Reddit Posts
Net Lease Office Properties (NLOP) - A classic "toxic waste" spinoff (Long thesis)
So which boom boom stocks are you buying?
Public Companies in the Plastic Recycling Space
Public Companies in the Plastic Recycling Space
Elbit Systems Joint Venture, Affinity, Awarded $88 Million Contract for operating Additional Tradining for the Royal Air Force
Mentions
It's KBR dopeys, got some cheap calls yesterday they be printing for months to come . Do the DD it's an undervalued gem.
I worked that molycorp mine in like 2012 (mountainpass ca) when they were bringing it back online. We had literal Chinese spies set up those big ass NFL sized camera lenses "across the road" Like the public BLM land about .5-1.0 miles away. We couldn't get spec sheets for half the lanthanum process and had to air gap a computer to print P&IDs for certain processes. Someone left a huge packet in a port-a-john and we got a talking to from legal... was a fun trip to the desert. (They have wild burros (donkeys) and endangered tortoises there as well) * but China played it well. They slowed their sales, stock piling a bunch of stuff. Then Molycorp opens, and starts producing and where the US beat china was in the processing. We could get almost 100x the amount out at the same concentrations. They just process way more rock. * Then china floods the market when moly corp is trying to sell. Short sighted investors and stupid planning / construction (KBR was over the project...) and you had a (excuse the pun) rocky start. * So all the buyers just buy up china's super cheap stock, have no where else to store the excess and china keeps the prices low until moly corp shuts down... then, like US lumber during covid, US ammo during covid, etc they just slow production. Empty shelves means panic buying and price increases. * Japan had a fishing boat "In Chinese waters" China responds with refusing to sell them rare earths etc. * It's one of those markets that is super niche and people don't actually know anything about it but it's a fairly important stick to wield. * Capitalism wise I wouldn't bother investing in US mines simply because China will do the same thing again to under cut them until they close. We don't have a "back by the US government because of Government interests" thing to keep them running.
They divested KBR 20 years ago.
AMD, V, and KBR were not top 10 S&P 500 stocks 12 years ago and would not fit OPs strategy.
KBR is down 17.86% YTD which is meaningless to me since I’m up over 300% still. You are also assuming that I have zero exposure to ETFs which is wrong. I’m risky but not that risky. I also jumped in on NVDA late in my brokerage but still in time to catch 50% return and rising. UNH is also a bad example bc I would have never invested in them. I pick the right ones and they aren’t one of them. After doing this for 12 years it’s safe to say it’s not luck but call it what you will.
Agree with you, but i think you’re underestimating luck. The S&P500 readjusts holdings that fall in marketcap alot. Like UNH was such a good growth story until it wasn’t. Your own example of KBR fell so much this year, (-30% as of writing) Plus hodling and not looking back made you miss out on daddy NVIDIA. Maybe you can say “I could adjust my holdings this way… or I could…” but then you’re just the average investor
I did this strategy 12 years ago bc I have a high risk tolerance. I maxed my Roth each year with a different company (AMZN, AAPL, MSFT, AMD, V, KBR and others) and am still holding. Needless to say, I will be retiring way early thanks to those decisions.
Also, I ran the LOGCAP in Iraq (KBR/Flour). They ALL have retired flag officers in the C-Suite. They hook each other up ad infinitum. They’ll bag contracts. Even if the tech sucks.
they spun the construction stuff off to KBR so someone else can hold the bag when they electrocute a bunch of soldiers in Iran
As someone who’s seen this movie before, buy all the KBR calls you can afford. You’ll thank me later.
gonna have to change his name to KBR when it’s over
Yeah…….but if you bought KBR recently you bought the top. If you have $160k equity in this company for real surely you’ve got more to say
Because KBR isn’t performing well and you’re talking about buying a yacht.
I've held 3,000 shares of $KBR (80% defense + 20% energy transition work). Inshallah I will buy a yacht with the proceeds
GLD, ITA, HAL, FRO, KBR to name a few
Solid month for VG! Are they just an LNG play. I ended up closing my KBR position, but they are seeing a lot of success with contracts around LNG.
