|13:23 17/05/2013||Re: Lots pf contracts|
| Operating profit growth = 16%, but PE= 40, so initially I thought this was quite a bit overvalued.
But then noticed the bid pipeline (15.5bn against 9.5bn (2012)). If 1/3 of the additional £6bn get converted then that would be an additional £2bn on the top line of approx £3bn, supporting approximately 66% growth. So, on this basis I think this share could be pretty good value. It all depend on how much store you want to put on the future focussed statements and how much they will be able to actually convert.
Personally, I prefer to be quite cautious on future focussed statements that may or may not deliver on their promises, so I'd be hoping that it falls back to something more reasonable, where say PE <= 30. By ChilliBanana
|13:31 16/05/2013||Re: Lots pf contracts|
| "Will increase my holding if there is a buying opportunity".
Unless you think that the sp is likely to drop back in the near future, which I do not, then the buying opportunity would seem to be now. By wangbaudan
|7:56 16/05/2013||Re: Lots pf contracts|
| I'm back in after the news on Tuesday. By bushwhacker
|20:22 15/05/2013||Lots of contracts|
| Woops typo in subject, By Rhigos
|20:20 15/05/2013||Lots pf contracts|
| I was reading that BAB has many forward contracts and IMO is a strong buy. Will increase my holding if there is a buying opportunity. By Rhigos
| Despite the update on 3 Apr 2013 I am somewhat puzzled/concerned we have no update on forecasts originally issued last year!!!!!!!!!!!! By Lion Rock
|17:34 20/03/2013||Re: Forecast eps|
Should be further Brokers Forcasts following the 03 Apr 2013 Pre-Close Trading Statement.
MSDF MOD Consolidation to be added to order book March/April value ( £1.5-2.0bn)
Another Lafarge type contract to be announced before year end.
BAA Baggage Handling Before year end.
BA Ground Support
A Training Contract £120m
|13:03 13/03/2013||Re: Forecast eps|
| Wangbauden - Thanks for that but these forecasts were set this time last year, so we are looking at the up to date forecast issued as of now for the forthcoming year. By Lion Rock
|10:16 12/03/2013||Re: Forecast eps|
| According to digatallook, forecasts EPS etc as follows:
Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-13 3,201.81 307.86 69.14p 15.8 1.3 +12% 24.98p 2.3%
31-Mar-14 3,434.74 329.46 71.00p 15.4 5.7 +3% 27.29p 2.5%
31-Mar-15 3,661.24 353.14 77.26p 14.1 1.6 +9% 30.14p 2.8%
|7:47 12/03/2013||Forecast eps|
| SminkyPink - Agreed that is exactly my line of thinking, can they maintain the eps growth rate. Admittedly the 50% or so rise over this last year is probably due to the acquisition a couple of years ago of VT group, but I would imagine most if not all of those benefits have now run their course. By Lion Rock
|12:06 08/03/2013||Re: Forecast eps|
| The big question in my mind is what is the forecast eps for next year and will it rise as in previous years by about the same %? At the moment the forecast eps is pretty much the samer as this year I would expect arevision upwards!
Probably not due to the goverment looking into the expense that is the decom of sellafield. By Sminkypink
|9:42 06/03/2013||Forecast eps|
| The big question in my mind is what is the forecast eps for next year and will it rise as in previous years by about the same %? At the moment the forecast eps is pretty much the samer as this year I would expect arevision upwards! By Lion Rock
|16:19 01/03/2013||Re: This share keeps rising|
Broke £11 barrier today (11.02) +£0.25 on the day.
£12 next this summer after prelims! By Komatsu100
|12:51 28/02/2013||This share keeps rising|
| Last time I was happy when we broke 1000, now we look like we would break 1100, this share keeps rising and rising, dream investment! By RichieBoy2803
|15:10 03/01/2013||Re: Acquisition|
| Tested indeed and not found wanting. Great acquisition by a great company. Weir is another of my core holdings and we seem to like the deal there too. Happy days. By wangbaudan