Breedon Share Discussion Threads

[peddlers] 06/1/2023 15:13

If the price finishes on its new high today then this chart will look great to spring forward.

Solid Fundamentals

Ped.

[peddlers] 06/1/2023 12:01

My near term target price for Breedon is 98p

[peddlers] 06/1/2023 09:48

Bought here today.
Fundamentals look solid.

Price looks very cheap.

Good luck

Ped

[my retirement fund] 29/11/2022 11:10

Someone happy to buy large clips. 1 Mill at 62p and 700K at 62.2p

[wpc9] 26/11/2022 12:31

met CEO a number of years ago and he was adamant Breedon was worth 1 pounder share. they are massively undervalued and long term I think they are great value

[my retirement fund] 25/11/2022 11:39

Well I've been sitting here all morning wondering if someone is going to comment on the trading update which has alleviated my faith in their earlier statements about the businesses offering a natural hedge against inflation. I would like to see a halt to ma activity in the UK now and a refocused ma focus on Ireland and N.Ireland which will clearly not suffer the growth slow down the Brexit has reeked upon the UK. All in all, looking extremely undervalued on a long term basis.

[m_kerr] 08/11/2022 15:41

for all the cyclicality, as long as debt is low, it's virtually certain they'll be trading in 10, 20, 30 years time - many companies fail on this simple test.

[chelseamann] 28/10/2022 07:46

Trading Update 25 Nov so we shall see but i think there is plenty left in this tank yet

[swiss paul] 22/10/2022 01:29

So are we still in with the BOD's options? Or has the renum cttee adjusted it yet?

[lavagrouch] 08/9/2022 18:21

But why dump now?

[my retirement fund] 07/9/2022 15:37

difficult to say, Allianz are probably dumping because they dont want British investments, who would though, UK not exactly an investable place for foreign investors post Brexit, just a cheap place for the odd predator to pick off anything shiny and bolt on as the currency destroys itself

[essentialinvestor] 07/9/2022 14:59

mrf, do you have a handle on how you would expect BREE to trade through a downturn?.

Looks to be what the market is questioning.

[my retirement fund] 07/9/2022 12:14

Looks like we've got a big seller Allianz

[lomax99] 02/9/2022 14:40

About time, the share price performance has been pretty poor for at least the last year.

[my retirement fund] 02/9/2022 14:11

Added here

[my retirement fund] 25/8/2022 17:40

Good to see him dipping his wick again

[swiss paul] 25/8/2022 17:17

Wow - get this.

BREEDON GROUP plc

("Breedon" or the "Company")

Director Dealings

The Company has been notified that Jude Lagan, Managing Director - Breedon Cement has purchased 83,335 ordinary shares of no par value in the Company ('Ordinary Shares') at a price of 60.0p per Ordinary Share on 24 August 2022.

As at today there are 1,694,108,830 Ordinary Shares in issue, none of which are held in treasury. This figure may be used by shareholders as the denominator for the calculation by which they will determine if they are required to notify their interest in, or a change in their interest in, the share capital of the Company.

[swiss paul] 18/8/2022 11:48

Yep IC like them but they just don't seem to be able to crack it. I know they have an investor relationship lady but she needs to up her game.

[davebowler] 11/8/2022 15:37

Investors Chronicle -
Breedon’s shares trade at about 10 times earnings, well below their five-year average but ahead of peers. Given the shakier long-term outlook, we move to hold.

[my retirement fund] 09/8/2022 10:52

Just took my first investment here, I noticed an Easter egg, there's no stamp duty. Was surprised to see that.

[swiss paul] 27/7/2022 16:27

I thought they would have been a bit better considering all the cash floating around from customers during lock down.

I bumped into one of the workers in Spean Bridge in Scotland a couple of weeks back and he said they had been run off there feet and work was endless with lots of overtime. Although they may have met 'analysts expectations' they did not beat mine.

The figures may get the board over the 'bonus line' but as stated with all that cash sloshing around they should be reporting better.

and it looks like a sh1te end to the day

Good luck all.

[c3479z] 27/7/2022 08:54

'dynamic' pricing the new euphemism for increasing prices for inflation.
'volatile' markets the new term for generally falling share prices in the bear market.

[alter ego] 27/7/2022 08:21

solid, even pretty good interims. sound confident despite uncertainties. higher costs being passed on in higher prices.70% increase in dividend.