Thunderjack

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03 Aug 2019
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16:20 19/03/2020

Courtesy of Belroe on another site: I think it is time for the hedge funds shorting Kier to recognise that they are now betting against the public interest in this time of national emergency. Kier employs 18,000 people and is building the UK's infrastructure. The business has substantially changed its approach and has raised cash, sold, assets and cut costs in order to make itself financially sound. The hedge funds involved should accept that they've made their profit, and now withdraw gracefully before people like Vikram Kumar at Kuvari become widely known as people hoping for corporate disaster at this very difficult time for the UK economy and its people. The video in the attached link appears to me to show a suppressed smile from Kumar as he recounts how Carillion failed and he made money. We do not need that kind of chaos from avoidable corporate collapse today, and the 'art of shorting' which Kumar mentions, seems to be taken by some people to include dirty tricks like newspaper articles which aim to sow doubt through unsubstantiated rumours. It's time for all of the hedge funds shorting Kier to cash in their chips and perhaps support the UK's recovery. [link]

16:19 19/03/2020

Courtesy of Belroe (poster elsewhere).

15:01 05/03/2020

As predicted, a big rise for the Kier share price. This should continue into next week. Last high was around 150p when there was some excitement around HS2, but Kier hadn't released any results for six months. Now the numbers are known and it's clear that the business is not going to fail. We will possibly see 180p by Monday.

08:53 04/03/2020

Kier half year results are out tomorrow morning. Shares priced today at about a p/e of 1. If the business isn't terminal, that should be about 6. Will be a big day for the kier share price tomorrow.

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These ratings are submitted by Thunderjack and should be used for information only. They do not constitute any instruction to trade and do not reflect the opinion of this site.

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BUY KIE by Thunderjack on 13 Feb 2020 23:10

Price at rating: , now: …

Share price reversal well underway; hundreds of contract wins over the last 12 months; HS2 going ahead; results due out in 3 weeks.

23:10:11 13 Feb 2020

SELL DC by Thunderjack on 08 Oct 2019 11:08

Price at rating: , now: …

Imminent recession in the UK; sterling near historic lows - all imported product more expensive, squeezing profits for DC; ex-chairman and founder has sold a quarter of his holding recently; big pension deficit; as far as I can see, practically no cash - the business seems to be operating on cashflow which relies on suppliers waiting a long time to be paid; increasing online competition; a massive and costly bricks&mortar estate; a huge workforce creating high operational costs; very few customers in the shops whenever I've visited; warning from the management of 'more pain' to come due to the change in smartphone purchasing dynamics. From what I can see, there are almost no positives for DC; an outdated business model with huge legacy costs.

11:08:30 8 Oct 2019

BUY KIE by Thunderjack on 20 Aug 2019 17:24

Price at rating: , now: …

Recovering share price, reducing debt, good cash raising (rights issue and cancelled divi), top contracts winner by value for 2019 so far, results out in 4 weeks.

17:24:40 20 Aug 2019

BUY KIE by Thunderjack on 03 Aug 2019 18:58

Price at rating: , now: …

New CEO with rationalisation plan; debt is reducing; sale of part of the business (Kier Living) announced; share price has bottomed out due to hedge-fund shorting overshooting the price target -- currently valued at approx one year's earnings and should be 5 or 6 times this value.

18:58:33 3 Aug 2019

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