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Share Name Share Symbol Market Type Share ISIN Share Description
Kingspan Group Plc LSE:KGP London Ordinary Share IE0004927939 ORD EUR0.13 (CDI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 55.22 52.54 55.22 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 6,497.0 689.0 305.6 18.1 10,006

Kingspan Share Discussion Threads

Showing 426 to 449 of 450 messages
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
DateSubjectAuthorDiscuss
18/10/2022
15:57
That caught me out too!
disc0dave45
02/10/2022
07:56
The dividend payment is this week, I was puzzling over the numbers until I remembered that , unusually , the prices are all in Euros and not pence, about a 90 fold difference!
wad collector
29/9/2022
18:15
It is unfortunate that the takeover of Ondura, the French roofing firm that has just completed, was a cash takeover. This was announced back in Feb with Kingspan share price twice what it is now. Shame, and obviously being wise after the event, that there was not at least a partial payment in shares.
Now with rising interest rates, that heavy borrowing does not look so smart. Though maybe the French recession will not be as deep as ours , and the Forex will be favourable. Actually , if it was agreed as a Euro payment ,(Which was how it was announced, E550M ),that was very unfortunate timing unless they had already hedged it , or are borrowing in Euros.

wad collector
21/9/2022
12:23
Just had a quick look in here again and H1 was impressive numbers, but not reflected in current share price IMO. Has Grenfell permanently tarnished this business? or will it get rerated back to historic levels?
disc0dave45
19/8/2022
13:46
Half year report out today has strong numbers compared to last yr. I think it is more relevant to compare to the pre-covid figures, and looking at the 2019 half year numbers, it looks even stronger with revenue almost doubled, profits up from 230M to 434m , eps up 90% and the divi doubled. Debt is up too , though hard to interpret in the context of acquisitions, is a concern in the rising interest rates.
wad collector
29/4/2022
07:51
Very strong trading update this morning..

Can see this one testing new highs over the coming months

moorsie2
16/2/2022
12:37
exactly - it makes insulation - not cladding.

Arconic make cladding ACMs

moorsie2
16/2/2022
12:33
Thanks for that , this is what Kingspan say

" We did not supply or recommend K15 to Grenfell Tower. K15 made up approximately 5% of the insulation layer of the façade system. It was substituted without our knowledge."

wad collector
16/2/2022
09:11
that is insulation board not building cladding..

Kingspan do not make ACM

https://www.bbc.com/news/uk-56403431

moorsie2
15/2/2022
13:17
Kingspan's K15 insulation was used in part of the flammable cladding system mounted on to Grenfell Tower.

From the Kingspan product website;

Premium performance insulation for use behind rainscreen or masonry façade systems
Kingspan Kooltherm K15 Rainscreen Board is a premium performance insulation with a fibre-free rigid thermoset phenolic core.

It is manufactured with a blowing agent that has zero Ozone Depletion Potential (ODP) and low Global Warming Potential (GWP).

Offering thermal conductivities as low as 0.021 W/mK, it is suitable for use behind rainscreen cladding systems and masonry façades.



Not sure why you confidently say they don't make cladding.

wad collector
09/2/2022
10:30
kgp dont make cladding..... looks more like government deflection

I cannot see where they are legally responsible for any costs.. happy if someone can show me that they are legally at risk and liable for big costs..

moorsie2
24/1/2022
22:43
I think they might have to contribute hugely here but on that basis I held off taking a stake. Deadline is March for discussions / agreements on payments so I’d expect it to hover here until then where it will tank on amount required to fix the dangerous cladding or shoot off to 100+ if they are deemed not responsible.

Not sure what way it will go but will watch with a keen eye.

ML

manlord1
24/1/2022
09:37
Looks like my fears are justified , wish I had listened to my own questions. Hold and hope I guess...
wad collector
10/1/2022
10:36
More headlines about cladding today, all a bit non-specific about who might have to pay .
wad collector
21/4/2021
09:35
UBS was the most bearish broker covering KGP. Raises their target today from 58 to 78.

Now range is 90- 78

moorsie2
31/3/2021
16:58
BERENBERG RAISES KINGSPAN GROUP PRICE TARGET TO 85 (81) EUR - 'BUY'

----------

moorsie2
11/2/2021
23:21
Good buy at these levels I believe
kevraff
01/12/2020
17:31
Well the evidence being presented to the Grenfell enquiry is dreadful. So sold what I thought was an enviromentally flagged share.
lisleryder
23/3/2020
23:29
Hi all,

My mate Peter @Conkers3 and myself did 2 Twin Petes Investing Podcasts a few days ago in a Special Double-Bill and KGP was one of the Stocks that we discussed. We also talked in depth about the current mess in the Markets and how we expect things could play out. Anyway, if you use Apple or Audioboom you can find them under the 'Conkers Corner' Channel (you want TPI Podcasts 19A and 19B) and you can find them on Soundcloud at the links below.

Cheers, WD
@wheeliedealer

hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-19a-winning-shares-coronavirus-ocdo-sbry-mrw-qe-gaw-futr-tsco

hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-19b-best-investing-indicator-of-a-recovery-oil-mcs-vrs-kgp

thewheeliedealer
24/2/2020
15:31
I see the CFO sold 50k on Friday. That combined with the 'slow start to 2020'.....
typo56
21/2/2020
09:42
KGP is clearly a solid company, but the p/e is over 30 with growth little over 10% and yield is less than you could get in a savings account?

Added to which they warn of a slow start to 2020.

Can't argue with the chart though. The market obviously loves the company, so long as the slow start warning doesn't develop into anything more serious.

typo56
21/2/2020
08:11
Results, at first glance anyway, look unspectacularly good, steady as she goes, nothing to see here, move along please.
thamestrader
17/2/2020
05:46
Kingspan (#KGP)
William Bower
The trade: The US-based head of Fidelity’s overseas strategy upped his stake in global building materials business Kingspan from 3.9% of the shares to 4%. HTTP://twitter.com/stocktracker7/status/1229280774999957505

1steelman
21/1/2020
08:09
Achieved CDP A status! This environmental reputation is definitely a factor in in big institutions buying positions in this company
moorsie2
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
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