draculasdaddy Posted - 2 days ago

$BECN big money is either headed for the gates or accumulating cheap

AyoCheetah Posted - 5 days ago

$BECN $BLDR $OC $QXO $WCC no desire to be in anything housing or building materials-wise in the current environment outside of QXO. Headwinds and the slightest macro news is tough to overcome. Held BLDR from $44 though. Great company.

analysis_first Posted - 6 days ago

$QXO My point is... there is no reason to pay $15/shr for a pile of cash worth $7.50/shr... giving BJ $8 billion credit in advance for his idea and execution. Go buy a real company in the same industry for 10-13x p/e... like $BECN, $WCC, $BLDR, $OC, etc.

analysis_first Posted - 6 days ago

$QXO 409.4mm common shares, 219.0mm dilution from convertible preferred, 219.0mm dilution from warrants (avg exercise price of $7.42/shr would raise $1.625mm), 42mm private placement warrants (pre-funded so no additional proceeds), 21.7mm stock-based awards... totals 911.2mm fully diluted shares. At roughly $16.50/shr recent price, fully diluted market cap is $15 billion. Cash on the balance sheet is about $5 billion, plus the $1.625 billion from assumed warrant exercise is $6.6 billion of fully diluted cash. So implied "enterprise value" is about $8.4 billion. Problem is there is no real enterprise at this point, just an IDEA and a tiny money-losing software business... that shareholders are paying $8.4 billion for. So just go buy $BECN, $WCC, $BLDR instead, right???

analysis_first Posted - 6 days ago

QXO >> Ok, I took a quick look. 409.4mm common shares, 219.0mm dilution from convertible preferred, 219.0mm dilution from warrants (avg exercise price of $7.42/shr would raise $1.625mm), 42mm private placement warrants (pre-funded so no additional proceeds), 21.7mm stock-based awards... totals 911.2mm fully diluted shares. At roughly $16.50/shr recent price, fully diluted market cap is $15 billion. Cash on the balance sheet is about $5 billion, plus the $1.625 billion from assumed warrant exercise is $6.6 billion of fully diluted cash. So implied "enterprise value" is about $8.4 billion. Problem is there is no real enterprise at this point, just an IDEA and a tiny money-losing software business... that shareholders are paying $8.4 billion for. Now $BECN has an enterprise value of about $10 billion, but happens to have a giant business generating $1.0 billion of EBITDA annually... versus QXO at less than zero. Did I get that right???

draculasdaddy Posted - 1 week ago

$BECN giving peeps a chance for entry before buyout?

mmmgood Posted - 1 week ago

$BECN buying.

Okadarlan Posted - 2 weeks ago

$BECN back to 60s

draculasdaddy Posted - 2 weeks ago

$BECN 150

Everest13 Posted - 1 month ago

$BECN Might be low on my $125 per share deal speculation. Thinking $140 is in the cards.

Everest13 Posted - 1 month ago

$BECN QXO finalizes soon at $125 per share is my belief.

zaover Posted - 1 month ago

$BECN does this thing get BO for $150?

IN0V8 Posted - 1 month ago

$BECN Opportunity JP Morgan raises target price to $136 from $119

Icer Posted - 1 month ago

$BECN $QXO

DonCorleone77 Posted - 1 month ago

$BECN $QXO Beacon price target raised to $136 from $119 at JPMorgan JPMorgan analyst Michael Rehaut raised the firm's price target on Beacon (BECN) to $136 from $119 and keeps an Overweight rating on the shares. The Wall Street Journal reported that QXO (QXO), a company formed last year by Brad Jacobs designed to acquire building products distribution companies, has made an offer to acquire Beacon, which subsequently closed up 10% on the day, the analyst tells investors in a research note. The firm believes Beacon would represent a "solid foray" for QXO into the building products distribution industry, as it is a leading distributor of residential and non-residential roofing. It continues to expect Beacon to benefit from the execution of its "Ambition 2025" strategic plan, which features both top and bottom line growth initiatives.

