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Basepoint Share Discussion Threads
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|"Wiganer - 9 Aug'05 - 10:40 - 56 of 59 edit
Sold out today- seems to be going nowhere fast."
|Offer at £1.875. Looks like a done deal.|
Btw- I see the price rose after my sell, but with only the offer price moving up. Read into that what you will. Wouldnt have thought my £2k worth would have impacted either way...|
|Good luck - I sold out a long time ago as it was flat-lining.
|Sold out today- seems to be going nowhere fast.|
|And another 1.5p today.|
|Up another penny today: IF pace of recent recovery is sustained then should be looking at 160 in a month or so.|
|positive AGM statement|
|nice steady recovery developing|
|some chunky buys gone through today. seems someone recognises that recent falls have made this one a tad too cheap.|
|now, it's "obelisk and plinth perched on edge of a cliff"|
|i wonder how you'd describe the shape of the recent price action chart- i guess "obelisk and plinth" if you were being polite, but a cruder one springs to mind...|
|maybe they are a little more conservative with the valuations- if so, no bad thing
btw, any thoughts on the price dip this week? seems odd that someone would sell so close to divi date|
|Still hold these and have been looking at the annual report. Any views on why the revaluation uplift last year wasn't higher than it was? If you compare with Bizspace etc. it has definitely under-performed on the valuation front. Still like this one though and tempted to add some more. Looks a solid long term play.|
|same again today; hopefully start of a re-rating back to the 170s/180s|
|nice tick up today with a few chunky buys. unusual for this one- wonder if has been tipped somewhere?|
|I'm still holding these. Bit disappointed about the small increase in NAV. Undervalued, good profitability and dividend, but surprised at the low revaluation uplift.|
|Bought in for first time today, as seems to have become undervalued in relation to NAV/trading prospects. Results RNS has some points of worry, but on balance I feel the upside outweighs the downside from here.
Partly also bought as a hedge of my wider financial position which is bearish/short re property.|
|Not too bad today. Should steady any nerves and now at a rather sizeable discount to the £2 mv. Happy to hold again now.|
|...And I think BNT should get their act together and put out RNS announcements - like today's - at 7.00 am, not at lunchtime when no one notices them.|
|TOPVEST: Agreed. As it turns out BNT would have been a decent buy first thing on Friday morning - a way of getting some cash back out of what's been, for me anyway, a rather disappointing investment.|
|I'm not referring to the one off, but the comment in last year's results that management fees are lumpy and that they would be lower this year. Sometimes it's "sods law" - when it is going to be a difficult year anyway, you get another unexpected nasty. Anyway, still a quality company.|
|TOPVEST: Certainly hope you are right about the company coming back up. I'm not so sure about the "veiled profit warning". If you believe BNT's directors this problem at Farnham seems to have come upon them fairly suddenly
On June 28th I could see the share price slipping and asked the company what was going on. David Boakes Director of Finance & Operations told me "I am not aware of any particular factor which is influencing the share price".
On July 15th BNT's chairman Lord Lifford told the AGM "I believe that we are moving ahead satisfactorily with our strategy on all fronts and whilst uncertainty still exists on timing of new centre development contracts I am confident that prospects for the medium and longer term remain highly positive"
The CEO Rob Cleaver says this is the first time they've lost a significant sum in pre-contract expenditure. They try to balance risk and cost but say that waiting until a contract is actually signed before before they spend any money is often just not practicable in many cases. On this occasion BNT considers it was let down at the worst point of cost exposure.
Anyway the share price has recovered a bit today so hopefully the bad news is now history.|
|The writing was on the wall at the time of last year's results - there was a veiled profit warning then. I should have sold and waited my time and buy back later, but never quite got round to it. Still, it's still a cracking company and will come back strongly in the medium term.|