$KBR Q1 Non-GAAP EPS of $0.98 beats by $0.12. Revenue of $2.06B (+13.2% Y/Y) misses by $10M. Bookings and options of $1.4 billion with 1.0x book-to-bill (1.1x TTM book-to-bill) * Net income grew 25% to $116 million * Adjusted EBITDA up 17% to $243 million with improved margin of 11.8% * Executed $156 million in share repurchases, returning value to shareholders * Won multiple new contracts worth over $490 million combined “KBR delivered strong performance in the first quarter, driving higher year-over-year revenues, margin, earnings, and cash flow,” said Stuart Bradie, President and CEO. “We remain focused on consistently executing well on our major projects and controlling what is within our control. We are benefiting from ongoing robust LNG demand, with increased Plaquemines activity yielding greater profit and cash flow. HomeSafe move volumes continued to ramp up during the quarter with rising customer satisfaction scores. Additionally, we are maintaining strong bid volumes and seeing continuing momentum with strategic new contract wins.” Mr. Bradie continued, “Although we have not seen any material program or contract cuts in our U.S. government base, the environment remains volatile, and we remain agile to meet changing customer demand dynamics. We are realizing the benefits of our previously announced segment realignment plan and managing our indirect costs during this period of heightened uncertainty. We remain bullish on KBR's long-term outlook. In the first quarter, we executed one of the largest share buybacks in the company's history, acting on the board-authorized $750 million repurchase program.”
I was talking to someone here the other day about how defense/aerospace is still a strong pocket. From HWM earnings: [https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf](https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf) Slide 5, that segment is up 19% YoY and 9% QoQ. Also on Slide 7, calls out Industrial Gas Turbine as a growth driver. Which aligns with GEV. Also should be good for KBR and POWL. ATI [https://s27.q4cdn.com/226628310/files/doc\_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf](https://s27.q4cdn.com/226628310/files/doc_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf) Slide 3 Seeing solid growth in Jet Engine and Defense.
I'll have to check it out. FTI just got my with their use of robotics and how much their are increasing their EPS. As an investor, I'm cool with revenue slowing as long as you are increasing income/EPS from it. Kind of like how LMB shifted to higher margins and seeing some revenue slow down, but still making way more money because of those high margins and re-occuring revenue. Yeah, I know own MTDR, ARIS, and FTI for the oil plays. KBR is a defense name, but they been winning some LNG contracts.
Calls on Planetary KBR
I long for the days of just a sly bit of grift among friends between the VP and KBR. At least they both had a vested interest in not devaluing the underlying currency of the bribe.
CACI and KBR are also having great days. Some other names in the space.
The Telsa/PLTR thing kind of makes sense, sine it's probably related to rumor of Musk going away from government. Like AMTM, CACI, KBR, KTOS, LDOS are all having great days, which are all kind of government IT related stocks.
I used stocktwits as my watchlist. CACI is up like 6%, KBR, is up like 4% and LDOS is like 3.7%. All solid numbers.
Side note, great day for AMTM, CACI, KBR, LDOS.
Yeah, I remember I found out about CACI from you, so totally trust your viewpoint on that. AMTM is also a spin off of Jacobs, so it's probably got deep connections in their space. I also like AMTM. One thing about when I invest in a company, I have to actually like the company and business. I also like LDOS a lot because they get NASA contracts and I'm a big fan of space. What is interesting too, is a few names have been trying to diversify away from some government work. Like KBR, is winning some LNG contracts. I saw some note around some of the companies are looking at like 2-4% hits from DOGE, which isn't too crazy, but the valuations have really come down in some of the names.
