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Londoner 7
I don’t disagree with anything you say and indeed Breedon is my largest holding by far therefore I want to be positive on the company
Couple of points I would make are
October/November/December generally tend to be very busy months in the quarrying industry with supply plants flat out
I would also point out quarrying companies often buy each other’s materials dependent on material availability in particular areas
Breedon shares have tended to stagnate over the last few weeks whilst other material suppliers appear to doing a little better
I’m just trying to work out where their growth Is coming from
I hope I’m being pessimistic and It becomes unwarranted
Just my thoughts GLA
Disappointment is the word here.Since the original management left one by one this appears to Following a downward trend.I was optimistic that this would be a case of onwards and upwards but now I am nervous -I understand this is not one of the more sexy shares but was hoping for a bit more
And now 20%
My limited input is that other Than March the busiest period for the quarrying companies are November and December and the Breedon plant by me has been working days and nights which I assume is replicated with their other plants within the company which are allow to work outside normally hours so I assume plenty of revenue
LN hi sorry it has taken so long to reply
My bit of knowledge and the reason I am invested is the involvement of Mr P Tom who grew Aggregate Industries into one of the top five quarrying companies in the UK and subsequently sold out to Holcim and then did the same with Breedon -grew them into the largest independent in the U K before what I thought was to retire -I am also in Bree who are a well run company with a well respected reputation within the aggregate supply industry
Should Mr Tom be anywhere near as successful with Bay as he has been previously I will be more than happy
Hope this helps GLA
Shrews
I’m relaxed about how many people are here they will join the party or they won’t
All I know is the success the people behind Bay have been there done that a number of times and that’s why I’m here
Might not come quick but it just might who knows but I am confident it will come
Most certainly does perhaps an early Xmas pressie but seriously really intriguing starting over again for a third time can’t wait to see the first deal Mr Tom will need a T shirt with a big S on it . Come on Bay onwards and upwards
Londoner7
I have been invested here for sometime and although not as analytical as yourself agree that Bree are a solid lth
Working in the industry I can say demand is very strong and bree have a very good reputation built over a number of years
On a slightly different note the original people behind Breedon are now Bay Capital therefore I have taken a small position with them and awaiting developments