Brady Share Discussion Threads

[dlku] 02/1/2016 11:26

one more profit warning coming

[multibagger] 02/1/2016 08:26

...talking about Kestrel Partners, they are increasing their stake in CTP(around 18%) and also hold MXCP.

[aishah] 31/12/2015 10:06

Price now up >40% since the last statement. I'm coming around to the view that an after hours announcement is not necessarily a bad thing after all. It gives the market time to digest the news rather than make rash decisions. Kestrel see value here. Incidentally, they have also just disclosed a 10 million purchase and an 11% holding in CNIC. dyor.

[rubberbullets] 30/12/2015 16:22

fresh fish

[igoe104] 30/12/2015 16:06

I See the buying continues from Kestrel Partners, its certainly helping the share price recover.

[rubberbullets] 30/12/2015 16:04

keeps on trucking

[igoe104] 22/12/2015 16:29

From what I hear diku, Brady have trimmed the cost base was so they will be profitable going into next year.

[dlku] 22/12/2015 10:38

Even so, Brady is expected to be loss-making this year. But it is enacting a round of cost cutting that will hopefully save £1.7mln a year.



Loss making

[igoe104] 21/12/2015 16:00

you got to take your hat off to Gavin, he`s not gone into hiding as he.

[aishah] 21/12/2015 15:45

Brady (BRY) – CEO interview – 21 Dec 2015

[igoe104] 18/12/2015 09:40

Latest deals “demonstrate we can still deliver”, says Brady boss.

[hvs1] 17/12/2015 16:20

from this september


the BoD love their LTIP plan dont they, doncha think its outrageous - 150% of salary bonus?

its a freeby paid for by printing shares at up to 15% dilution

its handed out not based on share price performance which would be good for PI's

but on eps targets

they're cutting 1.7m of costs from the business, im sure that will affect the projected eps target which is undemanding in the first place and they'll make target and get their bonus

you lot can enjoy a depressed shareprice and have your holding diluted on top

im sure lavalle's a clever man, he managed to get 96p for some of his shares earlier this year, lol

[igoe104] 17/12/2015 09:37

Kestrel have now taken their holding over 20% now.

[igoe104] 17/12/2015 09:03

Brady delivers festive cheer with three new contract wins.

[igoe104] 17/12/2015 08:20

17th December 2015

Brady plc ("Brady")

("Brady", the "Group" or the "Company")

New Contract Wins

Brady plc, the leading supplier of trading and risk management solutions for metals, recycling, energy and soft commodities, is pleased to announce three new contract wins.

Two top tier global Japanese-owned trading companies have selected Brady Cloud solutions to support their trading and risk management requirements across base and precious metals, soft commodities and freight, covering the complete trade lifecycle for both derivatives and physical trading activities. Both of these customers will be using the Brady Cloud Service to reduce their total cost of ownership and ensure maximum availability.

Additionally, a European energy supply company, focused on delivering clean energy to large industrial and commercial consumers has selected Brady Energy Trading and Risk Management solution to manage its renewable energy trading, position, risk, and back-office operations

[igoe104] 17/12/2015 08:17

chart looking good for a decent recovery, now.

[opodio] 14/12/2015 17:45

will be a second warning here

[igoe104] 10/12/2015 14:17

NEW Contract.

Clean Energy Sourcing selects Brady to manage its ETRM operations.

[tell it as it is] 08/12/2015 09:52

Kestrel over 19% now. Feel sorry for management - much better to have a diverse investor base. Will be interesting to know whether Hargreave Hale have reduced their position. Bigger fund than Kestrel but this kind of price fall will have hurt their fund performance too.

[igoe104] 07/12/2015 09:21

Good to see Lavelle, make himself available to face the music, most CEO go into hiding after a big fall.

[phosgene] 04/12/2015 21:53

Well, he certainly looked flat and tired at the beginning of the interview.

[ftseproactive] 04/12/2015 16:13

Watch Brady boss Gavin Lavelle speak to Proactive after the firm's shock profit warning

[paulypilot] 04/12/2015 14:36

I'm interviewing the CEO of Brady (BRY) this coming Monday, 7 Dec 2015.

If you would like to submit a question, please submit is using this form:


Please DON'T respond to this post here, as I won't be checking back.

My interview will be totally independent, as I'm NOT charging any fees. The company got in touch to say they would like a right to reply, given my scathing criticism of the company on Monday in my morning report on Stockop...

Regards, Paul Scott.

[tell it as it is] 04/12/2015 10:21

Kestrel increasing their shareholding at the expense of Investec and others is not a medium-term positive although it may be a short-term positive. It probably diminishes present or future management's ability to plan for the medium term. Kestrel were in for the bulk of their holding at over 80p and face a mark to market loss of about £4m on this investment which is large for their fund and reputationally damaging for them. They will increase pressure on Brady management to cut costs which is partly good in proving cash doubters wrong, but is bad if it means not funding future profitable products, and where else will growth come from given that they no longer have an acquisition currency ? I wonder whether it was the desire of Brady management to please or appease Kestrel after their mid October investment that prompted the ill fated share buyback at 80p on 31 October. It really does matter who your co-shareholders are.