Kier Share Discussion Threads

[hpcg] 03/3/2018 14:19

Looks to me like institutions must be distributing. Can't fight money flow.

[riviera1069] 02/3/2018 15:40

Amazed this is 985. Agree with sector sentiment and market jitters but back below 1000 seems harsh after results.Really tempted but then again maybe stay on the side lines with the war chest in tact.

[riviera1069] 02/3/2018 14:27

Sold my holding after results but tempted to buy into these again. This is starting to look very attractive.Divi looking good at this level also.

[marksp2011] 01/3/2018 21:45

E66.....they need a few more no bids to bring them to their senses
I am seeing things that are commercial suicide but there are still bidders. they have some real idiots running these procurements as the contracts will never complete and the winners will walk

[engineer66] 01/3/2018 14:00

It used to be when a contractor won Gov work the share price went up, now I wonder what liability have they taken on. Gov does not seem to give a damn about their UK suppliers. Unless the risk-reward balance changes I cant see firms with exposure to UK gov contracts on construction or services as attractive.

[hpcg] 01/3/2018 10:16

I've had to sell my share (well chose to, you know what I mean). Too much bad news about the UK economy, TFL holding back projects etc. Fortunately just a small loss, but I'd like to keep it that way.

[christh] 20/2/2018 11:44

Sogoesit
New Report out covers the following:
What is a Troll?
Catalysts for Trolling
Types of Trolling
Defence strategies against Trolling
an old old report but may be of use to the uneducated.
Filed under GIGO.

[marksp2011] 11/2/2018 10:36

I would be very surprised if there was a divi cut

This should be a good time for Kier. Some of the more ridiculous government procurement practices will probably soften a little.. I have to deal with them in another industry and they are often pig headed to the point of silliness. You only get a service you pay for and Govt has been forcing suppliers to tender, carrying the risk but without a reward. Contracts are going to the desperate and some of the terms have been so silly anyone agreeing to them is either insane or has no intention of delivering them.

carillion may encourage some more rational thinking on both sides of the fence.

I recall one of the supermarket chains trying to let their trucking contracts demanding taht the suppliers price=marginal cost with a profit sharing agreement on any other freight the supplier might be able to carry on a truck making a delivery to the supermarket. In effect, there was no economic reason for the freight suppliers to do the work. End result was they awarded the contract to a company we had to look up as we had never heard of it..........it didn't end well.

[nomdeplume] 06/2/2018 17:15

Well, I think we can safely say that Kier isn't being shorted. Just about the only share in positive territory!

[nomdeplume] 05/2/2018 12:33

I'm positive about Kier but after Carillion one might ask about profit margins. Also, there may be a dividend cut on the way. However, I am confident that the long term future of the company is assured.

[zicopele] 02/2/2018 16:19

I guess there is nothing to worry about then. Let's see where the market takes us.

[nomdeplume] 02/2/2018 15:35

The Merseyside Gateway opened on schedule last October.

[zicopele] 02/2/2018 14:55

The Merseyside gateway is a disaster....major delays and major losses...


I am not imagining any losses. The market is discounting them...at least in.part.

[zicopele] 02/2/2018 14:55

The Merseyside gateway is a disaster....major delays and major losses...


I am not imagining any losses. The market is discounting them...at least in.part.

[nomdeplume] 02/2/2018 12:55

What massive loss? Or are you just imagining one?

[zicopele] 02/2/2018 10:35

The bad results are routinely hidden in the construction industry. As the old adage goes, it is far better to get fired next year than this year.

I wonder are they declaring that massive loss in Liverpool or rail and highways portfolio?

[marksp2011] 01/2/2018 21:06

I am sure kier is being shorted but more importantly, it is being avoided

just a bad place at the moment

[nomdeplume] 01/2/2018 12:40

Capita and general negative sentiment against the sector in the wake of Carillion seem to be working against Kier. I am sure the statement in March will see it move - one way or the other. What does surprise me is how quiet this blog is. A good sign in that if Kier was being shorted, we would have lots of people talking Kier down.

[riviera1069] 01/2/2018 09:53

Re post 821I was wrong and back down here again. Suprised.Thought we'd be 12 ish now

[eriktherock] 29/1/2018 11:37

cessation of accumulation is not disposal of course :-)

[stevenrevell] 26/1/2018 16:16

£12 will do me hopefully next week

[eriktherock] 26/1/2018 15:49

Still very cheap today.

[riviera1069] 26/1/2018 09:34

Had the finger on the button to add at 1065 this morning and decided against it. Im guessing i wont get that opportunity again.

[elrico] 25/1/2018 16:50

KIE could be the recipient of a windfall from the Carillon fallout. It has contracts for HS2 and Smart motorways. It looks as though it could get a larger slide of these contracts. Following the collapse of Carillion, Kier and contractor Eiffage have assumed responsibility for the HS2 contract. Kier has also taken full responsibility for the smart motorways contract.

The group reiterated these contracts are “all performing well, operationally and financially”.

[eriktherock] 25/1/2018 14:06

Yes, agree.
Given what I was saying last week (as above post), consider this part of the CEO's trading update this morning > "The Group remains on course to deliver double digit profit growth in the current year and to achieve its Vision 2020 targets."