Kier Share Discussion Threads

[wallywoo] 08/10/2021 08:28

Lol I was giving a example, not saying I was doing it. SYME is a casino stock, with very little intrinsic value, I would not touch it. You are promoting a stock that is on a year long down trend. The share price is 75 percent less than it was a year ago, but you think it is a great stock to go long on.


That is simply not true!


Go long on a up trend, short on a down trend and you will make a lot more money.

In the meantime, Kier's share price hits lower Low's nearly every day now - not a good sign!!

[sparty1] 07/10/2021 18:37

You cannot short syme. If you can tell me on which platform?

No apology and no Cred.

[wallywoo] 07/10/2021 13:54

Nothing wrong with going short, SYME for example have been on a down trend for a year moving from 0.8p to 0.2p in that time. Sure the share price has bounced a fair bit, but it would of been a lot easier to make money being short than long. I believe that trend is a long way from finished.Kier's share price is distorted by the equity issue, as it was in 2019. When you issue 454 percent more shares in 3 years the trend is not as obvious. But the company has not turned around IMO. I don't think it will. It will either become a dull share moving very little (between 80-100 most likely IMO), or will tank again. Either way not a good investment.

[wallywoo] 07/10/2021 11:14

Sparty, SYME was your hot tip at 36p, now you say you traded it down? A £550k turnover company with a £60m valuation, it's like a return to the dot com bubble (we all know what happened there).


The trouble I have with you Sparty is all the stocks you talk about are desperate for some investor confidence. What's wrong with having a stock that has a good reputation, low valuation not massively high??


It's almost as though you are paid to promote the stocks that are really poorly liked and hyped on the market!! In my experience they are disliked for a reason.


Kier is very expensive with everything to prove and a terrible balance sheet and pension fund that's much too large for the business. 100p by Xmas, then I expect the trading update to disappoint.

[bathboy2] 07/10/2021 10:12

Good point stutes, normally it is America, that causes slowdowns/recession, but this time with the evergrande fantasia mess it could be China, the Chinese government are not looking to step in, and it is a massive 300bn black hole, the danger of easy cheap money,

[stutes] 06/10/2021 13:46

hxxps://www.constructionenquirer.com/2021/10/06/jittery-clients-put-brake-on-projects-as-subbie-rates-soar/

I pose questions to encourage discussion. However, without HMG/BoE support construction orders could fall. There is also the possibility of margin squeeze through shortages.

The fallout from Evergrande, Fantasia could lead to key London developments funded by Chinese developers being offloaded at a discount leaving developers hesitant in commission new commercial/residential developments.

[wallywoo] 06/10/2021 13:02

Hey Sparty, how's your investment in SYME? Got any other amazing tips? - I could do with a laugh!! We had johnbuythelosers on here 1/2 weeks ago who tipped SNT at 34p (now 22!!!!). You Kier bulls have incredible skills at picking loser's.


I would be very busy on here if I only came on when the share price was dipping. It's been doing that for a few months now.


Don't own Cost, but it does demonstrate how bad Kier is. Cost has tangible net assets of around +£140m, while Kier have -£265m.


That in a nutshell is why I dislike this share so much, any cash generated is immediately paid out to the owners of that debt through one means or other. Really poorly capitalised, and IMO still likely to lose cash for that reason. If Costain can't pay a dividend, Kier have no chance.

[sparty1] 06/10/2021 12:35

Wally you only pop up here when the shareprice dips.There has been a bit of a correction across the markets. Wishing Kier would go bust will not make it happen.
If there is a reason it would be the government showing signs of reigning in their infra spending plans a bit plus supply chain issues.The latter will be a temporary setback.
Your predictions never came true, nor will they.
Look at COST! back down to 55p..

[wallywoo] 06/10/2021 11:49

Since July to now the ftse has fluctuated between 6900 and 7200 (now roughly 6960), moving up and down 2/3 times. Kier's share price in that time has gone from 134 to 114, on a single down trend.Recently volume has increased massively, as has the speed of decline.All points to my hypothesis that the equity issue honeymoon period is over and the share price will continue to fall

[stutes] 06/10/2021 11:29

You do care because you made your comment.

It's free country so I'll make my comments regardless of yours and you have a right of reply but no bullying.

[itisonlymoney] 06/10/2021 11:23

All markets, european indices, dow under 34000, are down and construction PMI is down. Not just Kier.

[stutes] 06/10/2021 10:36

You fail to say whether my questions were relevant, fair and searching.

£120m profit - how much of it will be paid to shareholders in dividend?

As for net debt - look at K's September update and see its dsily debt figure.

[wallywoo] 06/10/2021 08:17

Your favourite construction firm keeps going down. On quite a steep down trend now.


Equity issue honeymoon is over, 100p or lower by Xmas.

[stdyeddy] 06/10/2021 07:53

Our favourite construction firm has won a place on a new construction framework:



Kier and Morgan Sindall among firms on £750m framework

[stdyeddy] 05/10/2021 12:39

Stutes, you have been passively trolling Kier for at least two and half years, posing questions on several private investor boards generally along the lines of 'the sky is falling, so that must be bad for Kier'.

For your information:
1, You are fooling no one. We know you are trolling.
2, Kier has recapitalised, has NO NET DEBT, and is the UK's largest regional construction business with a massive government sponsored order book (approx £7bn in advance orders) and a restructured business making an increasingly larger margin on its work (currently over 3%).
3, The Kier shareprice currently undervalues the business and annual profits are predicted to hit £120m at the lower end of management's forecast.

Have a nice day.

[stutes] 05/10/2021 10:41

Construction Enquirer reports Geoffrey Osborne and RG Carter reported losses and NMCN entered administration.

The overall picture looks tough for firms generally as they face inflationary pressures and labour shortages

[stutes] 05/10/2021 09:47

The daily debt figure suggests to me K's working capital needs comes mainly from loans rather than cash at bank or retained profit.

We're told K is trading in line with forecast so the recent London region restructure shouldn't affect the the bottom line?

I think the Board should tell shareholders how long it will be before the dividend is restored and why having sold assets, the daily debt figure hasn't reduced in line with asset sales?

[bathboy2] 04/10/2021 18:49

Kier, will probably scoop up some of nmcn businesses, they like hopeless money pits, lol

[wallywoo] 04/10/2021 16:08

Costain are 12 months ahead of Kier (ie their equity issue was 12 months ago). Despite having a much healthier balance sheet, better net cash and positive net assets, and EPS of 5-10p estimate (pe well less than 10) : they are still not paying a dividend.Expect a long wait here, at least 18 months IMO.

[stutes] 04/10/2021 13:22

March 2019 was the last dividend from K and we are only a few weeks to the start of 2022 - 3 yrs is long enough for nil dividend. Either K is fixed or it isn't- if the former it should pay a nominal div otherwise, IMHO, the balance sheet continues needing to be helped by a nil dividend policy. If the latter - will we see the City dropping their rating on K?

[sparty1] 04/10/2021 12:45

Too early for divis..Kier needs to get a good solid year in post RI and asset sales.

[stutes] 04/10/2021 11:18

When will K restore its dividend? The longer it takes to pay a dividend the more likely institutions, who search for dividend income, are likely to opt for other firms who pay dividends.

Time for K to pay a dividend.