The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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And out :)
Good morning I preferred the 335p
M&G Investment Management Ltd. as of 25 Jul 2014 42.65m 6.19% Invesco Asset Management Ltd. as of 22 Aug 2014 39.68m 5.76% Causeway Capital Management LLC as of 19 Mar 2015 35.49m 5.15% Newton Investment Management Ltd. as of 23 Jan 2015 31.35m 4.55% UBS Global Asset Management (UK) Ltd. as of 02 Mar 2015 28.94m 4.20% Standard Life Investments Ltd. as of 18 Aug 2014 23.22m 3.37% BlackRock Investment Management (UK) Ltd. as of 20 Aug 2014 23.02m 3.34% Norges Bank Investment Management as of 17 Dec 2014 22.95m 3.33% Legal & General Investment Management Ltd. as of 24 Jul 2014 20.50m 2.97% Highclere International Investors LLP as of 11 Aug 2014 19.07m 2.77%
Been watching the movements of OML...seems to be tracking the fortunes of BBY....wonder if they are a major holder of BBY?
top bid should have read 235....first one was wishful thinking :)
Top bid of 335 and still holding above yesterdays close.... :)
well ill be damned really thought this was gunna hit the floor....shows what I know about investing
Worse than I expected,might see 15/20 p drop on opening ,but these have been really strong over last few months and IMO there's a reason ,things are going to happen soon and I feel selling would be premature .
As rumoured....final divvy is out. Board expect to reinstate 2016....overall operating loss BUT..pension deficit has closed the gap. The drop in SP over the past few working days may well have taken the news into account and the resurgence of share value is the clever money moving in to reap long term benefits.
Are not too clever with the divi cut expect to feel some pain
Have a way of being known prior to official statements. Analysts have been having a field day...£x million down on review by auditors...rumour mill has the divvy being scrapped....my entry at a tad under 231 was a bit early....another hour or so it was nudging rock bottom prices.....SPECSAVERS required to have a good keek at the graphs :) !!......So a merry journey north..
7am tomorrow. Looks like they are out - to some, already?
It's scarey waiting for the results! Oh well, another dollar, another day. All part of the fun.
Ok im in... lets go for a ride tomorrow.. (with the safety net of a stop loss ;-) )
At the current, a good buy. Took a few at just under 231.....lets see how they run
I stand to be corrected Final results on 25th March Thanks in advance
An RNS on Monday and a substantial rise in SP,on news of work at important Power plants. CU5ACES GLA
Balfour Beatty tries to appease investors as it announces new £250 million deal on the Thames Estuary flood defences: Balfour Beatty has tried to appease investors after a spate of profit warnings by announcing a new £250 million deal on the Thames Estuary flood defences.
No action is best action as Balfour Beatty emerges from the storm: Questor last looked at Balfour Beatty in May 2014 when the construction and infrastructure company was effectively in freefall. Chief Executive Andrew McNaughton had just departed the business after the presiding over a third profit warning, news that sent the shares plunging 20%. Mr Quinn, a turnaround specialist, started on January 1, but between his arrival and Mr McNaughton’s departure, Balfour put out two further profit warnings, saw a potential merger with Carillion implode, and faced a £1 billion speculative approach for its portfolio of public-private partnership contracts from John Laing Infrastructure Fund. Just three weeks after starting in the role, Mr Quinn had the job of announcing the results of a review by KPMG into what had gone wrong at Balfour – a task that also saw yet another profit warning. As if that wasn’t bad enough, the new Chief Executive also had to tell investors that a £200 million share buyback was being cancelled and the company’s dividend policy was going to be reviewed for the annual results. Balfour has announced a string of major contract wins recently that show it is more than capable of winning work. it revealed it had landed £250 million of work constructing Thames flood defences, last week it announced it was moving into residential development with £400 million of work to build homes on the London Olympics site, and last month won a £265 million contract extension with Thames Water. Questor is happy to maintain that hold rating. The reason for this is the dividend. In 2013 the company yielded more than 5% but with the share buyback being cancelled and a review of the investor payout policy on the way, it seems unlikely Balfour will reward shareholders as it has done historically for some time to come. With the share price gaining steadily as Mr Quinn sets about restoring the company’s fortunes it could be an interesting growth share, but Questor believes a lot of this recovery has already been priced in. Balfour Beatty, Questor Says “Hold”.
Thanks. I thought much the same, but it's good to mull it over. Cheers.
Balfour Beatty moves into property development at Olympic Park: Construction and infrastructure group Balfour Beatty has moved in to property development with an agreement to build and help finance 1,500 homes at the London Olympics venue as part of the redevelopment of the site
possible bids underpin sp. New managment turnaround possible. Building boom in Election year and they cannot surely get it wrong again and be busy fools
Is this rise really sustainable - advice appreciated
Carillion now clear to bid again. Unlikely to do so but might push the share price up a bit. New Execs recovery plans could be better bet long term to move back into 320-350 range
.......since my post of Jan 19th. And I think 25% since then is an amazing return, I'm leaving a little bit for the next man and in the favourite words of a certain Mr. Duncan Bannatyne......... I'm out ! GLA