Member Info for Beza

Well I would welcome anything that would give this share price a re-rate Jon! Did the Article mention a price or anything?

... and as well as ‘blue hydrogen’ this country is also considering / looking in to the feasibility of adding hydrogen to our domestic gas supply at a blend of 10%. It is thought that at 10% all household gas fired central heating boilers would operate without any modifications needed.

... following on from your suggestions about covering the cost of green power one of the governments proposals is to cease yearly utility bill rises (because of how much it adversely affects the elderly who only have a pension) and to add the cost on to everyone’s income tax instead... As you stated, green subsidies have been covered by charges made to conventional generation... For example over the last 4 years the government has billed power companies £40 for every tonne of coal which they have burnt but that money has depleted so a new plan is needed.

Some negative press about Remdesivir on Thursday / Friday from the WHO (saying that it has little effect on Covid) but doesn’t seem to have affected the share price. I was kind of hoping for their to be a positive story though to give the price a boost.

I believe that the total yearly divi is now £1.38, paid quarterly.

... A cracking rise today though, especially when the test of the market tanked! Where did that come from anyway?

This looks cheap on fundamentals but it has done for a while and yet the price keeps drifting. A dividend policy would give this the ‘shot in the arm’ which it needs.

Auxly??? Sorry I don’t follow!

I think that we can take comfort in the results and the divi - something many companies won’t be doing this year!

Are these down a bit today due to the Wells Fargo results?

If this keeps sliding it’s going to look dirt cheap soon, unless management are going to drop a bit of a bomb shell at this next update. Speaking of which, do any of you guys know when the date is for that?

Up over 13% in a day...! Have I missed an announcement? Don’t get me wrong, I’m not complaining, just surprised!

Hmm, although it’s a lot of shares its of a very small value relative to their salaries. I’m hoping for great results though.

Guys,
Quick question - is BXP still paying a divi?

Why has the market took over 10% off these? Is because they were hoping to hear that the divi is being reinstated?

Liberum: Bab**** is too cheap despite challenges

Bab**** (BAB) may have had a challenging first half but Liberum says shares in the UK defence contractor are cheap.

Analyst Alex O’Hanton retained his ‘buy’ recommendation and target price of 400p on the shares, which rose 3.7% to 233.8p yesterday.

O’Hanton introduced a first-half earnings per share estimate of 15.7p, down 52% on last year and estimated £970m of debt at the group but was still positive on the defence company.

‘There is uncertainty over the budget and the integrated review may result in project delays,’ he said. ‘But we don’t believe the scare stories about, and possibly from, the army, navy, and airforce. We believe most of Bab****’s key programmes will be safe.’

He said the market was mostly concerned by a ‘major reset and the impact that might have on the balance sheet’ but a target average free cashflow yield of 24.6% was ‘too cheap’.

Well I’ve no idea what to believe anymore - myself and my wife ventured onto Nottingham at the weekend and it was very busy. People were queuing round the corner to get in Primark and Zara, the car park was busy and where we went for food (at lunchtime) didn’t have a single table free. But in the news all the cities are ghost towns... Go figure.

I’m guessing that yesterday’s ride was on the back of the T/O activity at William Hill?

I believe that they are doing monthly updates at the moment. This has been the case over the summer anyway.

It looks as though CRS have increased their stake in HUR... This seems a little risky to me.