Member Info for Beza

Up 5% on Friday, down 8% today! This is proving volition!

Broker forecasts (from Stockopedia) is showing a forecast eps of 8.5p. If this turns out to be true then PHAR, at this share price is seriously cheap!

Going long - thank you for that.

High time that this share price started to reflect the value of its stake in Bisichi.

Chaps, is this still scrip divi or are they now paying out?

So nothing company specific, which is good but possible headwinds.

What caused the drop here to £0.67? I can’t see any rns but I am aware that we are due an update from BXP early next month.

https://apple.news/Ar7bxMmeNR9Wn7yBIR9ciGw

Hi Banbury, what do you have pencilled in here for full year eps? My ‘back of a fag packet’ estimate is something just under 18p/p/share.

Morning. Well if you bought 50% lower than todays price I’d say that’s a ‘nice problem to have’! The NAV and low debt, especially when compared against the Market Cap is very good. I was expecting more price movement than this to be honest.

They’ve still turned a profit which is great but it looks as though the full year profit - eps is going to be significantly lower than last year.

Does anybody know if Carclo is in a ‘closed period’? Or, are the board able to purchase shares?
A lot of companies are issuing profits warnings. Does this share price activity suggest Carclo will follow suit?

Hi Edward, I use Stockopedia and that are quoting an eps of 5.63. There’s no forecast earnings / broker estimates though for these or Bisichi which is a shame.

Was a per of 3.5 too high for this share!

Why the drop today? Have I missed an rns?

Thanks for that. Is it that they can sell their options at any time when the price is over 352p?
I sold half of my holding here on results day but held on to my LAS shares. I’ve since bought half the BISI shares back in the last two days. I’m tempted to buy more.

Edward, do you know when the option are to be exercised?

On the basis of fundamentals, these are a bargain. A PER of 2.6, a well covered divi of 4.8% and plenty of cash but as some investors state, they have a poor track record of returning cash to its share holders. It feels as though sentiment won’t change until they announce boosted divis / returns of surplus cash to private investors.

So the results have come and gone, next one being 2023, unless they surprise. Despite this company being on a per of just 2.8, 4.8% divi, price to sales ratio of 0.5 and hopefully a bigger profit to come, these seem to have found a level.

Putin says the Nord gas pipeline can reopen if the turbines are available - that’ll explain the drop in gas prices in the last 12 hours.