Share Name Share Symbol Market Type Share ISIN Share Description
Costain Group Plc LSE:COST London Ordinary Share GB00B64NSP76 ORD 50P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  3.60 2.15% 171.20 170.80 171.60 174.60 167.00 168.60 250,612 16:35:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 1,463.7 40.2 30.9 5.5 185

Costain Share Discussion Threads

Showing 6851 to 6873 of 6875 messages
Chat Pages: 275  274  273  272  271  270  269  268  267  266  265  264  Older
DateSubjectAuthorDiscuss
02/11/2019
14:57
Joey, CSP still my largest holding, followed by MGNS, COST, CAML, FORT, GLE and LGEN. CSP's business model, growth profile and margins are all very compelling. I had a bit of a beef with CSP about their claimed ROCE. They claimed a high 30s % ROCE, nobody else gets the ROCE figure this high for CSP. But they removed intangibles from the calculation of capital employed. But these intangibles are due to the goodwill from the aquisition, which is employed capital. The conventionally calculated ROCE for CSP is very strong anyway, so why torture the data like this! I spoke to CSP and they said that ROCE calcs are none statutory in format, which is true, and they think that their method best reflects their actual capital deployment. We had to agree to differ. Not a big issue, still just my largest holding, but they do have a weakness for trying to maximise every bit of news in the very short term. The recent half year margin drop was not really a surprise when you consider the move to partnership builds, margins will always be higher for land holding builds as they need to be, but CSP did not forewarn of the margin drop, which they should have done. Still a compelling case, remains around 20% of my total holdings now, some CSP and MGNS was sold to make space for Costain. Bogdan
bogdan branislov
31/10/2019
13:31
Thanks for this comment. It was you who put me onto CSP vis the comments section in the IC. I’ll have a look at this too...
joeyredeye1
31/10/2019
09:57
Intently watching and trying to draw inferences from the day to day price moves is a mugs game. I am a new arrival as a Costain shareholder. Taking a while to build a stake, I have been buying in this week, I should be fully there by tomorrow - that is for a low 6 fig holding. There is currently some great value in the UK construction sector. I see the low prices as partly Brexit uncertainty jitters and a few disasters in the sector. The sector dross is hardly difficult to spot is it - carillion and Kier balance sheet have been ugly for many years. I thought Costain was good value before the price drop and I felt that the price fall on contract delays was hugely overdone - I don't mind the market being moronic at times, in fact i rely on it to make my living. IC type stock screens misunderstand true growth. They effectively obsess on year by year earnings growth, ignoring he far more important balance sheet equity growth, which, so long as the company concerned is not loading on intangibles, is a far more accurate guide to growth in shareholder value. Costain has a strong balance sheet, steady equity growth, a cleat strategy and honest management. This is a high quality business selling very cheaply. The recent contract wins were just the last straw, my other holdings are strong, but I just had to make space for Costain.
bogdan branislov
16/10/2019
13:02
And off it goes!
galles
16/10/2019
09:05
Quite unusual price reaction. The win is not a new contract, but an extension. However assuming a margin of 4-5%, this should add at least 13-15m in profit. Even if we discount this, one would expect market cap to increase by a few percentage points.
sophia1982
16/10/2019
08:08
Another solid contract win, this looks way over sold to me. We will see a large bounce if a deal is done
ch1ck
14/10/2019
18:38
Trimmed a bit today, instantly went higher!
f15jcm
14/10/2019
16:26
Costain punches above its three month range time to buy?
ch1ck
10/10/2019
07:27
Sbb1x I think debt comes into the equation somewhere?:)
snape
10/10/2019
07:24
Kie Current market cap 178 million.Kier living to be sold for roughly 148mThe rest of the business is valued at 30 million pounds.
sbb1x
08/10/2019
17:16
Been a bad day today for many stocks Construction sector is now starting to get hit just like Retail sector. BIG debts in both are causing Banks and owners of their debts to reconsider things IMO
buywell3
26/9/2019
13:54
Many thanks! Usually worth taking note when they appear on a shareholder list. Have averaged down in anticipation of the 100% over 12 months!
frugaltree3
24/9/2019
11:22
Ennismore describes Costain in their July newsletter in case this can be of any interest: hxxp://www.ennismorefunds.com/oeic.html
sophia1982
17/9/2019
15:09
Nothing! Markets not enthusiastic about anything now.
napoleon 14th
11/9/2019
08:33
Is the share price growth really just due to going ex-dividend tomorrow? It was only 3.9p a share. What am I missing?
mhm2013
10/9/2019
18:31
Drops to 140 then recovery to 380 :-)
andplus
10/9/2019
15:26
COST is xd this week.
trcml
10/9/2019
08:13
Looks like the pros are back at work after a lazy summer and recognise great value when they see it.
riskblue
10/9/2019
07:29
Looking unusually perky this morning. Someone has come in for alot of stock straight off the bat with nearly 5m exchanged already. Stands out like a sore thumb for low average daily volume COST. GFRD and COST - a good tie up?
sphere25
09/9/2019
20:26
Clearly not Buywell but perhaps he’s a contrarian indicator...
elsa7878
09/9/2019
15:25
Somebody buying here today
william7093
08/9/2019
17:15
HS2 is about to get suspended as buywell said , costs out of control Sunday 8 September 2019 Boris Johnson hatches plan to devolve rail power to the north hTtps://www.cityam.com/boris-johnson-hatches-plan-to-devolve-rail-power-to-the-north/
buywell3
08/9/2019
17:11
Andrea Leadsom calls for halt to HS2 works Telegraph.co.uk-21 hours ago 7th Sept 2019 Boris Johnson reiterated his support for the Northern Powerhouse Rail (NPR) scheme and said he was committing £9bn - a "serious slug of money" - to the route between Leeds and Manchester which would cut journey times from 50 minutes to less than half an hour. Which will NOT be HS2
buywell3
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