Kier Share Discussion Threads

[bathboy2] 01/3/2022 14:05

The current quick rise in material and fuel prices etc, will have a detrimental effect on all, it will cause a raft of business closures and administrations, and it will, cause interest rate rises and the government has no more money in the pot, to cope with all the demands on it, this could break the economy and only the strong will survive,

[petersw1] 01/3/2022 12:37

I haven't sold any here since early October. Keeping a ~5% of my portfolio holding for the long term. Still seems cheap to me.

The geo-political reason to move away from fossil fuels has become hugely more obvious and urgent. That is on top of the climate emergency. Doing so, is going to require a lot of investment in infrastructure and New Energy. Green hydrogen and renewables are reflecting the markets renewed focus on that with a recent sharp recovery.
Kier seem well positioned in delivering efficient and sustainable projects.

The idea that any money I am spending heating and lighting my home or fueling my car could be going into Putin's evil hands, however indirectly does not sit comfortably with me. The EU Parliament's moves to ban Russian oil and gas shows I'm not the only one.
I have no sympathy for those losing money on Russian bets.

[stdyeddy] 01/3/2022 10:33

Lol. V good 'forks. Wollymetal has fallen silent here, probably because he's taken another massive hit on Russian-based firms, same as his long silence after getting blown up by his short on Kier last year.

My guess is that we might be about to see a big ramp up in concrete and steel projects (eg aerodromes, submarine pens, docks, and nuclear power) due to the changes wrought by Russian aggression. With any luck we'll be getting an update in a few days.

[ontheforks] 01/3/2022 07:24

Polly metal more like wally metal
Let's hope Davis has some good news to share this might be a make or break moment for a lot of shareholders especially pi's
Good luck longs 👍🏻

[stdyeddy] 28/2/2022 09:53

Wow! Wolly has truly excelled himself with polymetal. 75% down in a few weeks and he says he's still buying (or so he claims). Kinda puts things into perspective with that particular troll.

[kangaroo joe] 24/2/2022 19:53

Wally, Oh dear Polymetal down nearly 38%
682.82 GBX
−414.68 (37.78%)
Another Wally recommendation!

[stdyeddy] 24/2/2022 17:24

Where morgan sindall goes, Kier will follow. Assuming we don't have armageddon, Kier is looking like a bargain right now, although 'spooked' doesn't begin to describe the state of the market. We are in for turbulent times in Europe.

Wolly, you are a pr@tt and a boring one at that. But Kier taught you a lesson, smashing your fictitious short and blowing up your account last year -- still you bore on. My guess is that most PIs here have cashed out ahead of today. No one is interested in your pointless wittering.

[wallywoo] 24/2/2022 16:04

Lol Stdy, I love the way you accuse me of being insensitive because Kier's shares are taking a beating. If you are daft enough to own a company that has issued 354m shares (470 percent) in 3 years then stay here. The rest of the market is sensible enough to know that in hard times when the market for shares is low, then shares like Kier get crucified. Some lessons you have to learn the hard way, I guess.

[stutes] 24/2/2022 15:33

How is K replacing the higher % profit that came from K Living? As the BoE hikes rates, higher energy cost all puts a squeeze on the bottom line for all firms, more so for those carrying debt.

I think K needs to cut its debt faster.

[bathboy2] 24/2/2022 12:35

The thinking is possibly that if interest rates are to climb, that kier will really struggle, can only just service debt now, on a bad day on stock markets, most of kiers peers are only down less than 1%

[stutes] 24/2/2022 12:03

Morgan Sindall results seem to please the City on a day Russia invades Ukraine, yet K is marked down 5.10p. It shows how firms who deliver and have less debt to finance appear to have a better rating?

[stutes] 24/2/2022 09:18

The spike in crude oil to $106 is likely to push inflation higher and BoE response could lead to margin squeeze.

[wallywoo] 24/2/2022 07:23

Market is going to open well over 200 points down. Kier's share price has managed to hold it's head above water when the market was buoyant, however, expect a big drop now. Who wants to own a £450m company with no chance of a dividend and harshly effects of inflation in market turmoil??

