Share Name Share Symbol Market Type Share ISIN Share Description
Brady Plc LSE:BRY London Ordinary Share GB00B0188P35 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.50p +0.71% 70.50p 69.00p 72.00p 70.50p 69.50p 70.00p 100,000.00 12:38:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 27.4 -1.4 -2.1 - 58.54

Brady Plc Share Discussion Threads

Showing 1626 to 1643 of 1650 messages
Chat Pages: 66  65  64  63  62  61  60  59  58  57  56  55  Older
DateSubjectAuthorDiscuss
07/12/2016
07:12
Good news, needs a CEO that can deliver shareholder value. Not a holder.
owenski
24/7/2016
23:02
This is P&D! The new Chairman understands: a fish rots from the head down! Good that the CEO will soon "pursue other opportunities".
bsposi
21/7/2016
14:20
I have never known Q4 not to be a make-or-break quarter.
phosgene
21/6/2016
15:13
Hi dose anyone use the +500 for trading. If so what are the charges regarding buy or sell commissions and other associated costs.
vauch
10/5/2016
16:42
Is anyone going to the AGM this year?? I'd be interested in feedback.
phosgene
20/4/2016
15:31
“Customers rely on Brady to help manage the current volatile market conditions” Chairman's statement. I have no idea who Brady rely upon.
phosgene
04/4/2016
09:17
"The shares look attractive" says SCSW in latest issue
aishah
26/3/2016
08:09
I don't hold BRY, never have but I do subscribe to Paul's Quality Small Cap Report email which I find invaluable as a means of keeping up with stocks I might otherwise overlook. As for BRY itself it strikes me its all about building a big company as opposed to shareholder value. I'm put off by the ratio of Cash Flow ps relative to CAPEX ps + R&D ps. When I look for quality growth companies - RB., ABC, GRG, CWK, DOM, JD., JDG etc one of the criteria they all have is Cash Flow ps at multiples of Capex ps + R&D ps. Its one of the scans I look for to back up 'n' Consecutive Years of Turnover Growth but in BRY's case the numbers are not historically very good. I'm prepared to suffer a one off fall in turnover if everything else stacks up. I can probably best illustrate this by comparing ROR & BRY, both who have suffered from the downturn in the resource sector. ROR still managed to produce 4x Cash Flow ps relative to Capex + R&D ps, whereas for BRY the ratio was <1 at 0.6x Cash Flow ps. Because ROR has been positive for over ten years with its CF:Capex+R&D I'm far more likely to give them the benefit of doubt. As always the numbers are only as good as the data provider & I tend to use Sharescope, Stock_o_pedia and Sharelockholmes as a short cut rather than wade through endless annual reports.
henryatkin
25/3/2016
15:57
Things which I thought: It's easy to boost your recurring earnings by dropping the ball with the one-off licence model and thereby artificially raising the relative values. Good point about the licences confounding the EPS target 6p >> actual 1p. Gavin has previously suggested that the market turmoil is irrelevant for Brady because they do Risk Management and then when the money for new metals Risk Management systems dries up they suddenly say that this isn't predictable or exploitable. I'd have been interested to know how the management team are compensated given that their bonuses should have been linked to share prices and contract sales. He's stripped out the dividend to protect the bottom line (and to be fair, Fullager, Lavelle, and Thorneycroft as well as the rest of us will feel that to differing extents) but if they don't also curtail bonuses, discretionary options and other back slapping there is no reflection of the bad results. I would not expect any new Bentleys parked at Brady Towers.
phosgene
25/3/2016
12:55
What did people think of Brady CEO's answers to my questions in latest interview last week - link above in post 1384. Would be good to get some feedback. Not much point in me doing interviews if there's no feedback! PP.
paulypilot
25/3/2016
04:49
Anecdote: I've seen "offshore development centres" in the past and they live or die based upon the initial spec, how close the dev team is to the product managers and how on the ball the parent company is regarding deviation from spec / slipping from timeframe / mission creep of the development etc. If Brady can do it, they will be performing better than I expect. On the plus side, this could bring modularity and code-reuse by the different teams and that would only be a good thing (30 might be outrageously optimistic).
phosgene
24/3/2016
14:40
hTTp://qualitysmallcaps.co.uk/ceo-or-fd-interviews/brady-bry-ceo-right-to-reply-24-mar-2016/
henryatkin
24/3/2016
14:37
Here's a FY results presentation with Gavin Lavelle, CEO www.piworld.co.uk/whats-new/2016/3/24/brady-results-presentation-bry-21st-march-2016 He talks through 2015 FY results, and explains the challenges throughout the year. In spite of the difficult commodities market, and the reduction in spending by customers Lavelle puts forward a confident view of where he sees Brady positioned. Costs have been cut by £2m and the offshore development centre will provide further savings. 56% of revenue is now generated by recurring income. Lavelle believes contracts have been delayed, not cancelled. And cites they are still growing market share. Further, there maybe acquisition opportunities in the software market, due to the challenging market, that others with a less robust balance sheet may not weather so well. Fundamentally he sees them de-risked, moving away from licensed sales, lowering costs; and a low leveraged play of the commodity market.
tomps2
22/3/2016
18:56
I don't value your comment, Gargoyle2, but I'm looking to lose enough brain cells or be drunk enough to start rating it.
32nddegree
22/3/2016
05:34
I recall there being questions asked as to why the directors weren't buying after the December profit warning. Lavelle brushed that off in at least one interview. He's a smooth talker, that's for sure. Let's see if they are going to stick their necks out now. (I no longer hold, but am looking for a decent entry point.)
gargoyle2
21/3/2016
12:56
Just cannot trust this company to deliver.
rathkum
21/3/2016
11:30
Video interview with Gavin Lavelle http://tinyurl.com/zalurt6 Gavin Lavelle, chief executive of Brady Plc (LON:BRY) says he is “delighted&rdquo; that the firm is still winning contracts despite the downturn in the commodity market. The firm reported a loss of £1.4mln for the year to December 2015, but Lavelle says that the firm has taken “corrective action” in the fourth quarter, taking more than £2mln in costs out of the business. “We will see the benefit of that coming through in the first half of this year, and whilst it’s difficult to call the turn in the commodity markets, our cost base is lower we are being prudent and we are de-risking the business,” he adds, noting that he expects the business to be cash generative in the current financial year.
proactivest
21/3/2016
10:15
Nasty results
opodio
Chat Pages: 66  65  64  63  62  61  60  59  58  57  56  55  Older
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