Keller Share Discussion Threads

[ramrod8] 22/6/2019 12:58

If the close price is 672p, why is the bid price 657p, or is that just overnight nonsense?

[quemaster] 21/6/2019 20:03

The forecast from Sharecast for 2019 are,.. £2248m turnover, £93m profit and EPS of 91p, in the May trading statement the board said the full year expectations are unchanged. If this remains the case then everything looks good for future share price performance.

[ramrod8] 21/6/2019 18:54

Why the 8pc rise, chaps? And do we think it is headed for £7 soon, or falling back?

[lurgy] 21/6/2019 09:31

That's more like it. These should be 1000

[steeplejack] 18/6/2019 14:23

Keller is XD and having stripped the dividend,income funds will probably be reasonably passive at the moment.Given sterling’s weakness,these should arguably be holding up better but industry slowdown fears may be holding sway.That said,Ferguson’s price has been quite strong of late so thoughts that there’s a general concern about slower global growth don’t seem to be widespread.The shares are simply oversold I suspect.I’m not going to give any credence to analogies with Kier,perhaps thats due to naivity.

[philw1985] 18/6/2019 09:57

Similar sector to Kier and a similar name perhaps catching some of its bad news?

[ramrod8] 17/6/2019 21:52

Ok, this isn’t funny any more. Anyone care to explain why this has tanked 100p in a month without a shred of company news?

[right once] 12/6/2019 09:38

Hi Steeplejack,

From what I have read on Interactive investor Ferguson have increased sales in the USA.

Just google "Ferguson: The big overhang damaging the share price" and you can read the article.

I think it's the fear of a slow down (even if not a fact as yet) and profit taking by those who bought in at £5.

[lurgy] 12/6/2019 09:23

Isn't it. I am long of these too. Does anyone know why they have been falling? - apart from the Ferguson thing. They seem to be a solid company, world leaders in their field, half their business in the US. They took a hit on APAC sure, but now it's out in the open. PE 7??

[ramrod8] 11/6/2019 18:01

It's brutal! I bought a load at 718 the other day and it's hit 638 this week. Where does anyone see the price in a month or so?

[steeplejack] 11/6/2019 06:44

Concern over slowdown experienced by Ferguson in the US revealed in results has impacted Keller price.

[steeplejack] 16/5/2019 08:12

Reasonably reassuring trading update.Steady as she goes.Fair amount of resistance around £7 mark.

[scooo] 15/3/2019 17:18

Keller is essentially global, with a small UK footprint. Kier is the opposite. Other distinct differences are in their customer profiles and work specialities. The share price linkage is unjustified and will break naturally with diverging performance.

Graeme Cook (HR Director) Sold 3372 shares, and then Bought 3351 shares at same price on same day, 11/3/2019. This was about £20,000 and probably an ISA “transfer̶1; to shield from CGT. Nevertheless encouraging if he anticipates the need for CGT protection.

[steeplejack] 12/3/2019 14:16

3372 director share purchase yesterday at 593.5p.Not large perhaps but encouraging.

[steeplejack] 12/3/2019 09:04

True but it’s difficult to be confident when the market behaves irrationally and moves quite independently of fact.Short term gyrations on the stockmarket are now analogous to a bizarre game of snakes and ladders dictated by a algorithmic throw of the dice.This makes CFDs and spreadbetting unacceptably hazardous.You have to stay cited in the longer term,very long term.

[value hound] 12/3/2019 08:49

...which, in turn, presents opportunities for those of us who think this is a daft valuation :-)

[steeplejack] 12/3/2019 08:35

Shows how facile the algorithmic dominated market is then.I guess their names both start with K and they pour concrete.That'll be enough to promote the companies as identical twins for some market participants.

[bench2] 11/3/2019 17:42

Guilt by association ....... share price tends to move in line with Kier ...... both low margin , big contract companies .

[steeplejack] 04/3/2019 09:25

That dividend of 23.9p gives a yield of just short of 4% on the final alone.XD 30 May

[kemche] 04/3/2019 09:14

Chart looks interesting - in for a trade.

[steeplejack] 04/3/2019 08:49

Lot of remedial action taken here.Dividend increase underlies management confidence.Very low rating.

[quemaster] 22/2/2019 12:11

I hope so rHatton as this would give us dividend cover at over x2, also reassured that this is such a quiet bb usually a good thing.

[rhatton] 22/2/2019 12:03

quemaster...interesting to see. I’m in with a small position. They’ll have taken a hit on the APAC restructuring. And spoke about mixed outlook for 2019 due to some of the major projects coming to completion but maybe all the bad news baked in

[quemaster] 22/2/2019 11:49

Results on 4th March and have bought a second lot below £5, hopefully better timing than my first trade at £6. Sharcast has forecasts at 81.22p ESP on £2141 mil revenue, fingers crossed for no more nasty surprises.