True, but AMTM just spun off and it's harder to kind of see the business as much as SAIC. AMTM had just one inside buyer vs a ton of insider buying from like the past year almost. SAIC also is buying back a fair amount of stock with an already low float. They took out like 6% YoY with only 47M on the whole float. Biggest knock on the company is just not a ton of growth. I think they are looking at like 3% this year and 5% next year. Also, the Return on invested capital has really took a hit for a while: [https://quickfs.net/company/SAIC:US](https://quickfs.net/company/SAIC:US) I think a lot of names in the defense IT sector are pretty interesting if you want to take the contrarian view. Stuff like LDOS, CACI, KBR all look like tempting valuations, just hated by the market.
you'd be the guy giving handies behind the KBR laundry
Buy Toyota, Honeywell, Honda, KBR, NBIS and PG and then do nothing
KBR CAT DJT PLTR MGM I am kinda being facetious like you.
KBR for the long bet.
Invest in evil Cheney and the KBR federation.
Housing starts will move DHI, LEN, NVR, MTH, KBR, and mybpersonal fav: NAIL.
i literally said yesterday calls on HAL and KBR
who is ready to setup camp in Iraq again calls on HAL and KBR
i actuallly made $10 on KBR calls, meant to by IBKR lol. also accidentally bought a put insead of a call and made money lol/
how regarded i accidentally bought KBR calls instead of IBKR. might actually make money off it too.
This is a great spot to be in at the moment. This company isn’t well known, only has 33 followers on Stock Twits. If you buy in know that there is a $50 dollar fee for buying via fidelity of swab. Volume is increasing substantially. Look at KBR within the ASX exchange and you will see it’s blowing up compared to the years prior volume. The Hadrian is in Florida. CRH Ventures Americas is the company that could fund FBR in the event the 10 home build is successful.
I bought KBR a while ago; they also build anaerobic digesters which will be a big way to get biofuels in the future. The stock has done well for me thus far
My first month of options trading 🤡 https://i.imgur.com/KBR2TRM.png
Common Cents Investing video, again..seriously. The guy barely did any diligence on the Company and came out with one of the weakest arguments to be seen for anyone that has done the work. **Following, I will tackle some of his misunderstandings/misconceptions:** * **Let's consider the concept of 'priced for perfection.’ In the realm of deep-dive due diligence, it becomes evident that several public companies are in the same space as Aduro. For instance, there's PureCycle, a mechanical recycling company with significant limitations and a lack of IP, yet it is valued at an impressive enterprise value of 1.4 billion USD despite being pre-revenue. Then there's Agylix, with a Pyrolysis technology, valued at 243MUSD and generating a loss-making revenue of around 15MUSD. And let's remember Mura, another iteration in this space with the latest private investment by KBR at over 1BnUSD valuation with a plan to recycle up to 1M tons of plastic waste by 2030. So, when I look at all these less effective comparables and the current valuation of Aduro, I am blown away by anyone who says Aduro is anything but undervalued, especially when we put this in the context that plastic upscaling is one of many verticals that Aduro is addressing and that they can address the 80%+ of that market that none of the other 70+ technologies in this space touch** * **Contrary to the claim that revenue growth is challenging, a deeper dive reveals that Aduro is poised for significant growth. With six companies, five of which are multi-billion dollar players, testing and potentially collaborating with Aduro, the company is set to generate substantial revenue. Aduro’s projection of two of these companies increasing their testing revenue from 100-200k/year to 500-1M dollars per year could result in 1 to 2M dollars of revenue for Aduro. This, combined with the transition from R2 plastic to R3 plastic and the potential for additional collaborations, could see Aduro generating c. 10MUSD by 2026, more than enough to sustain the company's growth or c. 13MCAD/year, which is more than enough to cover Aduro’s burn by then assuming the burn doubles from current levels (from 5 to 6M/year to 10 to 12M/year). This places no value on other potential customers wanting to test the technology through the Customer Engagement program, nor does it touch on any licensing revenue that they might have by then. It also places zero value on any of the other verticals Aduro has (heavy oil, renewables, etc.), which will most likely bring in revenues and/or grants to Aduro.