Balfour Beatty Share Chat (BBY)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Balfour Beatty Plc	LSE:BBY	London	Ordinary Share	GB0000961622	ORD 50P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+2.00p	+0.83%	243.00p	244.20p	244.40p	245.40p	237.40p	237.40p	1,643,874	16:35:20

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Construction & Materials	7,814.0	123.0	19.7	12.3	1,676.01

Balfour Beatty Share Discussion Threads

Showing 3401 to 3420 of 3425 messages

Chat Pages: 137 136 135 134 133 132 131 130 129 128 127 126 Older

Date	Subject	Author	Discuss
13/6/2019 20:22	BVS for me	sirgainalot	Read Full Thread Reply
05/6/2019 19:26	I'm new holder and I've tried to compare BBY with similar-ish GFRD and MGNS.. Galliford Try's results were back in September and the numbers scream value (or value trap?) after this year's 18% dividend cut (Feb), CEO exit to Crest Nicholson (Mar), profit warning giving £40m hit to consensus (April). And one commentator (Anh Hoang through Motley) points out that 85% of earnings are from its Linden Homes brand ... but i thought the bulk of revenue was still from infrastructure etc ? Adjusted p/e 3.87, div yield 11.8% (cover 1.57), share price approx. at or below NAV.. but again figures based on last year results and only 1 major contract award since, of modest proportions. Briefly googling reviews for their house-building divisions, customers seem generally happier with Balfour (about 3.5 out of 5) than the other two, with Galliford's Linden Homes being the worst. Morgan Sindall doing ok i guess better than BBY on some measures. Both have had contract wins recently since after their last results: MGNS: Sellafield $1.6Bn over 20 yrs, Brentwood BC £500m over 30 years BBY: £1.3Bn Dallas roads (presumably much higher rate of turnover?) Finally it is the touted (but apparently successful) 'Build to Last' programme and the slightly better homebuyer's reviews that swings my vote in BBY's favour. Certain broker targets for both BBY and MGNS currently have about 50% upside. Just not sure if its a good sector to be in in macroeconomic terms right now but looking good value on paper. I'm bit concerned tho about BBY's intangibles (25% - what are they? i tried looking back through company news), ROCE (5% vs MGNS 18.5%), and slightly negative cashflow at last results.	cordwainer	Read Full Thread Reply
03/6/2019 10:24	Thanks SKYSHIP but already seen this but there seems to be a comment in Fridays IC. I hope to buy a copy today. Let me know if you or anyone else is interested in the info.	dekle	Read Full Thread Reply
03/6/2019 10:15	dekle - all I could find was mention of the recent RNS - see Header: "Balfour Beatty (BBY) has announced that is has been conditionally selected as part of a joint venture to deliver a $1.7bn (£1.3bn) interstate project on behalf of the Texas Department of Transportation. The group has a 45 per cent share in the joint venture with Fluor Corporation. The full contract award is expected in the autumn with work commencing in early 2020."	skyship	Read Full Thread Reply
03/6/2019 09:07	What comments have been made in this weeks issue of Investors Chronicle?	dekle	Read Full Thread Reply
31/5/2019 20:56	Big buys going through on the bell every day for the last week or so ....looking positive	steviec1	Read Full Thread Reply
22/5/2019 15:43	Below 52W average now; this is either going to bounce or head further down from here.	czeck	Read Full Thread Reply
22/5/2019 15:30	Why is this suffering? Surely the drop in the value of the £ is an advantage?	dekle	Read Full Thread Reply
20/5/2019 15:59	This is taking a battering now despite optimistic outlook HTTPS://www.sharesmagazine.co.uk/news/market/6424934/Balfour-Beatty-says-on-track-to-meet-its-full-year-expectations	czeck	Read Full Thread Reply
16/5/2019 07:23	To the point :- Balfour Beatty AGM Trading Update.	skinny	Read Full Thread Reply
15/12/2018 14:58	Balfour Beatty to beat expectations By Jonas Crosland – Investors Chronicle Shares in Balfour Beatty (BBY) rose by as much as 5 per cent in a falling market after the construction group revealed that group performance for 2018 will be above earlier expectations. The improvement comes as a result of profits from infrastructure investments reaching around £65m. Crucially, the group remains on track to complete the Aberdeen Western Peripheral Route (AWPR) before the end of December without any increased costs. This augurs well for the construction specialist’s performance in 2019, with investors and customers alike taking a longer look at group balance sheets in the wake of Carillion’s collapse. Balfour has been working to assuage any potential worries, paying down all its remaining convertible bonds and delivering a 45 per cent reduction in gross debt over the last 12 months. Average monthly net cash flow is now expected to around £185m, ahead of the previous guidance range of between £140m and £170m. Margins on UK construction are expected to reach up to 3 per cent, which is impressive given the first half disruption caused by the AWPR project. The group continues to remain selective in winning work that meets its margin requirements and has still managed to increase the forecast year-end order book to £12bn, up from £11.4bn a year earlier. On the support services side, the utilities side is being restructured with a view to reducing costs, while the road maintenance side continues to outperform. IC View: Balfour Beatty has sensibly taken steps to strengthen its balance sheet while remaining selective on the work it takes on. At 257p, the shares are trading on an undemanding 11 times forecast earnings. Buy.	skyship	Read Full Thread Reply
14/12/2018 20:04	I see this stock has go nowhere over the years. Yup that's BBY for you.	tradejunkie2	Read Full Thread Reply
14/12/2018 10:24	Great update yes dekle but not a good time to be buying construction shares IMO. Marshalls had a good update this week, reporting better than expectations but have fallen since.	yopf	Read Full Thread Reply
14/12/2018 07:38	Great update	dekle	Read Full Thread Reply
10/12/2018 08:12	Any work in conjunction with IRV may be worth looking at?, If possible.	essentialinvestor	Read Full Thread Reply
30/11/2018 17:34	Welcome folks. Kier pay their final dividend next week at a cost of over 40 million. Shareholders are effectively funding the payout partly through a deeply discounted RI. It's an utter farce, and that's being polite.	essentialinvestor	Read Full Thread Reply
30/11/2018 17:28	Thnx EI - looks totally company specific...	skyship	Read Full Thread Reply
30/11/2018 17:04	EssentialInvestor, Thanks, worries related to Kiers But looks like Kier is most shorted UK stock hxxps://shorttracker.co.uk/company/GB0004915632/	roulettewheel	Read Full Thread Reply
30/11/2018 17:01	Trading update 14th Dec hxxps://www.balfourbeatty.com/investors/financial-calendar/ But thats a big move. Hoping its not someone in the know Not a big short out there hxxps://shorttracker.co.uk/company/GB0000961622/	roulettewheel	Read Full Thread Reply
30/11/2018 16:07	Seriously weak market today - down c5% @ 253p! Anyone know why?	skyship	Read Full Thread Reply

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