Breedon Share Discussion Threads

[sportbilly1976] 01/5/2014 09:56

for a hold, there is a lot of buying at present

I guess the analysts are liking what they are hearing at the moment (even though nothing new is being said) ;)

[elmfield] 30/4/2014 17:28

Still looks great,
Probably more or less a hold now.

[sportbilly1976] 30/4/2014 14:54

only thing missing from this breakout is the volume...excluding the few big volume days in the past year, today is certainly not "above average"

[2breakout] 30/4/2014 12:24

Plasybryn 28 Apr'14 - 11:04 - 88 of 89 0 0

Tipped by Paul on Sat at Master Investor. One of his 7.

What were the others?

[sportbilly1976] 30/4/2014 11:21

position opened on breakout here

[plasybryn] 28/4/2014 11:04

Tipped by Paul on Sat at Master Investor. One of his 7.

[gargoyle2] 24/4/2014 18:00

BREE getting a good talk up from Paul Kavanagh at the UK Investor Show. Think it was in early April.

[2baffled] 17/4/2014 15:44

News release
16 April 2014
Breedon Hebrides hosts Scotland's First Minister at official start of Stornoway Ferry Terminal upgrade.

file:///C:/Users/Mr.%20Spence/Downloads/First%20Minister%20visit%20release%20160414%20(final).pdf

[elmfield] 17/4/2014 13:50

Topped ip yesterday.
Solid statement today.

[elmfield] 14/4/2014 21:07

Looking to top up,
When, now that is the question,
45p, well maybe I should settle for that?

[2baffled] 10/4/2014 14:15

Aviva continuing to sell down??

[elmfield] 10/4/2014 13:46

Some large trades today, any reason we know of?

[konkel] 08/4/2014 08:33

The Holcim / Lafarge deal will presumably throw up some disposals which may be of interest to Breedon?

[elmfield] 04/4/2014 20:07

Very nice steady rise, I think 50p is with in range
and could be achieved soon.

[2baffled] 04/4/2014 11:23

"Tellingly, and contrary to normal practise, prices for 2014 have not been fixed. Chief executive Martin Warner reckons there has been a complete sea change in the last few months, with contractors more worried about securing a supply than pricing. "Sitting on a building site for two days waiting for bricks to arrive can be an extremely expensive business", he added.

The same is likely to apply o suppliers like Breedon Aggregates (BREE), the UK's largest independent aggregates business with around 400m tonnes of mineral reserves.
The acceleration in demand is reflected in higher sales of aggregates, ready-mixed concrete and asphalt, and for the current year, the Mineral Products Association is forecasting 2-4 per cent growth in aggregate volumes, 3-5 per cent in ready-mixed concrete and 2-4 per cent in asphalt – the most positive outlook for several years.
After five years of subdued demand, suppliers hold the whip hand – according to RICS, 40 per cent of builders said they are facing delays as a result of difficulties getting hold of materials."

Cut from here .......
'Britain's Building Boom'

[baxter99] 04/4/2014 07:35

Still expanding - acquired another readymix concrete plant and lorries.

[2baffled] 30/3/2014 20:59

Gossip;-

"Breedon wins Best Construction & Materials Company Award".
Published: 28 March, 2014

[2baffled] 26/3/2014 22:45

Nice day!
:0)

My guess is Hale-Hamilton and Miton are accumulating ['tis right up their 'Northern' UK investment model] imo!

Conversely, wondering who may be exiting?

[2baffled] 21/3/2014 22:03

HMG; 'News release;-

"Councils receive share of roads repair funding".

[baxter99] 19/3/2014 18:16

Or else it is a very good company, well on the way to recovery and bigger profits

[2breakout] 19/3/2014 16:41

Paul Kavanagh ‏@KavanaghKillik · 3 mins
#Breedon Aggregates shares +3%. As supplier of asphalt product, it may be a beneficiary of the Chancellors £200m move to fill road potholes!

[2baffled] 17/3/2014 21:43

Crumbs!
There's a few sizeable trades gone through post results [hardly unexpected] ....... but, what's this one all about?

2.5mill @ 44.02147 [O]. Printed @ 16.11 17/03/14.

[tradermel] 10/3/2014 16:32

Nice little boost today for us holders, about time this one started upwards, too good to be held back like it has been.

[badtime] 10/3/2014 09:58

bought on that dip...also have an indirect holding via MVI