Bbi Holdings Share Discussion Threads

[simon gordon] 15/10/2007 15:14

Excellent analysis of BBI:

[alftupper] 02/10/2007 11:17

Another announcement

[alftupper] 20/9/2007 05:27

Interesting announcement yesterday - will help underpin the current year numbers

[alftupper] 01/8/2007 17:47

From the press ( Western Mail) a period of consolidation seems unlikely.

[joshalexander] 01/8/2007 06:45

Lots for BBI to prove over the 12 months IMO. The Company needs a period of consolidation, too difficult to value at the moment in my view.

[shuisky] 01/8/2007 01:50

House Broker T & G forecast is now out. I can only see the summation, but here it is...

2008 2009
Pre-tax 6.35m 9.02m
EPS 10.98p 14.86p
P/E 15.4 11.3p

The truth is, it is difficult to be v accurate on forecasts because of the significant imponderables referred to in the results..

*Theratase acquisition
*Revenues from recently signed manufacturing contracts
*Verax platelet approval and sales.

I can't get hold of T & G research, so I don't know what assumptions they (with BBI) are making over thee issues in the forecasts. Any help on this issue would be much obliged.

[alftupper] 30/7/2007 12:32

The coming year will be clouded by the Theratase acquisition so not sure what the underlying rate of organic growth going forward is - a new broker's note should be out this week I expect

[wjccghcc] 30/7/2007 09:44

Yup, although the rate of organic growth seems to be reducing.

[alftupper] 30/7/2007 08:26

Interesting set of results - one to continue to follow.

[geofft] 11/6/2007 15:08

I was very pleasantly surprised at the BBI share price movement around the takeover completion time. Like you, I had been expecting a price drop due to the inevitable forced ISA-holder selling, and had even considered selling my THE in the market before the completion. Glad I didn't now, but it seems the longer I invest the less it all makes sense!!!

[shuisky] 11/6/2007 13:19

Agreed. It's unfair that small retail investors should be exposed to this kind of thing. I was amazed that the share price got to 180p, primarily because the ex-Theratase shareholder selling was a given. It maybe creating a decent entry point for the rest of us, but I'd hoped for a lower price than this!

[geofft] 11/6/2007 13:13

Could well be. I was fortunate to get my BBI on 29th of May (Idealing.com). I was a bit surprised that the share price held up so well at the time and I was able to sell at 174p. Perhaps the delay some people suffered was the reason and the price is now dropping as I had expected it to earlier.

Seems an odd system that you are forced to sell out in such circumstances, not sure what the alternative is though.

[shuisky] 11/6/2007 11:59

Are the host of small sells this morning all the former Theratase holders selling their non-ISAble BBI stock?

[bollers] 11/6/2007 07:50

Rupkali,

Agreed, no previous probs with Selftrade so I'm disappointed too. Hopefully they'll say sorry and give us a bit of compensation. It's the principle that annoys me.

[rupkali] 08/6/2007 22:19

Hi bollers

Thanks very much for your reply here and yes I am with Selftrade; and similarly have received the BBI shares and Theratase special dividend of 2p. Today, I have emailed Selftrade to question this latency on payment. Will telephone on Monday. Not had problems with Selftrade before so disappointing. cheers.

[bollers] 08/6/2007 19:00

Rupkali,

Interesting you should ask. I held THE shares in 2 nominee accounts.
TD Waterhouse gave me the BBI shares, the 2p special dividend and the 21p in cah on the 29th May. The others were held by Selftrade (was Comdirect) I got the BBI shares about three days later than TD Waterhouse (which was really annoying, cos I wanted to sell those held within my ISA but the price had dropped by the time I got them) and I'm still waiting for the 21p in cash.

It smells of a typical bank scam - they're sitting on £9000 of my cash. I've rung them twice and they've told me it's 'going through'.

Be interested to know if yours are in Comdirect too.

[rupkali] 08/6/2007 10:32

Could anyone tell me when the agreed BBI dividend of 21p paid for each Theratase share is going to be paid? cheers.

[fridgefraser] 25/5/2007 13:21

The completion of the takeover of Theratase is the main cause of the recent jump in the share price Thailand

[thailand] 24/5/2007 16:07

is there anybody out there? very quiet considering share price rises of late,what's behind the rise anyone?

[labatie] 15/5/2007 19:33

I am a recent holder of this. Looks a v good story indeed, enhanced by reasonable acquisition price for Theratase. Can any more long established holders give their thoughts?

[rhcm] 02/5/2007 11:12

Nathalie - listed on AIM

[nathalie] 02/5/2007 10:43

Can't find where this is listed in the FT. Anyone Know?

[rhcm] 29/4/2007 14:31

This share has high eps growth forcasts and a very low peg, so I believe the share price should increase substantially over the next 12-18 months. See for yourself on Digital look.

[fridgefraser] 28/4/2007 16:17

Whats peoples thughts on this share? Can people see furher increase in he share price over the next 12-18 months? Do people see BBI making any further cquisitions?

[honiton] 15/4/2007 20:33

interesting one....