Market's view on Billington

Published on April 2024

  • Executive directors holding a significant share of the company is seen as positive.
  • A SIGnet meeting is scheduled to analyse full-year results presentation.
  • Frustration is expressed over the stock’s lack of movement despite strong results and a good dividend history.
  • A financial analysis update is available on Cavendish’s research portal.
  • Comparison of stock reactions to financial results between SFR and BILN is noted.
  • Tubecon operations restart mentioned.
  • Positive impact noted from hiring staff from a recently bankrupt bridge construction company.
  • Annual results for Billington Holdings PLC for the year ended 31 December 2023 are released.
  • Cavendish report highlights strong growth and robust financial position, suggesting good potential for mergers and acquisitions.
  • Anticipation of share price boost from upcoming full year results and potential profit increase from acquisitions.
  • Initial impression of the company is positive based on half-year results and outlook.
  • Significant new contracts have been secured, enhancing the order book to a record high.
  • Positive sentiment on doubling investment in the company, influenced by decreasing energy costs and reduced competition due to industry bankruptcies.
  • Confidence in the company’s financial stability and future revenue due to a cash-rich position and a record order book.
  • Excitement about securing £90m worth of orders, nearly a year’s worth of work.
  • Positive outlook for the company, regarded as well-managed and performing strongly.
  • Eager anticipation for the April results following a positive news release.
  • Optimism about the stock reaching a higher price point for a fair price-to-earnings ratio.
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