Breedon Share Discussion Threads

[cisk] 11/3/2020 07:41

And maiden dividend next year.

[mfhmfh] 11/3/2020 07:24

£600 billion to be spent on infrastructure in today's budget announcement.

[swiss paul] 10/3/2020 20:17

thinking of getting some more tomorow am before chancellor does budget

[mfhmfh] 10/3/2020 12:26

results tomorrow?

[swiss paul] 04/3/2020 19:57

. Total positions of person(s) subject to the notification obligation




% of voting rights attached to shares (total of 8. A)


% of voting rights through financial instruments
(total of 8.B 1 + 8.B 2)


Total of both in % (8.A + 8.B)


Total number of voting rights of issuervii

Resulting situation on the date on which threshold was crossed or reached


7.03%





7.03%


1,682,957,809

Position of previous notification (if

applicable)


6.03%

[brummy_git] 19/2/2020 06:36

All the latest building product valuation multiples and KPIs can be downloaded from here, including BREE

[sphere25] 12/2/2020 13:49

£1

TAAA DAAAAAA! :-)

That's a wrap from me on this stock.

Highlighted these as a buy numerous types going back to Sep when the stock was trading around 62p.

Well done to all holders. Some lovely gains for all here.

Good luck folks.


---------------------------------------------------------------------------------
Sphere25
29 Jan '20 - 13:01 - 1013 of 1015 Edit
0 0 0
Threatening another significant breakout as I type.

Headed to test that psychological figure of £1 imo.

[mirandaj] 12/2/2020 12:53

Breedon resurface A92 with recycled asphalt

In part:

“Monday, February 10, 2020

Recofoam technology used for second time in Scotland for sustainable replacement of worn-out asphalt

BREEDON Group, in collaboration with Eurovia and BEAR Scotland on behalf of an investment made by Transport Scotland, have completed resurfacing works on part of the A92 trunk road at Ladybank using reprocessed asphalt stripped from the same stretch of road.

The existing road surface was removed along a 1km length of the A92 and the resulting planings were transported to a special waste quarantine zone at Breedon’s Clatchard Quarry, near Newburgh, where they were reprocessed using Eurovia’s innovative Recofoam technology. The recycled material was then returned to the A92 and used as a base layer in the new road surface.”



Also:

[pollen8] 12/2/2020 10:28

Reached 100p, hope it continues.

[sphere25] 29/1/2020 13:01

Threatening another significant breakout as I type.

Headed to test that psychological figure of £1 imo.

[cisk] 09/1/2020 17:31

Would love them to start paying a divi at some stage... but don’t think it’s on the radar for them

[rimau1] 09/1/2020 11:45

Excellent acquisition resulting in a rerate here. I calculated that it is 10% eps accretive in 2020 and given the focus on infrastructure and construction spending by the government this is a great way to play it IMO

[davebowler] 08/1/2020 09:19

hTTps://www.insidermedia.com/news/midlands/breedon-agrees-178m-deal-with-counterpart?utm_source=liverpool_newsletter&utm_campaign=liverpool_news_tracker&utm_medium=deals_article

[mirandaj] 28/12/2019 08:09

See comments from Richard Stone:

[philanderer] 18/12/2019 17:54

Sold out today. Cash needed elsewhere.

Luck to holders.

[swiss paul] 17/12/2019 10:01

And more roll in!!!
1Lansdowne Partners International Limited
Resulting situation on the date on which threshold was crossed or reached

5.34% 1,682,878,883

Position of previous notification (if

applicable)

4.63%

[scotches] 13/12/2019 14:51

Jamie Ward, of fund group Crux....


Breedon Group
Mr Ward also tipped Breedon Group, an Alternative Investment Market (Aim)-listed construction materials company. The new Conservative government could boost infrastructure spending, he said, increasing demand for construction and supplies.

According to the manager, the company has an advantage over rival suppliers due to its vast network, meaning it can often undercut competitors who have large distribution costs.

Aim and construction stocks have been particularly hit by Brexit uncertainty as investors shied away from riskier, smaller business reliant on the British economy. Many have paused their plans until the outlook for the economy is clearer.

[swiss paul] 12/12/2019 08:53

I think I caught somewhere that infrastructure wil be a gainer no matter which party gets in as they both seem keen on spending lots of our taxes.

Surmise this could impact on us positively.

Any thoughts?

[sphere25] 05/12/2019 16:06

Nice buying coming in again today. Stock rallying into the close.

Little correction over - next leg up here?

Still looking for this to settle nicely in the 70's. Just abit of patience required.

UPDATE 13/12/2019

Stock currently up 12% at 77.5p

Job done.

[its the oxman] 30/11/2019 08:42

Next results are start of March. Given the positive trading update we have under our belt and that we are still recovering from the recent sell off, there could possibly be another 20% to go into the mid 80s without stretching the chart. Certainly seems little reason to sell while we have so much catching up to do.