** * **Addressing the Go public and giving away 55% of the Company to the RTO holders. Again a very high-level superficial claim as Aduro’s management decided to align themselves with shareholders and not get their entire Equity holding unless they hit certain milestones, so when they agreed to that initial RTO structure, they only received one-third of their share ownership, and then they received another one-third post third party validation, with one last tranche pending (although they have met one of the six criteria to be granted the rest of their shares. Additionally, Aduro would have been purchased for equity by a large US O&G in 2020, whereby Aduro would have sold for a massive premium relative to the RTO route. COVID-19 happened, and Oil went negative, and that deal fell apart. At the time, Aduro's main focus was heavy oil upgrading. Then, as they needed more capital during COVID-19, the only route they found (as non-capital market people) was going through the RTO route via Dimension Five, which was owned and maintained by Zimtu Capital for two years plus. The terms of the RTO were not ideal, but it was either that or 11 years of work down the drain..in any case, anyone who has done their diligence realizes that a significant value got unlocked since the IPO, and in reality, the main vertical today, being plastic was pursued post the IPO via the funding obtained since the IPO.** * **Addressing the Investor Relations again: as far as I know, there are the following active IR contracts: 1) OTBC - these are the same network that got Aduro in Jake Tran's YouTube channel, which I follow. Jake is very selective in the Companies he covers, and none of the companies I have seen outside of Aduro are public. I view this as the only actual IR contract right now and I think the extension is mainly to get new/signficant YouTube coverage from similar channels 2) Crystal Research: this is not an IR contract in my opinion; Jeffrey Kraws:** [**https://www.linkedin.com/in/jjkraws/**](https://www.linkedin.com/in/jjkraws/) **is a well-followed analyst (mainly covering Biotech stocks and pre-revenue disruptive Tech) and has access to a massive network of investors, which he will approach once their research report is ready. So, the 50,000 USD that Aduro has paid is for the cost of putting the research report together and distributing it. Jeff often appears on mainstream media outlets such as CNBC. It would be a fantastic exposure for him to mention Aduro on such outlets in due course 3) ArrowHeads, at this juncture, are being paid to set roadshows to meet investors in the US, which is excellent as the Company needs to expand its footprint towards family offices and institutions in the US instead of the retail crowd. Arrowhead is doing this for 50,000 USD over six months (c. 8.4k per month). I asked Mariusz, and he advised that he is not under contract (as in he is not getting paid by Aduro for his videos etc). As for Ryan from Independent Investor, the guy charged Aduro 6k to create 12 videos and owns over 50k shares he paid for. As far as the latest video they did with the View Point project, which was paid for earlier in 2023 and took two months+ in preparation, Aduro only covered the cost of production, which was c. 50kUSD and the View Point team would make their money via ads on major TV channels. In a nutshell, I think those who keep harping on the excessive IR contracts are clueless and have no idea what took place vs reality**
Same, here’s my research: National moon landing attempts 2018 - China - soft landing 2019 - India - hard landing 2020 - China - soft landing 2023 - India - soft landing 2023 - Russia - hard landing 2024 - Japan - soft landing, upside down Commercial moon landing attempts 2019 - Israel - hard landing, no surface transmission 2023 - Japan - hard landing, no surface transmission 2023 - US - didn’t make it to moon 2024 - US (LUNR) - soft landing, transmitting from surface CEO is former deputy director of NASAs Johnson Space Center and before that head of engineering there. $1b in public contracts from NASA currently (including a 730m joint venture with KBR), additional commercial payload revenue, potential classified defense space force contracts. Awarded nearly half (3/8) of NASA CLPS lunar missions. Most analyst PTs are 13+, one is 10. $120m lander cost, which is less than what it cost to MAKE THE MOVIE ABOUT APOLLO 13 (starring Tom Hanks, adjusted for inflation)
I believe it’s profitable operationally. They made a video about how they worked outside in the Texas heat to avoid spend on a special facility. $720m joint venture NASA five year contract with KBR in addition to the 3/8 NASA CLPS awards (almost half)
How many rockets did SpaceX crash? Wouldn’t you jump in if they IPO’ed? Everyone is losing their shit. I have $200k invested in $LUNR and there long. Let’s get back to this convo in 2 years shall we? They have already 3 contracts in the pipeline with NASA and, as a reminder, in April 2023, a joint venture of Intuitive Machines and KBR was awarded a contract worth $719 million to support NASA's Joint Polar Satellite System. So who cares if it landed sideways as long as NASA is happy and a milk cow. Next landing will be smoother. What matters to a stock are financials and for 2024 they’ll make $300M in revenue. So just watch. Market manipulation and emotional involvement is exactly why newbies fail at trading.