[stdyeddy] 23/2/2022 10:06

Probably zero. Davies likes to give us bad news early, so he would've mentioned it by now in the boundless provisioning for potential costs. Kier doesn't build many residential blocks, and the ones that it has, in partnership with National Rail, IF they have cladding, will be using safe product. It's been years since Grenfell and Kier has so far been untouched by the issue. I don't expect that to change.

[stutes] 23/2/2022 08:23

hxxps://www.constructionenquirer.com/2022/02/23/student-rooms-builder-claws-back-70-of-reclad-costs-from-contractors/

What is K's exposure to recladding cost?

[stdyeddy] 22/2/2022 11:02

Looking good here. It turns out that Vlad doesn't want anymore than the Sudetenland... I mean Donetsk/Luhansk, after all. We're saved... for now.

[stdyeddy] 21/2/2022 19:21

Meanwhile, Putin is addressing the world in Russian, sans interpreter, with what is apparently a history lesson which has been going on for about 40 minutes now. At least he hasn't pulled a big red button onto his desk. Looks like he's going to try to bore everyone to death first before he starts shooting. A multi-pronged attack.

If there really were a god, how hard would it be for him to 'deliver us from this evil' and give Vlad a massive brain haemorrhage right now? Almost never happens to bad people.

It's finished with a theatrical document signing, appointing his two stooges kings of their separatist fiefdoms. Not sure how this will affect us here -- pound seems to have gone 'risk-on' straight after. Positive for markets? Bojo describes it as a dark sign and an ill omen (something he must've heard many times when he's entered a room). I wonder what the morning will bring.

[stdyeddy] 21/2/2022 19:12

Another dodgy poster joins this board. Seems to be spamming the Ks and Js on advfn today, working his way through them methodically (alphabetically?) to get people to click on the link.

[km18] 21/2/2022 18:33

...from last year...

Kier Plc is a construction and infrastructure company delivering for both public and private sectors, covering education , health, justice, defense, highways, infrastructure and utilities. Market cap is around £579m, PE ratio only 8.

Today’s update confirmed that trading has been resilient and that the Group’s full-year results are anticipated to be moderately ahead of the Board’s expectations. The performance reflects strong operational performance and numerous cost savings made in response to the Covid-driven fall in volumes of activities.

An adjusted FY21 operating profit margin of around 3% is expected this year. Order books are healthy. A capital raise and sale of Kier Living have raised gross proceeds of £350m  so that Kier has a strengthened balance sheet and the financial power to pursue its strategic objectives. Positive adjusted operating cash flow is expected for FY21. Net debt/cash should be better than previously expected although no new numbers are provided...

...from WealthOracleAM

[bathboy2] 21/2/2022 10:55

It's IMO America causing the trouble, pushing for Ukraine to join Nato, they take Ukraine off the table for American nukes aimed at Russia, the problem disappears,

[stdyeddy] 21/2/2022 08:01

A glimmer of hope emerging on the Russia/Ukraine front. Might be this century's Cuban Missile Crisis. Watching and waiting. Putin is a confirmed liar so will be watching the pictures from Maxar. And Thursday seems a long way off. But if it works, there'll be a bounce instead of a sell-off. Fingers crossed. Would be nice if we don't have to face the beginning of world war 3 although this whole episode so far means the Chinese will be trying the same thing with Taiwan, so could be a tumultuous time everywhere.

[wallywoo] 20/2/2022 20:28

When you have a company that has issued 470 odd percent more shares in 3 years, and still has a uncertain future;; their BBs are always rubbish.


You get the paid rampers who are trying to establish interest in their stock (to keep demand up), and you have lots of cynic's.


Where will the company be in 12 months; slow demise is my guess. All / many of the companies that raised cash in 2020 are struggling now dlar, cost, saga, iag, shi etc. Kier were late to raise cash and will likely follow behind.

[marksp2011] 20/2/2022 18:44

It's just about a private chat thread for 5 people. I think everyone else gave up