Babcock Share Discussion Threads

[minerve] 17/7/2017 12:31

Put it this way. I am not shifting position here. This has got some great characteristics and opportunities. I would add but I am already at the limit of what percentage I allow in any single stock.

[dgwinterbottom] 17/7/2017 12:02

Action thanks for that, so its nothing untoward part of life :-)

[action] 17/7/2017 11:54

DGWINTERBOTTOMYou r correct. But every shares do go through these phases such as Imperial ,Astra Zenaca, BAT, BERKLEY HOUSE e Bldr - To name the few. DYOR thoroughly I.e book value immenent defence spending cuts ref. Generally after big divi it may go in dolddrum see for Next after divi.

[topdoc] 13/7/2017 19:56

correction-- there is one short position opened on 11/7/17 by Marshall Wace to the tune of 0.55%.
Who knows wheher there is any concerted shorting going on.

[topdoc] 13/7/2017 18:59

There are no short positions declared above 0.5% at present.you can access this information at short interest.co.uk or the FCA website

[dgwinterbottom] 13/7/2017 17:55

topdoc - do you believe there are people shorting BAB in a concerted effort for some reason and could this happen without short positions being disclosed? Their volume today(3.18m)has been the highest since 9 Jun (4.47)

[dgwinterbottom] 13/7/2017 16:18

Certainly on the day of the big drop earlier this week there was not a significant number of shares traded, indeed pretty much around the daily average.

[dgwinterbottom] 12/7/2017 11:23

Could it be that BAB is being dragged down by the Carillion debacle, though they might be both in Support Services sector their modus operandi could not be more different!

[minerve] 11/7/2017 15:54

DGWinterbottom

The recent medical related win was for fixed-wing in Norway. I wonder how much helimed is mitigating oil industry related business?

I am suprised by the extent of the fall.

[dgwinterbottom] 11/7/2017 15:45

This is the first time it has gone so far below the c.900p support level in nearly two years.It is possible it is sentiment on the sector that is dragging it down but why it should suffer to such an extent is a mystery.
Minerve your comment re the offshore oil and helicopters is valid though they are having success in the helimed area of the industry

[minerve] 11/7/2017 15:21

yes, and getting rather tedious too!

[topdoc] 11/7/2017 14:37

This is being derated at a frighteningly fast pace.

[minerve] 09/7/2017 13:56

I think labour government with a pacifist leader is seen as a risk. If this risk is removed then a new contract with respect to UK nuclear decommissioning/ship build may see this significantly re-rate. The other issue ofcourse is offshore oil and helicopter services - I can't see much changing here for a few years at least.

[salpara111] 09/7/2017 09:46

At a 5 year low, have watched this one for quite some time but still have the same fundamental question.
What needs to happen for it to re rate?

[beckaroo] 29/6/2017 13:22

21p ex-dividend today, so not really down

[9degrees] 29/6/2017 09:16

why do the shares go down on new contract wins ??!!

[dogwalker] 29/5/2017 10:27

They share the same offices too, I believe !

[salpara111] 27/5/2017 17:34

Solid results decent divi rise.
curious market reaction.

[yump] 25/5/2017 16:25

There's quite a long established resistance/support around this level, no way it would go straight through unless they unleashed something startling. Not that I believe in charts ;-)