"KBR and Intuitive Machines Win Joint $719 Million NASA Contract for Orbital Services ... " They have a long to do list for both Nasa and the US Air Force. They already have the contracts. Its not just future moon landings. There's literally billions of dollars of potential revenue in the next few years from the Government that is up for grabs. They already have been awarded a good share because they proved they can deliver. That is why the stock will recover. If NASA and the US Air Force believe they are worth investing in I can too.
National moon landing attempts 2018 - China - soft landing 2019 - India - hard landing 2020 - China - soft landing 2023 - India - soft landing Commercial moon landing attempts 2019 - Israel - hard landing, no surface transmission 2023 - Japan - hard landing, no surface transmission 2023 - US - didn’t make it to moon 2024 - US (LUNR) - soft landing, transmitting from surface CEO is former deputy director of NASAs Johnson Space Center and before that head of engineering there. $1b in public contracts from NASA currently (including a 730m joint venture with KBR), additional commercial payload revenue, likely classified defense space force contracts. $100m lander cost, which is less than what it cost to MAKE THE MOVIE ABOUT APOLLO 13 (starring Tom Hanks)
>KBR works in various markets including aerospace, defense, industrial and intelligence.[3] After Halliburton acquired Dresser Industries, KBR was created in 1998 when M.W. Kellogg merged with Halliburton's construction subsidiary, Brown & Root, to form Kellogg Brown & Root. In 2006, the company separated from Halliburton and completed an initial public offering on the New York Stock Exchange.[4]
No for Saudi, and I don't know what KBR is.
You work for Aramco? Or KBR?
Who is KBR? I googled KBR and random energy companies came up.
Vectrus, KBR, PPG, and Fluor are safe bets. Probably many similar companies
KBR likely involved imo
KBR will get a piece of the pie
KHC, TPR, KBR, CVX, CFG, and for your flyer: CRSP
What's the risk profile? I like keeping a "safety" bet on dividends, a playful portion on growth stocks, and anything I don't need on flat-out gambling. For long-term also, my fun dice are rolling on AI military applications and construction (they go hand in hand). For example, Ukraine has a lot of construction work in its future and companies like Fluor and KBR will have enormous long-term contracts
lists a fuck ton of customers of some renowned... but i dont see KBR or G4 on there so im un impressed
Dick Cheney? Is that you? Here’s a truncated rundown of the shit Haliburton is known for. From [Wikipedia](https://en.m.wikipedia.org/wiki/Halliburton) (click the link if you wish to see any source refs): Iraq War Halliburton has become the object of several controversies involving the Iraq War and the company's ties to former U.S. Vice President Dick Cheney. Cheney retired from the company during the 2000 U.S. presidential election campaign with a severance package worth $36 million.[52] As of 2004, he had received $398,548 in deferred compensation from Halliburton while Vice President.[53] Cheney was chairman and CEO of Halliburton Company from 1995 to 2000 and has received stock options from Halliburton.[54] In the run-up to the Iraq War, Halliburton was awarded a $7 billion contract for which only Halliburton was allowed to bid.[55] Bunnatine Greenhouse, a civil servant with 20 years of contracting experience, had complained to Army officials on numerous occasions that Halliburton had been unlawfully receiving special treatment for work in Iraq, Kuwait and the Balkans. Criminal investigations were opened by the U.S. Justice Department, the Federal Bureau of Investigation (FBI) and the Pentagon's inspector general. These investigations found no wrongdoing within the contract award and execution process.[citation needed] In one of Greenhouse's claims, she said that military auditors caught Halliburton overcharging the Pentagon for fuel deliveries into Iraq. She also complained that Defense Secretary Donald Rumsfeld's office took control of every aspect of Halliburton's $7 billion Iraqi oil/infrastructure contract. Greenhouse was later demoted for poor performance in her position.