Galliford Try Share Discussion Threads

[orchestralis] 01/11/2021 16:24

Why is this rerating?

[careful] 29/10/2021 16:21

good to see 200p.

[careful] 25/10/2021 08:29

no updates in prices, no volume, 8.30.

[wfcreserves] 08/10/2021 13:57

From NMCN board:
"7 October 2021
Acquisition of nmcn's Water business from nmcn plc (in administration) ("nmcn") and nmcn Sustainable Solutions Limited (in administration)

The Board of Galliford Try is pleased to announce that it has agreed to acquire substantially all of nmcn's Water business including the specialist water process and control businesses Nomenca and Lintott (together, "nmcn Water" or the "Water Business") for an aggregate consideration of £1.0 million in cash (the "Transaction").

[careful] 08/10/2021 13:51

Market cap at just £200m.

This could become a very large operation within a few years.
One to hold long term.

[our haven] 06/10/2021 07:25

I see that they have successfully maintained their contract in the public sector framework. Good news as they are accepted by old clients as the new company.

[spudders] 25/9/2021 10:48

Write up in IC, nothing new but got us as a HOLD. Which I have been since 2007 😀

[melloteam] 23/9/2021 11:31

Just to let shareholders and prospective investors know that Galliford Try plc and Jupiter Emerging & Frontier Income Trust will be presenting at Mello Events webinar event on Monday 27th September at 6pm-9:30pm. There will also be interviews with Dorian Gonsalves, Belvoir Group plc and Andrew Hollingworth, Founder and Portfolio Manager. Ed Croft, CEO of Stockopedia will also be presenting Stockopedia's IPO Survival Guide. There will be over 600 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions including the popular Mello BASH (Buy, Avoid, Sell or Hold).
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[knowing] 16/9/2021 13:08

Still holding from the lows. Looks like the sector should be in focus as Kier results also good. COST seems to be the only one still struggling.

[knowing] 11/8/2021 13:34

Ammu is this not GFRD

[sphere25] 29/7/2021 10:03

Breakout test coming up with the price at 161.5p.

Further large blocks (500k and 524k yesterday and a 1.53m print on Tuesday) have been hitting the books here. Someone clearly lobbing in size at that key 160p resistance but have they been exhausted (Aberforth are a buyer disclosing just over 5%) to allow the breakout now?

There are only 111m shares in issue here so significant and notable demand for shares here this week.

All imo
DYOR

[sphere25] 26/7/2021 14:00

1.44m gone through here @ 158.75P - significant trade.

Price is range bound (illiquid blips aside) between 156p and 160p since 16th July and the re-rate on the forecast beat.

GFRD barely batted an eye lid in the recent plunge down, so clearly some underlying demand judging by such price moves (GFRD has a tendency to lurch more than the market move on a sell off), but who is coming in for this big chunk, will more follow and can it breakout above 160p?

All imo
DYOR

[knowing] 16/7/2021 11:35

Was stuck in the doldrums for some time but now starting to get back towards sensible levels

[boozey] 15/7/2021 09:17

Excellent! Costain also announced today - weaker statement weaker Board and a CEO who clearly needs educating on how to work with the markets. Much weaker in content than the full update provided by GFRD.

[our haven] 15/7/2021 07:42

Good trading statement, at the upper end of market expectations, market should like IMO.

[our haven] 14/7/2021 08:47

Reporting tomorrow so see if we get any price movement today either way to indicate sentiment.

[our haven] 07/7/2021 08:28

Good to see the contract win and the continuing strength of the relationship with the client. Hopefully the contract has a reasonable margin to deliver long term value.

[willie99] 06/7/2021 17:58

hxxps://www.scottishconstructionnow.com/article/morrison-construction-owners-facing-14m-claim-over-cairngorm-funicular-defects

Looks like GFRD will need to defend a £14M claim for defects on the Cairngorm funicular railway.

[melloteam] 01/7/2021 22:16

Just to let shareholders and prospective investors know that Galliford Try plc and CPP Group will be presenting at Mello Events webinar event on Monday 19th July at 6pm-9:30pm. There will also be presentations from Minerva Analytics and VectorVest. Ed Croft, CEO of Stockopedia will also provide an update on Stockopedia’s Stock Picking Challenge 2021. There will be over 600 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions including the popular Mello BASH (Buy, Avoid, Sell or Hold).
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[hbuilder] 24/6/2021 09:50

Didn’t the Premier Milton holding go down from 13% slightly through? I don’t think it’s a new interest unless I am misreading it which is quite possible!

Puzzled by the sudden increase in the last few days.

[careful] 24/6/2021 09:35

Amazed how GFRD are valued at a mere £153m
Turnover well in excess of £1bn, order book £3bn.
So many opportunities.

So many impressive projects in the past.
The Aberdeen Bye Pass, the new Forth bridge, the roof of the centre court Wimbledon, flood defences, schools and many others.

All successfully completed but with low margins. Also tainted by CLLN type disasters within the sector.

I am well invested here in the hope that things will improve within this sector.
Insanely undervalued for company that does such socially important work.

[garycook] 24/6/2021 08:55

Possible buy out,or Take over 180p maybe !