Kier Share Discussion Threads

[wallywoo] 01/11/2021 09:50

120 to 105 in October105 to 90 in NovemberOwn Kier watch your wealth wither away!!

[wallywoo] 01/11/2021 09:00

Inflation is going nowhere but higher. Don't believe the transitory gossip. You want to own assets that combat the effects of inflation to survive not Kier who will be in the eye of the storm!


Anyone who remembers the 70's knows that inflation is a extremely hard beast to tame. They will also remember the thousands of politicians who said it wasn't. It's a game, the politicians know that the more they acknowledge the presence of inflation, the higher it goes.


Kier will be hit hard by penalties due to raw materials shortages and inflation for years to come. By admitting that long term inflation is here, actually causes more long term inflation, that's why they will always play it down!!

[stutes] 01/11/2021 08:47

hxxps://www.constructionenquirer.com/2021/11/01/industry-to-be-hit-with-16-cement-price-hike/

Hopefully K is protected on price hikes? The downside is how many Clients can pay the increase cost or will they go bust or suspend work/pull tenders till prices normalise?

[bathboy2] 01/11/2021 08:19

Cement up 16%, all aggregates will be going up in January, anything from 10%, to an eye-watering 25% for some companies, with possibly another rise in April, for fuel changes and carbon trading, projects will be held back, and some cancelled completely, government contracts will be no longer achievable at cost projections, plenty of headwinds in construction and as seen already a few medium and larger players are already in the red and some already failing,

[zicopele] 29/10/2021 21:38

You heard it here first.

[gixxer1] 29/10/2021 16:11

Point taken Wally about Kie as an Employer and Kie as an investment. But as a long, and also investing in the company ShareSave Scheme (which I can't lose on) I am confident that the share price will go up to something a lot more profitable; it will take a few years and will never be back to the heady heights of 1100 plus. You have your opinion and I have mine; both of us are entitled to them.

[wallywoo] 29/10/2021 14:04

Gixxer, there are two different things here that we are discussing. Kier as a employer, and Kier as a investment. In deed as an example, Interserve carried on regardless as a employer but lost 100 percent of the investment. This is a investment BB, I discuss it as a investment. It is a unfortunate fact that companies who have a large number of employees fail to look at their company as a investment. Their BB's are always full of comments like yours.


It is investment / chart theory and fundamentals that states that Kier as a investment is uncertain (not me). They have a massive amount of shares, they struggle to generate any cash, they have a terrible balance sheet and large pension liability. They have munched through £491m of cash in 3 years, and have everything to prove that they have stopped doing that.


If the chart shows that a reversal is likely, I will change my mind, but for now down is the most likely direction!

[bathboy2] 29/10/2021 10:19

Imo, Kier are going nowhere as a company, but they are strangled by debt, and being in a low margin industry. The issue for shareholders, is the shares can be unpredictable, and with them not paying a dividend, at present and possibly for another few years, 'medium term', in kier's own word, the case for putting more money in. Like someone on one of the boards said the other day, your money would be better gambling on premium bonds, they at least generally create a return, tax free, and the value doesn't drop

[gixxer1] 29/10/2021 09:09

Greetings one and all! Not posted for a while, but I do visit the board every working day.
@Wally. By saying that Kie's future is grim and uncertain, you imply that they may go under. What makes you say this? As you well know I am a Kie employee and we are still riding the storm and not out of it by no means, but we are certainly not sitting in the lifeboats bailing the water out as we slowly sink while waiting to be rescued. The share price is down (that, no one can deny) but IMO Kie will not go under. BTW, Kie employees got a pleasant little one off bonus this month too; surely not the actions of a company with a grim and uncertain future?

[wallywoo] 29/10/2021 08:29

That's sensible Peter, catch that falling knife. These sayings were created for daft investors like you.Kier has a 3 year history of giving out very bad news. There's no indication or news at all that things have changed in this period. The share price has fallen over 20 percent and the trend is down.Now is not the time to top up. Sensible investors would wait for indications that the trend is changing.

