Updates

Kentz

August 2012

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Unlike rivals Cape and Lamprell, which have each blotted their copy books with profit warnings, Kentzâ€™ strong record of execution continues with the group reporting that it continues to trade inline. There have been no big contracts going wrong or running over budget. At the end of May, its backlog of work was US$2.5billion, which underpins its forecasts for this year and next.Morgan Stanley has just upgraded its forecast eps to 57 cents for the year to end December and 64 cents next year.Having been derated due to the problems of its peers the shares trade on a PE of under 9 dropping to under 8 next year. ...

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Kentz - Bid approach at 935p a share (July 2014)

Kentz - Receices two bid approaches (September 2013)

Kentz (June 2012)

Kentz (May 2012)

Kentz (February 2012)

Kentz - To exceed market expectations (March 2011)

Kentz - Record US$1.5bn order book (February 2010)

Kentz (October 2009)

Kentz (July 2009)

Kentz (June 2009)

Kentz (February 2009)

Kentz (November 2008)

Kentz - Results on 15 September (September 2008)

Kentz - 80% of order book from Middle East (August 2008)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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