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Share Name Share Symbol Market Type Share ISIN Share Description
Brady Plc LSE:BRY London Ordinary Share GB00B0188P35 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 18.20 17.40 19.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 23.2 -1.1 -2.5 - 15

Brady Share Discussion Threads

Showing 1076 to 1100 of 2000 messages
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DateSubjectAuthorDiscuss
24/8/2013
09:37
Interims expected in September; Early to Mid on previous years
togglebrush
02/8/2013
09:47
Starting to get the feeling that the company needs to go up a gear or will be absorbed by another software sector major who can leverage the Brady client base with its own offerings. Cenkos have talked about a price target for the shares at 115p, but I am guessing that a value around those levels will prove a clear invite to agree a sale of the company. The holding Institutions and other key holders could be enticed with such an offer, but the company needs to show some strong earnings levels with the next set of accounts, and a convincing strategy to stay independent.
cyberian
28/7/2013
21:54
Thanks Glasshalfull...comments were quite favourable and only suggest that share price "may" remain at current levels, but sell on a forward PE of 11 against industry 19. Plus they mention strong cash position and no debt, with Chairman and another Director adding in recent weeks at 75P. Privatepunter also mentions recent key new contracts with big players etc.
cyberian
28/7/2013
12:24
Interesting trading update in BRY and covered in "The Private Punters" blog - well worthy of a look. (Require to change to http....since ADVFN changed their rules over links to financial sites) hxxp://www.privatepunter.co.uk/ I agree with the article and also believe the shares may mark time given the degree of caution noted in the statement. BRY remains on my watchlist. Regards, GHF
glasshalfull
25/7/2013
11:47
Something similar happened with another share a few days back. The explanation given by some bb bloggers is MM manipulating the market. A particular MM had both long and short positions. They kept the price low to unwind their short position.( don't ask me how...).also why would a MM short his own shares, beats me. It looks as if the stock market copper is sleeping on his beat. Level playing field? Lol.
ramridge
25/7/2013
10:15
As of 11th March 2013 the Directors and Major Shareholders held 57.28% of the 80,631,562Shares issued. Source Annual Report. ' These are pretty tightly held
togglebrush
25/7/2013
09:13
advfm....are showing trade(s) today which were executed yesterday...interesting that trades went through at 76p for 74,000, and 22,000 late yesterday and other apparent buys earlier at 77p. So why the mark-down is to say the least confusing...but hey ho!! The current Institutions will want to see an improving trend in the share price which based on the trading update looks encouraging...however, would not rule out the big guys pushing the BOD a bit harder or look to a sector buyer as BRY have an huge customer base for another operator looking to cross sell.
cyberian
25/7/2013
07:58
Trading Volumes in last few days have been significant but not extraordinary. But Price change after the Trading update is hard to understand, but is still in the very lowest quartile since January 2012 ' Date________Open____High___Low____Close_Volume____Vol Quartile ' 15/07/2013__73.50 __73.50 __73.50__73.50 ___10,829 Low 16/07/2013__73.50 __73.50 __73.50__73.50 ____6,946 Low 17/07/2013__73.50 __73.50 __73.50__73.50 ____1,000 V low 18/07/2013__73.50 __76.00 __73.50__76.00 ___45,200 high 19/07/2013__76.00 __76.00 __76.00__76.00 __125,500 V High ' 22/07/2013__78.50 __78.50 __78.50__78.50 __340,111 V High ---Trading Update 23/07/2013__78.50 __78.50 __78.00__78.00 __102,814 V High 24/07/2013__78.00 __78.00 __72.50__74.00 __203,078 V High ' Shares Issued 80.98m ' For comparison Stats from Jan 2012 Quartile_Price___Volume ' Max_____105.5____4,479,520 --- 17 May 2013 One100__104.1____1,217,196 Q3_______96.0_______50,723 Median___87.5_______16,088 --- Middle of sorted sample (normal day) Q1_______81.5________5,448 ' Note re Max volume ' Investec Wealth & Investment Limited bought on 17th May 2013 Cazenove Capital Management Limited sold____on 17th May 2013 Legal & General Group Plc (Group) sold______on 17th May 2013 ' when BIG boys trade the earth moves for this share
togglebrush
24/7/2013
17:10
Did they (MM's)drop the price to cover the apparent large buys we saw later this afternoon? From price of trades the fall of 5p (over £4 million off mkt. cap.) looks odd as less than £40,000 appears to have been clear sells!! The company has the authority to buy-in 2,250,000 shares, I believe, but no RNS since AGM approval of purchases bought into Treasury. Not sure if the company is allowed to effect purchases after the trading update on Monday or are in a "close period" until full results are released in early September. To be honest I am surprised that the company was not buying-in its own shares when the share price was around the 70p level. I like the recent non-Exec. appointment but with their Cenkos brokers pointing out a couple of recent software acquisitions in the sector, and a price target of 115p, maybe Brady are on someones radar at these levels?
cyberian
24/7/2013
16:40
I am mystified as well.
