The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Been tough for all markets this year and with the troubles in the world the markets worldwide are touchy at present. Overall I would like to have seen better numbers but I will continue to hold and add when I have funds whilst the SP sits below 1650.
What do people think? Better than expected?
TFP Big Director Buys here today, ive followed them in and bought results 17th of this month. https://pbs.twimg.com/media/BzB97M_IAAAToRC.jpg
I am still waiting for 1750 here personally having been here a while. I have been checking out what TP's competitors are up to in their online tool stores. Screwfix, as we know, does really well online and Toolstation should do better imo. For comparables I looked at the aforementioned and a few various Makita and Dewalt combi drills, saws etc at other independant power tool sites like http://www.hmftools.co.uk/ From what I can see for Dewalt drills, Makita combi drills and to a lesser extent, Milwaukee hammer drills and Hitachi battery drills, we need to do a bit better. Apart form the cost of the power tools, the variety on offer elsewhere seems greater, such as at that HMF Tools site and Screwfix. What do you all think about this? TIA
of travis perkins on tv this morning.http://video.cnbc.com/gallery/?video=3000297017
This is ready to take off north = LONG
Your seeing the bounce back and expect this to move past 1700p and towards 1800p within the next couple of weeks. Decent profit short term!
well to be fair, TPK did look like it was trending down. hence, i bought and sold quickly on the last bounce. a bit risky too with FTSE reaching such heights. nevertheless, i'm actually watching JUP now. always on a lookout for good entry points for a pool of stocks i trade. :) currently not in TPK but i think it will either bounce off 1600p or 1570p.
Looks like I got that wrong :(
I should think so. I hope it can't get lower! I bought in at totally the wrong time, thinking it was a safe/solid (ok I was thinking long term and its still short term for me) investment.
to buy again or not to buy?
I don't know but this has been an excellent share to buy and sell over the past 2 months as it fluctuates between 1700/1950 thereabouts.
I thought this would be a nice strong investment, but rather choppy recently and not going well the last couple of days especially.
the trick, methinks, is to look at the spread of building suppliers by company in the areas worst hit by the flooding. The largest or most numerous will have a great year.(TPK and/ or others) . The contractors, whether appointed by the Insurance companies or not, will have to get their building materials locally for the rebuilding and fitting. Add in the emergency extra government £40m- or whatever sum is currently being bandied about- and you are looking at a mini-boom for both builders and suppliers in the next 12 months. If I could startup a building supplies company in the Thames valley tomorrow I would :) Lets hope we break the 2000 barrier next week. GLA.
initially I would say the selected operators retained by the insurance companies. They used to ask for 3 quotes but now they tend to have their own selected operators in various locations. The only benefit a householder has is that they can always go back to the insurance company if they get a shoddy repair job. Then further down the line it would be the likes of B&Q and the likes of the local builders merchants. Sadly quite a few people were not insured. I believe one family company has a million invested in equipment and stock raw material who was without insurance for some obscure reason. I am here recently based on a good regular div payments. Jam on the bread is a steady rise in share price Only widh i could have found sonn more spare money at initial investment
At the risk of offending anyone who might right now be standing in a flooded kitchen.. who exactly is going to rebuild , refit and profit from the current thousands of flooded homes with kitchens, bathrooms and ruined front rooms? >>Looks like yet another spike in 2014 in the current building boom on the doorstep is coming to me. .. Full marks to the Idealgroup.co.uk or whoever they are? as their ad for help with water- damaged homes comes up top of my google search list everytime and my sympathy to anyone who has a flooded home.
Bear in mind that TPK are in the main suppliers to small builders etc and that side of the business in not main housing so don't think that a fair comparison. Yes I find the drop from nearly 19 down to current price annoying, Will have a word with my mate there and give him a kick up the rear to get selling !!
Can someone fill me in on this?... A supposed house building boom, Taylor Wimpey, Barratt Dev., Redrow, Howden Joinery, all up.... What's wrong with Travis?
A good share for me in 2013 with potential upside for 2014.
I should have come in in 2012 instead of spreading around in other AIMs. I deal with this company and really should have done so. Couldn't see the wood for the trees LOL Still am in here and only after less than 2 weeks have seen 10.5%gain better than your ISA. They now have solar power unit company and top company for going as green as possible on materials at present. Yes did downsize on staff short time ago but seems now on way to recovery medium term?
hmm, let me think a minute. ..House prices are going up, new house building is on the up, everywhere you look in London there are thousands of new flats going up. And all the middle classe Europeans have lots of cash which is earning no interest and their economies are struggling. Further afield the Chinese and Russians want somewhere safe to stash their cash with a judical system that is generally perceived as fair.. So lets say we invest in property in the UK, particularly London. Now.. which companies are going to benefit most from all this?.... YES.. you got it...its the UK housebuilders and major trade suppliers in the UK. In a gold rush, the guys that got rich were not the prospectors but the guys supplying the shovels. The guys supplying building materials IMO are gonna clean up for a while at least.. Thats why i'm a buy.. :) . and watch howdens [HWDN] as well..
Any views on if its a good time to but TPK they seem to have been zipping along??
Set for promotion to the FTSe 100 according to Daily telegraph http://www.telegraph.co.uk/finance/markets/10108670/Persimmon-and-Travis-Perkins-head-for-the-FTSE-100.html
An increase in public infrastructure would also help, but again this will take a while to feed through. The shares have performed well this year, anticipating that pick-up in demand, though they lost 37p to �12.71 yesterday on profit taking. On just short of 13 times' earnings, they look a good way of investing in any housing recovery, but that is taking a long-term view. Hold, says The Times's Tempus.