Member Info for dandelion1

Kier Group efficiency has certainly much improved under the new executive team, this has become clearly evident from their contractor/supply chain management feedback in the last 1 year+, Order Book has also significantly improved during same period seemingly on improved margins, I guess we will know soon enough by 17 September how the way forward will look but nevertheless IMO, KIE SP now looks way oversold and trading very much under "Fair Value" based on visible facts/fundamentals and thereby, pricing in only doom and gloom here via unrealistically pessimistic scenarios, please DYOR.

Come ~mid-September and current HUR SP levels will seem just like a very very bad dream for current and LT shareholders, and a massive lost buying opportunity for all non-participants IMO, please DYOR and good luck!

Also agree as it makes good sense, topped up here , and now eagerly awaiting the September company update.

Patience is the name of the game here (as it is in all investing), KIE is certainly looking good and trading much under fair value in my opinion, simply going by news flow, September should produce much better company updates than market is expecting at present, interesting times ahead.

Shorts see PMO down again today (this time only ~11%) with it's massive debt pile, and HUR up well in the green on a very poor market day with lots of potential and needless to say, cash in the bank, Shorts strongly feel the change in sentiment as breakout here is about to commence, GL LTH.

Hear, Hear, fully agree with consensus; patience is always the name of the game in stock market investing, and particularly here which should be extremely rewarding from present well undervalued levels.

HUR is looking great from all aspects (including the very cheap/undervalued buying in opportunity at present, which I personally utilise whenever I get spare cash), long awaited breakout is finally here IMO, and now looking forward to September update particularly, as all potential doom and gloom scenarios are already well priced in here.

Completely agree, Very much depressed HUR SP makes absolutely no sense based on current company fundamentals, and today it is somehow priced for Oblivion, hence, I can also see a clear and huge relief upward rally here ahead in coming weeks/months.

Good point on PMO effect today, HUR SP was already way too oversold, also, fully agree and expect a massive bounce back rally here in coming days/weeks going forward.

Also topped up, and now strongly feel that a breakout here from current stupidly low/unrealistic SP is imminently close.

Another positive news flow piece on KIE out today which can only be good:
"Prompt payment redemption for Kier Integrated Services and FM Conway ":
https://www.constructionnews.co.uk/contractors/kier/prompt-payment-redemption-for-kier-integrated-services-and-fm-conway-13-08-2020/

Hopefully a catalyst here for the eventual sale of KL at a decent price, if needed.

Good and very valid post, fully agree on the extreme SP undervaluation here at present without a doubt, and time will tell.

Infrastructure/Construction is by far the best and safest sector to be in today, and Kier Group is very well positioned in that sector while still currently trading at a significant discount to fair value IMO.

At present SP levels, only all the HUR negatives (and more!) have been priced in and thereby, completely ignoring the many many many positives and massive potential positives ahead here, hence IMO, a huge positive correction/upward move is now inevitable with these crazy algorithmic markets which often ignore true valuations as in HUR case today, DYOR.

Interesting read:
https://www.constructionnews.co.uk/government/ccs-plans-new-1-5bn-consultancy-framework-07-08-2020/

!00% agree on that HUR at it's current extreme low ball valuations is "either very ripe for takeover or ready for takeoff" and likely sooner than most may expect.

Demand is slowly picking up, supply is dropping, investment has been seriously lacking in the O&G industry during past 6 years after crude prices plummeted from all time highs in late 2014, lost production cannot be easily restored in an investment lacking environment, and O&G still have no viable alternatives, at least for many many years to come! Hence, I can only see higher and higher crude prices ahead, and currently see HUR as by far the most undervalued play in the LSE today.

KIE breakout has now only just started and will gain much momentum post the 17 September update, and brokerage Peel Hunt 200p PT is not at all out of reach for this year IMO.

Well said here Tux, and by the looks of it not too soon!