Thunderjack's Ratings

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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.

The colour of the lines on the chart indicate the performance of the rating based upon the price at the point the rating was submitted. More information »

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BUY KIE by Thunderjack on 19 Jul 2022 11:22

Price at rating: , now: …

Refinanced business with new management team; net cash position at year end (no net debt); increased turnover by 26%; very low 2023 price/earnings (approx p/e of 2). An incredible buying opportunity according to Peel Hunt. Government spending is main source of income - more secure in recessionary environment.

11:22:13 19 Jul 2022

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 From what I can see, there are almost no positives for DC; an outdated business model with huge legacy costs.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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