Kier Share Discussion Threads

[brexitplus] 09/4/2019 14:40

marks

Let us know how you get on. I have access to a software package called "MINERVE" which guarantees infallible investing. The way things are going for Woodford at present he may want to try it for himself!!!

[sharetradergray] 09/4/2019 14:38

Why so pessimistic about Kier? its a great company to work for im sure the new CEO will do wonders, time will tell

[marksp2011] 09/4/2019 14:30

Woody is also a big holder in Industrial Heat. I am pitching to him next week on research for a TARDIS and then again the week after on a fine opportunity involving tulips

[brexitplus] 09/4/2019 14:28

Surely you mean with Woodford buying more the price will fall, such is his current reputation.

Its possible with the new CEO at the helm, and him wanting to be seen as "Mr Clean", that more bad news will filter out.

[sharetradergray] 09/4/2019 14:20

Woodford will be buying more soon so expecting the price to bounce to 460-510!

[brexitplus] 09/4/2019 14:17

Good luck.

[sharetradergray] 09/4/2019 14:13

Iv been reading ADVFN for years just never made an account, I have been working with K for a number of years. Regardless im sure once brexit doom and gloom is over K will bounce back , upside to come ...

[minerve 2] 09/4/2019 14:11

"Interesting that you have only ever posted twice, both today and both here on Kier."

MMMM, maybe because he is a Kier employee like he says he is. LOL

What ARE YOU DOING HERE brexitplus? No position. No knowledge. Just jealous of Minerve.

[minerve 2] 09/4/2019 14:10

If projections are met this yields 10% within 3 years and it will have an earnings yield that will deliver it.

[brexitplus] 09/4/2019 14:08

SharetraderGray

Interesting that you have only ever posted twice, both today , both here on Kier and the second one immediately after minerve.

This happens a lot on the Melrose board with people talking to themselves.

[minerve 2] 09/4/2019 14:07

ltcm1

I watch wage inflation. It is being managed at the moment by the contractors. If Brexit happens companies will fail so material wage inflation may not necessarily happen at all. If it does it will be industry wide and customers like government will just have to accept their part and pay more and pay more quickly. If they don't we will have bigger issues to address and any government can kiss goodbye to staying in power.

I actually believe that immigration will still happen because it is needed. Brexit will not change what is needed. The government will just window dress it differently. Of course the ignorant will buy it because they are ignorant. That is why we are in this mess in the first place.

[sharetradergray] 09/4/2019 13:59

I believe in the long run Kier will make margin on its projects and the new CEO should shed some light on this. I for one will continue to buy shares in Kier as a long term investor which is my trading strategy. I believe they will do well so does Woodford market value is out of touch with reality. Fundamentally the issue regarding margins is an industry issue Kier still turns over a 3% margin and the new CEO can build on this. By 2022 when my work plan has reached fruition, I am 100% sure Kier share price will be much higher than today. Lots of people on ADVFN clearly hoping that the share price drops to fulfil a short position maximum of 320 points why go short when long term the company will be in good stead, matter of time before the shorters get squished!

[brexitplus] 09/4/2019 13:31

ltcm1

I fear you are leaving yourself open to the normal anti-Brexit rant here.

[ltcm1] 09/4/2019 13:26

Minerve I think you have a nerve advising other posters to buy shares, my position here is I am not optimistic but I wouldn't advise anyone so directly. I am merely trying to provide an explanation for the falling share price in a very general sense, I haven't been over the numbers or anything.

Kier seem to me to be operating a 'reverse casino' in that they clearly are management heavy, so heavy they have got themselves into a postion where they have to bid for every building project going. They have such a massive cost base they can't afford not to get these contracts, so they go in very cheap on everything hoping if they get billions of pounds worth of business it will somehow work out for them in the end.

Can you really not see it's the management tail wagging the building dog here???

The thing is they are going to be hugely exposed to any upcoming wage inflation in the industry. I am not saying it will happen but they say a lot of the migrant labour is going and construction is not a popular choice among the young. It could play havoc with those wafer thin margins!

[minerve 2] 09/4/2019 12:55

Maybe he should start selling a bit of Burford. LOL

[brexitplus] 09/4/2019 12:54

Porsche

Woodford Equity Income is down to about £4.4 billion now compared to its high in mid 2017 of about £10 billion. And redemptions all the time.

[minerve 2] 09/4/2019 12:53

"Why on earth would someone who works in Kier ask Minerva where the share will go?"

Because I at least provide rationale rather than a scary comment or a useless anecdote.

[zicopele] 09/4/2019 12:51

Why on earth would someone who works in Kier ask Minerva where the share will go?

[minerve 2] 09/4/2019 12:40

SharetraderGray

Nothing has changed since the last update to warrant the share price fall. Buying at the current share price is good value. Regardless of the circus of Brexit, we have reasonable economic activity and investment in construction, and reasonable government finances. If you believe that the working capital position will unwind, and current business activity in infrastructure is going to remain, then buying at these levels is a good opportunity. I think the circus around Brexit has created a wonderful opportunity for shorters and this will remain until a path forward is clear and the £ starts to recover. The new CEO starts on Monday and I would have thought that the finance director has already got the skeletons out of the cupboard before he arrives - that is if he values his job. There was a stupid reassignment of debt about month back, and amongst other things, seems to signal the FD was 'kitchen sinking' before the new CEO arrives.

Kier are looking to get out of FM, are you aware of that?

[brexitplus] 09/4/2019 12:39

item1

Yes, the costs of putting together the pitch and the associated costs can be very high, often running into the hundreds of thousands.

Please don't be too hard on poor old minerve. He believes that he knows everything about everything. Whereas I know that I am young enough to know that I am constantly learning.

He has been filtered for quite a while now.

[porsche1945] 09/4/2019 12:38

....and the bad news re xrail isnt quanitified, its emerging all the time.

[porsche1945] 09/4/2019 12:37

Minerve " its nothing like capita ". The drivel you spout on these columns, its exactly like Capita in that it is totally reliant on gov and local authority contracts, the mechanics are the same. You constantly try and put lipstick on this pig becos you have been buying into a disintegrating stock instead of shorting it. Usual naive private investor chasing high divs or looking for a bounce, good luck with that. These firms are political footballs, over regulated and next to no profit, I cant think why anyone would invest in a type of company that has a failing business model. I just increased my shorts on this and AML. Woodford has been reducing all his holdings to pay down another tidal wave of redemptions prompted by a new press onslaught of how pxxs poor his funds are.

[minerve 2] 09/4/2019 12:24

ltcm19

"Minerve I don't get why you are belittleing Brexitplus for making a serious point, one infact I made too before based on knowing someone who pitches for these contracts."

Because to me it is stating the obvious. If you don't know that this happens YOU really shouldn't be investing at all anywhere. This is kindergarten stuff folks.