in 2014 included Persimmon, Barratt, and Taylor Wimpey: Bovis less well. I note that UBS, Panmure and Goldman Sachs all have a buy rating on Bovis. There is no reason to believe TPK can`t do well from here . They should see steady growth.

[jeffian] 20/1/2015 10:32

I wonder if he went short?

[roddiemac2] 19/1/2015 21:22

ONJohn,

The statistics you quote are meaningless in terms of TPK`s prospects.

[jeffcranbounre] 19/1/2015 19:21

Travis Perkins is featured in today's ADVFN podcast.

To listen to the podcast click here>



In today's podcast:

- Technical Analyst Nicola Duke will be discussing Castleton, Skypharma, Fusionex, Vedanta, Morrisons. Nicola on Twitter is @NicTrades

- And the micro and macro news including:

Morrisons #MRW
Castleton #CTP
Skyepharma #SKP
Fusionex #FXI
Vedanta #VED
Morrisons #MRW
Kier Group #KIE
Greene King #GNK
Centrica #CNA
IQE #IQE
Balfour Beatty #BBY
Lloyds #LLOY
Kibo Mining #KIBO
Sprue Aegis #SPRP
WANdisco #WAND
Thorntons #THT
Evraz #EVR
Ferrexpo #FXPO
Travis Perkins #TPK
Daily Mail and General Trust #DMGT
BT Group #BT.A
SOCO International #SIA

 

Setting up an account on ADVFN is FREE!!! Just register above.

 

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

Setting up an account on ADVFN is FREE!!!

Just register above.

But as a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[roddiemac2] 16/1/2015 22:27

OnJohn,

The investment case here is that, whatever government is in power after the elections, more houses will have to be built, and in large numbers. Add to this the huge number of houses that need modernising for a variety of reasons, not least energy efficiency. Someone has to supply the materials ; TPK look good to do that.

There is a massive amount of development pending in the area I live in.

[onjohn] 14/1/2015 00:50

Construction growth rates continue to soften as election approaches

January 5, 2015/in BLOG, House Builders & Developers /by Simon Broadbent
Construction output continued to grow in the final month of 2014 but at its most modest rate for 17 months. The approach of the coming general election in May was cited by some respondents as impacting on business confidence.

The seasonally adjusted Markit/CIPS UK Construction Purchasing Managers’ Index (PMI) registered a score of 57.6 in December 2014. Anything above 50 represents growth, but the construction PMI was in the 60s for most of 2014. It was 64.2 in September before the growth rate began to slow. In November 2014 it was 59.4.

[lenzcrafter] 05/12/2014 12:36

Sailing away quite nicely!! Is this the Santa run already???

[lenzcrafter] 25/11/2014 14:40

Chart is now looking lovely, I must agree!

[jazza] 25/11/2014 13:06

No but the chart looks good.