|Babcock International Group
||EPS - Basic
||Market Cap (m)
Babcock Share Discussion Threads
Showing 726 to 741 of 750 messages
|I recently bought in at 915 as much from a technical perspective.
I guess the major issue here is that the stock even after falling for over a year is still considerably more expensive on a p/e and yield basis than its peers who have issued one profits warning after another.|
|That said, the forecast eps for this fin year ending March 17 is 79.91p up from 53.23 last year. Further out the eps rises to 86.17 & 91.5 for 2018 & 9 respectively.
A 71% forecast rise in eps over three years is no bad thing along with usually pretty chunky cash flow!|
|Saw some cautious comment on a BAB contract in SA,
not sure if this is valid or not.
Given wider market strength the share price looks to be lagging.
Woodford likes it from memory, then again he also liked Next.|
|Had a look at these, JPM pretty keen on them for 2017.|
|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.|