Rhigos
10 Oct 2016
Re: Agree this is a BUY I bought BHY for first time on 22 Sep at 200p. One of 5 new companies I bought with proceeds from ARM. So far MCRO my largest of the 5 purchases bought on 21 Sep has performed best at +5.7% on gross purchase price. BHY -1.7% on gross purchase cost. I am confident BHY will come good.
Eadwig
10 Oct 2016
Agree this is a BUY On the last results and the catalyst, possibly, of help for housing and spending on infrastructure in the government's up-coming Autumn Statement.It is especially well placed to take advantage of any 'Northern Powerhouse' government cash, having a very good name in the north of England for over a century.I was going to buy this morning, but don't want to pay over 200p, so have set a limit order for a first tranche. I would pay a few pence more, but, I'm fast losing trust in this government, if I ever had any, of it doing what might be expected of it or even anything very sensible.It would be a strong buy if I could trust previous government rhetoric - also input cost inflation looks set to be rising sharply and I'm not sure about existing contracts and prices they are tied into. Happy to look that over while having a single tranche under my belt.
TX2
30 Aug 2016
Re: 20% upside says Stockwatch Boot shares,which I hold,are good value at only a smallish premium to book NAV as these assets should realise substantial future profits and as the company continues to find new opportunities in addition.However I think a major re-rating of the shares as indicated by these analysts is unlikely until we get a greater idea of how the housing & commercial property market is going to progress over the next year or so.
coldascheese
28 Aug 2016
Re: 20% upside says Stockwatch [link] in MOS today.Simon Thompson (IC) last update was" My upgraded target price is 280p (up from 260p), ahead of the 264p target of analysts at Numis Securities, but well below the 317p target of WH Ireland and the 294p target of Investec Securities. Buy."He has yet to update after results but expect his update this week which I expect to be very positive.Surely a buy before Broker upgrades which will come out soon.
coldascheese
26 Aug 2016
20% upside says Stockwatch Article says it all --See News
coldascheese
25 Aug 2016
Results PROFIT UP 52% What a result-even better than I expected.UNAUDITED HALF-YEARLY RESULTS FOR THE SIX MONTHSED 30 JUNE 2016Henry Boot PLC ('Henry Boot', 'the Company' or 'the Group') (Ticker: BHY: Main market premium listing: FTSE: construction & materials), a company engaged in land development, property investment and development, and construction, announces its half-yearly results for the period ended 30 June 2016.HIGHLIGHTS 30 June 30 June % 2016 2015 change -- Profit before tax GBP20.8m GBP14.0m +48.6% -- Earnings per share 11.9p 7.8p +52.6% -- Interim dividend 2.50p 2.30p +8.7% Net asset value -- per share 171p 160p +6.9% -- - This has got to rise and I expect brokers to update their price targets to something approaching 290-so along way to go here . Simon Thompson of IC will undoubtedly comment as its on of his Tips this year.
coldascheese
24 Aug 2016
Re: Should be higher by results. IC-Simon Thompson--comment in June Pre- Brexit -at about todays price.My upgraded target price is 280p (up from 260p), ahead of the 264p target of analysts at Numis Securities, but well below the 317p target of WH Ireland and the 294p target of Investec Securities. Buy.d target price is 280p (up from 260p), ahead of the 264p target of analysts at Numis Securities, but well below the 317p target of WH Ireland and the 294p target of Investec Securities. Buy.
coldascheese
17 Aug 2016
Should be higher by results. With results coming up soon and the board commenting in June------"the Board now anticipates that profit before tax for the year ending 31 December 2016 will be comfortably ahead of current market expectations."Price has been knocked back unfairly and due a big bounce in my view-has also been tipped by IC I see to go quite a bit higher.
pearlsasinger
08 Jun 2016
Hip Hip Horaah! Today's unexpected profits upgrade is a welcome surprise-from a very solid (if sometimes unexciting) company.(Holder-long term.)
TX2
24 Mar 2016
Re: Outlook As long as residential building industry remains busy we should continue to do well as we act essentially as "land wholesalers" buying land and working though the often long winded planning process.As ever it is buying at the right price that gives us an eventual good margin.I have been a shareholder here since 2003.......
pearlsasinger
24 Mar 2016
Outlook Results really good - as expected.outlook bullish
pearlsasinger
20 Mar 2016
Results due. F.Y. results due next Thursday.I expect some improvement in the s.p.At 214p.-this company appears somewhat neglected by the market.Investec have a 'Buy' recommendation and guide 292p.(I am a holder of the stock.)
II Editor
06 Aug 2015
NEW ARTICLE: Trends and Targets for 7/08/2015 " HENRY BOOTÂ PLC. (LSE:BHY) AND FREE FIRST FRIDAY FUTURES. BOOTÂ is the share which completes our look at the Construction and Supplies Sector. The share price is viewed as heading to 280p with secondary a longer term 465p and this ends the good ..."[link]
mcescher
30 Jul 2015
Pretty cool BHY / BBY infographic report Good Henry Boot / Balfour Beatty plc comparison. Has analysts estimates of EPS which is interesting. [link]
II Editor
05 May 2015
NEW ARTICLE: Stockwatch: A 28% rally is justified here "Is the timing right for LSE:BHY:Henry Boot? The market has turned cautious, marking down shares in this FTSE Smallcap land manager from a 237p all-time high to about 225p. That's despite bumper 2014 results and Investec, the company's broker, ..."[link]