[56] Greenhouse's attorney, Michael Kohn portrayed her performance reviews as punishment for criticizing the administrations, he stated in The New York Times that "she is being demoted because of her strict adherence to procurement requirements and the Army's preference to sidestep them when it suits their needs."[57] Deepwater Horizon explosion An internal report released in 2010 by BP into the Deepwater Horizon explosion claimed that poor practices of Halliburton staff had contributed to the disaster. Investigations carried out by the National Commission on the BP Deepwater Horizon Oil Spill and Offshore Drilling found that Halliburton was jointly at fault along with BP and Transocean for the spill. The cement that Halliburton used was an unstable mixture, and eventually caused hydrocarbons to leak into the well, causing the explosion that started the crisis.[58] Halliburton pleaded guilty to destroying evidence after the April 2010 Deepwater Horizon disaster; the company destroyed computer simulations it performed in the months after the accident, simulations that contradicted Halliburton's claim that it was BP who had not followed Halliburton's advice. BP had employed Halliburton to oversee the process by which cement is used to seal casing in oil and gas wells, thereby preventing leaks. Government investigators had ordered companies involved in drilling the well to preserve all relevant evidence.[59] Allegations of corruption in Nigeria In early December 2010, the Nigerian government filed corruption charges against Cheney in connection with his role as the chief executive of Halliburton.[60][61] The case relates to an alleged $182 million contract involving a four-company joint venture to build a liquefied natural gas plant on Bonny Island in southern Nigeria.[62] Earlier in 2009, KBR, a former subsidiary of Halliburton, agreed to pay $402 million after admitting that it bribed Nigerian officials, and Halliburton paid $177 million to settle allegations by the U.S. Securities and Exchange Commission without admitting any wrongdoing.[63][64] In mid-December 2010, the case was settled when Nigeria agreed to drop the corruption charges against Cheney and Halliburton in exchange for a $250 million settlement.[63] According to Femi Babafemi, the spokesperson for the Economic and Financial Crimes Commission, the $250 million would include approximately $130 million frozen in a Swiss bank, and the rest would be paid as fines.[62] The Federal Contractor Misconduct Database details 10 instances of misconduct since 1995 under which Halliburton has agreed to pay settlements of $791 million.[65] A further 22 instances of misconduct relate to the company's former subsidiary KBR.[66] Environmental issues In 2002, Toxics Release Inventory (TRI) reports were completed to measure the amount of chemicals emitted from Halliburton's Harris County, Texas facility. The TRI is a publicly available EPA database that contains information on toxic chemical releases and waste management activities reported annually by certain industries as well as federal facilities. The facility had 230 TRI air releases in 2001 and 245 in 2002.[67] On June 7, 2006, Halliburton's Farmington, New Mexico facility created a toxic cloud that forced people to evacuate their homes.[68]
People are always quick to point to the usual players l - Lockheed Martin, General Dynamics, Raytheon, Northrup Grumman. There is a whole other plethora of companies deeply involved in the military and department of defense in general that stand to continually benefit from war. Government personnel services and consulting like Booz Allen Hamilton, CACI, Science Application International Corp., Leidos. Engineering and tech consultants (think Haliburton in Iraq) - Jacob's Solutions, AECOM, KBR. Shipbuilding - Huntingtin Ingalls.
You could consider DoD engineering/construction consultants like ACM, J, and KBR. Or DoD "services" like BAH, SAIC, CACI, or LDOS. All very interesting companies deeply tied in with the military that aren't directly related to combat.
Thanks VM, mad decent of you to address me as if I wasn't a full-on degenerate alcoholic gambler. Already bought calls on RTX and LDOS, considering GD, LHX, BAH, KBR, and LMT... Would on BA but it's not at a good place to buy calls. Super high premiums after yesterday's rocket upwards and today's gap up...
