Breedon Share Discussion Threads

[scotches] 24/4/2020 10:29

SP looks to be anticipating restart of operations.



Materials group Breedon told Construction News that its sites across the UK and Ireland remain temporarily shut down, with the exception of one cement plant in Derbyshire that serves critical supply needs according to the group.

[swiss paul] 15/4/2020 19:05

HS2 construction gets green light despite lockdown

[swiss paul] 15/3/2020 18:47

good that me and Clive got itr right lol !!!

[mfhmfh] 13/3/2020 11:25

'The Company has been notified that Clive Watson, non-executive Director of Breedon Group plc, has purchased 27,500 ordinary shares in the Company ('Ordinary Shares') at a price of 86.80p per Ordinary Share...'

[mirandaj] 11/3/2020 15:20

"Breedon is in excellent shape"

[thefartingcommie] 11/3/2020 14:27

Breedon’s revenue surges as profits jump
11 Mar 2020

[mirandaj] 11/3/2020 14:21

Huge infrastructure budget announced today

[mfhmfh] 11/3/2020 08:53

I agree - dividend suggests increasing confidence about future FCF.

IMHO.

[redartbmud] 11/3/2020 08:33

Happy bunny. The management is first class. Further progress seen, and the implementation of a dividend, at whatever level, is transformational.

[davebowler] 11/3/2020 08:20

Cenkos-
Breedon has once again proved its credentials and deserves to be the ‘go to’ stock in the heavy building materials sector which is starting to have genuine cyclical appeal as government eyes a ‘generation217; of enhanced infrastructure spend. The performance in 2019 was exemplary; this is a management that delivers regardless of market conditions and has a strategy that can sustain robust longer-term EPS and asset growth. A 2021E rating of 8x EV/EBITDA, PE of 14x and FCF yield of 7.5% alongside commencement of dividends is inexpensive and our model ‘fair value’ of 96p conservatively excludes any future benefit of accretive acquisitions or re-rating prospect and scarcely reflects the new intent on income/dividends. From the dark days of Q3/19 when the price was driven down into the 60-70p range largely to facilitate a major re-composition of the shareholder base, subsequent recovery has seen the stock reach a 12-month, in fact all-time, high of 100p and now trades at 87p which is exactly double the price 5-years ago. We cannot promise another doubling over the next 5 years but do believe there is considerable long-term value in the shares.

[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.