Member Info for Trencherpilot

Planning doea have a limit, but, if you even dig a footing hile and fill it with cincrete, that is classed as starting. This is how many of the big construction firms buy for the future, buy a field, get planning, even though they probably aren't going to touch it for 8 to 10 years, then dig a "garage footing" really deep so the farmer won't get annoyed or break machinery, then sit back and leave it.

Pretty sure the end of year results drop soon. Can't remember when we got the announcement last year, when I'm in tomorrow morning I'll check on the internal system.

Are the money men just squeezing every penny out, before everyone holds tight for the divident announcement next week or early the week after?

Just hit 18 on my google share feed

Just hit 18 on my google share feed

Lets hope so, but I ahould have put tonight on the original post. I'm hoping high 17s even 18

Who's prepared to guess where the price is going to end up?

After the RNS this morning, which made me as a small investor happy, why are so many people selling small amounts? Surely the smart thing to do would be hang on to the shares for the monthly dividend. Or am I missing something as a rank amateur at this game?

Does the market know, that the same as the last few years, Breedons employees share save schemes mature in March, so in Apr/ May there are going to be loads of shares sold cheaply? (I'm hanging on to mine)

I work for Breedon, and if I tell you that our main quarry can't keep production in pace with demand from customers and concrete plants, so we are buying gravel off the nearby Cemex quarry to keep plants going, does that tell you how busy Breedon are in the East Mids?

Londoner, franchised drivers are Owner Drivers or outside Contractors as opposed to those of us that are employees of Breedon. ODS and Contractors deliver on a paid per load basis and are responsible for their own truck costs (No overheads for Breedon, just a weekly invoice) No shortages yet, this may change if driver rates soar and BREE don't keep up. Demand here is still high and this is the reason for ODs and Contractors, they don't have enough of their own trucks to keep pace. Hope that helps clarify things

I guess the price is going to be up and down like a tarts knickers all week, so the MM can milk every last penny from I3 before the results next monday

No, further down. Not entirely sure if Breedons bought South Ferriby, last I heard, Cemex had mothballed it. It was mentioned in a few conversations that BREE would perhaps bid for it, but with all the CMA scrutiniy, I guess they decided not to bother.

All I know is, as an employee and share holder through the Scjeme Breedons run, the Eastern part of the country that I work in has been flat out busy since May last year. In my part of Lincs, Cemex have gone and so have Tarmac, leaving just Breedons. They are having to use sub contract mixer companies to keep up with demand. The quarries can't dig aggregates fast enough. The boom around here is mainly housing, perhaps a replay of the late 80s, lots of cash rich southerners selling houses, moving up, buying a bigher house for less, and working from home lots. 3 bed semis are sold before the footings have been dug on some sites. Houses are selling in days (3 to 5 max) So I am also hoping for good results on Thursday as my retirement will be much better with a good healthy dividend every year.

Anyone want to guess the end of week price? My guess is around 20p. Winner gets bragging rights!

The problem any competitors will have if eyeing Breedon up, will be the CMA. Last years purchase of some Cemex assets took months because the deal had to be approved by them. Any organisation big enough to even think of bidding for BREE, will have the same issues.

Just happened on a site/ app called Simply Wall St. Does anyone else trust or use it. They're saying Breedons are undervalued by 34 percent and the share price should be 150 ish.Thoughts anyone?

I drive for Breedons, and certainly in my area, there is no issue with supply of materials for concrete, haven't heard of any across the country either. There is an issue with supply from external sources, but nothing to worry about. Someone mentioned Tarmac, they have closed down 4 plants in Eastern England. This has placed higher demand on Breedon concrete as the Cemex remains aren't functioning well. To be fair Breedons didnt buy that much from them here, but one important acquisition was another Quarry. I came off furlough after 5 weeks last year and haven't stopped. Demand is massive in the wake of 2 of our main opposition leaving the local market.

It will cost money in absorbing the assets into the group and the cost of bringing some sites up to standard etc. Plus I'm guessing some Cemex/ Breedon redundancies where posts overlap. I drive for Breedons and in the East Midland on concrete, we're flat out all week, have been since coming back last May.