Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

Kentz Engineers & Constructors (KENZ)     

PapalPower - 23 Mar 2008 15:19

Chart.aspx?Provider=EODIntra&Size=283*18Chart.aspx?Provider=Intra&Code=KENZ&Size

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.

goldfinger - 23 Mar 2012 09:19 - 77 of 124

Uniformly good broker views.

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

goldfinger - 23 Mar 2012 12:52 - 78 of 124

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.

goldfinger - 23 Mar 2012 13:01 - 79 of 124

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.

halifax - 23 Mar 2012 13:27 - 80 of 124

sp down 5% today?

goldfinger - 23 Mar 2012 14:08 - 81 of 124

Same as you astonished.

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

goldfinger - 23 Mar 2012 14:11 - 82 of 124

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.

goldfinger - 23 Mar 2012 15:29 - 83 of 124

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/

goldfinger - 25 Mar 2012 20:34 - 84 of 124

Getting ready for tomorrow. Hoping
for a good market day (it does help)

Just a reminder....

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.

goldfinger - 26 Mar 2012 07:15 - 85 of 124

Fantastic news we beat the revised
concensus estimates.

heres what we were looking for

Pre tax $78.58

EPS 47.70

http://www.investegate.co.uk/Article.aspx?id=201203260700250197A

goldfinger - 26 Mar 2012 07:25 - 86 of 124

KENTZ (kenz)


Heres the actual figures

pre tax ...Profit before tax in 2011 increased by 18% to US$79.4m (2010:US$67.5m)

EPS..... EPS (diluted) 48.98 US¢ up 23% (2010: 39.91 US¢)

Broker Concensus figures were.....

Pre tax $78.58

EPS 47.70

Hemscott Premium

And the concensus figures were revised upward after last results so we beat them easily.



goldfinger - 26 Mar 2012 07:31 - 87 of 124

Chairman's Report



Kentz delivered another impressive performance in 2011, with growth in order intake, sales and earnings finishing ahead of expectations.

goldfinger - 26 Mar 2012 07:35 - 88 of 124

Chairman's Report



Kentz delivered another impressive performance in 2011, with growth in order intake, sales and earnings finishing ahead of expectations. In many ways the year represented a significant turning point for the Company; not least with our graduation to the Main Market of the London Stock Exchange.



While Company values of Safety, Teamwork and Reputation remain at the foundation of our business, we are facing new challenges all the time through the rapidly shifting landscape of the industry, economic and regulatory environments.



The global energy and resources conditions for new project development during 2011 continued to be focused on more remote and emerging areas. The safety track record that Kentz has built over time is central to our operations worldwide and focus on this is more important than ever when entering new areas. The Board takes its responsibility for the safety and welfare of employees very seriously and undertakes regular reviews on processes and performance. The Company's third annual Safety Conference in March 2011 provided an opportunity to bring together people from around the global operations, as well as partners and clients to review and refine procedures. Strong and sustainable relationships with our clients hinge on our reputation for delivery and alignment with their values.



Kentz continues to strengthen its relationships with key clients through the introduction of client account management. These now provide personalised focus for our key customers where a significant majority of recurring revenues occur. This has allowed us going into 2012 to commit greater energy into new client development in the sectors we service and increase our addressable market.



Whilst energy associated stocks were hit during 2011 by a number of credit rating agency downgrades and on-going European debt concerns we believe the longer term outlook for the energy and resource services in our addressable market remain robust. The management team believes the Company's outlook is very positive and continues to see the benefits of a global approach to servicing clients across the sectors in which we operate. During the year we have strengthened our senior management and their teams, through recruitment, training and development, in order to meet the demands of future opportunities for Kentz.



In line with thesignificant achievements of the past year, the Board has stepped up to embrace new guidance on risk, Board leadership and effectiveness, executive remuneration and accountability. These have been set out within our annual report and accounts through our Committee Reports. These Committees have provided direction and control over the growth of the Company's business and ensured that we are complying with all relevant processes, customs, policies, laws, and institutions. I welcome an open and honest dialogue with all our shareholders and members of the Board have made themselves available to meet with shareholders on request.



Lastly, as you will be aware, following the year end it was announced that Christian Brown had succeeded Hugh O'Donnell as Chief Executive of the Company. On behalf of the Board and everyone at Kentz I would like to pay tribute to Hugh for his huge contribution to the Company throughout his 12 year tenure. I personally have enjoyed working with Hugh enormously and we have all benefited from his leadership, experience and wisdom. We are delighted that Hugh has committed to a further three years with Kentz through his exclusive advisory arrangements. It is fantastic for us that his time will be spent on key client relationships and securing new business.



We very much look forward to working with Christian and his management team in the coming months and years and feel confident that the outlook for the business and for our shareholders remains extremely positive.





goldfinger - 26 Mar 2012 07:58 - 89 of 124

Should get broker upgrades over the
next 48 hours...............

Analyst Presentation:



A presentation for analysts will be held at 08.45 am BST, today Monday 26 March. A conference call facility will be available to listen to the live presentation.

Please use the following dial-in-details:

Please dial: +44 (0) 1452 555 566

Conference ID: 64007562

A video interview with Christian Brown, Chief Executive Officer and Ed Power, Chief Financial Officer will be available at www.kentz.com.

goldfinger - 26 Mar 2012 09:02 - 90 of 124

Moving up nicely. Knocking on for 4% rise.

cynic - 26 Mar 2012 09:06 - 91 of 124

i have looked at this one quite regularly but choose to avoid, primarily on the basis that it is so illiquid

goldfinger - 26 Mar 2012 09:38 - 92 of 124

Hi cyners, yep friday it was all over the place . Mostly down. Looks like its having a good one today on back of results being beaten. expecting re -ratings after meeting for analysts this morning at 9.30 am.

goldfinger - 26 Mar 2012 09:48 - 93 of 124

BRIEF-Kentz posts profit rise, had record backlog at end Feb
26 Mar 2012 - 07:31

LONDON, March 26 (Reuters) - Kentz Corp Ltd :

* Profit before tax in 2011 increased by 18% to US$79.4M (2010:US$67.5M)

* Record backlog at the end of February 2012 stood at US $2,439.2M

((London Equities Newsroom; +44 20 7542 7717))

goldfinger - 26 Mar 2012 11:09 - 94 of 124

First broker breaks cover today.......

Kentz Corp Ltd
ALL-AIM
Energy
Buy
600
460
30.4%
Investec

600p SP target 30.4% upside.

goldfinger - 26 Mar 2012 15:28 - 95 of 124

KENTZ (KENZ)

ORIEL also banged out a BUY note today...

Kentz Corporation Broker Views

Date Broker Recommendation Price Old target price New target price Notes

26 Mar Investec Buy 469.50 600.00 600.00 Reiterates
26 Mar Oriel Securities Buy 469.50 - - Retains


More to come in the next 48 hours.

cynic - 26 Mar 2012 17:36 - 96 of 124

a lousy 423k shares traded .... as i said, far too illiquid for my taste
Register now or login to post to this thread.