Wigglyick Posted - 1 month ago

$BECN This is all the more interesting to me when you consider the success the Jacobs has had in the mergers field…. In the mid 90s he founded a waste management company that was later bought by US Waste. In the late 90#s he founded and eventually took public $URI United Rentals, after consolidating a cadre of equipment rental companies. Then he gained control of $XPO , a trucking & logistics company, from which $GXO & $RXO were both spun out. Now with QXO he wants to form a mega distribution company of building products and related materials. This is something to watch.

Wigglyick Posted - 1 month ago

$BECN from the WSJ - Shares of Beacon Roofing Supply (BECN) soared 9.9% after The Wall Street Journal reported the company has received an acquisition offer from QXO, a building-products distribution company led by dealmaker Brad Jacobs.

MaverikIT Posted - 1 month ago

@IsabellaDC @net0trader $BECN

fallondpicks Posted - 1 month ago

19 #stockbreakouts $BECN, $KINS (gap), $NEXN. Two sub-$1, three $1-2.

DonCorleone77 Posted - 1 month ago

$BECN $QXO QXO makes bid to buy Beacon Roofing, WSJ reports QXO (QXO) has made an offer to acquire Beacon Roofing Supply (BECN), people familiar with the matter told The Wall Street Journal's Lauren Thomas. A deal could be clinched before the end of the year, though the exact terms of the offer being discussed couldn't be learned, according to the report, which noted that the sources cautioned it is possible the talks could fall apart.

OptionRunners Posted - 1 month ago

$BECN $QXO Building Products Distributor QXO in Talks to Buy Beacon Roofing Supply, Sources Say -- WSJ

AlertsAndNews Posted - 1 month ago

$BECN 'Building Products Distributor QXO Makes Bid for Beacon Roofing' - WSJ Pop on this

NVDAMillionaire Posted - 1 month ago

$BECN Beacon Roofing Supply (BECN): A Resilient Leader in Exterior Building Materials Distribution https://beyondspx.com/article/beacon-roofing-supply-becn-executing-ambition-2025-with-momentum

TalkMarkets Posted - 1 month ago

Navigating Earnings Season: Weather Any Storm $DGX $GNRC $OC $SHW $BECN https://talkmarkets.com/content/stocks--equities/navigating-earnings-season-weather-any-storm?post=469427

IN0V8 Posted - 1 month ago

$BECN JP Morgan raises target price to $119 from $110

Wigglyick Posted - 1 month ago

$BECN added some back.

DonCorleone77 Posted - 10/30/24

$BECN Beacon reports Q3 EPS $4.35, consensus $2.83 Reports Q3 revenue $2.77B, consensus $2.77B. "Beacon's third quarter results demonstrated the resilience of our business model and the team's strong execution on our Ambition 2025 initiatives," said Julian Francis, Beacon's President & CEO. "We have, once again, shown that we can grow in any environment. The majority of our demand is underpinned by non-discretionary repair and reroofing, which remained solid in the third quarter. However, despite the overall level of activity lower than our expectation, disciplined margin management resulted in favorable price-cost across all lines of business. In addition, in September, we took action to lower operating expense by aligning our staffing with current market conditions. We expect these actions will result in annual savings of approximately $45 million. For the quarter, we delivered record net sales, solid net income, and the highest Adjusted EBITDA in our history."

Wigglyick Posted - 10/30/24

@DonCorleone77 I have $BECN $RSI $CTSH $INVA reporting after close.

WeeklyTrader Posted - 2 months ago

Are you ready to ride the wave with $BECN? RSI: 55.02% 50-day MA: $87.8 200-day MA: $91.01

Himel92 Posted - 2 months ago

The Last month Performance for $BECN Opening Price: $86.68 Closing Price: $95.64 Highest Price: $97.27 Lowest Price: $83.69 Percentage Change: 10.34% Data provider: AITX