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Share Name Share Symbol Market Type Share ISIN Share Description
John Laing Group Plc LSE:JLG London Ordinary Share GB00BVC3CB83 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 285.00 284.40 284.80 286.20 283.40 283.80 432,070 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 179.0 100.0 20.4 14.0 1,406

John Laing Share Discussion Threads

Showing 601 to 625 of 625 messages
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
DateSubjectAuthorDiscuss
03/8/2020
12:16
Surely it is unusual for a CFO to leave immediately without first finding a replacement. Something not right with a CFO walking away (or being pushed out). Looks like the market thinks there is something else in the CFO leaving too - such seems a bit fishy.
senator
03/8/2020
09:42
Yes just referring to the CFO. No experience of the new CEO but he comes with a good pedigree from InfraRed Cap which performed excellently in the infrastructure space where he was managing partner.
ec2
03/8/2020
09:09
Yes interesting, u mean u thought she was out of her depth? Also the CEO is quite young too..
chc15
03/8/2020
07:47
Interesting that the CFO is leaving after such a short period of time. No reason given, but I always got the feeling they were a little out of their depth.
ec2
13/7/2020
11:56
Looks slightly oversold on the basis of the pre-close statement. Not going anywhere really until results announced.
senator
10/7/2020
16:06
Another bad week, will I be averaging down again next week?!
chc15
08/7/2020
14:27
Yep averaged down. Must be a big seller here depressing the price.
chc15
03/7/2020
16:04
Picked up some more at 300.5085 this morning. The benefits of pound cost averaging. My holding is about where I want it to be now.
ec2
03/7/2020
08:38
Disappointing, dropping back, hate averaging down, but might have to, lets see next week.
chc15
02/7/2020
08:09
Barclays Capital Equal weight 311.80 311.80 425.00 395.00 Reiterates
skinny
01/7/2020
12:22
Added too.
alter ego
01/7/2020
11:00
I agree every government is talking about building infrastructure, Billions of pounds, to help the economy. Seems to be a really harsh over reaction looking longer term I think they have a lot going for them. Doesn't look too risky in terms of risk and reward
e-venturer
01/7/2020
09:14
FWIW - Peel Hunt Buy 322.90 348.40 400.00 380.00 Reiterates
skinny
01/7/2020
09:11
Just bought a few too, overreaction I think.
chc15
01/7/2020
09:07
Decided to pick a few up as think today's price drop is not forward thinking enough. Just a few though in case they go lower. Lot of Governments looking to put money into Infrastructure.
ec2
01/7/2020
08:34
I didn't think the update was any worse than the market should have been expecting. Seemed nothing underlying there.
jonwig
13/5/2020
19:23
Big buying by Aberdeen Standard, things look good here, may top up.
chc15
05/5/2020
09:01
FWIW - Peel Hunt Buy 361.50 357.60 400.00 - Reiterates
skinny
05/5/2020
07:24
Divestment Update. John Laing Group plc ("John Laing" or "the Group"), the international active investor and partner behind responsible infrastructure, is pleased to announce that it has completed the sale of its 30% interest in Auckland South Corrections Facility to AMP Capital for a price in-line with the Group's latest valuation. more.....
skinny
30/4/2020
07:12
Yes - pretty encouraging in these uncharted waters.
skinny
30/4/2020
07:11
I found it pretty encouraging - no new stumbles.
