Bilby Share Discussion Threads

[janeann] 08/10/2015 10:11

Just come across this; acquisitive company, good dividend, decent order book and range customer base; doesn't seem expensive to me.

[arlington chetwynd talbot] 08/10/2015 00:30

This is a wonderful little stock that attracts next to no posts yet has doubled in a few months. It has a nice shape but could be turning with good support around 85/90 imho. Either floated too cheap or the price is wrong, somewhere inbetween is my guess.

[modform] 07/10/2015 23:13

Pete, who cares about the brokers share price target. Even on a blue cap, it goes from strong sell to strong buy with 50% difference on share price target, depending on broker, who do you trust?The spread has always been there, and hardly narrows

[discodave4] 07/10/2015 20:38

Thanks Petersinthemarket.The lower trend line appears to be the 50SMA which currently stands at about 104. My guess (not a TA expert) would be that this will hit a new high first (or near to it) before retracing...........so will have to wait a while longer to try and beat that spread!.DD

[petersinthemarket] 07/10/2015 20:30

DD - agree about the spread, but if you get in at the right time, perhaps when it eventually hits the lower trend line again the recent rises from there have been in the region of 20p which more than covers it. pete

[discodave4] 07/10/2015 19:55

petersinthemarket,Wouldn't disagree, perhaps they used a PE of only 10, who knows........who cares lol.Still researching these so not in yet (don't like the spread!).DD

[petersinthemarket] 07/10/2015 09:52

cheers DD - but 100 is miserly.
Personally, I'm looking for a next peak of around 125 or so.
pete

[discodave4] 06/10/2015 23:34

petersinthemarket,It's the same in the IC - one analyst with target of 100.Quick calc possibly 10p eps (max), say PE of 12. 120?. wtfdik.Looks interesting though. Hope they don't try to grow too quickly.DD

[petersinthemarket] 06/10/2015 11:04

Cannot find a broker share price target - can anyone pls help - pete

[petersinthemarket] 05/10/2015 20:53

The ft BILB page is a bit confusing.
It says one analyst states bilb will outperform the mkt.
Another analyst says 2015/2016 share price forecast is only for 100p when todays close is already 105p.

[a2584728] 24/9/2015 13:41

I like the look f this, acquisitive and profitable,

[modform] 10/9/2015 19:52

Too much of a hard work, I think you screen your stocks first, and then look at the bb. Having said that, I'd better not post anything else here, we don't want to attract trolls.

[firtashia] 10/9/2015 19:13

modform, I've noticed you on the Zulu BB, with all the talk of stock screens on there I wonder if anyone has attempted to run a screen of individual stock performance versus number of BB comments associated with that stock, lol.

[modform] 10/9/2015 14:08

This one is definitely under the radar, been in since the float, long it may continue.When the BB gets busy, I will be outGL if you're a holder, the fundamentals are compelling

[molatovkid] 15/7/2015 12:32

Very slow burner....but that heat has been turned up with this RNS from 13/07/15.

An acquisition....earnings enhancing, its own client base with 2 new big contract awards, new areas of specialism ie. electricals that complements the Bilby plumbing side, and enlarges Bilby now to the point it can tender for bigger and better contracts.

Can't ask for much more....this is a nailed on grower. Patience required.

[molatovkid] 02/7/2015 13:19

Umm...hoping this would have kicked on a bit.

Looks like a slow burner...

[battlebus2] 24/6/2015 23:11

The Board of Bilby Plc (AIM: BILB.L) announces that, as indicated at the time of the Company's Admission to trading on AIM, it proposes that Bilby pay a maiden final ordinary dividend of 2.32 pence per share for the financial period ended 31 March 2015. Subject to approval by shareholders at the AGM on 23 July 2015, the dividend will be paid on 28 August 2015 to those shareholders on the register at the close of business on 31 July 2015.

[molatovkid] 24/6/2015 09:08

EPS for 12 months would be 5.14....I'm trying to find out the time period the £95m order book is going to fall into. If its all in the next couple of years they might improve significantly on all metrics.

Even if it is over 5 years then its better obviously than nothing...plenty to go at as we can see from below.

Bilby RNS 6th March 2015:

"There are currently over 1.25 million local authority and housing association properties across London and South East England. For the year ended 31 March 2014 these social housing providers spent over £2.5 billion on the repair, maintenance and supervision of their housing stock."

[battlebus2] 24/6/2015 08:52

Looked hard at this yesterday, never heard of them before but i do think there is value over the medium term. May buy if they pull back a little as it's been a great run from ipo at 56p...

[molatovkid] 24/6/2015 08:44

Points taken - but I think it will do better than that but we all have our views

[wjccghcc] 23/6/2015 20:58

6p was for 14 months and didn't have full dilution from the placing. Forecast for next year is 6.5p so a fwd PE of 16.

[molatovkid] 23/6/2015 12:30

To my mind this is one of those companies that could grow and grow.

Small market cap, big order book - from a mainly public sector client list, pretty much unlimited requirement for its services, only 24% of the small share issue in free float (taken from company website.)

No debt, rapid growth and if you allow them a luxury of 10p forecast eps next year (6p currently up from 2p the year before - so undemanding), then they are sitting on a forward PE of 10.

Build in a small but progressive dividend policy then I feel you could get a run for your money.

[molatovkid] 23/6/2015 09:03

There is an article here.

www.tradingaces.co.uk

[molatovkid] 23/6/2015 07:33

The fact that there was no BB for Bilby plc says it all.