Babcock Share Discussion Threads

[smcni1968] 30/11/2018 18:03

Sector jitters from Kier blowing up?

[yump] 30/11/2018 10:53

Obviously it reminded some folk that they've got BAB shares they needed to sell ;-)

Sign of a pretty dire market.

[ny boy] 30/11/2018 07:22

Decent £100M contract win!

[dave whitby] 28/11/2018 20:24

jackdaw4243

BAB go Ex Div 07/12/18. Dividend of 7.1p paid on 16/01/19.

[jackdaw4243] 28/11/2018 14:49

NY

Is divi certain, I added on 23/11 at £581.7 but still a mile offside with average at over £7.00

[ny boy] 28/11/2018 13:59

Bought 500 for recovery to 700p over the medium term + ex div early next month, did I not bad 5% pa, ex div in a few weeks.

[oriana2] 27/11/2018 17:59

Thank you, Dave.

[oriana2] 23/11/2018 11:37

Gregory : "Is there any other point to which you would wish to draw my attention?"
Holmes: "To the curious incident of the dog in the night-time."
Gregory: "The dog did nothing in the night-time."
Holmes: "That was the curious incident

Referring to the FCA???

[oriana2] 23/11/2018 11:27

After the election of trump and the result of the Brexit vote..... I agree.

[minerve] 23/11/2018 11:22

I don't know oriana2, I wish I could believe it was sarcasm, but my faith in human intellect and wisdom isn't that great ATM.

[oriana2] 23/11/2018 11:18

It is notoriously difficult to express sarcasm in written form......

Surely the only explanation.

[dogwalker] 23/11/2018 09:00

yes, well done oriana2, spot on.

[oriana2] 23/11/2018 08:55

My post....1353 23rd October refers.

[yump] 23/11/2018 08:08

DR_SMITH

Agree about the FTSE100 - the 250 is a bit more representative.

I do believe that the internet WAS a great leveller, but has now become a winner takes all medium, as the barriers (financial, Google and competition related) to getting national exposure have become very high compared to say 10 years ago.

Given the gradual takeover of the mobile phone for shopping, there is now much less space to get listed high up in Google and the cost of paid ads has sky-rocketed, making it viable only for businesses with a big pocket.

Its like competing for space on just the front page of a magazine.

Also the myriad of small businesses on Ebay and Amazon have littered the net with prices which make a tiny profit for lots of people, but which are not viable for running any sizeable business. Inevitably people buy from the cheapest. So the whole market has margin reductions.

Locally, its possible to get very good exposure if you've got the financial assets for a modest investment in paid advertising and can find a reasonably priced web designer/social expert.

I could write reams about this but its a BAB thread !

[the patient investor] 23/11/2018 07:39

10 quid by xmas

[dr_smith] 22/11/2018 17:06

Agree on several counts Yump.
First, yes, IMO outlook for medium to long term is good, but mybe that's just me being an optimist. Don't have much to back it up, other than a growing population and each individual (on average) prospering or desiring to prosper.
(China has transformed massively, with bikes now replaced by cars).

Second, the FTSE 100 level taken as a thermometer for economy..but...that doesn't represent our (or any) countries output/GDP.
Economies of scale was the lion in the economy say 20 years ago, meaning smaller fish (do lions eat fish ?) didn't get fair chance to compete.

The internet (and implicitly world economy) has been a great levelling factor, meaning small businesses, often run from home, can compete, often as niche markets, but collectively a big market.

The big boys (FTSE 100) financial success has therefore been replaced by the multitude of smaller businesses, so the FTSE static(ish) at 6500 to 7000 over 10 years doesn't really represent what is going on.
Travel agents, estate agents either going or gone from traditional form due to internet. It has changed way of life and how we do businesses immensely.
I don't like paying tax, but I REALLY want Amazon, US franchises, google etc to pay their whack of taxes, so that economy is kept as fair healthy competition.

I have ignored the likes of oil and banks that represent much of the weight of the FTSE 100.

All IMO :-)

[dave whitby] 22/11/2018 16:51

As of 20th November down to 5.50% from a high of about 8.65%