Kier Share Discussion Threads

[sparty1] 08/3/2021 09:32

Wally they can hardly buy shares if they are in negotiations with kier can they?
Do make sense.
So why is the shareprice so high if the company`s worthless and a destructive "rights or debt for equity is about to happen"
Maybe you shorters should ask yourself that question.I`m not a holder currently be cause I prefer to take profits and maybe get back in cheaper but silly me the share price has remained resolute!
It is you shorters who should be worried because despite a damaging SKY Report/story
The share price is still up there.
You two doomsters chose not to believe the previous sky input but now decide this story is accurate.
Inconsistent at best and muddled at worst.

[ant_eater] 08/3/2021 08:46

MORNING WALLY ANT!

[wallywoo] 08/3/2021 08:15

Lol Stdy, the share price stays up!!


I love the way you try to con the board that this share price level is significant and meaningful. The share price has only ever been lower than now for about 8 weeks. That's nothing to boast about.


Zico, I meant the opposite about Guy Hands. He will not support the share price (they would be buying shares now if that was the case). I increasingly think a Interserve scenario is likely here. So the administrators will be called in and Guy Hands will buy the assets. Debtors and shareholders will get nothing.

[imastu pidgitaswell] 08/3/2021 07:31

Yes, back and forth on the basic facts. Why is that?

[kierculpa] 08/3/2021 00:22

Back and forth on debt figures etc. Yawn, yawn. Workload is excellent but its the pandemic claims under force majeure that will determine the margin on that workload, and hence the success or otherwise of the next figures.

[stdyeddy] 07/3/2021 22:18

spartz, have you got any idea why the troll team on here is so ineffective when it comes to the kier shareprice? They blabber on with lies and exaggerations, but it seems to have no impact whatsoever. Have we just got rubbish trolls?

And sicko, you and wally raise an interesting point; wallz has noted that there were far more 'true believers' on the carillion board and that there are comparatively few here. But the share price stays up. What could be causing it?

[zicopele] 07/3/2021 20:02

Why in earth would Guy Hands give Kier share price a leg up?

Any penny increase in price after announcement of final KL sale price represents overpayment.

[wallywoo] 07/3/2021 18:30

This is nothing Zico, you should of been on the Carillion BB. That had scores of posters all believing that it was the bargain of the century.


IMO most investors have learnt their lesson in this sector (both institutional and private). There's the alternative agenda posters who pull in the odd punter but this board is less bullish. Never underestimate the power of greed as a emotion!! Fear though with these stocks is never far away.


Of course that also means that any equity issue will be much more difficult too!! That's when Guy Hands will come IMO, but it will be too late for shareholders.

[zicopele] 07/3/2021 18:21

Why is it that there are so many true believers on this site? Really weird but good for shorts.

[sparty1] 07/3/2021 16:36

Well sitting on the sidelines I see no evidence of a cheap Rights issue.
The sky article..if it has any basis talks about raising funds but no specific "rights issue" Or did I miss something.

Zero I think most on here realise you have not shorted kier at all. You just running a trash campaign because you got sacked from kier for stealing concrete blocks to build your hovel. One by one hidden in your lunchbox..

[zicopele] 07/3/2021 15:44

I will close my short with the cheap rights issue shares. Thank you so much board of directors...I owe you one.

May also increase my short on Monday. Kier's overdue tax is the best sell signal there is.

[sparty1] 07/3/2021 15:41

ammu
why not ask on the cost board you lazy git.Quite why you need it is beyond me .You have been ramping cost on here for ages. Changed your mind?

Wally ,you missed out "now being turned round by AD" I`m trying to get back in cheaply and you are not helping at all.


Ammu maybe you can give me a break down of LVMH luxury products which if the West follows Australia will be surging upwards after lock down ends.

[imastu pidgitaswell] 07/3/2021 14:01

Yes - you can.

I showed you a detailed KIE/COST view before. Don't be lazy...

[ammu12] 07/3/2021 12:45

Can someone do a comparison between kier vs costain vs galliford...Revenues, margins and current mcap + cash level...

[wallywoo] 07/3/2021 12:15

Hmm yes a very successful business that has;


1) had a declining share price for the last 5 years. Moving from 1800 to today's 83. Which also includes a RI 2 years ago at 409.


2) needs yet another equity raise at who knows what price


3) has a declining balance sheet, which has deteriorated to
(-£480m net assets) and growing.


