Member Info for NeverMadeABadInv

price targets are £12, £13+ so looking good for the future.

https://www.bab****international.com/wp-content/uploads/2025/06/remuneration-policy-report.pdf

giving £300 to all staff as a bonus. will likely increase retention as you lose this reward if you don't stay for 3 years. and the company needs the staff for the future submarines.

Normally drops the week or so before results and then goes up when results are announced or the few days after. So hoping it'll go up with hopefully good results tomorrow.

from proactive investors r.e. dividend likely to increase "bab**** international plc (lse:bab) will report full-year results on wednesday, 25 june, the first for the defence contractor since rejoining the ftse 100 in march following a seven-year absence.

the marine, land, nuclear and aviation specialist has already provided a closing update for the year to end-march, showing a £10.1 billion order backlog, including long-term contracts from nato and the uk ministry of defence. around three-quarters of the backlog relates to defence, with the remainder tied to civil projects.

this year-end update also included a 17% rise in underlying operating profit to £363 million on revenue of up 11% to £4.8 billion as operating margin improved to 7.5%.

with all that info having been released already, analysts at jp morgan still see the results offering two potential positive catalysts, expecting the defence contractor to raise guidance and outline growth opportunities following the uk’s recent strategic defence review (sdr).

also, with bab**** having resumed dividend payments last year at 5p per share, this is something else that will be confirmed alongside the results. the analyst consensus is for a rise to 7.2p this year.

the shares have more than doubled since the start of the year to trade at around a 10-year high.

for the year ahead, analysts anticipate 5% sales growth to £5 billion, with underlying operating profit reaching £383 million at a 7.7% margin. free cash flow is forecast to remain steady, while the dividend is expected to increase to 9.1p per share."

welcome to the bab**** clan haha! it still definitely has legs but arguably has already done a similar incline to rr.

dividend used to be really regular and strong if you look at the history. it stopped since the pandemic happened and relatively recently started giving again but rather small amounts. i think partly with the supportive increasing they're thinking that investors are contented enough with that. however, eventually they really ought to start paying out a property dividend again. they were busy reducing their debts and increasing liquidity. look into the history of selling stuff like frazer nash and a cyber firm they owned. was controversial at the time as actually these were making decent money.

I saw that too, it made me laugh .

In reality it's more likely that it's just not been seen by many people. I think a reasonable number are anti defence (so it could get a lot of signatures) and a big number don't know, and a reasonable number are pro it.

In likelihood it doesn't matter at the moment. All parties likely able to get power in the UK are investing in defence because it is a NEED atm. Britains don't know what it is like to be in a war torn country but having Ukraine big in the news has made it more at home and relevant. It has always been an interesting political decision to not tell the public how potentially at risk the UK can be.

i should listen to myself more - predicted strong performance and look at where we are now - should've topped up more, and still thinking i should top up.

the 12 submarine announcements is a huge deal for defence and particularly companies like bab**** and bae.

i believe they are going to break the highest share price they've had ~£12.50 in not too long. and like matador said there's no reason for the share price not to climb to £14+ over time.

i need to do research about the infrastructure at these companies to understand how/when they might be able to make these.

i can imagine that they could have difficulties over time and or difficulties with having enough sqep. vanguard was hugely over budget and delayed in the past. victorious seems to be going okay but it is still early days. new builds take time.

but definitely a very exciting time ahead. and hopefully there's not going to be a world war. and europe shouldn't be so reliant on america for security, which trump has highlighted.

Don't sell too soon.

25 Jun 2025 - full year results for the year ending 31 March 2025

So would expect it to go up here as well.

Then it will be based on whatever news and agreements are going on in the world and contracts won and how well the contracts that they are working on are going.

i didn't top up more but i knew i should've!

and when it went down for a bit, i thought typical bab**** share price behaviour because it seems to go down before there's going to be some news which ought to make it jump up.

impressed the price target has also raised to £11 so there's plenty of confidence in this company.

Important dates over the next two months and I can only see the share price rising as I believe all the information is going to be positive.

I want to buy more shares but given I bought some back when they were £2-something to £5-something they look less of a bargain. However, when something is still going up then it is definitely worthwhile!

