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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
  1.00 0.32% 318.00 318.60 319.00 324.60 316.20 324.60 2,537,689 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 8,593.0 48.0 4.4 72.3 2,169

Balfour Beatty Share Discussion Threads

Showing 3226 to 3248 of 3550 messages
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DateSubjectAuthorDiscuss
19/12/2014
08:03
£2 breached
neilyb675
18/12/2014
18:42
Balfour Beatty plc ("the Company") received notice on 17 December 2014 from Norges Bank Investment Management that Norges Bank now hold voting rights over 22,946,627 ordinary shares in the Company, all of which are held directly. This represents 3.33% of the Company's total voting rights. ______________________________________________________________ Balfour Beatty plc ("the Company") received notice on 16 August 2013 from Norges Bank Investment Management that Norges Bank no longer has a notifiable interest in the ordinary share capital of the Company, as Norges Bank's interest now represents less than 3% of such capital.
neilyb675
18/12/2014
17:11
The best analogy of restoring a patients health is to cut out the cancer and keep the best bits, The opposite is what Marshall is doing and has done. Cut off the good legs and hope the patient recovers whilst also dismissing masses of leaders needed for the business. All businesses need a solid core in order to be able to do jumpier and riskier rewarding activities. Cutting out the solid PPI core is stupid and the removal of management without replacement including the board stinks. He avoid all questions at the AGM about his own past history and relevance to what he has orchestrated and done currently. He was also asked if he got any reward or payoff from the Parsons sell off from the buyer or related partys avoided that one too. Shameful behaviour
winsome3
18/12/2014
16:49
Hoping for a buyout here
smurfy2001
18/12/2014
15:52
£2 barrier.......BUT for how long ??
neilyb675
18/12/2014
11:32
Next leg up here? long way up to the next chart resistance imo CR
cockneyrebel
12/12/2014
14:19
Re KPMG...to be fair, the delay is probably to give the new CEO time to review/absorb, and perhaps change some strategies he has in mind...hence we will not have any further insight as to the effect of the review until late January. The latter has been advised by the company...interesting that they have won this latest contract alongside Carillion and the other party (equal input), but with BBY managing the long term maintenance of the road improvement system. So,it remains unclear (no clues yet) as to whether Carillion will try again in February or stay clear. The JL component approach looks dead in the short term, so we may see little action until the new year.
cyberian
12/12/2014
14:07
Christmas post ?
neilyb675
12/12/2014
10:35
Why do you think the KPMG report is delayed?!!!
100michael
11/12/2014
10:57
Got my dividend.
smurfy2001
10/12/2014
11:00
It's worth reading the Carillion (CLLN) update this morning on advfn board...their share price has fallen slightly but the basics/order book etc appear quite impressive. No direct reference at all as to their failure to secure BBY, but in the CEO presentation at 8.00am maybe an analyst or two may have asked as to their interest in making a new approach. CLLN's outlook looks quite favourable despite their comment that trading conditions are tough..but they add that there are about £39 billion worth of possible contracts out in the market going forward. They intend to be very selective in what contracts they bid for...so we shall have to wait to see what our new CEO has to say in the New Year, after he has absorbed the KPMG review and its recommendations.
cyberian
09/12/2014
12:11
Wrong..in again at 157p and 191.7p...the latter last Monday on the JL move as that adds some weight to potential value over time. However, management needs to be up-graded PDQ when new CEO arrives as the former appear to have been behind the curve, and pretty poor. Carillion picked-up quite a bit of flack on BBC Newsnight last night over treatment through their sub-contractors in Qatar...plus you see today that the UK is short of many skilled workers in the construction sector. The latter is according to Manpower survey which indicates that bricklayers from Portugal are being recruited at twice the normal weekly rates..earning £1,000 a week. Maybe the KPMG will be less damaging than some think, but that could be the catalyst for some interested parties. I have never shorted any stock.....
cyberian
08/12/2014
16:13
cyberian - give it a rest, it's patently clear you are short BBY.
compound_dave
08/12/2014
14:43
It's reported that Carillion will be giving a market update this Wednesday, which may or may not include a comment as to their potential further interest in BBY. However, my guess is that any comment will be pretty neutral, with perhaps a reference (like, we have noted)to recent developments on JL conditional interest in part of BBY, and the similar negative response from the company as they experienced. BBY are likely to stall on any further action by JL whose offer was very much subject to their due diligence, before the arrival of the new CEO. The real teaser is the KPMG review...now delayed until the new year. Interesting that BBY has somewhat backed-off on the possible £200 million special divi to shareholders..then changed to share buy-in..but critically being subject to the company's trading position. Would like to add more to my holding but being a bit cautious as to why the two non-executives left quite so suddenly late last month, and that delayed KPMG report.
cyberian
07/12/2014
08:30
Yes, a bubble might be forming, but infra funds will be loathe to revalue their assets to reflect it, as nothing would be worse for their image than to have to revalue downwards at some later date. JLIF would better bide its time.
jonwig
06/12/2014
21:28
There is a lot of demand for infrastructure assets from worldwide sovereign wealth funds and there is a lot of revaluation going on. This is about 3in in november. Eversholt was mentioned in Sunday times. They think it may be put up for sale and could realise 1.2b for the owners after paying off debts of 1.4b. 3iN own 33% so could get 400m. The recent half yearly report valued it at 240m (up from 160m at start of period). may indicate a bit of a bubble in this sector
jimcar
06/12/2014
20:37
dealy - I'm not putting a case in favour of JLIF who, as I said, are constrained by their shareholders; nor have I an axe to grind over BBY. But ... BBY's shareholders will ask how this division can be revalued by up to 100% within less than a year, and will be looking for a ROCE on the basis of the new value equivalent to that obtainable by infra funds.
jonwig
06/12/2014
15:21
BBY has more than enough cash after selling its US business. Anything JLIF can do with the PFI business BBY can do as well, but minus the transaction cost and plus the synergies. So overall there is no strategic logic in BBY selling assets below fair value. I have seen similiar companies sell assets and then waste the money on alternative acquisitions - again, minus the substantial transaction costs. BBY made the sale that it needed to make to shore up its balance sheet and extract maximum possible value (selling the asset that conflicted with its core business for 13 times Ebitda). Be wary of the likes of Investec who are always permanently negative on UK mid caps.
dealy
06/12/2014
09:34
Carillion will be back in feb no worries
tipjunkie
06/12/2014
09:30
The company just got nearly £800m of cash. Why does it need another billion? Investec didn't tell anybody to buy the shares at 150p which is where they were 2 weeks ago.
dealy
06/12/2014
09:16
Balfour Beatty's rejection of a £1bn bid for its public-private partnership (PPP) portfolio was a "brave move" by management, according to analysts at Investec. "Whilst we recognise current appetite from the secondary market for PPP assets, £1bn cash on the table given Balfour Beatty's current predicament looks a tempting bid. It would give the incoming chief executive officer significant firepower to undertake the substantial and costly turnaround required and importantly accelerate this process dramatically. Brave or foolish?"
neilyb675
06/12/2014
07:45
Thanks hyden. Not returned to shareholders at all then! Returned to the company. The board of this lot have made of mess of things over 5 years, and I very much hope the new CEO brings his track record to bear on them.
compound_dave
05/12/2014
23:12
Dave, the '£200 million' figure that is being touted will be returned to Shareholders via share buyback programme so there will not be any special dividend, if that is what you were expecting? The buyback will commence after the results have been announced (March 2015) and is subject to an assessment of the trading environment at that time. Makes me wonder if there might be some more 'nasties' to come in the results and if the bid interest continues until then, then it makes the buy back less likely imo.
hyden
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