Web Site : http://www.kentz.com

Kentz Engineers & Constructors have been in the construction business for almost 90 years, operating in over 20 countries world-wide with a turnover of approximately $600 million. Kentz provide a full range of technical and project management skills, from design through procurement, construction, commissioning and start-up to assist world-wide clients in developing and upgrading facilities.

Kentz is a successful engineering contractor, which serves clients
primarily in the oil and gas, petrochemical and mining and metals sectors.
The Company's principal activities are the provision of mechanical,
electrical, controls and instrumentation engineering, construction and
management services

Kentz today is a truely international company with approximately 7,000 staff in Europe, Africa, the Middle East and Asia and is represented by subsidiaries and offices in over 20 countries world-wide.

All the wrong tips for KENZ.

There was a decent commentary on Investors Champion, www.investorschampion.com, highlighting all the key issues with this one.

Business Financial Newswire
"Kentz Group's operating unit Qatar Kentz WLL has been awarded a multi-million dollar contract by Qatargas Operating Company.

The project includes the electrical, instrumentation and telecommunications work on the new Phase 6, liquefied natural gas storage and loading facility in Ras Laffan Industrial City on the north-east coast of Qatar.

Kentz Group chief executive Dr Hugh O'Donnell said: "We are delighted to be awarded another prestigious contract from Qatargas.

"I believe this award reinforces Kentz's position as a leading contractor in the rapidly expanding Ras Laffan area and continues our long and successful relationship with Qatar Petroleum and its subsidiaries."

5p spread which is just about OK, but average volumes are barely 350k and EMS 5000 ...... prob right that it's a pretty good company, but .....

http://www.investorschronicle.co.uk/MarketsAndSectors/Sectors/article/20090625/19b4f21c-6178-11de-b8e2-0015171400aa/Servicing-the-oil-boom.jsp

Good article in oil services company's from this weeks i.c including Kentz which recieves a bullish write up.

Gone long on KENZ Kentz looks like its just bounced off a line of support at 457p which goes back approx 6 months.

Will be looking for a rise up to recent resistance at approx 485/490p and hopefully more.

KENZ KENTZ

Been checking out broker buy notes
latest I could find..........

Date Broker name New Price Old price target New price target Broker change
20-Jan-12 Investec Securities Buy 440.00p 483.00p 600.00p Upgrade


600p SP target anyone else got anything later please?.

KENTZ (kenz)


TA starting to look positive on this
stock. Nice bullish uptrend channel
developing.

KENTZ KENZ

Brokers like this stock and are firmly
behind it.

Trades on a undemanding P/E of just
14 to year end 2012... derd cheap
given last 3 broker SP targets below..

Date Broker name New Price Old price target New price target Broker change

20-Jan-12 Investec Securities Buy 440.00p 483.00p 600.00p Upgrade
04-Nov-11 Evolution Securities Buy 490.80p 550.00p - Reiteration
09-Sep-11 Goldman Sachs Neutral 450.00p - 610.00p New

Kentz Corporation Ltd

FORECASTS 2011 2012
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Arden Partners
13-03-12 NEUT 48.98 29.80 7.45 55.83 33.19 8.30
N+1 Brewin
13-03-12 BUY 51.68 31.65 7.77 55.85 33.70 8.67
Daniel Stewart
17-02-12 OUTP
Investec Securities
07-12-11 HOLD 50.39 30.47 9.14 54.72 32.65 9.80
Arbuthnot Securities
24-11-11 BUY
Evolution Securities Ltd
18-11-11 BUY 46.76 29.32 7.32 52.36 31.15 7.92
Westhouse Securities
15-11-11 BUY

2011 2012
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 49.70 30.40 7.89 55.06 32.90 8.67

1 Month Change 0.03 0.02 -0.01 0.04 0.03 -0.01
3 Month Change -8.18 -5.00 -1.32 -9.31 -5.52 -1.44


GROWTH
2010 (A) 2011 (E) 2012 (E)

Norm. EPS 52.15% 19.84% 8.24%
DPS 16.16% 76.18% 9.90%

INVESTMENT RATIOS
2010 (A) 2011 (E) 2012 (E)

EBITDA £50.98m £50.50m £56.05m
EBIT £41.75m £m £m
Dividend Yield 0.96% 1.69% 1.86%
Dividend Cover 5.66x 3.85x 3.79x
PER 18.39x 15.34x 14.18x
PEG 0.35f 0.77f 1.72f
Net Asset Value PS 95.06p p p

Thanks for the postings GF.

No probs. dandu

KENTZ (kenz)

Chart actually looks rather bullish
to me and ready to turn about.

Lovely ascending bullish triangle.

Missed this broker upgrade

Kentz Corp Ltd
ALL-AIM
Energy
Buy
600
451
33.0%
Investec

Target SP 600p Upside 33%

Uniformly good broker views.

http://sharedealing.nandp.co.uk/broker-views/KENZ/Kentz-Corporation-news

From SCSW tip sheet Feb 2012 (extract).........

Ahead of results on 26th march. Kentz has just reported that it expects these to be slightly ahead of concensus forecasts. Once again, the order book shows good growth increasing up to a mammoth US$2.50bn, up 50% on a year ago. This demonstrates that as Kentz has worked its way through its contracts, it has won even more and it looks set to continue with a pipeline of prospects sitting at just over US$10 billion whilst net cash has also grown to US$223m.......... ends


Seems very bullish to me.

Broker isssued a buy note yesterday...

Kentz Corporation Ltd

FORECASTS 2011 2012
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

N+1 Brewin
22-03-12 BUY 51.68 31.65 7.77 55.85 33.70 8.67

Hemscott premium.

sp down 5% today?

Same as you astonished.

Mind theirs been funny action in quite a few i hold. Just the market?.

Investec Results Preview

Kentz should turn in a strong set of numbers on March 26th. We expect 20% growth in EPS. For 2012E, the current record backlog ($2.4bn) underpins our revenue growth forecast leading to further organic earnings growth, whilst the substantial cash pile creates opportunities for acquisitive growth. BUY, TP 600p.

Thanks go to Wexboy and his analysis on KENTZ on link below well worth a read as is all his findings.....

Wexboy - 23 Mar'12 - 01:07 - 2353 of 2395


Hi folks,

Just posted Part IX of The Great Irish Share Valuation Project, including my fair valuation and commentary about Kentz:

http://wexboy.wordpress.com/2012/03/22/the-great-irish-share-valuation-project-ix/