Bilby Share Discussion Threads

[nico115] 19/12/2018 14:18

Northland had forecast but first half was miles behind Surprised no trading update but maybe cos too close to the institutional meetings,so how could they back track from "everything is great"Still no executive directors buying That tells a story

[podgyted] 19/12/2018 14:11

There being no broker forecasts out there doesn't help either.

[podgyted] 19/12/2018 14:08

Doubt it. It'll be PI's not wanting to hold this through Brexit.

[nico115] 19/12/2018 13:36

25k at 62pWouldn't surprise me if that's Ruffer starting off his sell order Why take the chance that the BOD are being truthful about the second half when they obviously told institutions that everything was fine in September (it most certainly wasn't!!)

[nico115] 19/12/2018 13:24

If I had any money with Ruffer or Miton I would withdraw my funds pretty quickly They buy 8pct and 5pct more of Bilby having had meetings with the company and days later a major profit warning !!If they can't do proper DD they shouldn't be running peoples money

[nico115] 19/12/2018 10:01

It's a good thing as long as they don't breach covenants!!Are you a holder ?

[nico115] 18/12/2018 11:04

Victor(I mean John)Pe is not 4!!Yield won't be 4pct cos divi will be cut(look at debt)If Ellingham buys shares and one institution averages from 100p I will be bullish ,until then too much jam tomorrow I don't trust a forward stmnt from someone who allows institutions to buy knowing figures are light David ..buy some shares..if you truly believe in the second half you will buy stock

[nico115] 18/12/2018 10:49

Victor I own enough !!Pe and yield based on what?What price did Ellingham buy his stock at?4.4m out of debt facility of 5m..doesn't leave much leeway I'm not bearish down here especially if second half is as strong as they say,but can we trust directors who are happy for institutions to buy 35pct day's before a warning? Hmmm Delays? We know what that means !! If the delay ends let's have an RNS please !!

[victor2] 18/12/2018 10:36

nico115 (I mean NICK )
Profit warning? just been reading statement again
gas installation contract delayed a couple of months
the most important sentence to me was revenues and EBITDA
will exceed those achieved in previous year.

by the way mr ellington owns 6% of the company how many shares
do you own?

p/e 4 yield 4% looks cheap to me.

[nico115] 18/12/2018 09:38

Ellingham Buy 200k shares and back up your bullish second half forecasts by investing some money

[nico115] 18/12/2018 09:37

The institutions should cancel the placing as they were buying stock in Bilby when the directors knew that they were light on forecasted numbers Chimers,isn't this one for the FCA to investigate?

[nico115] 18/12/2018 09:24

Are Ruffer and Amati and Thornbridge and Miton just going to sit and watch the money they invested go down the drain? Or are they going to top up having lost 40pct in 2 weeks?They liked the shares at 100p so why aren't they buying here ? Or are they fuming with mgmt that they took the founders 35pct stake when a warning was about to be released?

[nico115] 18/12/2018 09:02

Why did Ellingham make an acquisition when he is 600k away from 5m debt facility?If Ellingham truly believes that the second half will be such a strong period of growth why hasn't he bought a single share on a 70pct fall in the share price ?Stinks if you ask me How can you stuff institutions in at 100p in 35 pct of the equity at the same time as having a major profit warning ? Just doesn't make sense unless Ellingham and the founder are family or best mates ? Why get the founder out at completely the wrong price ?

[chimers] 18/12/2018 08:58

Scam, the accounts need to be investigated asap.

[nico115] 18/12/2018 08:45

2breakout The directors here should've warned before the placement of the founders stock I suppose their rship with the founder meant he got an incredible exit while the institutional placees ended up losing 40pct in a few weeks backing the BOD and its figures which ended up being a massive profit warning Where are the institutional buyers after a 65pct fall in the share price from the highs ??

[2breakout] 18/12/2018 08:42

All this needs now is Simple Simon Thompson to re tip this for the 10th time. Oh he already did last week.

[onjohn] 17/12/2018 12:37

40p coming here i thoimk
Support at 40

[nico115] 17/12/2018 11:35

Our shares have now halved since David Ellingham got promoted to CEOObviously a very bad move by the incumbent BOD 140p to 67p..a huge 55pct fallTbone,are you still bullish ??!!Catastrophe if you ask me Next time do the placing after the profit warning and that way institutions will be supportive going forward Now there will just be substantial overhangs

[nico115] 16/12/2018 13:05

You joking? They've lost 30 pct in a few weeks as they believed what they heard from the BOD here!!Does this mean we can't trust a word they say about the second half here ?!!Looks like Ellingham has looked after the founder(why??!!) and at the same time stuffed the institutions in at completely the wrong price He will find it very difficult to get any support from the City now

[aim2105] 15/12/2018 17:55

You’re getting boring now! Don’t you think the institutional investors can look after themselves...

[nico115] 15/12/2018 15:56

"The decision to cease servicing the MOD properties, the delay in a gas installation programme and the review of certain activities within the three divisions will impact this year's financial performance. "Were Ruffer,Miton and the other institutional investors warned of this prior to the placing where they all bought or added significant stakes?

[nico115] 15/12/2018 15:54

"Bank overdraft increased to GBP4.4m with a total facility available of GBP5m."That's a significant negative