Bunzl Share Discussion Threads

[poikka] 17/4/2019 13:26

Agree with the above, and wonder what might be around the corner.

[poikka] 17/4/2019 08:03

Sold out. Average buy price 1432, and that'll do me while they see how they can gain the upper hand again. Lot of folk going to be taking a lot of profits after this update, as if they haven't already started.

Sentiment, excluding Shore Cap, apparently, has changed today.

[philanderer] 17/4/2019 07:53

Tha'ts not gone down too well.


17th april Shore Cap buy

reiterates

[connorcampbell] 12/4/2019 12:32

!YOUTUBEVIDEO:KJzkxHCtn2A:
Can Bunzl distribute some good vibes following Wednesday’s first quarter update?

While it may have overcame the setback already, late-February’s full year results were not well-received by investors, who focused on the 50 bps decline in the UK & Ireland’s operating margin due to ‘challenging market conditions’.

Any word on further acquisitions will be sort after on Wednesday, while investors will be keeping an eye on Bunzl’s UK margins given that trading conditions have been no less ‘challenging’ over the first quarter.

Read what Spreadex analysts have to say, or watch a 60 second earnings preview video, here:

[connorcampbell] 12/4/2019 12:32

Can Bunzl distribute some good vibes following Wednesday’s first quarter update?

While it may have overcame the setback already, late-February’s full year results were not well-received by investors, who focused on the 50 bps decline in the UK & Ireland’s operating margin due to ‘challenging market conditions’.

Any word on further acquisitions will be sort after on Wednesday, while investors will be keeping an eye on Bunzl’s UK margins given that trading conditions have been no less ‘challenging’ over the first quarter.

Read what Spreadex analysts have to say, or watch a 60 second earnings preview video, here: hxxps://spreadex.com/?tid=389657

[philanderer] 27/2/2019 12:07

27th feb Barclays 'overweight' tp 2700p up from 2600p

[philanderer] 26/2/2019 10:09

Indeed P

26th feb UBS 'neutral' tp 2400p

[philanderer] 25/2/2019 11:03

Bunzl stockpiles against no-deal Brexit as FY profits rise

[philanderer] 25/2/2019 10:12

Chart support at 2400p ?

[poikka] 25/2/2019 09:49

Looks ok to me at first glance. Debt down, divi up, margins down n up, decent organic growth. Fewer acquisitions than in the past; I wonder why. Maybe they want to hold their fire while global uncertainty plays out - hopefully, or maybe they're running out of decent deals, or maybe they're concentrating on consolidating their ops.

What do I know.

[philanderer] 25/2/2019 09:46

25th feb Shore Cap buy .. reiterates

[poikka] 24/2/2019 09:10

I'd like to see a continuation of recent organic growth and consolidation of their markets. Seems to me that they've been spreading themselves around the globe too thinly; although it also seems to me that that strategy has changed recently.

We'll see.

[philanderer] 22/2/2019 21:01

Results monday

[philanderer] 21/2/2019 10:30

Bunzl at a high but it’s still a good play, says Shore Capital


Outsourcing business Bunzl (BNZL) remains a ‘high quality defensive play’ for Shore Capital despite the shares trading at an all-time high.

Analyst Robin Speakman retained his ‘buy’ recommendation on the shares, which were trading at £25.15 yesterday.

‘Trading at all-time-high share price levels, we remain positive on prospects for the provider of working capital efficiency-focused products and services,’ he said.

He said margins remained stable and the outlook was positive, although with ‘perhaps lower global economic growth levels to leverage this year and perhaps for 2020’.

‘Bunzl remains a high-quality defensive play,’ said Speakman. ‘The cashflow generation capability continues to drive growth… we look for a flow of modest underlying upgrades to continue – sustaining share price performance over the medium term.’

[poikka] 16/1/2019 13:56

Plus a bit of currency effect.

[philanderer] 30/12/2018 21:07

One of Questors tips for 2019

[poikka] 13/12/2018 08:31

Held these for decades. Good to see the organic growth increasing, I'd been a bit concerned that all the purchases over the years hadn't been translating into much OG, with seemingly haphazard investments being made globally. Still work to do, though.

Anyway, continuing to deliver.

[philanderer] 11/9/2018 08:58

11th sept Goldmans neutral tp 2550p up from 2500p

[philanderer] 03/9/2018 12:39

3rd sept UBS neutral tp 2400p up from 2300p

[philanderer] 29/8/2018 11:04

29th aug JP Morgan neutral tp 2630p up from 2609p

[firtashia] 10/5/2018 13:27

No probs from me osirisra, main thing is you called the direction right. I was indeed lucky enough to add at around £20 when the volume dropped off in early January, and still happy to hold.