Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Not to good div is 18 P
6/3/24
JPMorgan cuts Travis Perkins price target to 610 (640) pence - 'underweight'
Deutsche Bank cuts Travis Perkins target to 910 (1,000) pence - 'buy'
7/3/24
UBS cuts Travis Perkins price target to 790 (820) pence - 'neutral'
Berenberg cuts Travis Perkins price target to 800 (880) pence - 'hold'
11/3/24
Jefferies cuts Travis Perkins price target to 745 (842) pence - 'hold'
12/3/24
RBC cuts Travis Perkins price target to 950 (1,025) pence - 'outperform'
I've got a buy at 600p...
Recovery in end markets uncertain
Maybe not
Ahead?
Time to buy into the building sector IMHO.
Interest rate cycle set to turn downwards.
Sector pretty bombed out.
Forterra and Volution all set to benefit
Cheers
Barcap
Wait to see if there is another 10% drop from here
OOPS I went in to t p yesterday my good GOD so over staffed
Travis Perkins sinks after it warns a slowdown in the housing market is hitting profits LOL
I went in to t p yesterday my good
SO OVER STAFFED
Https://www.thisismoney.co.uk/money/markets/article-12203921/MARKET-REPORT-Housing-slowdown-hits-Travis-Perkins-profits.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html&_ga=2.180639075.533539157.1687034762-829466088.1679172563&_gl=1*k69qlo*_ga*ODI5NDY2MDg4LjE2NzkxNzI1NjM.*_ga_XE0XLFFF16*MTY4NzAzNDc2MS4xNy4xLjE2ODcwMzQ3ODQuMC4wLjA.
Agree, we are a long way from the bottom yet...
I will start a position sub 800p with a long term view...
These were doing so well until brexit vote, at a high then almost to the day lost 50pc as U.K.’s prospects got vaporised over next 3 years and sterling got destroyed. Good bounce post covid but looking at chart now it resembles 2007/2008 almost exactly, market pricing in housing crash, mortgage rates will need to double from here to get parabolic inflation highest in g7 under control, check out 2007/08 charts, maybe still a long way to fall.
Working capital is rather out of control, though accept maybe partly due to supply chain concerns. Profit flattered by £20m property gain.
One for the long term if one has the patience.
UBS cuts Travis Perkins price target to 1,020 (1,060) pence - 'neutral'
Citigroup cuts Travis Perkins price target to 1,590 (2,000) pence - 'buy'
Deutsche Bank cuts Travis Perkins target to 1,250 (1,275) pence - 'buy'
Jefferies cuts Travis Perkins price target to 1,015 (1,040) pence - 'hold'
My local centre incredibly busy so i suspect that second half will be stronger. Weird there is so little chat / following .
This looks cheap at £9.50 - Broker targets considerably higher
Nice upgrade - DEUTSCHE BANK RAISES TRAVIS PERKINS PRICE TARGET TO 2,105 (2,056) PENCE - 'BUY'
FY expected to be materially ahead of f/c and strong q2. shares have moved higher on this but there is still run to close the unadjusted gap to 1777. and no reason why they cannot see new highs over the next 12 months.
I purchased on 28/4 and sold on 29/4.Received less ¥ than stated on contract note.Rang twice since and no return of call.In addition no info.on IF I receive Wickes shares.Another lost customer for AJBell I fear.
I'm in the same position. Bought on April 28th so missed out on the demerger on 27th and only part of the consolidation. My shareholding holding reduced to 89.25%. Am with AJ Bell and shares have been frozen until just now - 9 days later - and I'm in the red.
I have the exact same issue, Richard. Shocked at the glacial pace of AJ Bell and no updates to explain the status.