Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Whiff of better than expected news here and we'll easily be trading in the high teens and onward IMO, present unjustified incredibly low values makes no sense at all.
"Kier to Deliver Dover Grammar School for Boys":
https://steelguru.com/infra/kier-to-deliver-dover-grammar-school-for-boys/562753
I believe we are in full agreement here Planted as I meant anytime from now till the company update, basically whenever I have spare cash in that time and likely even thereafter with HUR SP being soooo undervalued at present, just my humble opinion.
If you believe in the company, it's assets, and fact that it's presently trading much under fair value as I certainly do, then best time to add/top up here is prior to the company update, as these very depressed levels will no longer be available from then onward IMHO.
Please tighten your seat belts, HUR breakout is only about to begin and if predicting a better than expected company update next week (not difficult to do at current suppressed SP, and I certainly am) then IMHO 14+ is on the cards in a fairly short time.
As Kier wins more and more work, it will directly, significantly, and needless to say, very much benefit the company bottom line. The recent eight-year contract win by Kier Highways to maintain the road network in Kent and Sussex worth £160m is a prime example of this impact; as Kier already has plenty of similar work in/covering the surrounding areas and thereby, can improve efficiency and further reduce costs going forward, this is additionally true in many other recent Kier Group awards, clearly KIE management are now extremely proactive when it comes to cost management and improved margins going forward, IMHO.
Topped Up again here, as this week could well be a last opportunity to buy in at these really low levels.
Topped Up at the open, only way from today and this nonsense truly much undervalued share price is a massive up in the weeks/months/years ahead IMHO.
Positive news here all round and all the time! SP will soon begin to reflect same, expect huge rally ahead here in coming weeks/months IMHO.
Expect massive upward moves here as we get closer to the September update and certainly IMO positively north from then onward as both HUR and Brent gain traction. .
Fully agree; extremely TRUE STATEMENT here, I am very confident that HUR will significantly rise from the ashes (which is what I call any SP below 14 based on known facts today), and regain some of it's former glory a lot sooner than most expect, even post a potential downgrade, HUR assets along with improving crude prices which are gaining momentum with increased demand and lower supplies, and it's company specific M&A potential, do in NO WAY justify current completely unrealistic/unfair low ball valuations, HUR SP is indeed uniquely undervalued at present and will not continue at such levels for long.
Property and commodity prices (particularly PM) usually always move up when an inflationary environment is there or expected as is the case today with all the global money printing/QE, hence IMO this trend will continue and should significantly benefit KL here going forward.
"Oil prices bolstered by bigger-than-expected drop in U.S. crude stocks":
https://economictimes.indiatimes.com/markets/commodities/news/oil-prices-bolstered-by-bigger-than-expected-drop-in-u-s-crude-stocks/articleshow/77496753.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst"
https://economictimes.indiatimes.com/markets/commodities/news/oil-prices-bolstered-by-bigger-than-expected-drop-in-u-s-crude-stocks/articleshow/77496753.cms
Also could not resist to further top up, now awaiting a positive RNS here (and any news will be positive at these stupid low valuations).
IMO this has one of the most upsides available in the market today, KIE is much better positioned than the average HB who have recently significantly moved up while KIE SP has yet to make it's move, which with a bit of momentum could be truly massive going forward, markets always adjust towards fair price overtime.
Also can see an imminent major breakout here as simply trading very much below fair value at present. High crude quality with guaranteed market, great assets at a fantastic premium( even post a worst case scenario downgrade HUR assets will still have massive potential), and now with RT gone and SP trading well below market valuations, ripe recipe for a potential takeover here but with a juicy premium for the underwater shareholders in order to have a chance of bod approval/success, time will tell for sure.
Good volume again today interestingly with many large size buys, I believe we have reached the low point here, and can now clearly see big upsides ahead regardless of the now obvious huge M&A potential at these much undervalued levels.
HS2 will be very positive and a real game changer for Kier Group going forward.
Way too oversold based on nothing concrete as yet, sector will be booming big time with hardly any competition for the likes of KIE or BBY, incredibly solid order book/prospects and therefore, I suspect big positive northerly SP corrections here in the coming weeks/months ahead.