Member Info for Beza

Edward, Stockopedia quotes the recent results as turnover - £M95

Profit - £M39

EPS - 204

Free cash flow per share - £202

And being accused by the US of selling arms to Russia isn’t going to do their reputation any favours

With the share price now at 200, Bisichi is now on a historic PER of 0.98! I recognise that next years results and eps will be much lower but even so…

… look on the bright side - you’ve got about a £15 1/2K divi heading to you.

Wow, that’s quite a stake to say the least! Are you Tim00 with a name change? I seem to think he once said had he had a similar sized holding.

There was a guy on here, Tim00 who until recently was a regular poster. I believe that he went to the AGM last year and due to the quantity of shares was able to speak directly with the directors. If he’s still on here it’d be interesting to hear if he plans to attend in June.

Thanks for letting us know Edward. I wonder what the atmosphere will be at the AGM…

Edward, perhaps a stupid question but has the company replied to any of your emails to date?

Does anybody know if Bisichi staff have any ‘share based’ remuneration?

Cane - agreed.
I think many PI’s were hoping that the passing of the old man would herald a new era of management style, PR etc, etc. This and the forecast of record profits was enough reason for many, including myself to hold and see what happened on results day. The last week has been bitterly disappointing.

It’s now yielding 10%! Even if we all agree that the directors are selfish with terrible PR, this isn’t looking expensive.

I cannot believe that this has fallen after reporting such a leap in profits. What do we think the eps?

Thanks your reply. It sounds as though they have the capability but they’re no big contracts as such. That’s a shame.

Q3 results around the end of the month?

2024 eps broker consensus forecast of 24p/ share.

A question for you De La Rue experts ; are DLAR involved in passport / I.D. cards in any way? Thanks in advance and good luck shareholder’s.

*since* how dunces came up out I don’t know!

Do any of you guys have any knowledge of how the Bab pension deficit may have faired dunces the last results. Could this high inflation, higher interest rate environment made a material difference to the pension / debt figures?

I’ve nabbed this from the Thungela chat as it’s an article of interest for us Bisi holders.
https://www.reuters.com/business/energy/thermal-coal-imports-pick-up-most-asian-buyers-prices-moderate-russell-2023-03-30/

It looks as though there are now new broker consensus forecasts for 2023 and 2024. These show profit in ZARm to be 10,338 for 2023 and 6900 for 2024.