Bay Capital Share Discussion Threads

[super squid] 28/12/2024 10:24

This has just been posted on another BB

I have done some checking.

David Williams of Breedon fame amongst other set-up three LSE Main List 'shells' three years back. All of a sudden, and perhaps in connection with 'shoots of recovery' in the market Sr. Williams has done a great deal with AC8 in the music royalties sector. Further, there is clearly something in the offing with Bay Capital which has run from 3.5p to 10p in a matter of days.

So what you might say ? Well, a pound to a pinch of s--- the next one to succeed will be Red Capital - the third in the Williams trilogy.

I don't have much info on it but an investment soon before the mad rush could prove very rewarding.

[cyberbub] 27/12/2024 23:42

Surely the "story here" is that until the last few days the company was valued at £3m with £6m in cash? Well done to those who spotted it!

[solarno lopez] 27/12/2024 11:14

A nice steady climb

[solarno lopez] 27/12/2024 10:02

Thanks Vatacarma.

Having done a little research I see the latest David Williams action is in AC8 which looks as though it will be highly profitable for those who took a position late on.

[vatacarma] 27/12/2024 08:00

SL a poster on the LSE posted,

They have £5M in the bank and a Chairman with one hell of a track record. I am sure he will do a deal of some importance very soon

[solarno lopez] 24/12/2024 10:55

Almost doubled in price within a matter of days so what's the story here ?

[onjohn] 01/3/2022 12:44

Has the 90 year old kicked the bucket

[someuwin] 14/1/2022 09:54

More buying today.

[irish boy] 13/11/2021 17:22

The after hours purchase of 80K shares at 24p suggests something is afoot.

The post-IPO selling of recent weeks seems to have been completed. Not a lot of loose stock available now so, even without news, a steady rise is probable based on the background and record of the Directors.

Likely to open at 23-25p on Monday ?

[kurdmam63] 08/11/2021 11:37

FF - Derrrrrr......GEO Quarries, ffs!!

Know your market, thicko.

[kurdmam63] 05/11/2021 10:30

Bet he's sniffing around GEO...

[onjohn] 20/10/2021 09:15

Is the geezer running this 85

He needs to put his teeth in when doing interviews

[charlescharlie] 06/10/2021 16:03

You are making no allowance for 'enterprise value' in effect the premium for backing the past record and likely future performance of the Board in finding acquisitions of merit. Perhaps you should take look at the Prospectus as you cannot have done so to date.

By the way you have knocked-off 2p per share for the 'expenses'. Again look at the Prospectus. Your figure allocates £1.4M as the IPO cost. Some commission !! In reality : £350 K (tops).

[abarclay] 06/10/2021 11:42

Fair value is cash only as it has nothing after expenses maybe 5p a share


So you’re payin 4x cash

[lightning rod] 02/10/2021 16:52

Worth watching Bay Capital. It is led by David Williams and Peter Tom - both with incredible records and mostly in the quarrying and aggregates sector.

My guess is they are lining-up some quarrying assets to create a new competitor or disruptor in the sector.

Market cap is a modest £13M. Modest because that includes £7M in cash !!!

Fair value at this stage ? 25-30p.

[furgus ferret] 02/10/2021 10:58

Great potential here and in a sector that is solid and profitable as well as reliable - especially with the building and property sectors booming. Bound to be an aggregates or quarry deal in the background but may take time to mature.

Low risk with the pedigree of the Board and their track record.

Time to get in before the herd arrives.

[furgus ferret] 02/10/2021 10:55

Time for a new thread as BAY is not longer British Airways or Bay Energy..

This is a completely new story and one that could be exciting. Anyone know Breedon Aggregates ? One of the UK's largest quarrying companies. The guys heading-up Bay Capital are the same as those who took Breedon to a 1Bn company - starting from pennies. They have not listed this Bay Capital shell for nothing and are unlikely to make 'widgets' or 'boiled sweets'.

£13M market cap and £7M in cash. Cheap as chips and a lot of potential.

[lightning rod] 01/10/2021 17:15

Worth watching Bay Capital. It is led by David Williams and Peter Tom - both with incredible records and mostly in the quarrying and aggregates sector.

My guess is they are lining-up some quarrying assets to create a new competitor or disruptor in the sector.

Market cap is a modest £13M. Modest because that includes £7M in cash !!!

Fair value at this stage ? 25-30p.

[g2theary] 30/9/2021 07:41

It's the old British airways ticker I'm sure of it. I used to trade British airways so it naturally is added back to my watch list ... poss a high risk company ... I like to punt but I'd say be very careful here... maybe more comments will arise :)

[bluehooperman] 30/9/2021 07:20

I've never heard of them before :-))

[g2theary] 30/9/2021 07:05

I thought that... it's because we must be gamblers ?

[bluehooperman] 30/9/2021 06:40

Why is this on my monitor??

[hello dolly] 03/11/2011 12:35

Looks like Iran is going to be attacked.

Time to short BAY?

Any thoughts?