looking good at this level...

[#1]

10 minutes after I bought 10000 ESR yesturday someone bought 2000000 shares. judging by their interims Im thinking this one could have a nice run up to results time...

[#2]

Ja, it looks very cheap - I have enough cash left to make a construction share move - and currently trying to decide between ESR or BSR, tough choice!

[#3]

Looking at ESRs interims and taking into account they have very little competition compared with the general construction stocks ESR looks like a very safe bet. Results should be out in about a month. and if their interims were up something like 70% we could expect a trading update towards the end of this month. OMO

[#4]

Can you explain what you mean by limited competition? I am not technically clued up enough to understand their competitive edge?

[#5]

Off the top of my head, they do all the piling and preparing of construction sites. ESR is the largest specialist contractor in the country for sub-surface foundation work.

[#6]

much obliged, thanks!

[Wino]

Also don't forget, BSR are paying a meaty dividend next month. I am also trying to decide between the two.

[SKALA]

For what its worth, I went for BSR a while back already. Reading all about them on this site and their own statements makes me comfortable to hold for a while.

[Goldbull]

ESR specialises in geotechnical engineering - engineering behaviour of earth materials. I'ts part of my porfolio.

[#10]

Im also holding a bit of BSR, (and MUR but sold most of them this week after the 15% climb.) But I reckon ESR bar any gremlins in the final results is going to pay a meatier Divi than BSR. I've got my eye on some more RBX which hasnt moved all that much but still a good company.

[f4jsa]

Bear in mind also ESR operates with margins of around 20% due to their speciality nature - much room for error. Other general construction stocks have much lower margins of around 8% with compression coming. Seems ESR the safer construction play. And at these PE's a no-brainer.

[#12]

Some Big a$$ trades going through again today.