Bilby Share Discussion Threads

[saucepan] 02/12/2015 12:42

I exited, too; poor form, I thought, to issue an RNS after the market opened.

[aim2105] 02/12/2015 11:43

Just looked at the South East Consortium website, some decent big members in there.
If they finished ranked 1st which it seems they did, this could be a decent re-entry for quarter 4 profits.

[petersinthemarket] 02/12/2015 10:21

Just about back to the lower trend line. Where to next?

[firtashia] 02/12/2015 10:06

Still holding, will reassess when I see some numbers on 9th December.

[aim2105] 02/12/2015 09:55

I too am out through stop loss.
Good luck all and goodbye. Happy xmas.

[scottishfield] 02/12/2015 09:52

Bad luck here modform, I've been watching, but didn't buy in the end. 80% is not to be sniffed at.

[modform] 02/12/2015 09:51

Through my stop loss, still almost 80% profit banked since float

[a2584728] 02/12/2015 09:44

First rule of new IPO ......hit your first projections, always!!!!!!!

[gersemi] 02/12/2015 09:38

Thought they looked ok but what do I know?

[aim2105] 01/12/2015 09:52

Showing as the 30th nov. Sorry my link didnt work
Expecting positives here

[aim2105] 01/12/2015 09:51

hxxp://tools.morningstar.co.uk/uk/stockreport/default.aspx?tab=3&vw=kd&SecurityToken=0P00015HFX%5d3%5d0%5dE0WWE%24%24ALL&Id=0P00015HFX&ClientFund=0&CurrencyId=BAS

[discodave4] 01/12/2015 09:04

No probs firtashia :)Been on their website but can't find a date for next update. Anybody got any ideas when it might be?ThanksDD

[firtashia] 30/11/2015 22:47

Yep, my apologies but please don't shoot the messenger. Besides, look on the bright side, it just adds to the excitement, lol

[discodave4] 30/11/2015 20:29

Did somebody mention Interims were today (Morningstar)?.Guess not! lol.DD

[the big fella] 18/11/2015 22:30

The reason these continue to rise is because I sold my holding over the last week, basically because I thought the price had got ahead of things. Good luck to all those that remain.

[aim2105] 18/11/2015 22:09

We all have our own strategies, none better than the others.... at the end of the day, buy when you are comfortable, whatever strategy, chart, trend you use, at least you'll be reasoned whatever happens.
I personally would at least put a margin in before results, then jump in fully when the time is right.
Who knows... i'm happy to see people here

[discodave4] 18/11/2015 21:55

Saucepan,Many thanks for your thoughts, no advice taken.RSI is oversold and can't reconcile buying at this level at the moment.If in doubt sit on hands a while longer!Aim,I agree, not a question of why buy but when - before or after Interims. The spread doesn't help!.ThanksDD

[aim2105] 18/11/2015 21:26

DD. Tough one I agree there.
To be honest this has risen on very little news, remember they are building a strategy of acquiring other similar businesses. Looking at Purdy (purchased July)they seem solid and very well regarded, P&R the same. A recession proof business model based on social housing needs.
I would say this is about as safe as you can be on this market.
I have been buying top ups every week.

[saucepan] 18/11/2015 20:45

DD: it is a tough call: there are arguments for buying now on strength or waiting for a pull back. A compromise is to buy a half position now and then top up if you think an opportunity does present itself. That way you would at least have some skin in the game if the price continues to run. No advice intended. I am not sure what I would do if I was looking at BILB for the first time - though I personally never average down, only average up.

[modform] 18/11/2015 20:40

Cheers saucepan, let us know if you find anything interesting on the CLG thread.

[discodave4] 18/11/2015 20:16

Guys, any TA views on BILB please?, Knew I should have just bit the bullet and bought a month ago at 125p, thought it would retrace a bit!........patience, patience, wait until after the Interims?.Thanks in advance.DD

[saucepan] 18/11/2015 19:54

modform: I was in CLG briefly (perhaps you noticed a post on the CLG thread). I cannot recall whether I posted my exit and nor exactly why I sold up. I think the share price cannot have moved as I had anticipated. It is a while since I have checked back, so am grateful for the reminder! I did like the growth story very much.

I have just looked on ShareScope and the story still seems just as compelling and with valuations a little more attractive than they were previously. I have also just looked at the 4 November trading update and personally did not read anything untoward in this. (It might be worth going back over previous RNS announcements, to get a sense what is the typical tone that CLG management uses: i.e. do they tend to underplay forecasts or are they typically over-bullish? Sorry, I have not had the time to do that just now, but I generally find it a useful exercise - under-promise and over-deliver seems to be the best style :-) On the other hand if the most recent CLG statement is noticeably different in style that might indeed be a warning flag.

I note, too, the 9 November contract announcement. That seems to augur well.

Last but not least, technicals. The 150-day moving average is one I use a lot (influenced by Stan Weinstein). It seems to work really well for CLG. The price is currently right back on the 150 day moving average. Provided this again acts as support, it might indeed be a great time to buy. It would also allow for a tight stop (i.e. if the 150 day moving average failed to hold the price).

I seem to recall that Christmas is an important time of year for CLG and that it had a very good Christmas last year. Perhaps the same again? I must admit I am quite tempted myself having looked again - so renewed thanks for asking.

(Sorry to others for O/T)