25 Jun 2025

Full year results for the year ending 31 March 2025

20 May 2025

Civil Nuclear teach-in event

£11.94 intrinsic value, since the update. well done bab****.

https://finance.yahoo.com/news/does-bab****-international-group-plcs-120440110.html

£10.81 intrinsic value. maybe we can get back up to there.

still a strong buy and still creeping upwards.

the two times i've sold this stock wasn't actually because i wanted to sell but because i needed the money. otherwise i've just bought it whenever i've had the money to do so.

beating global index trackers ftw.

https://simplywall.st/stocks/gb/capital-goods/lse-bab/bab****-international-group-shares/news/bab****-international-group-plc-lonbab-shares-could-be-32-be

i just sold nearly a quarter of my bab**** shares @ £7.57

then, ofc, this has just been published so likely to go up more.

https://ukdefencejournal.org.uk/uk-to-increase-nuclear-submarine-docking-capability/?fbclid=iwy2xjawjgnpjlehrua2flbqixmqabhz1dtsw2_dqmnnxt--aymxe1yydnby0y8hlgaiwzovtjtvotloubocfgxa_aem__ywjtnf8hkosb9tjjvpllq

however, if trump does establish a peace deal with the ukraine-russia war then our need for defence may be decreased and the shareprice may drop. but overall, if usa is planning on decreasing support in general then european capability needs to increase so defence stocks still ought to do well, or at least hold steady.

bab:lse price reached a new 52-week high of 765.50 at 04:00 bst mar 17 2025

it's pushing up.

but will bounce a little given bab****'s famous volatility.

i think buying or holding atm is the most sensible option.

https://www.proactiveinvestors.co.uk/companies/news/1067653/bab****-upgraded-on-its-large-exposure-to-uk-defence-spending-1067653.html?rel=scroll

price target lifted to 885p

and updated to strong buy

Thanks 😊

I still think it'll go up a bit more. Or at least stay at this higher amount.

https://www.bbc.co.uk/news/articles/ckgnkye22eyo Russia has intensified it's attacks. European defence companies ought to do very well. Problem is typically when the US market it down then the whole world market goes down too, so it's not being reflected and sticking at the higher amounts, just being volatile currently jumping between £7-7.50.

don't sell too much yet - it is still going up!

as the uk government strategy reports say we're in an increasingly hostile world. i wouldn't be surprised if defence stocks continue to rise for at least the next two years.

i'm so glad that bab**** is finally over £6 again. been invested in them since 2019 but didn't sell at the t31 contract win or when they dropped a lot in covid. kept buying more and finally it's paying off and if i sell will be in profit for everything.

What have you found out?

I hear that staff are going to get a 4% payrise

Finally going back up.

Luckily the AGM was all good news and a few other successful bids for projects announced today so the company looks to an exiting future ahead.

The timing was so frustrating for me though as I had to sell over £40k worth on Monday as I needed the cash. Guess it's all part of the stock market game!

i'm surprised that reviewing nuclear would cause it to drop tbh. nuclear as a fuel is very clean (excluding the nuclear waste). plus, with everything going on in the world and the government regularly saying it is becoming a more hostile and contested world i don't think we'll be getting rid of nuclear any time soon. https://www.gov.uk/government/publications/uk-nuclear-deterrence-factsheet/uk-nuclear-deterrence-what-you-need-to-know

also surprised it hasn't recovered more this past week. did go up, but now down again a bit. though a lot of the orders seems to be automatic execution and the actual ordinary orders were mostly people buying.

as a reminder to those interested in bab**** as a value proposition....

"the latest full year accounts published by bab**** shows revenue grew on an organic basis by 11% in the last year to £4,390.1 million, the statutory operating profit increased to £241.6 million driven by improved performance across the group.

underlying operating profit increased 34% to £237.8 million, which includes the loss on type 31 contract.

underlying free cash flow of £160 million was significantly better than expected, which has enabled the company to make an accelerated £35 million pension deficit repair contribution. net debt reduced by £129.0 million to £435.4 million. the company reinstated dividend payments taking the total dividend for the last year to 5.0 pence per share.

the major recapitalisation of the devonport facility will play a critical role in delivering the uk’s nuclear submarine support capability. in november 2023, bab**** were awarded a £750 million infrastructure contract. the most recent accounts for devonport show revenue growth 24.4% up from 11.0% on the previous year, operating return on revenue up 6.4% from 2.3%."

ftse up.

bab**** up.

and confirmation that the director deals were only for tax purposes.

"bab**** international group plc’s group chief financial officer, david mellors, has engaged in a significant financial transaction involving the exercise of a nil cost share award and subsequent sale of shares. mellors retained a portion of his shares post-transaction, with the events taking place on september 5, 2024, and reported as an initial notification. the transaction, which involved both acquiring and selling shares to cover taxes and dealing costs, was conducted in london."

i think you're right about the algos making it drop far more than it should.

in my mind, these stocks are currently an absolute bargain.