Kentz Share Discussion Threads

[mtness2] 11/6/2014 17:03

Interesting stuff Whizzy - if you put a capital in the link it becomes clickable :-)

[whizzy1] 10/6/2014 23:13

Well that was easy (history menu)

GOOD COMPANIES AT CHEAP PRICES


Worth a read IMO.

And a capital H now squeezed in lol.

[whizzy1] 10/6/2014 23:11

Thank you for the time taken to do that reply Egoman, much appreciated.
Re: Ego Kentz underrated:
I did read a cracking little piece from the web last night about some website that made am 'algorithm' that picked the ten best shares to hold this year and Kentz apparently was in last year, then reprieved this year, it just got the cogs turning. In fact I'll go try to find it again, good read tbh.

[alter ego] 10/6/2014 23:01

Whizzy1, the market cap is just what it would cost to buy every share in a company. So, a higher share price means a higher value whereas issuing more shares simply makes each one worth a bit less unless something else adds value. The usual driver of value is earnings, eps. If you can double your eps, you should expect to double the share price. That'swhy companies that are growing fast have higher p/e ratios than those that are growing slowly. The market ascribes a higher rating to high growth companies because itvexpects the share price to be higher in future based on higher earnings.
Kenz Is thought by some, including me to be under rated. It expects eps to grow by 45% but has a p/e ratio of 12ish which isnt reflective of that and suggests the market doesnt believe the growth will happen. We will have to see but if kenz does achieve impressive growth in eps, the share price will adjust IMO.

[rivaldo] 10/6/2014 22:41

From UK-Analyst's market report tonight - Canaccord have an 850p target, to go with MGW's 900p:

"Engineering and construction group Kentz Corporation (KENZ) has been awarded a 125 million dollar (74.5 million pound) contract for work on a new wastewater facility located in the Qatargas LNG Plant in Qatar. At peak levels Kentz will be employing approximately 440 staff and field personnel, with project completion scheduled in 2016. Management boasted that the work was testament to its growing reputation within the region. The news comes after Canaccord Genuity maintained its "buy" recommendation and 850p target price on the shares at the end of May. The shares tiptoed upwards by 4p to 748p."

[whizzy1] 10/6/2014 20:56

Just to put this out there, could Kentz be a £16-£18 share in say 5 years? What would Kentz need to do to achieve the 1 billion pounds mark? How does it work? How does a company become more valuable? Is it profits + assets or purely shares in issue at the price on that day? Kentz cap is 888M, ie. Travis Perkins is frothing around that price now (£17-£18) but has a significant 4 billion odd cap?
In a nutshell how will Kentz become more valuable?
EDIT
Just browsing for answers and I see that this stock has in fact increased 104.99% in a 52 week range, we could be there this time next year lol

[alter ego] 10/6/2014 11:57

"750 high" - KENZ got to 776 a few months ago

[rivaldo] 10/6/2014 11:21

MGW's blog today- he has a 900p target:



"Kentz Corp

Another good contract from Kentz this morning this time from long time customer Qatargas who have awarded work to the value of $125m for their plant as Ras Laffan. This is an EPICC contract which strengthens their capabilities in LNG train lifecycle enhancement and also adds to the company's development in the EPC and ME parts of the business. The Kentz share price has rewarded my faith in the company by bouncing nicely off 660p, a place which for its order book and conversion success rate it should never have got to. I still feel that there is upside well beyond the 750p high and my target price of 900p is eminently achievable."

[rivaldo] 10/6/2014 07:50

Lovely long-term work through to 2016. Plus good to see KENZ getting into wastewater facilities.

KENZ continues to do rather well :o))

[brambuz80] 10/6/2014 07:41

Oh no another contract win!!! we gonna drop to 700p again lolScreaming buy and a takeover target! Well done KENZ

[whizzy1] 10/6/2014 07:19

Another LNG contract win in Qatar, rolling along quite nicely now.

[olivercromwell] 06/6/2014 13:40

OLIVERCROMWELL
5 Feb'08 - 08:45 - 3 of 5031 0 0 edit

BOUGHT 10000@123p

if they can do £11M for FY07 then its a pe of 9..good cash generator as well

oc

-

Nice to see this old company still doing the business. If only, if only, if only

[rivaldo] 06/6/2014 13:39

Excellent recovery - looks like solid institutional buying behind this given all the good news flow, plus of course the still rather good value rating given forecasts of between 66p-72p EPS for next year.

[whizzy1] 06/6/2014 11:51

Here comes the fun bit.

[whizzy1] 06/6/2014 11:51

Here comes the fun bit.

[silverfern] 06/6/2014 08:18

Funny how he always buys at the lows

[fizzypop] 05/6/2014 19:14

June 4 comment from Naked Trader

'And finally Kentz was crying out to be picked up as it dipped to 675.'

[fizzypop] 05/6/2014 17:36

Oh chector177 I lost it eons ago. At least I know I've lost it although I cannot quite remember what it was.

[chector177] 05/6/2014 17:18

are you losing it fizzy!!!

[fizzypop] 05/6/2014 15:51

Back in play with a flash of foreplay.

[fizzypop] 05/6/2014 11:24

Plateaued and mired in mediocrity as is much of the market.
Come on Kenz ... lift your skirts and give us a flash!

[fizzypop] 04/6/2014 09:27

Still low volume small fry ATs but up 10p so can grimace a grin.

[whizzy1] 04/6/2014 08:47

Going to be a good day!

[fizzypop] 02/6/2014 10:14

Yawn...negligible volumes, loads automatic trades ... all mere noise.