Babcock Share Discussion Threads

[dave whitby] 24/5/2016 16:39

BBB

Did the charts show a £10.14 close today? Better still where will it close tomorrow evening if the results are good?

[big bull billy] 24/5/2016 10:58

spike to 1002-1004p is coming


BBB

[dgwinterbottom] 12/4/2016 08:04

Pyemckay - Many thanks for that, yes I was aware of those issues but thought the increasing eps would have somehow at least made some progress against the headwind. You have however confirmed pretty much my thoughts as to the cause.

[pyemckay] 11/4/2016 21:22

they bought a helicopter maintenance company(think it was called avensis). They also took on debt, had a rights issue, also general worries about defense sector.

[dgwinterbottom] 28/1/2016 15:02

So Mr. Bethell is to be the new CEO!!

[oriana2] 11/12/2015 12:04

Back to square one...........

[nurdin] 02/12/2015 10:48

Excellent article.Thank you

[nurdin] 02/12/2015 08:36

Its baffles me why Citi would rate them a sell,specially against this half year statement:

o 92% of revenue for full year 2015/16 in place as of 30 October 2015

o 60% of revenue for full year 2016/17 already under contract

o GBP20 billion order book, reflecting GBP2 billion intake during the period

-- Replenished GBP10.5 billion bid pipeline provides further opportunities for growth
o GBP2.5 billion of new opportunities added to the bid pipeline during the period

-- Continued pre-capital expenditure cash conversion of over 100%
o Post-capital expenditure conversion of around 70% as anticipated


Guess these analysts have to earn their keep somehow....

[standish11] 01/12/2015 17:15

Also Citi cut rating to Sell with a target price of 1000p.

[minerve] 01/12/2015 15:05

Profit taking due to the good recent run ahead of:

War decision tomorrow.
ECB QE decision later this week.
US payrolls later this week.

Perhaps?

BT.A & RR. also seem to be under similar pressure today.

[dgwinterbottom] 01/12/2015 14:53

Anyone know the reason for the drop this last two days?

[...]

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[minerve] 24/11/2015 10:57

I have briefly read through them. On first glance they look good. Meggitt and Rolls-Royce have lost me quite a bit over the last 12 months so I have become more sceptical of results. There didn't seem to be any mention of business affected by oil & gas fall-out? I just wonder whether the contracts specific to this part of the business, in the main, have not yet come-up for renewal. Do you think the impact could be a little further down the line? Perhaps the renewed tensions in Syria will eventually compensate for this risk.

[essentialinvestor] 24/11/2015 10:42

Any thoughts here folks, numbers look good on a read through?

[oriana2] 24/11/2015 09:20

Doubtless!!!!

[suetballs] 24/11/2015 07:24

Headline numbers look pretty good to me. Doubtless someone will find a negative spin.
Suet

[essentialinvestor] 22/11/2015 12:20

This is going to be an interesting statement.