Bigblu Broadband Share Discussion Threads

[thewheeliedealer] 10/11/2020 16:18

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes BBB which I have been aware of for some time but it is starting to look an interesting situation. We also chatted about loads of other Stocks and Ideas for research with a particular slant on potential Takeover Targets, and the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 35) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[mad foetus] 01/11/2020 10:15

Got a quick mention on the Donald and Dave trading podcast btw

[paulisi] 01/11/2020 10:05

Ok - may hang on then.

[mfhmfh] 27/10/2020 18:22

FinnCap target price is 155p.

ST target price is 150-160p.

Plenty of profit to be made even after share price hits 120s.

IMHO.

[paulisi] 27/10/2020 14:19

Another jump.If it can get back into the 120's I might bail out.

[mfhmfh] 26/10/2020 10:52

good volume again today so early on.

[mfhmfh] 23/10/2020 14:43

107p being paid today.

CFO spent £10,000 yesterday at 97p

[mfhmfh] 19/10/2020 13:31

14.99k buy at 105p.

[25october1969] 19/10/2020 12:59

onwards and upwards

[paulisi] 15/10/2020 13:59

Another bump today....

[sbs] 15/10/2020 06:25

With a UKP2m director buy, my money is on a yes.

[paulisi] 14/10/2020 21:51

Jump on very high volumes. Will it be sustained?

[25october1969] 14/10/2020 19:48

Took a wee while but value starting to be recognised

[25october1969] 07/10/2020 12:48

Third positive announcement but share price down today.

Andrew Walwyn, Chief Executive Officer of Bigblu Broadband, commented : "We are delighted by the continued progress at Quickline as it takes advantage of the significant growth opportunity. Its strong technology portfolio means that it is extremely well placed to support the Government's ambition of nationwide gigabit coverage by 2025. With the combination of Government tenders, M&A and organic investment underpinning its strategy we remain excited by the expected pace of growth."

[alan@bj] 01/10/2020 13:10

Thought we might have had a slight bounce today on completion of the sale.

[paulisi] 23/9/2020 07:54

Another grant won.

[paulisi] 08/9/2020 14:13

Good news on the announcement and I suspect there is more to come.Difficult to accurately value the company with the sale in progress.

[weatherman] 08/9/2020 10:09

These grants are adding up to a big chunk of work, and will lead to ongoing contracts and growth.

[paulisi] 28/8/2020 17:09

Difficult to interpret the results with sale in process.

[babbler] 27/8/2020 08:19

Results tomorrow..

[p1nkfish] 31/7/2020 09:43

Expect M&A.
I can see move xales to Eutelsat as a good move and chance of finding higher margin opps elsewhere now they have some cash and no debt.

[rimau1] 31/7/2020 08:12

I think there is decent value here. BBB is left with Quickline and Australia. The nordic business is very small. With £37m cash and BBB’s Quickline majority share worth anywhere between £15m-£24m depending if you value it on 2021 or 2022 EV and you have the australia business in for free. So i think sum of the parts is around £1.20 and then as a shareholder you should value the cash receipt of £37m with a premium attached since you back mgt to invest it in value accretive deals. Interesting times.

[wobblywilbur] 31/7/2020 08:05

House Broker note out this morning suggesting adjusted FY21 revenues at £29m with EBITDA of £6m +......still a decent business.
With debt at c£9m there should be scope of a return to shareholders from the £39m proceeds of the sale.

[paulisi] 31/7/2020 08:03

Nice jump this morning. Will it be maintained???