Our Haven
13 Nov 2017
Re: Hindsight High volumes so something is going on but not seeing it.
Ripley94
13 Nov 2017
Re: Hindsight Down again this morning. 5% @ 9am.
peddlar
03 Nov 2017
Re: Hindsight Share mag has it as undervalued and one to buy,Along with a differrent tip sheet as on for the month.Its been undervalued because of the profits warnings from capita etc.Not the same ball game!!!Have bought some.Not a bad dviv and low PE and their statement did say that they are on target, so i cant see a real issue.roll on the results.
valeite
03 Nov 2017
Re: Hindsight sub £8 seems to start some buying......but this business is being tarnished by others in the same sector....hence the lack of conviction
Our Haven
02 Nov 2017
Re: Hindsight At least it is on the rise today! Hope this is the start of a revaluation.
Ripley94
02 Nov 2017
Re: Hindsight Not sure why this is near year lows ??
Rhigos
23 Oct 2017
Re: Hindsight Market in general does not seem convinced BAB is a buy. It could be because their ROCE is an unimpressive 9.0% and gearing a rather high 58.1%.
Our Haven
22 Oct 2017
Re: Hindsight And did you see it tipped in the Times as seriously undervalued!
Ripley94
22 Oct 2017
Re: Hindsight 17/04/14, 10/10/15 , 03//02/16.Not worth looking at above, notice its had a bit of a fall since i looked it up. Just as well only have 1/3rd .. 5 years on !!!
valeite
07 Oct 2017
Re: Fund Manager Investment that's a good bit of info because Seneca are good managers at finding good value investments that aren't over priced
nk1999
07 Oct 2017
Fund Manager Investment From Citywire (a couple of days ago):"Babcock ‘fundamentally different’ to peers, says Seneca Seneca Investment Managers has added engineering support services company Babcock (BAB) to its multi-asset portfolios as it believes it is ‘fundamentally different’ to others in its sector. Seneca fund manager Mark Wright said the share has been added to the UK equity allocations across its multi-asset portfolios as part of its approach of investing in undervalued companies. ‘Babcock has been tarnished with the same brush as other support services companies, such as Capita, Interserve and Mitie, which have all issued profit warnings over the last few years,’ he said.‘As a result, its valuation close to halved on simple metrics such as price to earnings ratio, and its dividend yield reached a 10-year high, comfortably covered three times by earnings.’He said the company was ‘fundamentally different’ to its peers. ‘The company operates in complex, highly regulated and often secretive industries, so the barriers to entry are high,’ said Wright. ‘Contracts are long-term in nature and allow gains and pains to be shared with customers. Unlike many peers, Babcock doesn’t depend on cost-plus contracts that often rely on add-on work at high margins to earn a decent overall return.’"
Grand Cru
20 Sep 2017
Results Time to top up methinks - this is all good news
valeite
20 Sep 2017
can you smell it ? the distinct smell of singed fingers wafting across short positions today ......not that i'm laughing....I've plenty to make up just to break even .hoping to see £9 something by xmas here
Our Haven
20 Sep 2017
Good News Good news then with revenues on track.
Rhigos
14 Sep 2017
SP at 5 year low I cannot understand why brokers keep touting BAB as a buy when SP keeps falling. It is in an unloved sector. They took on too much debt to buy helicopter company serving offshore oil rigs at a time when oil price was collapsing. The yield is average and only that good because of fall in SP. Turned out after initial good performance when I bought in Jan 2013 up to March 2014 to be a dog. It has been down hill ever since March 2014 high. In hindsight wish I had sold in Mar 2014. Considering cutting my losses and selling.
