Bodycote Share Discussion Threads

[w.bramley] 27/2/2008 15:44

With some stocks, the relevant date are not shown till close to the correct dates, in which case (I think) it could be that the ex-div and payment dates haven't been declared, but you can get a rough idea by looking at the previous years dates, and keep checking for the forthcoming correct dates.

[jocjoc] 27/2/2008 11:38

But the Dividend details being requsted by the above emails is not mentioned yet

[w.bramley] 27/2/2008 11:21

All the dividend dates and amounts for any share. ie: BOY when on the relevant page, go to the top of the page and select FINANCIALS, scroll down to DIVIDENDS, all the dates are shown as long as you are not looking too far ahead.

[jocjoc] 27/2/2008 11:21

Dividend details for Bodycote plc X/D 04/06/0008 B/C 06/06/2008 PAID 04/07/2008 @ 5.25P P/S

[masurenguy] 26/2/2008 15:44

"John Hampton - 26 Feb'08 - 15:10 - 232 of 233: Do you qualify for the div if you buy in over the next few weeks, anyone know the cut off date? Thanks"

You qualify if you own the shares on the day before they go ex-dividend. I think that may be June 4th this year.

[mundungus] 26/2/2008 15:17

Tipped as a buy in Investors Chronicle

[john hampton] 26/2/2008 15:10

Do you qualify for the div if you buy in over the next few weeks, anyone know the cut off date? Thanks

[chris1604] 26/2/2008 14:57

Not sure MG,last years dates were ex-div 6/ 06, pay date 5/07

[masurenguy] 26/2/2008 11:52

When is the final dividend due for payment ?

[chris1604] 26/2/2008 11:31

Boy have delivered solid results, but the share price has fallen, presumably on the comments from Numis.

I share boy`s confidence and have added today.

[w.bramley] 25/2/2008 12:58

Chris 1604
Not surprised that the BOY board are appearing not interested after being bid 366p then seeing the slide to 156p, (was it bad judgment on their part???) although fortunately now on the up. Sulzer could well be building a stake.

ONLY MY OPINION -, but I think ths stock will show a good rise.

[drectly] 24/2/2008 18:35

built up stake the last few weeks. Attention drawn to BOY via John Lee in the FT. I have considered it as long term investment with good divi support. That said t/o would always be most welcome.
Hopefully weekness at the end of last week, sector weekness rather than folks with a good indication of results. We will find out soon enough.

[chris1604] 24/2/2008 12:46

Last week I spoke to a senior chappie in Sulzer`s product testing dept.

He said Sulzer are still interested in buying Boy, but Boys management did not want to know.

Apparently Boy are very highly regarded within their peer group, but they seem very content to plough their own furrow and are very confident about their future.

I did originally buy on the possibility of a take out premium,but I am beginning to consider them as a more long term investment. I am considering adding at the current price level, but I will probably await the full years results.

[chris1604] 18/2/2008 09:36

Sincerely hope you are right WB.I do see a steady improvement to circa 240p, but only a bid can produce a further hoick to 360p IMHO

[w.bramley] 16/2/2008 15:55

chris1604

I repeat, a buyer offered 336p to take over the company, but directors thought it not enough, so, given time, when the markets in general gets back to normal, this stock must (imo) get back there. Have added 5k again on friday.

[chris1604] 16/2/2008 09:24

Yesterday was a disappointing end to a good week for the boy, hopefully, next week may see us through the £2 mark.

Any thoughts on a realistic valuation for this share without the take out possibility. My own view is circa £2.40.

[woracle] 01/2/2008 10:45

FKI bid put a rocket up the sector. I think specialist UK engineering is going going gone at these giveaway prices ;) Rather worrying for Britain long term but who really intends to retire here anyway in 20 years !

[spursspurs] 01/2/2008 10:12

its looking far better!

[mikey34] 29/1/2008 17:07

W.B.,

Fully agree.... both that these are undervalued and Templeton`s approach.

[w.bramley] 28/1/2008 10:50

Added a further 3500 @ 165p this morning. At this bargain price, they must be a buy. Director buys in Dec 07 were 10k @ 185p and 2-25k @ 192p.

When the directors turned down a take-over bid (April 07) from Swiss pump-maker Sulzer of 344p per share, they must have thought the shares were worth more, so at today's price, they just have to be a bargain.

As Mr Bearbull reminds readers in this weeks IC, the legendary investor Sir John Templeton wrote, it takes patience, discipline and courage, but "One should BUY when others are despondently selling, and SELL when others are avidly buying."

[milacs] 25/1/2008 11:41

pmitchell

In this market many of the FTSE 200 have been creamed.

I thought BOY was a good buy at 200p because I usually look at historical p/e values.

So unless there is a LONG TERM market decline BOY should be OK.

Good luck with your investments.

M

[pmitchell] 25/1/2008 09:31

Milacs, I hope you are right. At least what you say makes sense, whereas the tripe Shiny was spouting was annoying.

Look, if you believe their business is strong and the factors I mentioned will not impact their earnings, then yes, they are value, so pick an entry point and I'm sure you'll be quids in.

Like you, I valued them a lot higher than they are trading now and lost money.

Good luck

[milacs] 24/1/2008 16:53

pmitchell

I thought the art of investing was to buy low and sell high.

The lowest p/e ratio BOY has seen in the last 15 years was 6 in the depth of the 2003 recession.

Therefore I figure worst case scenario we are looking at 120p.

Best case is p/e of 17 in which case we would anticipate 340p.

To me the odds therefore are in my favour.

DYOR

M

[w.bramley] 24/1/2008 15:45

Sulzer may have lost interest, however they must have thought the company was worth the offer that the board of BOY turned down, so at todays price they must be worth a punt.