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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
DateSubjectAuthorDiscuss
13/6/2019
20:22
BVS for me
sirgainalot
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
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
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
03/6/2019
09:07
What comments have been made in this weeks issue of Investors Chronicle?
dekle
31/5/2019
20:56
Big buys going through on the bell every day for the last week or so ....looking positive
steviec1
22/5/2019
15:43
Below 52W average now; this is either going to bounce or head further down from here.
czeck
22/5/2019
15:30
Why is this suffering? Surely the drop in the value of the £ is an advantage?
dekle
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
16/5/2019
07:23
To the point :- Balfour Beatty AGM Trading Update.
skinny
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
14/12/2018
20:04
I see this stock has go nowhere over the years. Yup that's BBY for you.
tradejunkie2
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
14/12/2018
07:38
Great update
dekle
10/12/2018
08:12
Any work in conjunction with IRV may be worth looking at?, If possible.
essentialinvestor
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
30/11/2018
17:28
Thnx EI - looks totally company specific...
skyship
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
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
30/11/2018
16:07
Seriously weak market today - down c5% @ 253p! Anyone know why?
skyship
Chat Pages: 137  136  135  134  133  132  131  130  129  128  127  126  Older
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