Member Info for Weststowpods

The market makers in this stock are obviously very edgy with a bitter taste still in their mouths from the Carillion debacle. So conviction and staying power is needed here. If I had more spare cash I would most definitely be topping up my holding in Kier.
Good news feed is needed from the company, only 7 weeks away from results, can we wait that long?

Water always finds it's true level! - Kier is sound!

You make some salient points - all of which are very valid. There is also another salient point that needs to be highlighted and that is even in the darkest days ( 12 to 18months ago ) of the financial viability of Kier, only 50% of the potential banking loan facility wasn't taken up. Kier has a bright future.

Thank you for that. I do still have reservations as the alleged seller should be taking advantage of a favorable rising market and selling into a rising SP!? There appears to be something amiss as SP is showing divergence to the general market - I'm still long in this and I do conclude KIE is undervalued.

Not certain as to why Kier is underperforming both its peers and the general market - is there something hiding in the cupboard!!??

https://www.constructionenquirer.com/2020/04/17/go-ahead-for-kier-150m-lancashire-road-job/

Thank you for clarifying that, again it's reassuring.

THE news coming out of Italy and Spain today is that one of the first industries allowed to restart their activities are construction sites, interesting and positive for Kier.

In percentage terms, the SP HAS fallen a lot less in the last week than Kier - why?

A few weeks ago a Chinese company allegedly wanted to build HS2 for a fraction of the current projected cost - well here is an opportunity for that firm to pick up KG for £250M and get a £ 1.3Billion contract on HS2 in addition to the £ 4Billion plus order book - KG have as good as any other principal contractor to deliver projects on time and profit -so what is going on???

Yes, good point. Even with margins on big infra projects, well managed and correctly costed variations which arise on virtually all major projects - it can be and still is a very good business to be in. Kier is well placed.

HS2 is positive for the environment for a mass transportation system, more hot air!

Yes sure all that you state is correct, however, US futures are showing gains of 230 points as is FTSE futures showing 130 points gain for Monday morning start, so yes there's a problem but is it really as bad as say a flu virus which effects millions each year, so let's put this Corona virus into a little perspective - fingers crossed.

Kier is in good shape. HS2 will happen both phases - it's carbon reducing over it's life span and essential for UK plc. K.L. will bring value to the Group - who ever or which ever way you cut the cake.
The virus is a unknown for all companies and the economy but why not take the view that it will be contained and play out naturally like most of these things. I'm certainly not selling any of my shares.

I have also queried the rationale in selling KL unless the proceeds were essential for the survival of the group or propels the company onto bigger and better things!. I just hope there are no skeletons lurking in the cupboard!

There's always noice and turbulence associated with any investment - Kier is no exception. Turn screens off and have a peak post 5th March, the results will speak for themselves - I'm certainly not selling right now.

This should be welcomed! We need accurate independent information if there is something untoward - what is there to worry about!? This development could actually assist the SP, especially on any positive trading updates.

https://www.ii.co.uk/analysis-commentary/stockwatch-one-back-amid-regime-change-and-spending-boom-ii510596

Does anyone know the value of this transaction? A little bit more to the coffers!

https://www.ii.co.uk/analysis-commentary/stockwatch-one-back-amid-regime-change-and-spending-boom-ii510596

Excellent summary by Nickel for the current state of affairs on short positions. Market makers need to take note ahead of the inevitable re-rating. Stay long and buy on dips fellow investors!