Babcock Share Discussion Threads

[smcni1968] 05/11/2018 11:50

https://www.ft.com/content/a864fb8c-e0e0-11e8-a6e5-792428919cee?kbc=c91b1fad-1097-468b-be82-9a8ff717d54cA summary in this link

[poikka] 05/11/2018 10:22

TP down from 1000, and comment "SECTOR PERFORM". No detail, sorry. Pretty meaningless, I'd say.

[minerve] 05/11/2018 10:16

Well that was a bold analyst TP. 🙄

Look at the graph, any chimp could TP 700.

[smcni1968] 05/11/2018 09:08

hi- do you know which broker?

[poikka] 05/11/2018 08:43

Down on a broker downgrading bab to hold, I think it was, and a 700p target.

[smcni1968] 02/11/2018 19:52

i think they are 21 November

[1spotter] 02/11/2018 17:59

By the way, this site allows its posts to be edited/edited. Beware!

[1spotter] 02/11/2018 17:57

Next week's results??? What calendar are you looking at?.....

[poikka] 02/11/2018 17:40

Looks like good news to me - much better to have all at Devonport. Should be positive for the sp, eventually, but after all the negative noises emanating from the STimes all eyes will be on next week's results.

[smcni1968] 27/10/2018 16:22

I think the emergency helicopter business is weighing on the share price- regulated by the EU so Brexit uncertainty.

[oriana2] 24/10/2018 16:03

Presumably fundamentals prevail?

[minerve] 24/10/2018 15:08

Shorters have about one month to play their game before the truth hits:

21 Nov 2018 HY19 - Half Year result for six months ended 30 Sept 2018

[ltcm1] 24/10/2018 14:44

Well I came here because you and Minerve are positive about Bab.

I am quite positive too but would like to see a trend reversal first...

[yump] 24/10/2018 10:47

Funny how a negative report and a sudden drop from 700p after a positive update has resulted in several posters suddenly becoming interested in BAB. Some of them have only ever posted on BAB.

[smcni1968] 23/10/2018 20:00

Where on the balance sheet are the revenues recognized but unbilled? Wouldn't you expect to see it as an asset?

[yump] 23/10/2018 15:34

With the markets dropping, those who profit from individual share price drops will have been looking for anything that shows signs of weakness and particularly businesses which are opaque to many people or have some sort of basic scare story that can be 'expanded'.

We'll see what happens once the Dow has gone to 24,000 and the FTSE 250 to 18,000. Those seem to be pretty likely, although the 250 could drop below 18,000 before seeing support, judging by the past levels.

Keeping the tinder dry for the moment...

[oriana2] 23/10/2018 13:43

I wonder who could be behind a plan like that?

Surely not a potentially hostile overseas government?

How would the disappearance of a leading UK defence company benefit them?????

Just a thought!!

😁

[poikka] 23/10/2018 11:22

Actually, India's probably just as close to W. Pacific as Oz - but Oz is a tad more stable, and mid time.