Babcock Share Discussion Threads

[woodhawk] 04/12/2017 17:18

Nice intraday reversal almost exactly on midday.

[woodhawk] 01/12/2017 17:19

I agree with you Minerve - this is a good buy at these levels and a handy 4% divi too (with a few pence due as of next week). I've been doing a bit of trading and building up my position as there seems to be a lot of shorting and/or panic selling going on at the moment.

[unclelen] 01/12/2017 16:43

Ah, brokers; nice piece today in the City pages of the Mail re auditors confirming HBOS' financial health about 10minutes before this huge conglomerate imploded; it seems they didn't audit much at all but were influenced by broker analysts' overwhelming positive recommendations on HBOS, but these sages hadn't been party to any financial projections, or even current figures, at boardroom level either, simply published what their own companies preferred to hear in order to drum up trade. It makes the point that they have zero value, apart from giving them all a considerable wage; note BAB have recent projections from £6-£13. This whole area, excuse the pun, needs a laxative.

[philanderer] 01/12/2017 09:23

Downgrade by Morgan Stanley to 'equal weight..' tp cut to 800p from 975p

edit:

Details here:

[woodhawk] 30/11/2017 11:01

Nice recovery this morning! Picked up some more at 683p. Ex-Dividend in 5 trading days.

[alanr1] 29/11/2017 20:02

A deferred notification I suspect and the trade happened before the market closed, so no way to say if it was a buy or a sell. I would put my money on a buy because the shares went up! If the share price continues to rise tomorrow, then it was a buy! Still very good value imo!

[smcni1968] 29/11/2017 19:55

Booted from the FTSE so not that's out of the way

[unclelen] 29/11/2017 19:11

That's a sell surely??

[dave whitby] 29/11/2017 18:41

There was purchase of 5,137,780 shares at £6.98 timed at 17.01this evening.
Any ideas? Can't ever remember a purchase this large before.

[woodhawk] 29/11/2017 10:47

Oh, just noticed it's the dividend record date next week! Another few pence in the coffers.

[lab305] 29/11/2017 09:52

Penycae you must be yielding just above 4% on these and they were £2 above this just a few months ago. If normality resumes we will get the dividend and a handsome profit as well. Relax

[penycae] 29/11/2017 09:23

Need to wait and see what happens now around the seven quid mark.
Disclosed short interest 1.51%. If that's correct, then some fund should shortly be declaring a further notifiable interest, or PI's have been hoovering up.
I think there's a big short out there somewhere. I've got one batch just coming into profit, two others still underwater.
Thought I'd be in and out of here before Christmas, but not so sure...

[woodhawk] 28/11/2017 16:02

What's happened to all the prophets of doom? LOL.

SIPPed and ISAed all at below 700p and nice divi too. Many thanks.

[minerve] 28/11/2017 12:09

Increased my holding here: SIPP & ISA

[smcni1968] 28/11/2017 02:07

Yes UncleLen I read that. Doesn't seem to have done anything outside Government. I assume his role is as it says, advisory. At least I hope so.

[unclelen] 28/11/2017 00:06

Mark Sedwill, 'National Security Advisor', £185k pa civil servant - reading Wikipedia it seems he's straight from Yes Minister. Maybe Teresa is flatterable, if that's a word.

[smcni1968] 27/11/2017 23:27

"One ministerial source told the paper Sedwill "is determined to screw over the MoD" so as to get more cash to tackle cyber threats and that "the problem is the NSA (Sedwill) is driving a 'within-the-costs-envelope' approach at everyone.""Who the hell is this Sedwill guy?

[unclelen] 27/11/2017 22:24

I agree, those director buys don't seem nearly a commitment enough to re-assure about skeletons; it smacks of window dressing and has had the opposite effect on me despite my faith, weakening, in a recovery.

[watfordhornet] 27/11/2017 21:08

Those director buys are pocket change to those two. Does not give me too much comfort piddly buys like that

[minerve] 27/11/2017 18:09

He comes out of nowhere to tell us this.

"Ask the companies whose payments were delayed by the Marine Division to boost the current interims."

I thought if companies adhered to GAAP then this makes no difference when payments to suppliers are made, no?