BIFF
Biffa (BIFF)
Finals Tuesday 12 June
BULL POINTS
> Should show good trading in municipal business
> May update on Leicester plant
BEAR POINTS
> Full-year profit and revenue set to be at low end of forecasts
> Limiting price hikes has restrained profit growth
> Contribution from collection division to be lower
> Leicester upgrade caused extended shutdown
SHARES SUMMARY
Trading was mostly good but a profit warning before full-year results surprised the market. A blanket price increase for collection activities was not imposed. Biffa has sacrificed profit growth for customer relationships. It hopes the emphasis on service will pay long-term. DC

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