Bilby Share Discussion Threads

[podgyted] 11/5/2018 00:09

Do you think they'll do this year after TU in March?

Not really bothered if it continues like this.

[mfhmfh] 10/5/2018 09:24

trading update was on 15th May last year.

[interceptor2] 10/5/2018 08:35

Holding RNS which might have helped the price recently?

Amati AIM VCT plc from 2.45% to 5.34%.

[5chipper] 09/5/2018 07:45

Really enjoying the tick ups here - nice and steady.

I wonder whether the cold weather will give earnings this year another boost to the already stated 'above expectations' management forecasts..

[podgyted] 08/5/2018 17:26

Not a bad day, however, this should really be at 130 at least on all normal parameters.

[cfro] 08/5/2018 13:33

Buying continuing once again and back to 100p.

Edit - Added to my holding as the price crossed through 100p.

[interceptor2] 27/4/2018 09:19

Buying continuing this morning, hopefully any larger sellers have now finished.

The last trading update in February was very positive, in fact each historic RNS from the finals last year has become more confident which bodes well for the next trading update and results in June.

[mfhmfh] 26/4/2018 18:03

Trading update from February was above expectations. EPS estimates to be 11.8p this year, increasing to 13.7p next year.

PE of 10 gives share price of around 120 this year, 137p next year. PE of 12 for next year would give share price of around 164p, PE of 15 next year would give share price of 205p.

Looking out for more above expectation RNSs.

GLA. All IMHO.

[sailing john] 26/4/2018 16:36

elsa correct - I took 15k at 87p this morning. Don't usually buy below mid because of the obvious sell order in the background but with TSs in April and May last year I wanted to move before a further update given.

Looks like seller filled this afternoon - though might offer more to market in the coming weeks.
GL - SJ

[its the oxman] 26/4/2018 16:35

Yes, hopefully thats it finished now with the price back over 90p.

[elsa7878] 26/4/2018 13:57

No - almost all buys at 87p, sells at 86p. Need to clear the seller. Glad to see it is not our largest shareholder and judging by the lack of a holding RNS, it indicates that whoever it is has less than 3%, though how much they have left is key...

[its the oxman] 26/4/2018 10:47

Steady sells, all small, but prospects look reasonably good here with management slowly sorting things out and contracts being won. Really should move back to 120p unless something new bites us on the bum.

[elsa7878] 19/4/2018 18:02

Clearly a seller around. Just need to work out who and how much they are offloading. Soon as they are done it should rise. Key is timing...

[texas_caddy] 18/4/2018 21:51

PT - I was thinking along exactly the same lines as you having checked this price today and noticed the slide.

I'm going to check it out in a bit more detail.

[podgyted] 18/4/2018 20:13

Cant understand the recent price drift here.
The forecast adjusted EPS of 11.8p gives a PER of 7.3 for a company which is growing strongly and improving its operating margin.
Stockopedia gives this a stock rank of 98.
ST in the Investors Chronicle likes it and has given it a buy rating and target price of 135p.

So ...... what am I missing?

PT

[cfro] 10/4/2018 17:48

Having watched the share trades all day (and participated too) it definitely seems like a typical shake-out today....sp actually finished UP at the close.

it is possible we get another trading update either this month or next and if so i then assume they will reiterate what they said back in Feb.

[interceptor2] 10/4/2018 15:59

Welcome sailing john.

I wonder if there were many stops placed under the 150 and 200ma, which have been triggered before recovering now. Reading the last trading update again I think prospects are still likely to be positive for the full year and beyond.

[sailing john] 10/4/2018 11:24

Bought in just now but trades not showing - looks like a sell order in the background
2*10k at 88p and just under.
Been on watch for a couple of months and now below my target entry price
Good to see a few investors I recognise here
Nice quiet thread
GL - SJ

[its the oxman] 10/4/2018 09:10

Good time to buy sub 90p

[mfhmfh] 09/4/2018 15:18

Wondering if there will be a trading update this week. There was one on 12th April last year and also on 15th May.

Trading update from 21.02.18 was 'ahead of market expectations'

[its the oxman] 09/4/2018 13:04

Ready for a bounce here. . .?

[pugugly] 08/4/2018 08:48

But he was right on this one MC was about £34-40M when he was speaking

[zico01] 23/3/2018 11:08

1st purchase today after the unexpected pull back

[interceptor2] 05/3/2018 10:46

Hadn't thought about that it's a good point.

Heading towards 123p resistance level, will be interesting to see how the price reacts at that level.

[cfro] 05/3/2018 10:18

Good to see this slowly ticking up. These still look very cheap with a forward PE likely to be in single digits.

I wonder if the Gas division is benefiting from the many boiler breakdowns over the recent cold snap.