Balfour B.10tqp Discussion Threads

[4spiel] 15/12/2014 15:20

Share has recovered well enabling some to get a new tranche for next to nothing. Very good stock played carefully.But more seriously cheaper oil will be a help for this company if it stays reasonable but ultimately we might be looking at how the politics work out next year. Government is very cash strapped so not expecting anything much. but in this stock we just need to survive for the coupon and little treats as recently !

[cwa1] 05/12/2014 09:32

Looks to be decent value, somewhere, in BBY pace this morning's announcement(though they would say that, wouldn't they!):-



....hopefully that underpins, in some way, the fundamental underlying value of BBYB!

[jaf111] 30/11/2014 16:15

Things could get interesting....

Balfour Beatty could be broken up as John Laing Infrastructure Fund considers a billion-pound bid for the company’s investment arm, the Sunday Times reported. John Laing is interested in bidding for Balfour’s 60 private finance initiative (PFI) contracts. It would leave Balfour with a business worth about £260m, based on its current market value. John Laing’s interest might tempt Carillion to make another takeover attempt for Balfour after being rebuffed earlier in 2014.

[skinny] 25/11/2014 17:14

A decent note today from Merrill Lynch for BBY is helping.

[envirovision] 25/11/2014 16:55

Rapid recovery after xd

[skinny] 14/11/2014 12:40

Ex dividend next Thursday 20th @4.84p

[tiltonboy] 13/11/2014 08:56

I have traded out of my opportunistic buy, and achieved a 9% return in 30 days, which I am well pleased with.

[envirovision] 10/11/2014 12:56

Price really starting to harden now and moving up in line with most other fixed income today.

[badtime] 28/10/2014 17:12

Tht and coming up to div date

[cwa1] 28/10/2014 13:28

PB deal been approved:-



Must be reasonable news for the prefs I would have thought.

[hvs] 19/10/2014 18:26

lol !!!!!!

lol !!!!!!!!!

[nisbet] 19/10/2014 18:21

The half-yearly payment costs £6.5m so why on earth would they suspend it?

[envirovision] 19/10/2014 17:34

Thanks, just gotta hope they don't suspend the dividend then.

[nisbet] 19/10/2014 17:28

Ex div 20 Nov. pay 1 Jan.

[envirovision] 19/10/2014 17:15

eye, any exact dates for ex divi and pay date.

[hvs] 19/10/2014 12:33

Payday coming soon.

It was good to buy at 103p.

Nice dosh coming my way soon.

[badtime] 17/10/2014 11:15

Moving up nicely...sky u must be feeling a tad more comfy now

[skyship] 17/10/2014 07:26

nbudd - reflecting the overall plunge in oil stocks, especially N.Sea stocks - take a look at ENQ, IAE, FPM, PMG, DART etcetcetc

[badtime] 16/10/2014 20:23

Have a look at FIX thread might be something there

[nbudd] 16/10/2014 19:37

Apart from the general bond sell off at the moment and the low price of oil, has anyone any idea why ENQ1 has nose dived? Indeed a brokers note on the plc seems relatively positive.
hxxp://sleekmoney.com/enquest-plc-stock-rating-reaffirmed-by-rbc-capital-enq/39192/

[alter ego] 15/10/2014 17:00

thanks boadicea, I normally use Mon eyam and didn't know you could do that.

[boadicea] 15/10/2014 16:43

To see today's trades on advfn without yesterday's late reported ones, just click on the "Latest..streaming" box for a drop-down menu and select "Trades 0-xxx". This will strip out the 'L' trades from yesterday.
To see yesterday's trades, click the 'Yesterday' option or select a chosen date in the calendar menu.
Simples!

[alanji] 15/10/2014 13:44

IRR to redemption is over 8% at 110p, after allowing for stamp duty.

[nisbet] 15/10/2014 13:11

At current level the running yield is 8.7% and the yield to redemption approx 7.1%. The yield to redemption assumes 6 years to maturity with 12 half-yearly div payments, no reinvestment of div proceeds and the capital loss of 10 points amortised on a straight line basis.

More accurate yield to redemption formulae will usually incorporate a reinvestment of divs. and amortisation of capital on a reducing balance basis. This would give a yield to redemption somewhat higher than the above.