Babcock Share Discussion Threads

[robow] 09/6/2019 09:32

no way of knowing how many but its under 5% now

[suetballs] 09/6/2019 09:30

Suspension of woodford will stop the selling! He's still got 5%?
Suet

[robow] 07/6/2019 13:23

Woodford selling down. May have cleared an overhang.

[shalder] 06/6/2019 15:46

Getting director buying in reasonably chunky quantity at these levels.

[quickmind] 05/6/2019 21:58

Tuned in @10:00 this morning for the Capital Markets Day webcast but was kept waiting for 14 minutes. I was unimpressed by the ceo's waffling (with a heavy accent) and cfo's slow talking.

[shalder] 05/6/2019 14:54

Not exactly sure what is meant by "sustainable dividend" in the future. Is that code for "rebased" which in turn is NewSpeak for "cut"?

[gilesy] 05/6/2019 14:20

I have sold out at £4.72 booking a hefty loss
I dont find the latest updates very inspiring and the high number of short positions also concerns me
time will tell if this was a good or bad decision

[ny boy] 04/6/2019 11:37

That story is old, buy the dips and accumulate, that’s what I have been doing. I have been doing the same with (STX) since 30’s, now expecting it to double after 27 July, dyor as always on both of these. Happy days!

[smcni1968] 31/5/2019 21:50

Dividend at risk ? That's new!

[ltcm1] 28/5/2019 10:01

Yep but a very solid downward trend suggests selling into the rally is the smart trade here.

[ny boy] 28/5/2019 09:32

Good start post bank holiday weekend, it certainly was an attractive buy & hold recently

[ny boy] 24/5/2019 19:09

Strong end to proceedings this week, onwards & upwards, bargain hunters about.

Good weekend all!

[yump] 24/5/2019 15:56

Yes, its easy to become a victim of the sunk cost fallacy if you don't really know what capacity a business has to recover, which needs a lot of thought about the business, not the share price

[minerve 2] 24/5/2019 13:00

It's only cost you dear if you need to sell the asset. The earnings stream was respectable at 600p and is very attractive at these prices. ;)

Too many focus on the share price and not the underlying business.

By focusing on the share price you are just watching the behaviour of shorters who play on fear and propaganda with little facts and a short-term vision.

[essentialinvestor] 24/5/2019 12:53

Item, cost him dear ?, Have you not taken account of the money Neil
has earned since founding his fund management company!.
He's earned 10's of millions.

What you might mean is...it's potentially cost holders of his funds dearly.

Would not be surprised if he sells out in a year or two and just
enjoys his wealth.

[ny boy] 24/5/2019 12:26

Well some of buying these lows, may o very well over the medium/long term, also happy to receive a 22p div 09 Aug (ex div 04 July)

[ltcm1] 24/5/2019 11:40

chopp1 the trouble is people were writing exactly the same as you when this share was in the 600's. Now it needs to go up 50% just to get back there.

Calling the market as being wrong is a dangerous tactic on a big freely traded liquid share such as this. It's cost Neil Woodford dear these last few years.

[oriana2] 24/5/2019 09:38

A decent lift this morning........

As has been stated above..... difficult to see why bab is treated so harshly at every turn.

The possibility of an opportunistic foreign power having a bearing on the subject is not beyond the bounds of possibility in this day and age.

[ny boy] 24/5/2019 08:53

Excellent dip buying yesterday and this morning, will be back over 500p after May has gone! Imo. Same buy the (STX) dips ahead of game changing FDA news 27 Jul imo dyor as usual some nice opportunities abound after a market sell off.

[cwa1] 24/5/2019 06:52

TraderBus. You need to be holding on 4/7, which is the XD(ex dividend) date. You can sell it ON 4/7 and still get the dividend-but if you sell it on 3/7, or earlier, you won't be eligible for it. The pay day for the dividend is 9/8(though some brokers can take a day or two longer to credit it).