Exactly we should really discourage people from pursuing careers in medicine, definitely isn't an industry sucking at the open faucet of the federal government... How did we watch Lockheed, Raytheon and KBR steal 2 trillion over 20 years but completely ignore the trillions stolen by factory education...
$RTX $NOC $GD $LDOS $KBR $CACI $BWXT Service ensures returns.
KBR and WAL puts deep ITM at open tomorrow! LFG!!!!!
One thing that I noted about this contract is in partnership with KBR. KBR has a market cap of almost 8 billion. LUNR has a market cap of 130 Million. This is an "fixed-fee indefinite-delivery, indefinite-quantity contract to support work related to NASA's Joint Polar Satellite System. " I suspect KBR will be the muscle behind the work if it is awarded and LUNR will do some contract management and pass through to KBR for work accomplished. LUNR might get 5 % or so for the administrative effort. Don't know when the contract begins, don't know how much will actually be awarded and don't know how much LUNR will get from the actual work that is performed. Only know there is a ceiling of $719 million. The contract must have been set up for Small Businesses to be the Prime - which is great - but who will be doing the bulk of the work (and therefore getting the bulk of the money? My bet - KBR. Also, there is always the possibility of dilution - being a new SPAC. There is an S1 filing from March 31, 2023 that states there are 4,691,812 SHARES OF CLASS A COMMON STOCK that could be issued for .01 cents "from time to time" or some nonsense. This might be typical - IDK. This alone could dilute by 30% or more based on current share count of 14.7 million. Ya - gonna watch and maybe day trade this but not holding - no way.
I honestly don't think we will even need US troops directly involved in that conflict. They could just send KBR to do all the heavy lifting and let the Taiwanese and Japanese handle everything else.
Yeah. I’m all for evs but how is our grid so unreliable. Instead of invading Iraq and building schools and roads maybe we could’ve won hearts and minds in the home front. But then Halliburton and KBR execs wouldn’t have gotten those vacation homes
It's revolting. I went to school in DC thinking I would work for the UN. I worked for Halliburton with KBR during the 2nd Iraq invasion. I quickly realized the level of corruption in contracting was staggering. DC is intoxicating when you work in that world...it really is. But gross.. However...this falls strictly on voters and gang mentality between team blue or red. People vote for pieces of shit because they believe TV marketing and carry their corporate news talking points in their back pocket everywhere. So...as upset as people are by this soft corruption...they do nothing about it.
KBR knows how to build them. they did one at Gorgon in australia. Google also did at least one at one of their data centers in Europe. It actually doesn't have a long way to go before they can be implemented. there is already dozens working around the world. it is 100% feasible and profitable for companies today. what is stopping them is greed. both from the powers that control existing water infrastructure and the powers that would potentially build and operate these plants. the powers that control the existing infrastructure want more money for themselves so they continue to use their power, like lobbying, to maintain status quo. while the powers that would build these are never going to take any risks using their own capital when they know that the govt will gladly take that risk for them at some point. and it will be orders of magnitude more profitable when the govt is desperate. so they're just waiting until the govt is desperate enough to write a blank check to build these plants. but don't think you or I will ever have a chance to get in on the ground floor of any of these companies. their shares will be offered via private tender whenever they start getting govt contracts. they will only ever go public when those private investors want to exit. at that point they will have realized all of the profitable potential in the equity there is to realize and the common stock will be so heavily diluted and the operations so commodified there will be no growth potential. it would be best to wait to see which companies go public with heavily dilutable stock plans and short that company once they've gotten enough hype and all the private investors start to exit.
Raytheon, KBR, General Dynamics, Allison, ... basically everything that is a contractor for the government.
