Babcock Share Discussion Threads

[dr knowledge] 09/4/2021 08:21

No new news, already known. I've taken this as an opportunity to add - ask me in a years' time whether I was right or wrong. ;-)

[ptonks] 09/4/2021 08:16

It's just a shame the old guard won't be dragged off the golf course today and thrown in prison!

[jensonbensonjohnson] 09/4/2021 08:16

"According to two people" ... WTF. Two people who have just broken their confidentiality agreements, presumably.

[suetballs] 09/4/2021 08:07

Well our fate will soon be known.
Hopefully the bad news is already in the sp?
It's been a grim few years.
Suet

[jensonbensonjohnson] 07/4/2021 10:56

It does look cheap to me. It's all over the place trading at the moment though in news vacuum. Board have indicated no news until middle of May so it'll probably remain volatile in the short term. I think there's money to be made buying and locking away.

[dope007] 07/4/2021 08:50

These look very cheap here. They have no guidance due to some contract issues but they are trading at around 1/3 9 month sales. Wonder if these are a average in and tuck away for a couple of years?

[jensonbensonjohnson] 24/3/2021 15:15

For what it's worth ...

Liberum reiterates buy with a target price of 350p.

[suetballs] 12/3/2021 14:47

What a happy ship we are.
Suet

[desflurane] 12/3/2021 14:38

Strike at Faslane.

[suetballs] 11/3/2021 12:37

Sorry - I'll stand in the corner!
Suet

[suetballs] 11/3/2021 11:37

Surely worth an RNS.
After the writedown last year perhaps we made a book profit?
Suet

[suetballs] 10/3/2021 13:50

We need to get Lockwood interviewed by Piers Morgan!
I'm not a fan of Morgan but a lesser fan of Lockwood.
Suet

[minerve 2] 10/3/2021 13:45

If you are going to mark my posts down at least have the decency to say why. Otherwise it is pointless.

[minerve 2] 10/3/2021 13:37

What is the modus operandi of this CEO I wonder?

Short-termists rarely become long-termists and hardly represent the regular small investor.

Letting the share price drift down is not in the interests of current shareholders if a capital raise is on the cards.

Attract a buyer. Sell out, make a few million. Move on to the next one????

Look at what he oversaw at Cobham. It's a disgrace really. The real UK traitors IMO. He should hold is head down in shame. Coming in and having the belief that he was entitled as CEO to choose the direction of the company with little regard to the founding family. Selling UK assets to a PE group for a percentage. All that unique technology with a good future. (If it wasn't that good PE wouldn't buy it - they are generally not stupid).

Of course muppet shareholders were pleased because they got a poxy profit to pay for a holiday not realising they were complicit in the long-term destruction of value and the UK in general.

What will we have left?

Deliveroo, JustEat? Whoopy do! 'Exporting' this stuff does nothing for UK society Brexiteers. Maybe, as a Remainer, I might even entertain the idea of Brexit if the government helped protect what we have left. I see no evidence of this so far.

[suetballs] 10/3/2021 13:23

The silence from Lockwood is killing the share price
I believe if he has any material information (and he surely will)- good or bad - he should disclose it immediately.
This waiting until everything is dotted and crossed imo is totally unacceptable and probably in breach of company law etc.
I hope his new auditors are telling him accordingly but on reflection they're probably too busy counting the petty cash!
Next he will be blaming the delay on covid!
Suet

[jensonbensonjohnson] 08/3/2021 12:04

When did BAB announce they have appointed Deloitte? I don't remember seeing that in an RNS, so where have the FT got it from? Or did I miss it.

This won't be held down much longer with these pathetic scare stories. Onwards and BABwards.