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BBGI Bbgi Global Infrastructure S.a.

128.00
-0.60 (-0.47%)
18 Apr 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Bbgi Global Infrastructure S.a. LSE:BBGI London Ordinary Share LU0686550053 ORD NPV (DI)
  Price Change % Change Share Price Shares Traded Last Trade
  -0.60 -0.47% 128.00 1,065,345 16:35:22
Bid Price Offer Price High Price Low Price Open Price
128.20 128.40 128.40 127.40 127.40
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Finance Services 107k 40.29M 0.0564 22.77 917.79M
Last Trade Time Trade Type Trade Size Trade Price Currency
17:55:20 O 571 128.00 GBX

Bbgi Global Infrastructure (BBGI) Latest News

Bbgi Global Infrastructure (BBGI) Discussions and Chat

Bbgi Global Infrastructure Forums and Chat

Date Time Title Posts
07/4/202421:02BBGI Sicav SA81

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Bbgi Global Infrastructure (BBGI) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
16:55:31128.00571730.88O
16:46:49128.008,02710,274.80O
16:31:23128.009181,175.04O
16:23:06128.0012,05215,426.56O
16:17:19128.0045.12O

Bbgi Global Infrastructure (BBGI) Top Chat Posts

Top Posts
Posted at 18/4/2024 09:20 by Bbgi Global Infrastructure Daily Update
Bbgi Global Infrastructure S.a. is listed in the Finance Services sector of the London Stock Exchange with ticker BBGI. The last closing price for Bbgi Global Infrastructure was 128.60p.
Bbgi Global Infrastructure currently has 714,787,000 shares in issue. The market capitalisation of Bbgi Global Infrastructure is £917,786,508.
Bbgi Global Infrastructure has a price to earnings ratio (PE ratio) of 22.77.
This morning BBGI shares opened at 127.40p
Posted at 07/4/2024 17:51 by tag57
Share prices are a fickle thing. Without getting into the whole BB discussion I would much rather see BBGI reinvest any surplus money into more assets and let the share price take care of itself. The share price will sort itself out in the long term, up or down.
Posted at 07/4/2024 11:25 by topvest
To be fair to INPP share buybacks only make sense at the margin as you wouldn't want to take on an RCF at c7% to buyback shares. Selling assets to buyback shares may make more sense. I think we will have to see how infrastructure performs as rates come down. There is a lot of money in gilts. TN25 is the most popular investment on Interactive Investor by some margin. 4.7% interest or c7% if you gross-up for tax. When this dips to c4% you will see more interest in equities for yield again in my view which is c6 months off.
Posted at 31/3/2024 22:06 by williamcooper104
Hold very full positions in bothBBGI is less risky and slightly more expensive Albeit BBGI is very conservative on its valuation assumptionsSo if I had to pick one it would be BBGI but happy to hold both (I'm 22% in BBGI/INPP/HICL - less in HICL than BBGI and INPP)
Posted at 31/3/2024 21:41 by mpage
Interesting to compare the market's positive reaction to BBGI's FY23 results against the meh reaction to the much larger INPP. Both have reported similar results, both have cleared their RCF and both have set similar preannounced dividend growth targets for FY24, FY 25 then back to the usual rate for FY26.

INPP commenced a buy back programme but of just £30m or 1.25% of market cap. That's tokenism by the board and makes me wonder just how committed they really are to narrowing the discount. Are investors still concerned about its exposure to Thames Tideway despite all the reassurances it is ringfenced? IF Thames Water is eventually nationalised this may increase the perceived risk for INPP (mostly UK assets) compared with BBGI (33% UK) but the rest overseas and in pretty low risk roads/transport - although quite a bit of the UK exposure is schools/hospitals. But can't see an incoming Labour government daring to renationalise PPP - couldn't afford to have it showing on the books.

Good to see that BBGI's management is incentivised by growth in NAV per share and dividend growth.
Posted at 15/2/2024 22:07 by williamcooper104
Like INPT too Don't like HICL relative to BBGI (low risk) and INPP (higher risk but better priced) Though when you dig into valuation assumptions on BBGI they aren't so expensive - eg they are very conservative on future inflation
Posted at 12/2/2024 12:54 by fabius1
'But BBGI does look cheap, unless there's a nasty hidden within it.' Indeed, the question is, what might the hidden nasty be? My hunch is perceived tremors within the EU in view of growing unrest. That aside, there have been signs of hefty buying over the last few days as perhaps part of a shift towards 'bond' related instruments. We are certainly seeing a retest in Treasury/Gilt pricing.
Posted at 09/2/2024 14:46 by williamcooper104
Fortunately BBGI just shares a couple of ticker letters with DGI19
Posted at 09/2/2024 12:56 by spectoacc
Picked up a handful of BBGI in the accounts of others; still can't quite pull the trigger for myself (not helped by having a DGI9 catastrophe).

IMO these baffling markets are down to funds/asset managers selling. There's quite a few RNS's going through on some. If it's a stock they're not selling/don't hold, then happy days. If it's one where they're selling say 10% of the equity - then ouch. They don't seem to care all that much about price.

Not saying that's definitely BBGI, but has been some strong volume just recently.
Posted at 05/2/2024 12:30 by spectoacc
Thanks. Suspect the sector would be like the REITs - selective bids, mostly below NAV (CSH; CTPT, EPIC; API).

I thought the endless inst (presumably) selling would have run its course by now, but there's more Opportunity Cost than ever out there.

Some of these very cheap for very good reason, and some (eg SEIT) I hold, but for eg from watchlist:

SEIT
TENT
GSF
GRID
HEIT
TRIG
BBGI
GCP
ORIT
CLI

Most at prices I wouldn't have expected to see other than in a market crash.

God knows what they'll be if we get one.
Posted at 31/1/2024 13:20 by spectoacc
Never been a holder, but not sure it's particularly attractive as a bid target at a premium, particularly as that wouldn't be much of a bump for shareholders (particularly early shareholders).

Rate expectations revision still has a way to run too IMO - got completely daft, eg "..Up to 6 cuts in UK in 2024".

Yield not that sparkling, considering what largely risk-free ERNS currently pays me.

Have never held BBGI, but have had eye on it as being the quality play. Most likely I'll fail to ever buy, unless it gets a bump down on eg something geopolitical.
Bbgi Global Infrastructure share price data is direct from the London Stock Exchange

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