Share Name Share Symbol Market Type Share ISIN Share Description
Billington LSE:BILN London Ordinary Share GB0000332667 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 270.00p 264.00p 276.00p 270.00p 270.00p 270.00p 1,000 05:30:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 73.5 4.4 29.1 9.3 37.47

Billington Share Discussion Threads

Showing 551 to 574 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
02/8/2018
08:19
Sorry but I have to disagree. In building my 27k holding over the last 15 months, I've traded on 15 occasions and have never dealt when the Market Manilulator's spread has exceeded 10p ..... one of my obsessions is never to line the pockets of super-rich stockbrokers! I've noticed that for whatever reason their spread tightens when they want to deal and widens excessively when they don't.
ansc
01/8/2018
16:37
It's a fair question. But the MMs are not truly to blame. 82% of the stock is not in free float. That is the problem. So you have to take a leap of faith that this one is a good investment because exiting a large position (or even building one in the first place) is not an easy thing to do.
thorpematt
01/8/2018
16:14
With a spread of 18p, do the Market Manipulators seriously expect investors to be interested in dealing?
ansc
10/7/2018
17:28
I'd forgotten that the juicy 11.5p dividend was due to be paid on the 6th. Just checked my broker's account and there it was. A bit weighty for a single divi payment now so I wonder whether the company will split it and we'll get an Interim payment this financial year.
ansc
20/6/2018
08:35
Strong results from Severfield today and +5% on the bell GL- SJ
sailing john
19/6/2018
10:56
BILN seems better value than SFR on most measures: ROCE PE DV DV cover Just not loved by the market at present.
nocton
19/6/2018
10:07
If it's of any help, SFR trading update is tomorrow and SFR share price is rising into that and has been for weeks on a slow but sure basis.
cc2014
18/6/2018
17:47
Following a confident AGM, confirming that prospects still look promising, it's a bit of a head-scratcher trying to understand (a) why any investor would want to sell and (b) be prepared to accept the ridiculously low price of 264p. Buying at 272p gives a yield of 4.2% ..... a long time since you could get that much anywhere on the High Street! Happy to sit tight especially seeing BILN's Bristol depot doing overtime again yesterday.
ansc
05/6/2018
18:29
One day left to buy shares that qualify for the juicy 11.5p dividend. I decided to beat the rush by buying a few more today!
ansc
05/6/2018
10:21
Thanks for sharing AGM notes Gents. Glad to see Shafton is becoming an important part of the business as it was one of the main reasons I bought in given the price paid for the asset. A long term hold for me unless we get taken out. GL - SJ
sailing john
05/6/2018
09:07
Thanks Rhomboid for your comprehensive report which covers all the key points. It's only just over a mile to the station. I walked to BILN going as had a spot of lunch on the way and had a look round the outside of the site, but took a 5-min taxi ride on the way back. All Northern line trains running on time to Lincoln with 7 min change at Meadowhall.
nocton
04/6/2018
22:46
Capex is in the main machine related httP://www.shaftonsteel.co.uk/new-machinery but all funded from cash flow I also hold ASY..it’s a v similar ethos imho
rhomboid
04/6/2018
22:38
Thankyou both for your reports. Apreciated. A shame rearding Hamburg - that looked messy! I infer that you both regard this one as more ASY than ALY. The cap-ex into Shafton could be significant I would guess? Cap-ex is consistently fairly modest here with the exception of 2015 that is. Are we talking machines or buildings..or both? Sometimetimes of course the former would cost more than the latter. Regardless I presume the investment would be fed from operating cashflow and that the benfits have a more than justifiable IRR.
