Bba Aviation Share Discussion Threads

[bigbertie] 03/11/2005 16:23

I think this definitely makes the company more attractive. I'm not worried about Aviva selling - they still hold a lot and they probably have some other agenda to (eg they are overweight in transport, or they need cash for something).

[ibpatel] 03/11/2005 13:34

i read a bulletin from a broker who said once the materials side of the business is offloaded, the aviation side would be much more likely to be in for a bid itself...he put the target price to £4...

we may of course get a special divi on the back of this...so all good :)

ibp

[royaloak] 03/11/2005 10:13

Upgraded to outperform by Cazenove, still big sellers about early on around 308, price has been flat for a long time so must be tempting for long termers to take profits, however I think there is a good chance of it going above 320 at some stage.

All IMHO no investment advise given.

[royaloak] 02/11/2005 22:21

Amazed no comment on this company after todays demerger news. Some massive sells around 308, once these have been absorbed could move ahead strongly IMHO!

[denpot] 13/10/2005 07:13

any ideas for the drop?, i know there was talk a while back about BBA selling of the materials side, any news...

[des the cat] 01/9/2005 10:34

This share is a bit strange; big loping spread, jumps about a bit, seems to have a timing of it's own and is often moving contrary to trend.

[networker] 04/8/2005 09:44

Price has jumped this morning to c 315-320p. Anyone know a reason for the rise? Is it a repeat of the funny price spike movement a few months ago on possible break-up stories.

[yf23_1] 01/6/2005 00:39

Anybody know why the convertible prefs lost a packet today ????

[hawks11] 13/5/2005 08:39

Take a look at the article featuring Adrian Frost of Artemis IncomeFund about this company recently on iii. It looks to be on the way up at present.

[bigbertie] 01/2/2005 15:34

If Quarto is still with his private equity firm, maybe it's him checking out part of the BBA business??

[go with the flow] 31/1/2005 16:09

BBA shares hit a near-four year high on the speculation, though there has been no official comment. It is rumoured that a venture capital firm may be planning to take over the firm's non-woven business.

Flow

[denpot] 31/1/2005 12:20

thanks rbo.

[rbo] 31/1/2005 12:11

the former it seems now

[denpot] 31/1/2005 11:56

rbo - seperating the aviation and the textile business or a complete break up?they own many businesses...

[rbo] 31/1/2005 11:38

RUMOURS (only rumours) in the market of a break-up ...


DYOR etc...

[denpot] 31/1/2005 11:20

networker - think some news is about to be released ?

[networker] 31/1/2005 11:11

The shares haven't seen this level for many months. Anything over the 300p mark attracts attention. I'll be interested to see if there is volume and follow through, or whether this is just a spike.

[denpot] 31/1/2005 10:49

serious breakout,things happening in the background i suspect with acquisitions as BBA's subsiduary signature seems to be expanding very quickly...

[networker] 15/12/2004 16:44

The market seemed slightly disappointed with these figures initially as shown by the mark-down first thing. However, there were not really any surprises about the second half as it must have been obvious that the declining dollar would have some impact and rising raw material costs likewise. The tenor of the statement regarding prospects for 2005 is pretty upbeat and the shares remain a solid and sound longer-term investment.

[dwelshmafia] 10/11/2004 22:10

looking at a chart break out soon hold on to your hats boys

[invisage] 25/4/2004 11:36

Hey Guys,

Just thought id tell you about DART GROUP. - The smart investors' favourite budget airline -

A host of shrewd investors are backing budget airline and distribution business Dart Group with one top smaller companies team buying at the start of this month.

Dart (DTG), which operates fledgling budget airline jet2.com and also offers air distribution services using the same planes, has become a tempting destination after a slump in its share price in the second half of last year.

Heres a few reasons why its a good time to buy now...

* Results in 7 weeks (16th June)
* ISA Stock
* The first half of the year Dart's pre-tax profits rose by 31% to £7.1 million from a 16% rise in turnover
* Company is very cheap with a P/E of only just over 7 and a forward P/E of just over 6
* Offers a healthy 4.7% dividend yield
* Market Cap. 45.70 m
* Shares In Issue 34.49 m
* 3.7% spread
* Directors and Institutions hold 61% of the shares, very few in public hands.
* Loads of cash in Bank
* Jet2 operates from Leeds/Bradford and Belfast with flights to 13 destinations once a Belfast-Prague service is launched at the end of this month.
* 16% (net book value) of the total tangible assets is in freehold property with less than 1% in short term leaseholds
* Airline booking increasing this year, a Very good recovery play considering the stock is on the bottom of its range...



When Dart's fleet of aircraft is not being used to transport holidaymakers they are utilised for distribution services, ferrying cargo, fresh produce and flowers. The company is also involved in freight forwarding at Manchester, Newcastle, east Midlands and London Heathrow.

Cheers
Invisage

[networker] 04/9/2003 00:05

Results yesterday were unspectacular, but re-assuring. Price rise today suggests they are a play on US recovery and aviation improvement. it will be intersting to see when they hit some resistance as there doesn't seem to be much at the moment.