BGL - BigAir Group

[VSntchr]

BGL tracking very nicely indeed.

Small dividend being paid.

Share price up a bit as well.

The best performer of my portfolio over the last year.

Bought in at just under 30c and now sitting just under 50c.

Yeah it has been going well, I just took profits as I feel its fully valued. But I did very will with it, in not too long a time either
Still got a divvy on the way tho

Looking to get back in if it goes below 40c..

 

[Intrinsic Value]

Yeah it has been going well, I just took profits as I feel its fully valued. But I did very will with it, in not too long a time either
Still got a divvy on the way tho

Looking to get back in if it goes below 40c..

It looks like it is heading the other way. Hit 59c today and I am wondering whether i should sell or not.

 

[VSntchr]

It looks like it is heading the other way. Hit 59c today and I am wondering whether i should sell or not.

Yeah I missed quite a bit of profit by selling 2 weeks too early...I needed the money for another opportunity though...guess sometimes thats the way it goes.

Im wondering if an announcement is on the way?

 

[Intrinsic Value]

Yeah I missed quite a bit of profit by selling 2 weeks too early...I needed the money for another opportunity though...guess sometimes thats the way it goes.

Im wondering if an announcement is on the way?

Might be as it is unusual for th share price to spike so much ex dividend.

If it hits 60 i am selling.

Should have sold out FGE when it hit highs earlier this year need to learn from past errors even thou i think it is a good long term buy.

 

[Intrinsic Value]

Might be as it is unusual for th share price to spike so much ex dividend.

If it hits 60 i am selling.

Should have sold out FGE when it hit highs earlier this year need to learn from past errors even thou i think it is a good long term buy.

I said i was going to sell at 60 cents but it hit 61 today and I cant bring myself to sell.

I still think this one has more potential. I am going to wait til i see half yearly results.

 

[dazed321]

Anyone got any ideas for the 8% drop yesterday ?
I'm a newbie and been following this one for a while, I dont seem to be able to get much info on bgl.
Any ideas or tips would be be greatly appreciated.

Thanks have a nice day

 

[skc]

Anyone got any ideas for the 8% drop yesterday ?
I'm a newbie and been following this one for a while, I dont seem to be able to get much info on bgl.
Any ideas or tips would be be greatly appreciated.

Thanks have a nice day

Have you looked and analysed their half year report from yesterday?

http://www.asx.com.au/asx/research/companyInfo.do?by=asxCode&asxCode=BGL

 

[Intrinsic Value]

BGL still looking good. Nice investor presentation focussed on retaining shareholder value.

Results encouraging. Share price 69c. Was going to sell at 60c but still holding.

 

[mr. jeff]

Yes has moved very well.
I like the chart and I note large volume yesterday followed by low volume down day. Sitting at all time high territory which may slow it down - I would expect to see an upthrust on an upday followed by a retest of the high. If there remains strength then a continuation up.

Watching.

 

[VSntchr]

Just had a look at BGL for the first time in a while.
The Annitel acquisition is quite big and will represent about ~33% of revenues!

The operating margins on Annitel are only about 16% which is much lower than BGL has previously been achieving - however they do expect to increase this margin after integrating the business and utilising cross sell opportunities.

BGL continues to grow organically as well as through acquisitions...ensuring that value is being added for shareholders through the growth phase.

BGL is positioning itself as an infrastructure owner so it will be interesting to see the improvement in FCF once the investment phase starts to wind down. The risk to this is that a change in consumer requirements reduces their demand (e.g. NewSat's satellites??).

I see some value in this one but there is a few questions to get your head around first...

 

[jigjigwhip]

hey guys, interested to see your opinions on BigAir vs Telstra.

As Telstra has announced there rolling out a national wireless network for 2015, which would be in direct competition with BigAir's wifi broadband. BigAir, with still solid FA and TA, show good signs of future growth, yet the ominiscent plans of Telstra pose certain risks that could be detrimental to growth.

any ideas guys??

 

[merlin06]

BGL....offer by SLC.

I have BGL shares. An announcement referring to some sort of take over by SLC was made after closing. It's confusing.
Can someone put it in plain English and advise me as to my best course of action?

 

[System]

On December 22nd, 2016, BigAir Group Limited (BGL) was removed from the ASX's official list in accordance with Listing Rule 17.11, following the implementation of the scheme of arrangement by which Superloop Limited acquired all of the issued shares in the Company other than those already held by Superloop.