Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on BBA AVIATION PLC. We currently have 16 research reports from 2 professional analysts.
|31Mar17 10:55||RNS||Total Voting Rights|
|21Mar17 17:29||RNS||Director/PDMR Shareholding|
|20Mar17 16:41||RNS||Annual Financial Report|
|17Mar17 17:16||RNS||Director/PDMR Shareholding|
|08Mar17 14:47||RNS||Holding(s) in Company|
|07Mar17 17:44||RNS||Director/PDMR Shareholding|
|01Mar17 07:00||RNS||Directorate Change|
Frequency of research reports
Research reports on
BBA AVIATION PLC
BBA AVIATION PLC
N+1 Singer - Morning Song 08-11-2016
08 Nov 16
BBA Aviation (BBA LN) Trading in line; Positive bolt-on | EMIS Group (EMIS LN) Shares oversold, fundamentals intact | First Derivatives (FDP LN) Moving into retail analytics | Grafenia (GRA LN) Conditions remain tough | PCI-PAL (PCIP LN) Special dividend confirmed | Trifast (TRI LN) Another strong performance; forecasts upgraded
N+1 Singer - Morning Song 02-08-2016
02 Aug 16
A G Barr (BAG LN) Weak H1 update. We move to Sell | BBA Aviation (BBA LN) Signature outperforming; ERO still challenging | Dialight (DIA LN) Sales decline and high non u/l costs, but strong cash-flow | Elementis (ELM LN) Challenging H1, well positioned for future recovery | Greggs (GRG LN) A successful first half and a reassuring start to H2 | RhythmOne (RTHM LN) Another positive step | SDL (SDL LN) Building confidence in strategy execution | Spirent Communications (SPT LN) Headwinds mask underlying progress | T. Clarke (CTO LN) Solid H1 performance and confident outlook
Solid start to a transformational year
06 May 16
As we said in March, this promises to be a big year and, on balance, we continue to feel that a group intently focused on business and general aviation will ultimately be a more valuable one. Trading is in line with expectations and the integration of Landmark is progressing as planned. Landmark integration and debt reduction remain the keys in FY16 and we await further information on the future of ASIG. We remain at Hold.
06 May 16
BBA Aviation (BBA LN) Solid start to a transformational year | Conviviality (CVR LN) Bibendum – A further upward shift in earnings quality and growth | NCC Group (NCC LN) Revenue strong, margins held back by acquisitions | OMG (OMG LN) Contract win highlights Vicon quality | T. Clarke (CTO LN) Full year outlook reiterated, order book at record high | WYG (WYG LN) Capital markets day highlights scale of international opportunity
Amended forecasts; important year ahead
08 Mar 16
During FY16 BBA will integrate the transformational acquisition of Landmark, look to restructure ERO, work to reduce debt levels and also hope that the US economy remains positive enough to help bizjet activity. It promises to be a big year and, on balance, we continue to feel that a group intently focused on business and general aviation will ultimately be a more valuable one. We have prudently reduced forecasts (see below) but nudge up our target price to 204p (14x FY16 EPS) reflecting underlying Signature strength. We remain at Hold. Forecasts updated
The tide is turning
20 Apr 17
Any investor worth their salt knows it is impossible to precisely call a bottom in a particular stock. For Gattaca, though, we believe this moment has now passed given the compelling valuation (6.9x EV/EBIT vs 9.8x sector average), attractive 9.8% unlevered cashflow yield and constructive secular trends supporting its specialist markets. Sure, Net Fee Income (NFI) like-for-likes (LFL) have fallen of late, yet equally there are now early indications that organic growth may soon turn positive.
19 Apr 17
We take a look at the supply and demand dynamics of the world’s largest diamonds. Less than 200 very large (>200 carat) gem quality diamonds have ever been found, yet 23 of these have been found in the past three years. This dramatic increase is being driven by a combination of the rapid increase in the number of billionaires and hence price and demand, combined with technological developments that have improved large diamond recovery and a certain amount of geological good luck.
Small Cap Breakfast
19 Apr 17
Global Ports Holding—Intention to float on Standard List. International cruise ports operator. Seeking $250m raise including $75m primary offer. Dorcaster—Schedule One Update. Admission now expected 3 May. RTO of Escape Hunt raising £14m at 135p Verditek— Intention to float on AIM. On Admission, the Company's subsidiaries will be involved in advanced solar photovoltaic, filtration and absorption technologies specialising in providing environmental services. Raising £3.5m. Admission in May. Eddie Stobart Logistics— Schedule 1. Admission expected 25 April but capital raising details TBC. ADES International Holding— Intends to join the Standard List in May raising up to $170m plus a vendor sale. Provider of offshore and onshore oil and gas drilling and production services in the Middle East and Africa. Admission expected in May. Tufton Oceanic Assets– Offer extended to 9 May to enable investors to complete further due diligence.
19 Apr 17
Lombard Risk Management* (LRM): Beats demanding growth and profit forecasts (CORP) | Frontier Developments* (FDEV): Steaming ahead (CORP) | Tax Systems* (TAX): Right place, right time (CORP) | Acal (ACL): Stronger H2 and brighter outlook (BUY) | Fenner (FENR): Interim results signal upgrades (BUY) | Minds + Machines* (MMX): US and Europe domain sales (CORP)