togglebrush
24/7/2013
14:49
Great trading statement yesterday, stock down 6% today. Why? Have I misread the bullish t.s.?
ramridge
22/7/2013
07:10
Half Year Trading Statement out ' RNS extract ' The Group achieved revenue growth of approximately 23% for the first six months of 2013 compared to the same period in 2012. In addition, the Group's recurring revenues increased by approximately 25% compared to the same period in 2012, representing approximately 57% of total revenues compared to 55% for the same period in 2012. ' The Group's licence revenue increased by approximately 9% compared to the same period in 2012. The Group signed six significant new licence deals in the period and, on a like-for-like basis, the combined non-Energy business units' revenues increased by approximately 8% compared to the same period in 2012. ' The Brady Energy business unit, which underwent substantial reorganisation during 2012, has focussed its efforts on seeking new business and the Board is pleased with the progress made in the period signing two significant new licence deals as rentals as well as two significant service deals, where revenue will accrue over an extended period. ' The Group continues to enjoy a strong cash position with net cash of approximately GBP5.7 million and no debt at 30 June, ahead of management's expectations
togglebrush
17/7/2013
17:04
I've picked up a few here, lot of contracts going through and no move on the SP, dead BB as well, so no froth. Expecting the TS soon also.
owenski
17/7/2013
10:39
Expecting Interim shortly based on Last Years ' 18 Jul 2012 07:00 Half Year Trading Statement
togglebrush
28/5/2013
10:37
New Contract ... see RNS EirGrid plc (TSO) has successfully commissioned a single Brady Central Dispatch solution to underpin its core role in controlling the generation of electricity to meet national demand in both the Republic of Ireland and Northern Ireland.
togglebrush
23/5/2013
08:52
With the Board authorised to buy-in up to 2.25 million shares into Treasury, we may see further support quite soon as the share price appears to be conservatively valued. It makes sense to mop-up small sells accumulated and guess broker has been instructed accordingly..better to act around current levels than later given the tone of the Chairmans AGM comment which was somewhat bullish.
cyberian
22/5/2013
11:13
OK...not too sure as to all the major shareholdings listed above, but we now seethat the big trades of 17th May had the following results:- Cazenove decreased by 525,000 to 11.4%, and Investec Wealth and Management bought a new stake of 2,160,330 (3.33%)from Legal and General (they have now gone below 5%). Blackrock appear to have held their respective stakes with no change recorded so far. So after the fall to close to 70p and Management buys including the Chairman at 75p. the recent run to just above 80p has seen a couple of majors wanting to buy/sell around the 78p level and hopfully they are done and dusted. Expect there to be a few more contract wins the last being pretty substantial, and a better build-up into the 1H results which should be very impressive..we shall see. Finally I believe the stall at 80p mid price was all down to known awareness that a few Institutions wanted to realign their interest. and a bit of negotiation etc. to establish a fair exchange price..exit, and purchase.
cyberian
19/5/2013
08:34
Cluster of Very Large Daily Trading Volumes in the past three weeks has been extra ordinary; may I say UNIQUE in the history of this company (my records go back to 2006 based on ADVFN data). ' Recent Stats since January 2012 for Closing Price and Volume ' Max___ 105.50 4,479,520 Maximum volume was last Friday Median _90.50 ___14,336 Middle of a sorted sample or normal day One100 104.54 1,568,024 A one in a hundred day ' Swing is for Share Price (High - Low)/Close , Swing_Date_______Open__High__Low___Close__Volume with Quartile ' 0.71% 29/04/2013 70.00 70.50 70.00 70.00 ___36,741 high 0.71% 30/04/2013 70.00 70.50 70.00 70.50 1,911,388 One in 100 0.70% 01/05/2013 70.50 71.00 70.50 71.00 __337,045 V High 0.00% 02/05/2013 71.00 71.00 71.00 71.00 2,120,198 One in 100 0.70% 03/05/2013 71.00 71.50 71.00 71.50 1,117,208 V High ' 4.67% 07/05/2013 71.50 75.00 71.50 75.00 __404,925 V High 1.97% 08/05/2013 75.00 76.00 74.50 76.00 __934,500 V High 4.29% 09/05/2013 78.00 81.50 78.00 81.50 __176,520 V High 0.00% 10/05/2013 81.50 81.50 81.50 81.50 ___83,827 V High ' 0.00% 13/05/2013 81.50 81.50 81.50 81.50 __107,064 V High 0.00% 14/05/2013 81.50 81.50 81.50 81.50 ___21,738 high 0.00% 15/05/2013 81.50 81.50 81.50 81.50 ____3,048 V low 1.24% 16/05/2013 81.50 81.50 80.50 80.50 ___19,000 high 1.26% 17/05/2013 80.50 80.50 79.50 79.50 4,479,520 Max Shares in issue, as per ADVFN, are 80.98 million. Friday's volume alone is 5.5% of total shares and, assuming each is either a discrete buy or sell, 2.75% of the shares changed hands. A potential holdings RNS or company statement is due. ' As per Annual Report Substantial shareholders At 11 March 2013 the following, other than the Directors whose shareholdings are outlined below, had notified the Company of disclosable interests in 3% or more of the nominal value of Brady plc's ordinary shares of 1p each Name Shareholding % Chase Nominees Limited____ 10,141,727 12.6 Nutraco Nominees Limited__ _7,137,392 _8.9 Euroclear Nominees Limited _5,739,003 _7.1 BNY (OCS) Nominees Limited _5,278,026 _6.6 BBHISL Nominees Limited___ _2,756,500 _3.4 HSBC Global Custody Nomin_ _2,650,000 _3.3 Directors in the shares of the Company 31 December 2012 were as follows: Paul Fullagar___ 1,203,390 (_1.49%) Robert Brady____ 7,258,728 (_8.46%) Patrick Brazel____ 231,682 (_0.29%) Brian Collins_____ 850,000 (_1.05%) Gavin Lavelle_____ 808,207 (_1.00%) Tony Ratcliffe_____ 70,339 (_0.09%)
togglebrush
17/5/2013
14:13
Agree we should see an RNS by next Tuesday at the latest, but it appears that there is some slight shifting of stock between Institutions...we will soon know. In the meantime I think the company should see a very good 2013, and that will hopefully be revealed in the 1H update...the Chairman has clearly stated that business is going well, and equal or even above expectations. I would still see the company attractive to 2/3 of the top global commodity/financial connected software houses having Brady on their radar in the event of any unforseen slip in performance as their cliend base is very attractive for cross-selling.
