Bilby Share Discussion Threads

[tony6061] 13/10/2018 12:41

Trading in the 130s before the founder took well earned retirement, and institutions buying at 1 pound a share. If the interims results are good, this share at 85pence could rocket.Certainly this company is poised to go strength to strenght with agood pre brexit budget.Im dreaming this could become a house builder

[a2584728] 12/10/2018 20:54

Would be a good match for pimlico plumbers

[nico115] 04/10/2018 08:37

And we have the highest ranking you can get from Stockopedia

[nico115] 03/10/2018 15:26

What a list and 2 of them just put 7m qd in!! Bodes well

[tony6061] 03/10/2018 15:02

The Copolas still have over 7% meat on the bone, And David ellingham, at the helm, hopefully to take Bilby plc to new heights. Backed by strong institutional shareholdings. Strong contracts, and profits. No news is good news.especially no material contracts due to expire.

[tony6061] 03/10/2018 14:26

Significant shareholders: Miton Asset Management 19.8%, Ruffer 8.7%, Northern Trust 8.2%, Sterling Investments 8.2%, Janet Copolo 7.4%, Western Selection 6.7%, David Ellingham 5.6%, Amarti Global 5.3%, John Horlock 3.1%, Close Asset Management 3.0%.

[gucci] 03/10/2018 10:31

moving up today - BILB looks a good buy here. Simon Thompson tipped recently at 122p but very shortly after, the founder retired and sold his holding which hit the share price badly.

[compnews1] 01/10/2018 10:35

There a few readers request IC to give their view on the recent falling share price of Bilb. but IC has kept very quite. I wonder if their readers still want to subscribe to this margazine

[nico115] 01/10/2018 10:05

Impossible to buy With a 93 Stockopedia ranking this is mad price

[nico115] 28/9/2018 09:49

Good post I will send to my contact who is close to the company and hopefully get you a reply

[tiswas] 28/9/2018 09:45

nico

Ok, here we go.

I see from the results that the visible revenues are down from £320m to £275m last time. What is the reason for this fall, is it a concern?

Trade receivables seem to be increasing faster than turnover and now are running at more than 90 days. Is this a concern?

I have not managed to get my hands on a broker note which may answer some of these questions. Has anything been produced recently that you could share with me? If not, any plans to do so?

I know the founder share sells will not have helped matters but there does seem to be some significant volatility in the share price with some big moves either way. Do you think this is because the company is not fully understood by the wider market and if so do you have any plans for that?


I am very tempted to top up but Mark Minervini has good advice which is often true. Good fundamental news must be reflected in the chart or there is something going on that you don't know about.

[nico115] 28/9/2018 09:33

Let me know what they are and I will try to get you answers

[tiswas] 28/9/2018 09:31

I don't seem to be getting any response to my emails to David Ellingham with a couple of questions that I had concerning the results. I know he has a new role but an acknowledgement of my email would not go amiss.

Does anyone have any other investor contacts?

Cheers.

[mboy010] 28/9/2018 08:07

Not a clue, but you can’t buy even a small amount.

[nico115] 28/9/2018 07:54

Loads of institutions loved these at 100pThis fall makes no sense 3 disclosable chunky buys and there must've been another c3 institutions buying in adding up the numbers Anyone hazard a reason for the fall?Odd Simon Thompson hasn't updated his tip

[eentweedrie] 27/9/2018 17:41

strange how this is just dripping down. np reason too imo

[mboy010] 27/9/2018 07:18

Difficult to explain but Ruffer’s conservative profile should give some comfort.

[mfhmfh] 26/9/2018 15:59

can't believe share price is in double figures

[its the oxman] 26/9/2018 15:06

Topped up today c.98p. What's going on..?

[mfhmfh] 26/9/2018 10:47

Copy and paste of my post from 25th July. Great buying/top-up opportunity IMHO.

'Buy Bilby #BILB says VectorVest. The impressive set of FY numbers coupled with the exceptionally high scores across a number of key VectorVest metrics highlights BILB an exceptional investment opportunity for capital and dividend growth. These strong fundamentals combine with a bullish charting configuration, adding up to a VectorVest buy rating and 204p price target.'

[a2584728] 26/9/2018 10:35

This will bounce very soon and it will be a big bounce imho

[eentweedrie] 26/9/2018 10:19

support at what, 85p?

[davr0s] 18/9/2018 18:51

Stop worrying about what Simon Thompson thinks!

[nico115] 18/9/2018 11:58

Simon Thompson loved this all the way Upto 165p is at 105p he is going to be falling over himself to buy BILB