thorpematt
04/6/2018
21:21
AGM summary ‘Present Board except Dr Ospelt ..discombobulated by Hamburg airport meltdown 🙂 One other shareholder , me, & the disembodied voice of NOMAD WH Ireland representation on holiday but alert to her responsibility to ensure mgt stuck to the script dialled in on speaker phone. A warm welcome from those present followed by a quick gallop through the formal business..then Q&A My focus was on trying to understand the growth drivers of the company..specifically the acquired Shafton site 1 they’re not subletting any of the 25 acre site or the 180,000 sqft of buildings..they have a number of well advanced plans to utilise them 2 they’re progressively taking in house to Shafton a lot of added value work previously outsourced which will benefit margins 3 the storage space at Shafton means that they can programme manufacturing for maximum efficiency 4 if projects are weather delayed steelwork can be completed efficiently..& stored with customers being billed storage 5 heavy capex in Shafton to provide new capabilities for customers.. & to support group companies hxxp://www.shaftonsteel.co.uk/new-machinery 6 their order book is excellent..especially outside London..but they expect London to bounce back next year as bid activity is increasing 7 steel prices are benign, especially post Greybull acquisition British Steel are v good partners, no Trump effect 8 Easi-Edge they reckon to be c.30% of the market, really well thought through logistics give c£1m profit on £3m turnover✅ I left v happy with my holding, as ever it’s a pleasure seeing a mgt team working as a team ..and to good effect
rhomboid
04/6/2018
19:45
Hello Nocton I was the other shareholder present...glad you came away enthused, i’ll write up a more detailed summary but this is a v well managed business ..I trust your taxi got you back in time for the train..next time i’ll Happily drop you at the station Rgds
rhomboid
04/6/2018
19:17
Went to the AGM today as I bought into BILN only about 6 months ago and I wanted to see more about the business and those running it. There was one other shareholder there. We were well received and had a good discussion about the business and its future after the formal business concluded. I came away feeling reassured about the future of BILN and its ability to prosper in these uncertain times. They have a low p/e, good dividend and dividend cover, good growth record, no debt and plenty of cash. Only disadvantage is that only about 35% of the shares are in public hands, so hope that it doesn't go the way of Tolent. Re Dr Ospelt, he could not be there due to disruption and cancellation of flights at Hamburg Airport. I shall buy more.
nocton
03/6/2018
18:51
I'm interested in weather BILN is another ASY (very investable) or another ALY (very UN-investable). Both of the above have similar ownership strucutres but there the similarity ends. Things get very divergent (particularly the share price performance) once you ignore the similarites. So, Dr Osphelt. Has anyone here met him may I ask? I mean he's just a figurehead I get that, but I'd be interested in any thoughts. I perceive that the key representatives of the key shareholders hold the....er key to the answer regarding the "investable" question. If I recall correctly it's not just the 49.9% of the top holder but also the 11.2% (Tarom) which are held by effectively the same people? If I also recall correctly it was Tarom who held a 49% share in Tolent prior to its de-listing from AIM in 2010. So track record is the phrase that springs to mind.
thorpematt
23/5/2018
14:51
Further to my post 554, looking back over past AGM RNSs (four years which was before I had become a shareholder), I can't see any where a trading statement was made at the AGM. Talking with the co sec (now retired) after last year's event, that could be because attendance is usually thin on the ground ..... the TWO in the audience that day was their equivalent of a crowd!
ansc
23/5/2018
14:08
ex divi on 8th June and one not to be sniffed at :-) DYOR
cheshire man
23/5/2018
13:57
Perhaps buyers nibbling for the divvi next month?
wanttowin
23/5/2018
08:46
A 2000 share buy at 292p this morning with the online sell price (2500) now up to 283p. Is this a pointer, with the AGM scheduled for 4th June, we are going to get a bullish chairman's statement? On past performances, I won't be holding my breath .....
ansc
22/5/2018
08:48
With only one small trade sell marked so far this morning, online you can now get 278p for 2500 shares with none being available to buy. Mysterious. I've driven past their Bristol Structural Steel depot (taking my son to work) for the last three Sunday mornings and each time their gates have been open with the appearance of staff working. Busy, busy?
ansc
17/5/2018
17:01
Ridiculous price movements today in intra-day chart above when compared to actual marks recorded.
ansc
13/4/2018
13:48
The MM have wide spreads on most stocks outside the FTSE100 at the moment. Much wider than usual. It indicates the following either a) they have got some large buyers out there and the wide spread discourages PI's buying. (or sellers but based on the FTSE100 moving up for the last week I'd say buyers or b) they don't know where the trend is and they've opened the spread to protect themselves. I'm running with a) as it's pretty clear the trend is up the last week NB - SFR nudging up by a tiny amount since the update but the spread is getting wider.
cc2014
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