Hangover2
16 Jan 2018
Happy with Gentle Rise Glad with my decision to purchase late last year although only back to roughly breakeven so not crowing!It will be interesting if this Carillion thing impacts on companies such as Babcock whose turnover relies on government contracts - thoughts appreciated.
peddlar
13 Jan 2018
Re: Why big rise today? Possibly due to a bid for GKN by melrose!!And some overlooked stock in this bullish period.
rogerjc
12 Jan 2018
Re: Why big rise today? Could Babcock be in-line to pick up extra contracts if Carillon fail?
Our Haven
12 Jan 2018
Re: Why big rise today? Quite a few brokers have been tipping the share this year so I assume that this is having an impact.
Rhigos
12 Jan 2018
Why big rise today? No obvious news on BAB and have not seen any new broker upgrades so why did SP jump over 3% today?
gamesinvestor
21 Dec 2017
Re: Telegraph- Questor "Babcock is currently unpopular and the question is whether this is merited because the stock is cheap, trading on a single-digit price-to-earnings ratio with a dividend that gives a 4.3% yield"Doesn't this have to be considered in the context of the companies high debt?The borrowings at Babcock have increased by over 100% in the last 5 years.With an after tax profit of £258M on a turnover of £4.5Bn you are looking at a margin which is quite slim, so not much room for error.The borrowings, as of March 2017 were £154M short term and £1,398M long term - so a total of £1,552 M, or some 6 times after tax profit.This is high and I imagine with such high operational gearing there is always the risk of implosion if contracts are not as they seem -- look what happened to Capita and others in the service / outsource sector when it was discovered that the accounting/revenue practices were not as they seemed. Not saying this is the case at Babcock, but it might be.Interesting that the growth and operations director announced his retirement today -- is he getting out?"""21 December 2017Babcock today announced that Bill Tame, Chief Executive Global Growth and Operations, will retire from the Group on 30 June 2018. ""This is another or Woody's wonders -- it might all turn out to be OK in the end, but I wouldn't invest money in this now as it seems inordinately high risk to me.Games
Trapper Jim
20 Dec 2017
Re: Telegraph- Questor Could anyone inform us of the re-entry price into Footsie 100?It could soar once past this barrier.
Hangover2
18 Dec 2017
Babcock. I'm a believer for a prosperous 2018. Good luck to all.
nk1999
06 Dec 2017
Telegraph- Questor ~675p"Feeling brave? Buy defence contractor Babcock as it is evicted from the FTSE 100: This column appreciates that taking profits last week on Halma just as it entered the FTSE 100 and now warming to Babcock, the support services group, as it drops out of the blue-chip index may look barmy and there is no denying that it brings risk. Babcock is currently unpopular and the question is whether this is merited because the stock is cheap, trading on a single-digit price-to-earnings ratio with a dividend that gives a 4.3% yield and is 2.8 times covered by earnings. The order book is fat, interest cover is good and cash conversion is healthy. Any firm that can increase its dividend every year for more than a decade must be doing something right, yet the market’s (sceptical) view must be respected and there are three legitimate concerns. First, the support services sector has been a disaster zone, Second, the Government is delaying the release of its National Security Capability Review until next year to give the new Defence Secretary time to settle in. Finally, pressure is growing from politicians of all parties to prove that the outsourcing model really offers taxpayers value for money; Contracts are long-term, are currently being extended and do not rely on “cost-plus” mechanisms for Babcock to make a profit either. A reaffirmation of earnings forecasts from Archie Bethel, the Chief Executive, alongside last month’s interim results was encouraging and 90% of revenues are already in place for this year, as are 60% of those for next. Relegation from the FTSE 100 could prompt selling from tracker funds and brave, patient investors may see this as an opportunity. Questor says “Buy”."
sharegardener
29 Nov 2017
Re: 5,137,780 bought @ £6.98 timed 17.... About 1% of the total in issue! One of the institutional holders shifting their holdings most likely. Someone is dumping a poor performer with bad prospects but someone else is picking up an oversold 'value' bargain! A holdings RNS likely to be out in a day or 2.On the stock exchange website it appears to be listed as an 'off book' trade. The uncrossed volume was around 887000 at 16:35. Approx 6M shares went through after this.Top holders (at end sept) from what I can seeInvesco 9.9% 50MSLAB 7%Capital Research & Mgmnt 5.79% (world) + 3.64% (global)Woodford 5.04%L&G 2.84%Ignis 1.95%Im still holdingSG
Komatsu100
29 Nov 2017
5,137,780 bought @ £6.98 timed 17.01? There was purchase of 5,137,780 shares at £6.98 timed at 17.01this evening.Any ideas? Can't ever remember a purchase this large before.
Hangover2
27 Nov 2017
Director Deals Some Director deals - are the amounts significant enough that we take comfort or just small amounts to kid the PIs? I'm in so I guess I have to take it as mildly positive but I'd like people paid a fortune to invest a little more.
FRTEB
27 Nov 2017
666 Current sp is 666 and looking at the 1 minute chart there have been several ghost spikes down to ~6p today. Are 'they' trying to tell us something?
valeite
27 Nov 2017
national security advisor.... ....some know all ,mark sedwill ,is telling our government to move spending to cyber security and less on our armed services (read for yourself in the telegraph ) .clearly defence is an easy area to take the brunt of any cutbacks going and this will not help our business .bears will run out of steam soon with this story .hanging on for now
valeite
26 Nov 2017
ftse 100 exit our current market cap means demotion to the ftse 250 ......replaced by Just Eat .....who'd have thought what is basically a glorified App operation would be more valuable than BAB .what strange times we live in
