Kier Share Discussion Threads

[zicopele] 24/1/2018 14:24

Apologies ...meant dividend cover. Who knows what the cover is? Nobody knows what the profits are. The market understands this and has discounted for risk.

As for brokers setting share price targets, they are whistling in the wind.

[zicopele] 24/1/2018 14:16

Apologies ...meant dividend cover. Who knows what the cover is? Nobody knows what the profits are. The market understands this and has discounted for risk.

As for brokers setting share price targets, they are whistling in the wind.

[zicopele] 24/1/2018 14:09

Great dividend yield? Even Kier insiders do not have visibility of profits. Why? Well, profits are routinely overstated in the construction industry.

[ygor705] 24/1/2018 13:17

Found this morning's radio chat quite useful. Did not detect any sense of a mounting crisis which seems to be the markets view!

[grahamburn] 24/1/2018 08:56

Interesting interview with CEO of Kier on Radio 4 Today programme at 7.15am this morning. Worth a listen, especially with regard to his comments on ensuring "profitable" contracts in the public sector.

[nomdeplume] 23/1/2018 22:22

I'm not sure that historical analyses, particularly one that ignores the most recent data, is relevant at the current time. The collapse of CLLN has changed the outlook. IMO the demise of CLLN is likely to lead to a positive outcome for Kier going forward.

[kangaroo joe] 23/1/2018 16:46

Is it all the goodwill associated with the acquisitions? May Gurney, Mouchel, McNicholas, etc. They will gradually write down the goodwill?

[foot in mouth] 23/1/2018 12:54

Dipped my toe in here this morning with 4000 shares. Seems to be a well run company, and they are picking up lots of Carillion's contracts. Relatively small pension deficit too and debt has been stable the last 4 years. Broker price targets of 1339, 1600 and 1600 pps on hl.co.uk what not to like?

[stevenrevell] 23/1/2018 09:29

See what happens ere on 25th Jan trading update

[eeza] 23/1/2018 08:10

Approx 24 March

[stevenrevell] 23/1/2018 08:06

When is x divi date

[8w] 22/1/2018 18:06

Couldn't resist a few more of these. Strangely it feels like a gamble. Strange days indeed.

[sogoesit] 22/1/2018 16:38

Looks interesting on weak sentiment and great divi. and cover.

Held this for years before selling a couple years ago. Now seems worth a go again given that some competition has been taken out of the market.
If I were surviving companies' management in this sector I would be using this to boost margins too.

[cwa1] 22/1/2018 07:55

INFRASTRUCTURE AND REGIONAL BUILDING UPDATE

[eriktherock] 21/1/2018 17:00

"It's not often that the market get's it wrong."

[cashpo1nt] 20/1/2018 22:53

The stockopedia article is less than reassuring and may account for the fall this week. More comforting is that the shorters do not seem to have smelt blood - Kier has not been more than 0.5% shorted since 2013.Fingers crossed.

[riviera1069] 19/1/2018 14:49

Added again at 1006

[eriktherock] 18/1/2018 17:06

The Construction Company will soon be able to cut overhead by reducing pre-construction/tendering spend as there's no point in tendering for turnover and margin which has already been secured through the selective process of cherry-picking ex Carrilion Government Framework Contracts. Their 20/20 Vision is about to be renamed 20/18 Realization !

[riviera1069] 18/1/2018 16:53

Yep. Added again today at 1048.

[eriktherock] 18/1/2018 16:41

It's not often that the market get's it wrong.
They're missing something here. What an outstanding opportunity for the Business and punters @ this level.

[abbotslynn] 16/1/2018 22:04

Peel Hunt 'did reiterate' 1.600p price target

[eriktherock] 16/1/2018 21:51

Given that Kier will cherry-pick Government sponsored framework projects. It's hard to believe that the share price is not past 1300. It will be by the end of the week of course.