Babcock Share Discussion Threads

[essentialinvestor] 22/11/2015 12:20

This is going to be an interesting statement.

[suetballs] 22/11/2015 12:09

Interim numbers next Tuesday. Hopefully good?
sp a bit better last week.
Suet

[dgwinterbottom] 24/10/2015 07:19

"Rogers has been the driving force since his appointment."

I could not agree more but his retirement is not far off and its the future that will be the testing time!!

[annieb1] 23/10/2015 12:46

I have confidence in the board. Rogers has been the driving force since his appointment. The negative comments by a few brokers is to be expected taking the present political and economic situations develop. Long term looks acceptable to me.

[dgwinterbottom] 22/10/2015 08:10

Many thanks!

[dgwinterbottom] 17/10/2015 07:19

Anyone any thoughts as to the reason for the downtrend from Jan 2014 to now, its dropped from 1300p to the current 970. Is it the sizeable overdraft that is causing the problem?

[minerve] 19/9/2015 17:17

At the moment I am disregarding China and the FED to a certain degree more than I would normally do. Who the hell knows what is happening over there and how that affects world growth? Many don't believe their story on growth and commodity activity has been difficult to reconcile with China - even when it was better times.

The facts tell us that interest rates are going to remain low for longer, even perhaps go lower. QE is still ongoing in Europe. Cheap fuel will benefit many companies and support world growth. Chemicals and material manufacture are just as dependant on oil in addition to the obvious transport sector. Manufacturing should get a boom from cheaper materials and so should infrastructure development. House builders are another obvious beneficiary - look at the copper costs - zip.

Large multinationals will make use of the strong $/£ to buy out foreign companies; for example BAT has offered to buy out the rest of the Brazilian company Souza Cruz whilst the currency is cheap.

There is no/little return elsewhere for most and if you don't invest you can just watch your capital erode away as it gradual gets spent or sits there and doesn't earn at all. Even if the market falls, investors have no other choice but to buy back in, so I see temporary blips but against that support of extended PEs for the next many years. Defensive mega caps aren't the worst investment you could be buying at the moment.

My problem is, I haven't got enough money to buy into all the stocks that I want to!

[essentialinvestor] 19/9/2015 13:06

Rate the CEO, huge Chairman buy, Mike Barnett has been buying,
more potential upside than Shell (may be).
Short term who knows, if the UKX gets hammered then a mega cap cyclical stock
can't escape, all imv only.

[minerve] 19/9/2015 11:21

Why BP and not Shell?

[essentialinvestor] 19/9/2015 10:56

M, what BAB need to focus on is organic growth, forget any acquisitions
for at least 2 years.

Precise timing is impossible, I added BP yesterday and will again next week
at lower levels if available.

GSK also on my buy list.

[essentialinvestor] 19/9/2015 10:36

Yes, still look in every now and again.
May be worth waiting for the next update, then again I am often too cautious.

M, RR. now under £7, how many would have seen that just 18 months ago?.

Some great opportunities in UK engineering around 2016 imv.

[minerve] 17/9/2015 10:54

Is anyone following this guys? Very quiet here.

What are the opinions on this stock?

My own view is that this is oversold and that the production and exploration in oil problems is weighing too heavy on this stock when it really shouldn't be.

Broker downgrade today though which is disappointing.

[rodrigo60] 31/7/2015 16:28

This hammer today is buy on monday

[oriana2] 31/7/2015 12:26

Chairman mike turner bought 10,000 shares @ £9.80 yesterday.

[essentialinvestor] 31/7/2015 10:03

Well I can't answer that, but think they need to stop any further acquisitions
for a minimum of 2 years.

Will scrub this from my list, for now.

[dgwinterbottom] 31/7/2015 10:00

What is it the city doesn't like?

[oriana2] 30/7/2015 17:04

Your reasoning please?