Bigblu Broadband Share Discussion Threads

[a2336418] 01/12/2003 10:20

Hi lamy3......should we still be waiting to reinvest.....you obviously have a vested interest!!! Have a look at WHI as well.

[lamy3] 07/11/2003 13:44

Why do these trades at 27p show as ?, when they are almost certainly buys (you can see this from bid/offers on stocktrade etc.)

[lamy3] 30/10/2003 16:35

Up 10% today, starting to look more interesting!

[lamy3] 30/10/2003 09:31

Blue this am, it seems that this share only needs a few buys or sells for the price to shift.Would welcome any further views on its potential?

[lamy3] 17/10/2003 15:34

I see what you mean. I'm sure there will be further consolidation and a "brand" that people could trust can only be positive long term. The only reason I say these seem to have more of an upside is because they have fallen so steeply over the last year, whereas MIL have already moved up well over recent months.

[paulkent] 17/10/2003 14:50

lamy
sorry, i wasnt suggesting there was necessarily any particular synergy between BB and MIL...i was jsut pointing out that i think the time is ripe for some serious distributor consolidation...providers ahve bitten the bullet and done it a lot..and i think if some KEY distributors did the same it might transform the profitability of them as a group..i think they must all be duplicating so much centrally and presumably within every firm the same research and client work is being done over and over and over....there must be so much scope for saving money..and with less choice for advisers as to where to go and trade, the costs of recruitment and keeping people across the sector should drop as well...there might also then be such a presence that a "brand" starts to emerge with the public which in itself could lead to more business for no other reason than jsut being a well known name and trusted..not sure wheterh BB and MIL would be the best fit out of the lot, but if Durlacher think theyre the strongest two, then their union might make life very hard for lots of competitors??

[lamy3] 17/10/2003 13:26

More buys yesterday and up another 6% today.

The advisers who can remain profitable and more dynamic in terms of what they have to offer clients will surely be the ones who will become more valuable as a distribution source, especially if they are dealing with quality clients.

Is there that much synergy with BBB & MIL???? I suppose it depends how close their business models are going forward.

Do you not think BBB has more of a potential upside on its own????

[lamy3] 14/10/2003 15:39

There's 75000 at 24.5 this time! Even though dropped 0.5p I suspect another buy.

[lamy3] 14/10/2003 14:44

Some trades showing ?, must be buys at 24.8

[paulkent] 14/10/2003 14:43

Ill tell you what WOULD shake up this sector...if two or more of these big boys actually merged or one took the other over..!...would create HUGE costsavings and prob make both bits profitable overnight...plus i would imagine the providers might be quite keen as well and might invest more in a jt venture...simplifies things for them i wouldve thought, plus theyd hate to be left out of any multi tie arm that might develop from the larger group......and it is quite interesting how this one HAS perked up last few days, and also MIL has performed pretty solidly since lows earlier in yr of 30p ish...hmmmm...food for thought.

[lamy3] 14/10/2003 08:12

Blue again this am.

[lamy3] 14/10/2003 08:09

I agree, sector been very depressed, however it seems to have turned the corner and these are ideally placed to benefit with their structure. Durlacher recently identified BBB and MIL as the one's to watch.

[a2336418] 13/10/2003 10:34

Got out of this one three years ago......looks as though we might be piling in again soon? Up 10% this am on v low volume so not quite yet.

[russellus] 08/11/2002 15:23

this share starting to look interesting, with the holdings of 1/11/02
if they could just increase the market size, and keep the spread down,

[jasonsd] 19/9/2002 10:16

very liitle buying is nudging this one up nicely.

[jasonsd] 18/9/2002 09:55

worth adding to your monitor if not bought in already. Seems to be tightly held with news on the way in the near future.

[russellus] 29/5/2002 21:46

well a nice rise today cliff!

[lockyer] 25/5/2002 09:21

A lot of IFA's did not pile into this share at a much higher price. The bulk went in at 90p.

Clifford P Lockyer.
CEO BBB Plc

[russellus] 28/4/2002 10:31

Berkeley BerryBirch

Sells products to wealthy customers, plus blue chip client list
BP and Whitbread, and has the muscle to outflank smaller rivals
with 600 IFA'S

A lot of IFA 'S piled into this share at a much higher price and now
everyone else has the benifit of what bbb do, there will some
selling as the price moves up.

wide spread small market size , maybe a markup tomorrow
long term prospects, not for me, but I'll watch for the dips

Russ