cyberian
17/5/2013
13:36
Lets hope that the 3.8+ million shares traded today means the overhang has finally disappeared! I presume it is Blackrock that were still off loading. RNS should make it clear. Hopefully onwards and upwards from here!
foxman14
09/5/2013
22:15
I should go away for a few days more often. Nice announcement today & looks like my 71.5p purchases were well timed ;-) Well done Brady! Regards, GHF
glasshalfull
09/5/2013
21:56
Great new contract today and hope the poster the other week suggesting that he/she would start to re-join and buy back-in was able to do so around 72p before this sharp turnaround. The higher volume is also a mega positive and this has happened immediately after the AGM which was uncharacteristically very upbeat and confident. I sense that there is a lot more in the tank to come and that profits at the operational level and even the bottom line will be strong this year and going forward, helped by serious and realistic cross-selling. This has been a primary goal set by Brady's management, and according to an email response recently from the CEO, this now in place and will reflect quickly into results.
cyberian
06/5/2013
21:23
Thanks Glasshalfull...the new web site looks impressive, and good to see the new contract, which will grow as the German company states as it expands. Plus I see that as well as the 50,000 Director purchase at 72p, the Chairman Fullagar bought 150,000 at a whacking 75p. share price recovery should continue as the AGM statement was quite strong compared to rather conservative tone of previous years.
cyberian
06/5/2013
18:36
Contract win. http://www.bradyplc.com/news Monday, 29 April 2013 07:00 Stadtwerke München selects Brady for its power 29th April 2013, London:Brady plc (BRY.L), the leading supplier of trading and risk management solutions for metals, recycling, energy and soft commodities, announced today that Stadtwerke München GmbH (SWM) has selected Brady Power Scheduling solution to manage its power scheduling activities in the UK. --- Regards, GHF
glasshalfull
03/5/2013
18:09
Edison Research from 29/04/13 http://www.edisoninvestmentresearch.com/?ACT=18&ID=9751 FY13 forecasts are maintained Following the update, we are maintaining our forecasts. Our numbers include three significant new licence deals signed in FY12 that will be recognised as revenue in H113. Q4 is typically the group's busiest quarter, followed by Q2 and Q3, with Q1 the quietest. Nevertheless, today's statement shows the group has been winning new business and is set for a busy Q2, with the prospect of better news flow to support the shares. It is very encouraging to see Brady Energy signing new business and the company has also announced that Germany's Stadtwerke München, Munich's municipal utilities company, has selected Brady's Power Scheduling solution to manage its power scheduling activities in the UK. Given that Brady's revenues are generated from enterprises operating across the energy and commodities space the market perceives that its profits are linked to commodity prices. However, we note Brady benefits from under-investment in IT and risk drivers – it provides both trading and risk management tools, with the former benefiting mostly in buoyant times while the latter can gain extra impetus in volatile periods. Also, many of the group's customers are very substantial organisations; their spending on Brady's products is tiny in relation to their revenues, suggesting significant opportunities for Brady to cross-sell and upsell. Valuation: Recent price dip appears an opportunity The shares trade on 10.8x our FY13 EPS, falling to 10.2x in FY14. However, the group retains a healthy balance sheet, with £7.8m of net cash as at 31 December, along with £1.3m of outstanding acquisition liabilities. Adjusted for this net cash position the shares trade on 9.6x our FY13 EPS, falling to 9.2x in FY14. These numbers look attractive given the strong growth drivers, good track record with acquisitions and recent M&A in the sector at elevated ratings. Regards, GHF
glasshalfull
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