Travis Perkins Share Discussion Threads

[suetballs] 28/2/2018 09:07

Phew - down 7% today on results. Somewhat lucky to have got out.
Suet

[suetballs] 17/2/2018 11:35

Sold out yesterday - can't see any upside in the short term.
Suet

[macmuck] 10/1/2018 14:20

WEll I bought a couple of grand's worth of stuff off them in October and the prices and service at my local were first class!
Machine hire was ridiculously cheap. £20 for a cement mixer for a week! They loaded it too! So they look like a company that has value on all their customers and that makes you want to go back!
Do not ask me about financials though!

[suetballs] 15/10/2017 07:53

Trading announcement next Thursday.
Suet

[sandeep67] 13/9/2017 18:11

director share sales. Not massive amount but aim sure Mar a Market will see this as a negative

[blusteradjuster] 13/9/2017 14:59

Exhausted UK consumer not spending at TPK branches perhaps?

[rsharman] 13/9/2017 13:01

Anybody know what's caused this big fall today

[blusteradjuster] 13/9/2017 11:14

Breaking lower perhaps.

[its the oxman] 31/8/2017 10:53

Just ordered 3 dumpy bags of gravel and 30 slabs. That's got to get the price moving.

[sleepy] 09/5/2017 15:55

Negative BOA Merrill note out this morning?

[spoole5] 09/5/2017 14:32

Anyone know why these are down sharply today? Can't find any news.

[spoole5] 13/4/2017 11:05

Ex divi today

[spoole5] 03/3/2017 15:54

Fall overdone. They were painting a worst case scenario for 2017 yesterday. Responsible management. Quality company. Great cash generation.

[jeffian] 03/3/2017 15:36

And now the CFO has bought 30000 for £429k. Follow the money?

[spoole5] 02/3/2017 18:02

yep, a lot of today's stuff was in the october statement. They really won't have to do too much to outperform expectations after that forward guidance! Although good to hear management telling it like it is or could be, no bs! Nice 70m reduction in debt as well.

[jeffian] 02/3/2017 17:16

I note that the COO has shelled out over £140k to buy 10000 after today's pullback.

[9degrees] 02/3/2017 09:09

Their statement is not easy to read and understand and doesn't flow well - " adjusted profit" is all a bit vague

[spoole5] 02/3/2017 08:46

Sterling will recover at some point though, won't stay weak forever. Lots of housebuilding in next five years. Undervalued.

[rock star] 02/3/2017 08:44

Quality will show through in time. They price shock of imports due to FX could not be passed on immediately to the trade.
These boys are the best of breed.
Difficult to know whether to buy now as the true effects of BREXIT will only hit in a couple of years time.

[spoole5] 02/3/2017 08:14

Quality company, just picked some up at 1480 for the long term.

[rock star] 02/3/2017 08:01

TP are a great company. They tell it as it is..unlike most property companies who write weasel words.
I like a management team who are managing their business for a downturn...which to be honest is the likely short term outcome as the result of BREXIT.

[suetballs] 02/3/2017 07:27

2016 results still contain a few ifs and buts - but a strong balance sheet and a slightly increased dividend.

Suet

[philo124] 10/2/2017 21:49

Back in Profit at last.