Losos, shed roof all done now, two handed with help from my brother 👍 |
Phil - Take care on the roof, that happened to me a few years back.
SP up again today, looking good now to 'break even' haha. |
Good call guys. |
Yes that must be a concern if they have exposure to LEAP. More airlines deciding to ground the Max. |
Boeing weighing?.
Major customer.
BOY big on the LEAP program. |
Liberum 'hold' .. reiterates |
Hi Losos , agree with you re FTSE250 companies. My favourite last year was SPX which has now joined the FTSE100 and I continue to hold. Also like and hold VSVS and SYNT.
Back on the shed roof now , I lost half the roofing felt in that wind yesterday :-) |
Aerospace is the big market for BOY, they have no exposure to small diesel cars
btw, or diesel cars in general, on my understanding.
I was tempted to buy a few Senior last week at 2.16, and perhaps should
not have hesitated. |
From some of the analysts questions it appears they think BOY is up against
tougher comps in Q1 2019. That may explain the lack of upgrades. |
11th march HSBC buy tp 1040p cut from 1100p
11th march JP Morgan neutral tp 840p cut from 855p |
Hi Phil, appreciate the view, thanks. |
Evening EI.
I've only a handful of these and have been waiting to see how the car making slump had affected the company. Seem to have done well despite of the slowdown . Other than that, well diversified, quality management and high barrier to entry.
I like the company and will probably add a few more on any pullback. |
Hi Phil, listened to most of the results conference call yesterday. Very impressive.
Only real negative is a high level of operational gearing in this
business, any slowdown seems to have a disproportionate impact
on the bottom line, as per the 2015 results year.
In that respect would be similar to a stock like AHT or SKG.
Would be interested to hear your take. |
'Bodycote blows away forecasts with high-performance results' |
Investors Chronicle:
'Bodycote boosts margins'
IC View
Bodycote has proved a consistent income play over the past few years, this year offering an overall dividend yield of nearly 5 per cent. We think that the shares – normally well supported – are undervalued on the back of a general market movement, leaving them at 15 times forward earnings and at a discount to their two-year history.
We move to buy.
Last IC View: Hold, 1,028p, 27 Jul 2018 |
Yes looking at the price those last few weeks. I'm sure we can find better chart guy than me. But apparently we are breaking it as we speak. Hope it's for long! J. |
Jack, you got a TA view here? Thanks. |
Big resistance line at 710-715! |
Hopefully some support around these levels dating back to April 2017. |
Director buying today |
SP back to where we were a year ago. |
Bodycote (BOY) Earnings-Reaction to Keep an Eye |
Losos - agree with you and yes their overseas earnings will be enhanced by the exchange rates. Don't hold BOY at the minute so I'm not pushing them but still follow them out of interest as they did well for me in the 80s when Joe Dwek was CEO through into the 90s with John? Chisholm I think from memory. Will keep an eye out for a dip and maybe get back in. |
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