||EPS - Basic
||Market Cap (m)
|Construction & Materials
Billington Share Discussion Threads
Showing 176 to 199 of 200 messages
|Same here and added a few more last week.|
|SFR is my third largest holding and BILN my 5th as I really like both as quality companies growing sales and margins with net cash. I think there's a flight to quality amongst clients as a large number of specialist contractors have gone bump over the last year or two with all the attendant disruption that entails for delivering projects on time and budget. I believe SFR getting this;
..from William Hare was a straw in the wind looking at their balance sheet ..
With BILN there is a load of value add especially with their HoardIt division so I'm quietly optimistic.|
|Steel re valuation - totally agree
I previously held both SFR and BILN but sold SFR to add to BILN given the MC/Rev and PBT ratio disparity between SFR and BILN
Clearly we are currently off the radar and personally I like companies that are confident enough to not feel that they have to issue endless market updates. Value will out when results are published!
Great news that Severfield doing so well - suggests sector moving the right way
|Totally agree with the above.
BILN Market Cap (excl cash) of approx 24m is only 11% of sfr current value. However, they have 25% of sfr turnover, plus a good spread of quality associated businesses & positive management team.
Trading update would help get some interest in this stock.|
|Maybe this might help a little.......
Being so illiquid it doesn't take much to move the share price....either way!!!|
|Yes I agree and indeed had been wondering why Sev was rising and this sleeping. Given the background to the structural steel supply business I think all boats rise with the tide. BILN should do more to get its message across.|
|My sentiments too rhomboid
Only 1500 available to buy online at the moment...watching with a view to a top up|
|I think the limited free float means no institutional interest and PI's have short attention spans so any selling effect is exaggerated. I'm expecting a huge bounce when the underlying performance is reported.|
|Interesting? / surprising? / strange? recent share price weakness in view of rising SFR share price....any explanations? Up until last month ago shares of both seems to be following similar pattern......|
|All quiet since ebt disposal. For a Co in the same market as SFR their share price now looks low in comparison. Perhaps a trading update might help to get some interest back?|
|Yes sounds a plan. Will do ..|
|OT - You were registered at battlebus - only a minute to register as battlebus2 if you wish
|Excellent thoughts SJ. Lost my password for your site and I've changed email so couldn't post anything....|
|Cheers Bamboo2, I'll stick my neck out for £3 plus ;))|
|The tp for the Falling Wedge is around 290|
|Welcome back IC2.....|
|Thanks meijiman, hope so :o)
I was interested to see the healthy growth in profits and margins at SFR today. The last interims from BILN showed a good increase in revenue and they said that the forward order book was the longest in the group's history, and that H2 was set to be very busy.
Profits advanced at a more modest level than revenue, so if the profit growth seen at SFR is sector wide, BILN could be in a position with both strong advances in revenue and margins which is powerful combination.|
|Good move interceptor -I hope your trade pays off handsomely.|
|Bought back in here this morning, with EBT finishing their share disposal and upbeat results from SFR this morning, it seemed an good home for some of the AVS proceeds.|
|Yes I've always thought BILN was a better company than Sev but may need to review. Anyway as they say -all boats rise with the tide. Still puzzled why BILN decided to shoot itself in the foot.Hopefully the share price will perk up towards 300p now.|
|SJ above "I'm passing the baton for now!"
Changed my mind having read Severfield results and added a few on the bell - seller in the market at top end of 240s (purchaser of EBT stock making a quick turn?)
Severfield strong results were margin rather than revenue so potential read through
Billington vs big brother Severfield - gap opening (mainly due to EBT selling from May|
|Thanks scotch broth that is good news.|
|Good read across from Severfield (SFR). Excellent half year results and "comfortably ahead" for full year expectations.|
|Yes the cash in the post is piling up, I've JNY and CPX to add to that list :))|