Breedon Live Discussion

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Afrosia 08 Mar 2017

Re: Does this ever move? Retardation mostly...

PIE-EATER 08 Mar 2017

Re: Does this ever move? CHER,Sorry, must be going blind....where is the 1.5p divi?Company has always re-invested profits and as I read it will continue to do so.....while constantly reviewing options.PE

vandeheide 08 Mar 2017

Re: Does this ever move? so why the Sell flag then Afrosia?

vandeheide 08 Mar 2017

Full Year Resuts Yes they are great numbers and their future might lie in today’s budget. If the Govt commits to a serious infrastructure spend as expected and keeps talking up the housing market especially, then Breedon is a very strong hold in my view.Today's podcast was worth listening to and the year ahead is looking good, Let's hope the Chancellor gives the building trade a leg up!

Afrosia 08 Mar 2017

Re: Does this ever move? Net debt is £160m versus an equity value of £1,100 and balance sheet net assets of £470m. Leverage calculated as total assets / net assets is 1.7x. I wouldn't describe this as mountainous debt or unsustainable. They are generating enough cashflow to pay it down in just over two years. The earnings multiple is around 23x. Hefty, yes, but potentially justified given the history. I wouldn't place this into "sell" territory yet.

Cher Eugene 08 Mar 2017

Re: Does this ever move? A third day of 2p increases! How much longer before sanity prevails. EPS of just over 3p does not really support an 80p share price with a possible dividend of 1 1/2p giving a yield of 1.8% and a mountain of debt to service. For several years this share has been a "parking lot" for my surplus cash - originally 12p a share so I have done very well with a gain of nearly 600%. I am out at 80p

Cher Eugene 08 Mar 2017

Re: Does this ever move? A third day of 2p increases! How much longer before sanity prevails. EPS of just over 3p does not really support an 80p share price with a possible dividend of 1 1/2p giving a yield of 1.8% and a mountain of debt to service. For several years this share has been a "parking lot" for my surplus cash - originally 12p a share so I have done very well with a gain of nearly 600%. I am out at 80p.

sasa43 07 Mar 2017

Re: Does this ever move? Prelims tomorrow, I believe, Cher, which should be good, along with the chance of a maiden dividend being announced after a few months of them getting into the Hope business.This will be a good move for BREE in getting into the divd list (many investment funds are precluded from buying non - yielders) as I alluded to before and it'll show that the integration of the recent acquisitions is going well. Sudden demand for the shs bodes well - sasa.

Cher Eugene 07 Mar 2017

Re: Does this ever move? Another 2p uptick today. Over 80p by Friday? What is causing this steep rise? Any answers, anyone.

Cher Eugene 07 Mar 2017

Re: Does this ever move? Another 2p uptick today. Over 80p by Friday? What is causing this steep rise\\\\\\\\\/ any answers, anyone.

Cher Eugene 06 Mar 2017

Re: Does this ever move? Up 2.00p a share today. My holding bought at 12p per share as my broker was a sponsor. Just about my best ever purchase and a shining example of the old adage "sell your losses, run your profits."

valeite 09 Feb 2017

peel hunt reiterates buy..... new target price 81p.....that would be ticketyboo

valeite 03 Feb 2017

Re: Does this ever move? it's pretty moribund (though edging up) at the moment but after the brexit collapse to 54.5 p on the 7/7/16 i'm delighted to see such a swift recovery .never has so much money been lost and recovered so quickly .alas i can't say the same for all my shares.....30%off at card factory/30% off at vertu motors thanks to brexit OMG

sasa43 02 Feb 2017

Does this ever move? I've come across some boring shs in my time but with everything going so well, seemingly, you'd think that some worthwhile demand would be seen, especially with the sustained infrastructure spend envisaged.Yes, I know the current stats look a touch expensive but a quality premium which this enjoys shouldn't be a constraint on sp performance in the normal course - maybe they need to get into the divd list to get it going? - sasa.

valeite 05 Dec 2016

Re: going higher ? jeffries int now raise target price to 90 p

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