Bodycote Share Discussion Threads

[essentialinvestor] 23/7/2020 20:41

Safe to say this is a very well run company who's two major markets are incredibly challenging atm. Hold a small amount but not particularly minded to add atm. Any other or different views appreciated?.

[volvo] 23/7/2020 06:56

Ahh the new new...20pc drop in turnover and 45pc drop in profits for the first 6 months....coupled with 'we haven't got a clue' style outlook, going forward....which will hopefully improve...but who knows.

[jimsyone] 28/6/2020 19:36

Bodycote has made itself more resilient and now looks worth a punt https://tinyurl.com/yczsnlus

[essentialinvestor] 14/4/2020 17:47

Surprised at the rapid bounce.

[waikenchan] 09/4/2020 23:00

How does anybody view bodycote their revenues going forward? Surely revenues must be falling off a cliff especially what will be expected to happen in the aerospace and automotive industry now.

[cw2000] 12/3/2020 22:21

Results came out today - what a day to release them! Main clients auto & aero - not a great combo.

[philanderer] 24/12/2019 11:05

Well done those who bought low down... looks to be a good acquisition announced today.

[standish11] 10/12/2019 17:38

Bodycote Plc : UBS raises target price to 1000p from 845p * Bodycote Plc : UBS raises to buy from neutral.

[philanderer] 07/11/2019 18:43

Missed the boat here, but I didn't go into SNR either. So swings and roundabouts ;-)

[nerja] 07/11/2019 13:35

Where is this going to, some ride today?

[philanderer] 25/10/2019 23:49

Thanks dmk. From earlier this week.. 'Bodycote opens new heat treatment facility in Prague' HTTPS://www.metal-am.com/bodycote-opens-new-heat-treatment-facility-in-prague/

[dmk9855] 25/10/2019 16:58

Interesting reference to BOY hTTps://www.ig.com/uk/news-and-trade-ideas/top_15_3d_printingstocks-from-around-the-world-190731

[philanderer] 25/10/2019 16:42

EI, toss up between BOY and SNR for me . Maybe 50% in each ? ;-)

[essentialinvestor] 25/10/2019 14:21

Hi Phil, there is a degree of the share price making up lost ground on the broker price cut earlier this week. That being said a 10% move in either direction is pretty routine for Bodycote. Really like this longer term as they may be in a sweet spot, highly cyclical though.

[philanderer] 25/10/2019 11:23

Afternoon EI. Impressive performace today on a poor market day.

[essentialinvestor] 25/10/2019 09:52

If we were to head back in to recession and some of the huge Airbus/Boeing backlogs begin thinning out, that may hit hard. The industry has around 4 years of backlog work atm, from what I've read. However much of that can still be cancelled pre production (is my understanding).

[essentialinvestor] 25/10/2019 09:41

I would not be too concerned about the MAX re Bodycote - unless it failed recertification. What's weighing on the BOY price atm is car/light truck exposure, coupled with their general industrial business- at least that's my take Aerospace is less than 30% of their total business, so the MAX program within that segment might be a few % ? - at a guesstimate.

[essentialinvestor] 25/10/2019 09:39

Just sold another few @ 6.9248.

[philanderer] 25/10/2019 09:33

Boeing 737 Max Lion Air crash caused by series of failures HTTPS://www.bbc.co.uk/news/business-50177788

[philanderer] 23/10/2019 17:21

Evening EI , you're almost turning into a day-trader ;-) Well done :-)

[essentialinvestor] 23/10/2019 12:51

Hi Phil, hoping this may come back a bit. Sold my MNG at the open btw, was slightly fortunate on timing.

[philanderer] 23/10/2019 12:34

'Boeing reveals fresh MAX crisis earnings slump and fires plane boss' The company brings in a fresh face to lead its troubled commercial planes division as the 737 MAX crisis takes its toll. HTTPS://news.sky.com/story/boeing-fires-commercial-planes-boss-as-737-max-crisis-deepens-11842700

[essentialinvestor] 23/10/2019 07:47

Bought a small amount back on that opening dip.

[essentialinvestor] 22/10/2019 12:44

Sold another few this morning just in case the growing MAX crisis impacts sentiment. Intend to add back lower down, if given the opportunity.