Travis Perkins Share Discussion Threads

[chadders] 08/6/2016 08:44

All divisions going gang busters I hear. DYOR though.

[philo124] 24/5/2016 18:25

So much for waiting for sub 1750p.

[lenzcrafter] 24/5/2016 16:14

Up up and away!!

[thomasthetank1] 03/5/2016 12:05

Read AlphaValue's note on TRAVIS PERKINS PLC (TPK), out this morning, by visiting hxxps://www.research-tree.com/company/GB0007739609
"Travis Perkins released its trading update for Q1 16, slightly below our estimates and ahead of market consensus. The lfl revenue was up 4.2% (vs Q4: +1.4%, Q3: +2.6%, H1 15: +5.7%) on the back on better RMI activity; new space addition further propelled total revenue growth to +5% (+6.2% on a comparable days basis) vs our estimate of 6.9%.
- General Merchanting: Lfl revenue was up 4.7% on the back of growth in the Benchmarx business, heavyside categories and timber (further supported by investment in new range centres).
- Contracts: Lfl growth moderated to +2.1% due to strong comparators in Q1 15 (+15.1%; although a better performance qoq, Q4 15: -1.9%). The conversion of 13 Keyline branches to the Travis Perkins brand in January eroded segment revenue by 2.2% ..."

[thomasthetank1] 19/4/2016 12:29

Read AlphaValue's note on TRAVIS PERKINS, out this morning, by visiting hxxps://www.research-tree.com/company/GB0007739609
"Travis Perkins (TP) released FY15 results slightly lower than our expectations, with revenue up 3.8% on a lfl basis and 6.5% on a reported basis (vs our estimate of +7.2%) to £5,942m and adjusted EBITA of £412.6m (7.6% growth yoy vs 8% guidance). The lfl growth rate moderated to 1.4% in Q4 after 2.6% in Q3 and 5.7% clocked in H1 due to the weakness in the RMI market in the second half. However, the market has seen an uptick in demand during January and February, which management sees as sustainable and instrumental for the 2-3% growth in 2016 ..."

[maximus19] 18/4/2016 05:35

Company in trouble....news from the inside....be carful after the next push up...

[philo124] 03/3/2016 13:20

Good buy , would like to buy in next big sell off.

[roddiemac2] 11/2/2016 18:17

9degrees,

yes possibly good value , if we look at it in isolation. Unfortunately money is coming off the table across all markets. This means that where there is good profit to take , as there is here , it is being taken. Markets could fall much further , in which case there will be more profit taking here .I am watching and waiting. We cannot fight the market.

[9degrees] 08/2/2016 20:01

Lowest since mid 2014 must be good value at this level . consider all the repair work that will be needed after all this winters flooding storms etc etc not to mention house building and improvements> they now offer such a large range through their acquisitions over the last few years

[sleepy] 01/1/2016 03:14

Interesting announcement of Chairman trousering half a million after markets closed on New Years Eve

[tp6] 11/12/2015 18:51

Preffered supplier to Cumbria Council for some key materials, may benefit from flood rebuilding works up there.http://www.cumbria.gov.uk/roads-transport/hfsc.asp

[19bells] 01/12/2015 09:19

With a housing sector improvement this is starting to get the right attention

[19bells] 25/11/2015 23:44

So the housing sector got a nice bounce today. I wonder if the building merchants that supply materials will encounter some of the cash the building industry will receive

[roofer2] 30/9/2015 16:50

TPK, How does a company (wicks) hope to motivate its staff when paying less than £6,52p an hour on 16hrs a week contracts, Aldi who have massive growth paying £8,20 inc bonus,Aldi pay hits a new high - The Grocer
m.thegrocer.co.uk › 105032.article , morrisons also increasing floor staff wages. It's just wrong, it don't sit good with me.

R2

[roddiemac2] 07/8/2015 21:06

lenzcrafter,

I see nothing worrying . It is a strong story. it is not unusual to see profit taking on reasonably good results . everyone has to sell sometime . I never worry about what others do.

[square1] 07/8/2015 10:15

tiger- it probably relates to VAT and is already accounted for.

[tiger20] 07/8/2015 09:51

I sold out on the results because of this paragraph in ccounts

It is possible that later in the year the Group will have to pay
approximately GBP50m in corporation tax to H M Revenue and Customs in
respect of an uncertain tax position outlined in the 2014 annual report.
This uncertain tax position is included in the tax liabilities of
GBP89.8m.


I was amazed at the phrase uncertain tax position.

Spooky

[lenzcrafter] 06/8/2015 09:21

This is a worrying drop.

[discodave4] 05/8/2015 20:03

RS(ShareCast News) - Citigroup downgraded Travis Perkins to 'neutral' from 'buy' but raised its price target to 2,300p from 2,190p.The bank said the downgrade was a valuation call, as the shares have enjoyed a strong bounce since the start of the year and now reside on a relatively full multiple.GLDD

[cockneyrebel] 05/8/2015 17:41

Not anything like as cheap as TPT where the PE is a lot lower and the earnings growth running @ 30% p.a. compound - that's where I moved my TPK money to after the results.

Was expecting far more from TPK as the market was I suspect.

All just my opinion.

CR

[rsharman] 05/8/2015 17:37

Any thoughts on why price is falling back so much

[lenzcrafter] 04/8/2015 13:12

The sky's the limit! Shame about the drop today though

[scottishfield] 31/7/2015 10:36

Yes cheers CR indeed.

[cockneyrebel] 31/7/2015 10:07

Housing and building sector booming.

Commodity costs plummeting.

Bodes well for TPK and the rest of the builder supply sector imo.

TPK results on Tues will be interesting imo.

All imo

CR