4) has been trying to sell assets for 1.9 years but still unable to sell KL and Tempsford Hall


5) has year end debt of £310m, monthly end debt of £436m, daily debt 20 percent higher. This debt does not count £500m ish of hidden debt (JV debt £200m, HRMC £80m, supplier finance £125m, pension contributions, etc etc)

And now with time running out and Debt needing renegotiating this year (and debt covenants breached in June 20) is running out of options.

[stdyeddy] 07/3/2021 11:17

Haha wolly. You talk about kier as though it isn't the UK's largest construction firm and a very successful business, bringing in £300m in monthly revenue and winning more contracts than any of its peers. Time is on Davies's side, as he has proved already. You said two years ago that Kier was dead. Instead it has plodded along, slowly reorgansing, selling assets, making money and getting its finances back into shape. The latest RNS points the way. You will deny it, but the truth will be plain very soon. Kier's debt is very small compared to other businesses of its size.

Time is running out for Guy Hands, not Davies. With every month that passes, Kier needs to sell Kier Living less and less. The business is trading its way back to health. And anyone looking at your expert decision to short at 50p and 58, etc, can see that you simply do not know what you're talking about.

The government continues to make house-building a very profitable business. Kier Living is most likely adding very useful income to Kier's bank balance. Personally, I hope they don't sell it, especially to Guy Hands. He's an ugly looking opportunist.

[hamhamham1] 07/3/2021 10:53

"The UK construction industry flexed its muscles yet again in February 2021, posting an astonishing £8bn in new contract awards in the shortest month of the year research carried out by Builders’ Conference shows. CEO Neil Edwards looks on admiringly but remains concerned at the industry’s ability to keep pace with its own success...

..Quite how the industry will meet the demand of £26bn in new work in the space of just three months remains open to question.

But, for the time being, the construction sector looks set to retain its position as the saviour of the UK economy."

[wallywoo] 07/3/2021 10:30

Truth, the current share price is critical to the survival and future of Kier. It defines the price they can raise more money at. Of course you know that, there will be considerable effort to manipulate the share price currently.


It's not you I am trying to influence (part of the manipulation team) but Pi's thinking of investing here. It would be a very expensive mistake at this stage.


The share price now might be able to hold its head above water, when volume is low and it is critical it is. However, as we get closer to a massive cash raise, I have never known the share price to do anything but tank.


You say I have a poor history of knowing that, but that is not true. After Many successful short positions over 2 years, I started adding again in November. I was cautious this time and have been steadily adding since. No one picks the bottom every time. But a share price large fall is now extremely likely. They are desperate for cash, being economical with the truth, only have 1.5 months to close KL sale. As these 6 weeks pass by, the mood will become more and more pessimistic. Guy Hands knows this, the market knows this. It's just a matter of time. When time is on the buyer's side they will just wait, the sale price will come down and the opportunities up.

Guy Hands knows the real bargains will emerge when Kier are most desperate. They will string them along until they are.

[claymagnet] 06/3/2021 23:37

Imastu, have a glass of wine mate.

[truthandnumbers] 06/3/2021 23:11

wallywoo your record on predicting KIEs share price is not good and that's putting it mildly. I don't see you as the expert here. main effort from you is to try and get ppl to sell. I'll use my own judgement thanks. let's see what kie management says.

[truthandnumbers] 06/3/2021 23:05

more slagging off i see!! For an old 'chartered accountant' you've got strange priorities when it comes to the keyboard. Save your bloodpressure.

[claymagnet] 06/3/2021 21:47

Cheers Truthandnumbers

[wallywoo] 06/3/2021 21:08

Lol truth, in December 18 when Kier announced the last RI, it was for a extra 30 percent of shares. Their balance sheet and share price was in a much better place. But still the RI failed. So they went round all the same funds / shareholders etc, discounted the RI by about 60 percent (1000 to 409 - the RI price). And still the equity raise failed - finally selling the excess for 360 to funds.


This time round they will need to raise 150ish percent more shares (5 times more). What discount do you think they will need?? Do you really think with that backdrop the share price will rise and they will get a 150 RI price (absolute bonkers). It's much more likely to implode and crash right down. The share price always falls and it's unlikely you can sell the rights, because they will be worth next to nothing. This happens with all rights issues, except the odd small blue chip one's.


If you wait for mgt to release news it will be too late. It will be an interesting 6 weeks before the results and finance announcement, 21/4/21 not long!!

[truthandnumbers] 06/3/2021 19:42

well said.