Member Info for cringsing

@donnodertrader

Or now is a good time to sell. That’s the way sentiment is blowing at the moment. Only fools (and inside traders) do not fear sentiment.

There’s a lot of grasping straws here. One should probably not bet more than one can afford to loose.

Apologies for going a tad OT here.
Looking for recommendations for an all round good share portfolio manager app for mobile phones. I find myself less and less likely to power up the old laptop for just updating an excel spreadsheet. I hold shares in multiple currencies, but happy enough to keep them in separate portfolios. Any recommendations will be greatly appreciated ..

@TrustedInvestor
Re take-over.

Remind me, why would anybody spend $1bn on a CoVid testing company, knowing a vaccine plausibly is 9-15 months away?

I must say I am impressed with the level of gaslighting on this particular chat board. So if SP is going up, it’s the market that got it right, and if SP is going down, it’s market makers getting it wrong, I’m a right ??

What happened to the good old terms of over-bought and over-sold ;-)

My apology if already shared...
https://ted.europa.eu/udl?uri=TED:NOTICE:263375-2020:TEXT:EN:HTML

Ups,
In my view makes is a very viable invest opp. If looking for a quadruple bagger, look somewhere else. It’s not going to happen here (imo).

The last attempt at a RI was just after a steep SP drop, and before any tidy-up of rubbish has been considered, so hardly surprising it took off like a lead-balloon. Things have changed a lot since then....

KIE in my view is a highly attractive share. If the debt was somehow significantly reduced, I can easily see the company grow back to a +£1bn valuation over a couple of years. So if etc an injection of say £2-300m can facilitate a market cap of say £800m in a years time, I’m all for a dilution !! The order-book size & quality coupled with Boris’s throwing borrowed money at infrastructure in my view makes KIE

Small placement and keeping KL makes no sense. The banks effectively owns £440m worth of Kier whilst shareholders owns £150m. The debt MUST go. This debt isnt cheap as some say, as it’s loaded with a risk of not being repaid. If every current shareholder is prepared to put £2.75 towards the debt for every share owned, we will be debt free for a price of £3.65 (market cap circa £600m) which is 1/3 of BBY (which is about 2x KIE in turnover), so not a bad deal at all. However, many will not agree to pay the £2.75 per share why news investors must be found. Had KL been sold at say £200m and put towards debt, the proposition would have been significantly more palatable.

Kier wld never get away with a RI in my opinion. It would hinge on shareholder acceptance and I cannot see that happening now.
KL unsold and ME-Debt gone up is just not something people are prepared to throw more money at. In my view, we are same place as a year ago.

@acaciatan

With all due respect, you are terribly immature for a trader/investor. Try and learn by own mistakes.....

Equity raise is a logic consequence of the situation. It will eradicate debt in one go, but expect the group will want the SP to be a tad higher before taking such a step. I most certainly would jump at any opportunity !!!!

It’s a good read but month-debt is still enormous. I’d calm down a bit. Covenant waiver (temporarily stay out of jail card) expired yesterday !! I am optimistic (cautiously)....

@deemon

I’m aware some folks are expecting an update shortly, but there is nothing in the financial calendar before mid September. Do you know if your finance folks are planning to release an update before September ?

@Deemon.
Thank you for your contribution. Being an insider, you have a far better grasp on the Kier reality than any of us mortals reading papers, charts and tea leaves. I dunno, but think the probs relating to CoVid will be way less than other industries, with the added benefit of building a couple of Nightingale’s.

So thank’s for posting, keep up the good work :-)

That’s 2 key questions, isn’t it. Does it (generally) work?, and is it (generally) safe?. Many (i reckon) will think like ‘I’m young’ish, I’m healthy otherwise, and my risk of dying of CoVid is even smaller than having some unexpected complications due to a 1-generation CoVid vaccine developed in panic (more or less). Some countries have passed pandemic legislation that gives gov powers to enforce vaccination on whole population. If this thing is only in its early beginning, i cannot remotely comprehend
It’s full range of potential ramifications. Surely antibody tests will become the gold of tomorrow.

Anyone here ready to take a CoVid vaccine any time soon ??

One can only apply a certain amount of energy/action to a pressure cooker before the lid blows off.....

Boris throwing a ton of (borrowed) money at infrastructure programmes tomorrow, and a confidence-inducing FullYear Report in Autumn, and KIE will be the SP recovery story of the year. Maybe even catalysed by a CoVid trading update.

Bring it on !!

Both interactive investors and Lloyd’s share trading have listed the corporate actions and allows to pick the 2 options. I sold my full DLAR position on the 17th, on one of the accounts but as I held the stock on the morning of the 17th, I’m still eligible and the Corp Action turned up on my trading account by itself. I plan to take it up in full.

There is only one plausible view to the imbalance in the buy/sell vol and it must be MM’s hanging on to loads that they are keen to shift hence keeping them cheap’ish. Woodford sat on a lot and even if declared sold presumably doesn’t mean all bought again ?? Us topping up on dips doesn’t take care of 20m shares..... just me thinking loud....