[petersw1] 28/10/2021 10:24

Given the latest data, I think the market has been overly worried about stagflation. Seems the economy is doing ok and given the budget it is clear Kier's main customers are going to continue spending.
Seems a good entrypoint at this price. I've topped up.
I won't be surprised if it drops some more, but expect it to ramp back up, with no news being good news as we get closer to the next trading update in early January.

[stdyeddy] 28/10/2021 10:02

A few words from Kier on the budget:


The Chancellor has today announced his Autumn Budget and Spending Review 2021, which included a number of elements, some of which are relevant to the built environment:

£2.6bn spent on education access to school places for those with extra needs, including improvements to school buildings’ accessibility, and new provisions.
An extra £1.5bn of additional spending for transport infrastructure in the city regions, with a further £21bn in roads and £46bn in rail.
£1.7bn to invest in the infrastructure of everyday life in over 100 local areas
A business rate improvement relief from 2023 allowing for greater numbers of expansion projects
Investing £1.5bn in net zero innovation, and laying the foundations for the wider transition to a more resilient energy supply by investing in nuclear technologies and offshore wind
Further to the Review today, our chief executive Andrew Davies, said:

“Kier welcomes the Chancellor’s continued commitment to provide investment in future projects across a number of government departments.

“As the country emerges from a challenging period in its Covid-19 recovery, these investments will provide much-needed upgrades to social infrastructure, transport facilities and local communities across the UK, positively impacting those that need it the most.

“As well as boosting productivity and positive economic outcomes, today’s announcements also present real opportunities for the construction and infrastructure sector to create new jobs and training opportunities and to enhance sustainability in the built environment.”

[wallywoo] 28/10/2021 08:45

Go back 130+ posts and you will be back in September / early October. The share price then was 134, so is 20 percent down over that time. The general market is up over that time and hitting 18 month highs, so Kier are deeply under performing the market.


Company SP's do that when they are very over valued and their future is grim and uncertain. That's all anyone needs to know!!

[bathboy2] 27/10/2021 10:47

Please enlighten us with your thoughts, which side to you fall on??

[marksp2011] 27/10/2021 07:09

Flipped through 130+ posts

Nothing to see here.

Same people, same rants, no content

[zicopele] 26/10/2021 13:26

You know what..you are right.

[dasty1] 26/10/2021 10:45

Wow, zico, I didn't know you could see the future so clearly with all your facts. You don't say you think those things will happen, you say thry will. If you are that good, do let me know who the winners will be at Chepstow this afternoon.

[dasty1] 25/10/2021 21:07

Just over 3 weeks to the AGM. Anyone submitted any questions yet? I wonder if we will get any trading update? If we do probably along the lines of 'trading in line with management expectations' pointless nonsense. Am more looking forward to a Jan trading update to see if kier turnaround and cash generation is actually happening. Or not. Interesting to see most construction companies share price down 15 % this past month, except gfrd. Several months of steady climb there. Allegedly cash rich COST fishing for new lows... I just can't work out construction companies. They all look so cheap. Probably for a good reason!

[wallywoo] 25/10/2021 15:17

Maybe bathboy, the market is testing it's high again and that's keeping Kier up for now. Personally I think we are in a bubble, but like all bubbles it's a fool's game predicting when it will burst.One thing is for sure when it goes Kier will get hit hard, with the huge number of shares in issue and the lack of any dividends.

[bathboy2] 25/10/2021 09:07

Wally are you still predicting 105 by end of this week, as you did earlier this month 12/10/21, seems to be heading there??

[tnt99] 23/10/2021 08:58

For the last 2 months have headed the construction gain contracts leader board so the pipeline is looking good

[bathboy2] 22/10/2021 14:44

Don't short shares, don't agree with it, but I think it won't be long before the shorters begin to take an interest in kier, especially if interest rates are to climb, the signs are there for a market correction, and if it were to happen, this one would be hard hit, see kier not in the running for 540m hs2 job, seeing as that is the golden fleece, that was going to be kiers saviour according to many people

[sparty1] 22/10/2021 14:08

Bath bumpkin..if you had followed wally`s advice you would have lost a packet shorting @ 50p..

[bathboy2] 22/10/2021 12:01

Is he out of a job as a paid ramper, just like who's he trying to support, not very good imo lol