Breedon Share Discussion Threads

[jaws6] 08/6/2015 14:25

last broker in link with 55 p target ?

hxxp://data.beaufortsecurities.com/

[konkel] 08/6/2015 08:50

Which broker?

[jaws6] 08/6/2015 08:20

Tipped by broker today ,will put link later

[hitch19] 15/5/2015 11:48

Jaws thanks.

[jaws6] 15/5/2015 11:30

hitch
hope you seen my reply on your post before on cr thread in morning.
Result in July so we might see some more move ?

[hitch19] 14/5/2015 23:08

Are BREE genuine TO target? Is current Mcap prohibitive or undervalue

[konkel] 22/4/2015 10:13

The Invesco increase was a mistake....an announcement from December. The replacement announcement just shows their actual % changing following an increase in share capital.
Nonetheless the AGM statement was positive so it should settle down soon.

[mattd1] 22/4/2015 09:38

Interesting - Invesco have increased holding by several million shares and the price falls?

I would expect this to change the other way. I wonder if there is a possible stake-building going on for a takeover, or perhaps just recognising value and getting in early ...

[scotches] 21/4/2015 13:12

Quick search and no negative news obvious.





Plus the latest holding disclosure has Invesco pretty keen with just under 27% of the company.

[konkel] 21/4/2015 09:43

Linhur, apologies I've been away. Ian King Live is on Sky News Mon-Thurs @ 18.30

[baxter99] 21/4/2015 08:55

Level 2 shows 6:1 on the bid, yet down 2.4%. Treeshake?

[linhur] 11/3/2015 10:43

Likely collapse of CRH deal on Lafarge?

[miss womble] 11/3/2015 10:04

1 million shares traded. Anything going on?

[mirandaj] 04/3/2015 09:51

Peel H have put out a full note this morning but this encapsulates - others have PT of 58p :


Breedon Aggregates (Buy TP 53p)

Great end to 2014, 2015 looks well set

Full-year results from Breedon were better than expected as mild weather in Q4 helped push results ahead. The outlook for the UK heavyside building market is good, because of increased infrastructure spending plans. This, combined with further market share gains and a flow of acquisitions, will see Breedon continue to grow faster than its peers. We raise our price target to 53p and retain our Buy recommendation.

[linhur] 04/3/2015 09:16

konkel

Which channel is Ian King Live on please?

Linhur

[konkel] 04/3/2015 06:30

Peter Tom was on Ian King Live last night which can only be good for the profile of BREE. House broker also maintained its 58p target post results. All good.

[linhur] 03/3/2015 22:25

What is needed is for Breedon to get hold of some of the Lafarge assets that they are having to dispose of to meet competition concerns on the merger with Holcim. However there are a number of competitors such as CRH who are prepared to pay high figures for the same assets and Peter Tom will not overpay.

[petewy] 03/3/2015 12:20

Thanks. I bought in last year but sold last month.
I feel it needs a div to spark serious buying

[baxter99] 03/3/2015 11:25

Petewy - debt might be up but so too is pretax profit - ratio 3:1 which is fine by me. When I first bought two years ago the ratio was 6:1 but I liked the the CEO's upbeat statement.

[petewy] 03/3/2015 09:07

Debt is up:
Net Debt £66.3 million £54.4 million +£11.9m
Profit before tax £21.4 million £11.0 million +94.0%

[konkel] 03/3/2015 08:59

Another solid set of numbers...steady as she goes!

[konkel] 12/2/2015 22:08

Woodford adding I suspect...we'll soon see.

[redartbmud] 12/2/2015 22:07

They must have been placed with institutions. If so it indicates an appetite for the stock.