Babcock Share Discussion Threads

[minerve] 23/10/2017 08:58

Vulgaris "Mind you, another IC columnist (Kate Beioley, p48) appears to think that a growing number of generic drug approvals is good for innovative biotechs and yet another (Megan Boxall) informs us, without apparent irony, that 'The NHS is the envy of many other countries'." They are right on both those points! An increase in generic drug approvals forces large pharmaceutical companies to replace lost revenue by targetting new areas of unmet need with drugs patent protected - the way they do this is by acquiring and having partnerships with innovative biotechs. As for the NHS, have you tried health services in other countries? You either have little available or you will need a seriously, seriously fat wallet.

[dave whitby] 22/10/2017 17:42

In March 2014, just before they purchased Avincis they were capitalised at 360 x £14.75= £5310m.They are now capitalised only at £4150 With hindsight perhaps they paid a tad too much. But the results in the past three years are still impressive. Underlying Revenue FY 14 FY 17 3548m 5217m Underlying Operating Profit 378m 575m Shareholder eps return 62.1p 80.1p Can someone sensibly explain their low rating. They are hardly a Capita, Serco, Mitie, Interserve, Carillion??

[smcni1968] 10/10/2017 16:16

Minerve- all of the above it seems.

[minerve] 10/10/2017 14:14

My worst performing share since, it feels, time began. I really don't know what the issue is here? Is it caught-up in the outsource malaise or is it to do with concerns on Brexit? Most of the time you can put the finger on the issue, but here, not so IMO.

[suetballs] 10/10/2017 09:16

This share is so frustrating - when will confidence return? Suet

[bamboo2] 03/10/2017 21:20

Bought a few here today on the potential apex based based turn. Flag tp min 854

[suetballs] 28/9/2017 18:05

boo is the ticker for boohoo. Results yesterday and the share price has been all over the place.Yep lots of excitement! Suet

[smcni1968] 27/9/2017 11:06

Suet, what is 'boo'?

[suetballs] 27/9/2017 10:04

Drifting lower as expected. But hopefully £8 is a distant memory. Better excitement over at boo - even rbs is moving in the right direction. Suet

[suetballs] 21/9/2017 19:36

Yes yump - hopefully Mr market will continue to believe what bab have said. Happy to have sold half of my shares above £8 as I was somewhat overweight here. Suet.

[yump] 20/9/2017 14:34

So it appears BAB had to say the same thing about their current and foreseeable trading at least 3 times over the last 6 months, before the share price reacted !

[essentialinvestor] 20/9/2017 12:42

Unfortunately I bloody missed this!.

[gelston] 20/9/2017 11:48

Got in this morning, these seem cheap to me, looking forward to the ride up

[andysaw] 20/9/2017 08:18

Some really big contracts. Happy to increase my stake at this price

[andysaw] 20/9/2017 08:16

Good trading update and plenty in pipeline

[smcni1968] 19/9/2017 21:07

Trading update Wednesday morning!

[smcni1968] 13/9/2017 22:05

A fitting chart for a company involved in submarines

[dave whitby] 07/9/2017 17:26

Ah,but up 6.5p on good volume. Corner may have been turned? As the song says "the only way is up"!! Latest Trading Statement announced a fortnight today.

[smcni1968] 07/9/2017 12:36

Down again

[ryry0707] 30/8/2017 20:00

That was a close call. Hopefully the share price will push on this quarter

[smcni1968] 30/8/2017 19:04

Didn't get kicked out of the FTSE 100

[dgwinterbottom] 30/8/2017 11:34

Is there significant shorts?