Keller Share Discussion Threads

[petes5] 02/8/2016 15:40

After a long term holding I sold out yesterday. The big increase in the debt levels were the main factor. I will however keep an eye on these shares as there seems to be massive over reaction to anything except amazing results.

[gucci] 02/8/2016 10:08

still falling

[gopher] 01/8/2016 18:56

Pullback on these results after a good run.

Overall this looks fair as management gave the impression the companies divisions are all heading in the right direction despite the documented problems in australasia

[gotnorolex] 01/8/2016 10:57

Can't buy for love nor money!....????

[richtea1701] 01/8/2016 08:38

That's overdone

[tudes100] 12/7/2016 09:35

wow, quite a recovery

[quemaster] 12/7/2016 00:18

Nice to see the spike up today, thought the BREXIT downturn was going to be short lived as most of the income comes from outside the EU anyway.

[tudes100] 23/5/2016 04:40

Trading update & AGM tomorrow, momentum strong so hoping for a reassuring update.

[thorpematt] 22/5/2016 15:50

My £11 comment not looking silly. Moving well and impressively against wider sector.

[deadly] 18/5/2016 12:35

It's going for it now.
Don't know what's the reason for the recent rise on market down days, and compared with the rest of the construction sector, but pleased.
XD tomorrow may have a little effect.

[thorpematt] 26/4/2016 11:32

Yep, It's kinda reverse-head and shouldered a bit. Not a lot of resistance on the chart really. Back to £11 perhaps?

[gucci] 25/4/2016 13:21

looking flighty today

[gucci] 30/3/2016 16:00

heading towards a 6mth high

[jeffian] 01/3/2016 10:18

Tipped by The Times' 'Tempus' this morning.

[al101uk] 29/2/2016 09:13

"Year-end net debt was GBP183.0m (2014: GBP102.2m), representing 1.2x EBITDA. This increase reflects GBP52.5m spent on acquisitions during the year and a GBP27.5m cash outflow relating to the exceptional contract provision recognised in 2014. In addition, net capital expenditure of GBP69.9m was up on last year's GBP61.0m and GBP17.8m in excess of depreciation and amortisation. This increase in capital expenditure results from the Group's ongoing investment in higher growth markets."

[petes5] 29/2/2016 08:40

Have watched the company for a while. Like the increase in profits but thats quite a jump in Debt. Any thoughts on this?
Looking to buy but the above is a slight concern.

[thorpematt] 29/2/2016 08:32

Yes I wonder if Mr. Market will change his mind on KLR or if a temporary rise is likely. I think he will be influenced by what the brokers say (and of course his mood which as you know is influenced by global sentiment)

KLR is a quality outfit with good management and robust strategy and balance sheet. Mr Market on the other hand is not so stable.

[puffintickler] 29/2/2016 08:08

Results out; turnover down slightly but profits up and outlook positive which is what's important.

Mr Market is rightly pushing the share price up a few notches.

[puffintickler] 20/1/2016 08:41

I think you should say

"...its a good time to be adding at this level if the outlook is brighter than is being painted"

What anyone "thinks" may affect the purchase decision but is irrelevant to how good it is!

Yours pedantically
PT

[thorpematt] 19/1/2016 11:46

Yes I think global outlook concerns for companies such as KLR because a lot of projects are more civil in nature and funded by big finance decisions and infastructure budgets.

I have chosen KLR as an investment because it is well-run and robust and so such cyclical issues I tend to use as opportunities. KLR is not imune however but timing the market is not an easy game to play and so I tend to avoid it. Time-in-the-market is more my mantra.

Shipping index, copper futures all those things ar indicators for global outlook. China's 6.9% growth figure is probably BS.

Issues relateing to Euro exit and currency I don't see as particularly relevant. The £ is looking weak mid term which might help revenues and KLR is diversed into north america (which I like outlook-wise).

[puffintickler] 19/1/2016 08:13

No, more to do with the market than Keller.

[rhatton] 18/1/2016 16:15

Any idea why the drop today?

[jon123] 14/1/2016 16:27

800 seems to be support here

[gswredland] 13/1/2016 09:09

thanks thorpe