Carillion Share Discussion Threads

[kcsham] 28/3/2017 08:44

I believe it is just a blip. Shorting is now down to 22.0%.

[lab305] 28/3/2017 08:42

Another broker downgrade. Hold from buy. 230p from 360p. As usual a broker reacting long after an event. They can predict nothing.

[utyinv] 28/3/2017 08:25

Why the massive drop this morning guys?

[kcsham] 27/3/2017 21:39

NY Boy-Thanks!https://www.bloomberg.com/politics/articles/2017-03-26/london-s-landlord-to-seal-major-deals-as-brexit-countdown-begins

[ny boy] 27/3/2017 12:50

Big boost for U.K. Infrastructure projects, Qataris to in est £5Billion!

[gemlotte55] 24/3/2017 11:30

Thanks Rc , certainly looks tempting, with possible capital gain also.

[rcturner2] 24/3/2017 11:06

gem, good question

I suspect when the yield gets this high people will wonder whether it might be cut. On their current numbers there is no reason why it should be cut, it depends on how you view Carillion's prospects going forward.

[gemlotte55] 24/3/2017 09:17

Great yield with this one, has there been any worries that the dividend will be cut here?

[w1ndjammer] 24/3/2017 09:07

RCT, looks interesting, but has it already had its best days, any further
weakness in the numbers and it will get hit, weather it deserves it or not. Its on
the watch list. Low shares in issue so it would fly on good news, divi very attractive
unless it was cut, its another one of those, not without risk.

WJ.

[rcturner2] 24/3/2017 08:06

WJ, any views on NAHL, stupendous yield available there?

[m4rtinu] 23/3/2017 13:02

Statement by KIER but of relevance.

[w1ndjammer] 23/3/2017 12:34

He was talking in general, and that was my answer, and its not isolated

quite obvious it could not happen here.

WJ.

[jamesryan123] 23/3/2017 09:46

BLVN is a tenth of the size of Carillion. Not really a comparative. AIM is a different market entirely for PI influence.

[w1ndjammer] 20/3/2017 09:02

wrong again, the pi has just swung the vote over at BLVN got rid of a longstanding CEO and his board .

WJ.

[rcturner2] 20/3/2017 08:50

Direct investments held by private investors are such a small part of the market that they are irrelevant. Anyone who thinks otherwise is deluded.

[w1ndjammer] 20/3/2017 08:47

No but they like the low volume so they can hit the stock, so every bit helps.

hmmmmm someone round here has not got very good manners.....

WJ.

[rcturner2] 20/3/2017 08:42

Shorters are not concerned about small fry investors.

[11_percent] 20/3/2017 08:36

Cheers, just awake, got hell of a hangover.
Got it now.

[edmundshaw] 20/3/2017 08:25

Its today's RNS.

Carillion awarded £90 million contract by the UK Defence Infrastructure Organisation to design and build a communications centre in Cyprus

The Defence Infrastructure Organisation has awarded Carillion the contract to design and build a new communications facility in Cyprus, which will be a single story building, approximately 10,000 square metres in area, with temperature and humidity controlled environments. Construction will start in April 2017 and be completed by the end of January 2019.

In welcoming the award, the Chief Executive of Carillion plc, Richard Howson, said: "We are delighted to have been selected by the Defence Infrastructure Organisation to design and build this project and we look forward to building on the strong relationship we have with the DIO as we work closely together to deliver this important new facility".

[11_percent] 20/3/2017 08:22

Windjammer,

Do you have a link for that contract, or tell us where you got the info.

Cheers.

[11_percent] 20/3/2017 08:20

Everyone put RC on filter.
He works in the boiler room for the shorterrs.

[w1ndjammer] 20/3/2017 08:19

RCT

Think i already mentioned, i used to supply labour, to main contractors, carillion
for about 5 years others for 25 years i had a crew which were certified for work
on ministry defence and HMP its very strict they check family back ground etc.
most of the work was priced job lot, some were daywork MD would often carry plus 40% on top of the normal say commercial contract, and HMP would be double.

i have no idea what the main contractors were charging but the Subbies "me"
usually got the thin end of the wedge. but i could always find savings, and often
find better ways of doing things, then convince the consultants to change tack.

WJ.

[rcturner2] 20/3/2017 08:05

WJ, based on your experience what would be the likely margin?

[w1ndjammer] 20/3/2017 07:53

nice Ministry of defence contract, i always found those to be very lucrative.

WJ.

[garycook] 20/3/2017 07:49

Better sell then !!!