jonwig
30/4/2020
07:07
Trading Update. COVID-19 update We continue to prioritise the health and wellbeing of all our people and are fully adhering to government guidance in each of the markets in which we operate. We are proud to have developed and own frontline assets such as Royal Adelaide Hospital in Australia and Alder Hey Children's Hospital in the UK. We continue to work with all our stakeholders to find ways of supporting them at this critical time. Portfolio update For our primary portfolio, comprised of assets under construction, only two of our 16 projects have experienced complete site closure and both are preparing to re-open, subject to appropriate workplace protocols. Elsewhere, construction works have continued albeit with some delays due to reduced staffing levels and availability of materials. Our largest asset, IEP East remains on track with 53 out of 65 trains having achieved qualified acceptance. Our secondary portfolio, comprised of operational assets, is well positioned given its bias towards availability-based PPPs as well as wind and solar projects, the majority of which have long term off-take agreements in place. Asset availability has been maintained in-line with expectations. Only two of our 32 assets are volume based - the I-77 Managed Lanes project in the US and the A130 in the UK (c50% of revenue exposed to volume). Although both have seen significant reductions in traffic, the valuation for the I-77 in particular is based on a long concession period which means it is insulated from short-term effects. For the portfolio as a whole, progress with value enhancements has been modest, with operational improvements hampered by the lockdown. Credit market movements have eroded some of the upside from opportunistic refinancings. For those SPVs with short-term debt, none have any requirement to refinance in 2020 and we continue to monitor the market closely. Investments and realisations The current crisis presents both opportunities and risks - we see mid-to longer-term opportunities relating to the potential role of infrastructure in building resilience and supporting economic recovery, while the risks relate mainly to shorter-term timing effects. As previously outlined, investment activity in early 2020 has been subdued and we continue to expect modest progress in H1. The majority of opportunities are subject to public procurement processes and, with public bodies in most geographies focused on the immediate crisis, we have seen some slippage of investments timing from 2020 into 2021. On the other hand, the current environment also creates scope for late-stage entries and M&A opportunities that are not yet reflected in the pipeline. We are pleased to have announced the divestments of Buckthorn Wind Farm and our French wind portfolio during Q1 for total proceeds of just over £70m. We continue to progress our divestment plans, albeit the logistical challenges of lockdown, including conducting onsite due diligence, could cause some delays. While it is too early to fully understand the impact of COVID-19 on secondary markets, the combination of a weak macro-economic outlook and lower interest rates should serve to highlight the attractions of our assets, particularly those which are availability-based. Moreover, our strong financial position gives us flexibility to ensure we maximise value. In summary, while our investments pipeline remains strong, consistent with the 2019 year end position, and we have continued to progress our divestments programme, it is too early to fully assess the impact of the crisis on timing for both. Net Asset Value ('NAV') For the first half of 2020, we expect only modest value creation from project delivery, value enhancements and value uplift on financial closes primarily due to the effect of COVID-19, although overall H1 NAV growth (before dividends deducted) will benefit from an IAS 19 pension gain due to higher corporate bond yields. In terms of factors outside of our control, to date we have experienced a modest foreign exchange gain, while the long-term off-take agreements in place for our wind and solar assets have insulated us from short-term power price volatility. Looking ahead, there are a number of factors that could impact our portfolio, and therefore NAV, which we are monitoring closely, the most significant being deflation, long-term power prices and construction delays. Balance sheet and dividend The Group's balance sheet and liquidity position remain strong, with financial resources of c£340m available at 1 April to deploy into investment opportunities. In view of this position and our continuing confidence in the business's prospects, the Board has decided that it is appropriate to proceed with paying the 2019 final dividend of 7.66p per share (including special dividend), pending approval by shareholders at the 2020 AGM. CEO appointment As separately announced today, we are pleased to confirm the appointment of Ben Loomes as Chief Executive Officer and expect him to take up the position on 8 May.
skinny
12/3/2020
20:24
Edison note, a week old: https://www.edisongroup.com/publication/nav-growth-despite-challenges/26297/
jonwig
03/3/2020
07:23
FY results: https://www.investegate.co.uk/john-laing-group-plc--jlg-/rns/results-for-the-year-ended-31-december-2019/202003030700097728E/ Good second half made up for the H1 write-downs. NAV is 337p. Decent special divi again. Total 9.5p for year. Divi dates are right at the end - a tease!
jonwig
07/2/2020
08:18
Any news on why Brousse resigned or what he is going to do? Perhaps he just wanted to go back to France? Hopefully he is going for a promotion and not running away from some bad contracts.
shieldbug
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
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