|Babcock International Group
||EPS - Basic
||Market Cap (m)
Babcock Share Discussion Threads
Showing 701 to 717 of 725 messages
|M, it is and thank you- added a few GSK at 15.1613, thought it may trade under £15
but not happening atm.
Checked Woodford for you and yes he still holds BAB, his 11th largest holding
at 2.03%, his October updates are also out, he has sold Roche.|
|Down 4.4%. This is ridiculous. I really would like to know where the investors see better value.|
|Hope your asthma is better this morning Essential. I used to be a sufferer as a child but it disappeared in adulthood - I was fortunate.|
|Woodford still holds?
I think he was right on the ball with BT.A. Not sure about Centrica. I hold Centrica and still believe in the business strategy - patience is the game even though it is going to face continual headwinds from the brainless politicians.|
|Is it the Woodford curse again.
His decisions to dump BT.A and CNA now look to be validated in fairness.|
I am more than happy with 7% growth in many of the financial yardsticks considering the economic backdrop and uncertainty. May add slightly to my holding. I will see how the share price behaves over the next several days.|
|A slightly harsh reaction so far to today's results. The mention of a slower organic growth rate may be the reason, from the little I see. But otherwise all looking very good.....|
|Increased my weighting here for exactly that reason. Also increased my holding in G4S, but I am waiting on Capita for news before I add further there - if at all.|
|Tipped in yesterday's Investors Chronicle. I'm not at a desktop at the moment for the links but they say the market is drawing false equivalence from peers statements with BAB being a significantly different business from its rivals with higher barriers to entry work and lower competitive pressures coupled with decent organic growth from contract wins.|
|ShoreCap have a note out today . It's reassuring about progress over the full year ahead, though it does talk about a second half weighting. Nowhere near the same as Capita's situation, & in fact well-timed today to support the company, & advertise its relative strengths.|
|My thoughts too. share price recovering a bit now.
|Think it's Capita bringing down sector.|
|Knives out today?
|................the long awaited re - rating ??????????Or........Not?|
|and what were his other 4 pyemckay|