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Results: BIFF

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Waste not, want not at Biffa

Corporate deals always provide insight. If you have been around for a while, then you will know that a bunch of deals struck in 1997, 1999 and 2007 typically did not age well. The jury remains out for the last couple of years but, suffice to say, the old mantra of 'price is what you pay and value is what you get' is still hugely relevant. That ramble brings us to my old mucker Biffa (BIFF), which is active in the waste and recycling business...


Muck, brass, prevarication, Biffa plc and me

Generally I dislike prevarication but certainly a bit of patience is a good trait for an investor. I am not sure why I wasn’t holding shares in Biffa (BIFF) because - as I noted here in June - the specialist waste and recycling company plays into a number of attractive structural themes including tighter regulation, recycling and participation in energy from waste. Today a trading update...


Biffa – there's still brass in muck...

You may recall back in September I rhapsodised about waste company Biffa (BIFF) observing - after pacing through its capital markets day presentation - that 'the company is exposed to themes such as tighter regulation, recycling and participation in energy from waste'. A quick look at the shares over the last nine months showed that my hopes of a three quid share price proved correct. Having done all the difficult work, I really should have got back in the stock after it nearly halved at the time of the March lows. Anyhow, here we are in June with the share having regained about half the decline and today's full year numbers update is really in two parts – as are so many corporations reporting up to 31st March…


Forget crossing the Atlantic by a yacht, go green by buying shares in Biffa

I do have a little sympathy with the green brigade because if you think about the essence of economics, it is all about the efficient and sustainable use of factors of production.  However, where even the financial world has gone mad is the rise and rise and rise of environmental, social and governance (ESG) investing, which has certainly overhung shares in sectors such as tobacco, energy and the automotive space globally.  And do not even get me started on green activists who do not want to fly on planes or start families until climate change issues are 'sorted'.  


My advice to Biffa – don't recycle the quiet day RNS publicity-seeking strategy

I have loved up Biffa (BIFF) on these pages before, calling the UK's premier business waste collection company in November a buy based on 'big themes...such as tighter regulation, recycling and participation in energy from waste'. The shares have risen - along with the general market - since November but what has caught my eye today are comments from the company that 'UK recycling confusion' needs to be 'sorted'...

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