Babcock Share Discussion Threads

[essentialinvestor] 22/11/2016 11:13

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.

[minerve] 22/11/2016 09:56

Down 4.4%. This is ridiculous. I really would like to know where the investors see better value.

[minerve] 22/11/2016 09:55

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.

[minerve] 22/11/2016 09:52

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.

[essentialinvestor] 22/11/2016 09:46

Is it the Woodford curse again.

His decisions to dump BT.A and CNA now look to be validated in fairness.

[minerve] 22/11/2016 09:39

Exactly Dogwalker.

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.

[dogwalker] 22/11/2016 09:10

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.....

[minerve] 15/10/2016 18:17

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.

[alphabeta4] 15/10/2016 16:56

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.

[dogwalker] 29/9/2016 10:09

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.

[suetballs] 29/9/2016 09:18

My thoughts too. share price recovering a bit now.
Suet

[jontyone] 29/9/2016 09:01

Think it's Capita bringing down sector.

[suetballs] 29/9/2016 08:55

Knives out today?
Suet

[oriana2] 01/9/2016 13:56

................the long awaited re - rating ??????????Or........Not?

[oriana2] 25/7/2016 15:20

Very welcome

[robow] 25/7/2016 12:10

and what were his other 4 pyemckay

[pyemckay] 25/7/2016 12:04

n.woodford topped up as one of his 5 oversold Brexit plays

[dgwinterbottom] 25/7/2016 07:59

Interesting that Shares mag this week is advocating selling BAB on the grounds of the down trend over the last two year. Looking at things generally my thoughts are that the share as good potential for the future. In 2008 and a few years thereafter there were a number of dips and rises over a couple of years before recommencing the run up.