swisspaul
19 Sep 2017
Re: jeffries still saying.... Is they house or independent?
valeite
19 Sep 2017
jeffries still saying.... ...buy and raising target price from 99p to 102p
swisspaul
17 Jul 2017
ARE WE IN WITH A SHOUT? HS2 reveals winners of building contracts:The winners of £6.6bn worth of contracts to build the first phase of HS2 between London and Birmingham have been announced by the government.UK companies Carillion, Costain and Balfour Beatty are among the consortia who will build tunnels, bridges and embankments on the first stretch of the new high speed rail line.[link]
Damp Seaweed
26 Jun 2017
Re: BiancaBOT Bought 85.25p mid ( 85.50 actual price) Best of luck
BarCap
26 Jun 2017
BiancaBOT Bought 85.25p mid ( 85.50 actual price) BiancaBOT is a new program I am developing and focuses on AIM shares.I post on here to verify my buy price as it is time stamped by IIIThis is not a recommendation but a log of BiancaBot trades!Good LuckBarcap
valeite
19 Jun 2017
peel hunt... says buy and raises target price to 90 p
doctor sven
25 May 2017
Re: Question Price up another 4p today.No real idea why eith
patehan
22 May 2017
Question What's been going on for the last few days? Price has been going up every day
swisspaul
19 Apr 2017
NOT REALLY THAT STRETCHING! looks like piggies are in trough mode. The awards are not that hard ot achieve are they.IS this the time to dump and run? Or should I drop a word to the Char asking why he has diluted my holdings without what I see a proper reward to me? After all it is my money.
PIE-EATER
10 Mar 2017
Re: Does this ever move? AfrosiaCan't remember who said it [ I have a life outside of this ]But to paraphrase - a company should only return money to shareholders as dividends when it can't make a better return for them by re-investing in the business.Yes, I like dividends and income, but prefer a better total return. That is what I have had from BREE over the years and expect to continue for some time yet.PE
Cher Eugene
10 Mar 2017
Re: Does this ever move? Pie-eater,If you read my comment carefully you will see that I postulated a dividend of some 50% of available profits, i.e. 2X covered, as a reasonable possibility and suggested that this level of dividend was insufficient to support a share price of 80p.It is immaterial to me as I have converted £5,000 into £35,000 so am happy someone is willing to buy at this price. I was not.
Afrosia
10 Mar 2017
Re: Does this ever move? Using Cher’s definition, Berkshire Hathaway is a Ponzi scheme. A company should only be paying a dividend if it doesn’t have sufficiently attractive reinvestment opportunities, whether those are internal or external. So far Breedon has demonstrated itself to be an adept capital allocator and one that I trust to either reinvest internally or acquire other businesses. It could also be argued that a company that retains more capital, and is able to earn strong returns on capital, should be expected to have a higher earnings multiple, since the net present value of retained earnings is higher than the value of a dividend.
valeite
10 Mar 2017
shore capital.... upgrades from hold to buy .
PIE-EATER
10 Mar 2017
Re: Does this ever move? Cher,You have you opinion and you may or may not be correct. (What was the difference with, for example Facebook in the US where no profits were made for years...and also more recently Snapchat - neither of which I hold directly but almost certainly via US ETFs)Just because a company re-invests it's cash-flow into further growth opportunities doesn't make it a Ponzi. As far as I can tell virtually all companies re-invest for growth and then as that reduces then the profits are increasingly paid in divid as the company matures.BUTThe question was, basically where is the divi that you stated gave you the yield?As far as I can see there isn't one. Am I correct on that or are you?PE
Cher Eugene
10 Mar 2017
Re: Does this ever move? Pie Eater,Without a dividend or a planned liquidation a company like Breedon is akin to a giant Ponzi scam. It is only supportable if new mugs appear to buy the shares as a reward is only obtained by selling. My point was that the profits do not support the present share price.