I was an aerospace technician on the dragon capsule years ago. I got fired in 2015 because I had terrible depression after an episode of psychosis a few months before. Dropping things, forgetting things, messing up procedures. A few days later, I sent my ideas for the Hyperloop hoping for some kind of vindication I guess after getting fired. To which Musk used. I never asked for any compensation or even recognition but he did pay me back a couple years later. I still had really terrible depression and was in and out of mental institutions. My partner was still working there and Musk let him put me on his health insurance to get transcranial magnetic stimulation even though we weren't married. The VA wouldn't cover it. After I finished my treatments, the psychiatrist said he read the news that the VA ordered a bunch of TMS machines. I don't know if Musk had anything to do with that but the coincidence was odd after begging them for months to at least send me to a private provider. I stopped having psychotic episodes for many years and the depression was alleviated enough to where I wasn't suicidal all the time. He gets a lot of hate that is largely warranted but I'm very grateful to him for covering my treatment. I got leukemia a year after I got the TMS treatment. I guess from exposure working on planes in the Air Force and the KBR burn pits when I was deployed to Iraq six years before. Pesticide exposure from living in substandard housing when I got out. My partner fought with SpaceX for a year to let him transfer to Texas so he could take care of me. They said he "took too much time off" helping me through chemo. He finally gave up and quit after working there seven years and moved to Texas. I had to have three years of chemo on the pediatric protocol. A protocol developed by St. Jude's. When I finished, Musk arranged a fund raising campaign for St. Jude's and pledged to donate $200 million for the civilian launch last September. My partner also got a generous amount of stock from SpaceX. So I guess he made up for screwing him over.
1 KBR share Military stockk, war, advanced DD. 3 KBR 49 Call Jun 17 2022 It appears to get a bounce at each bottom, probably timed it wrong well see. 1 TSLA Put June 16 2023 This was 5 dollars spent to piss this thread off.
“But stocks in good companies” See that’s my problem, I only pick shit companies lol. If you look at my portfolio, I’ve only chosen 1 good company (KBR) and 1 ok company (PBR), everything else was a bust. Just this year I’m down 46.9% as of today.
$KBR for the win. Oil and guns!
God damn KBR was everywhere in the Middle East… pretty sure i took several dumps in their trailer shiters supplied by KBR.
$KBR. Those slime ball ass homes have been a major part of every rebuild I’ve seen for the last two decades. And they’ve only grown since my days in Iraq.
After Hours Losers $FTCH -2.6% $RELY -2.0% $VNO -1.8% $CVNA -1.8% $GPS -1.8% $TRIP -1.6% $ENTG -1.5% $SPT -1.5% $KBR -1.5% $KOS -1.4%
Military contractors AKA mercenaries, soldiers of fortune, guns for hire. KBR looks interesting...
They don’t do any defense contracting. That was nearly 20 years ago and KBR was spun off. They only picked up that sector with the purchase of Brown and Root anyway. Their upstream oil and gas field services only these days.
Halliburton doesn’t do defense contracting anymore, they sold KBR in the kid 2000’s
This is what I'm doing now. For me it was the reverse. We had the ability to buy even individual stocks, etf, and mutual funds through a Prudential hosted 401k. Then bought out by mega Corp (KBR) and forced everyone to a mutual fund only 401k with Vanguard. Pisses me off that I'm forced to pay management fees.
>KBR Interesting, I will research ty
Look into the infrastructure companies. KBR got paid something like $250k for every plywood shack- I mean living quarters- they built in Iraq. They'd literally build fields of them, leave them up for 1 month, tear them down and build new ones with the same wood.
Northrop, Textron, Lockheed, Raytheon, General Dynamic, KBR, BAE systems, Boeing, Aeroennviron or whatever it is. Anything related to ISR, logistics, weapons or support. Throw a dart at any of the big name defense contractor companies. Pick it.
Dude, I’m negative in every single one of my investments and have been for a while, all but my KBR and PBR. I was doing great with options in 2020 but now out of all my options that expire in January 2022 are all negative big time except for a positive $12 in my $200 AMD call. I literally would have made more money if I would have put it in my savings account.
KBR might be where it's at after that GE espionage case🔥
Hi thank you for the kind words! Let me first just reiterate that there is still quite a bit of risk here although it appears as though Fluor is gaining ground contract backlog still remains down substantially since the start of the pandemic so that is an important metric to focus on. That being said even if it doesn't grow this quarter I am still optimistic that as the pandemic slows and commodity prices stay high Fluor will be able to grow backlog substantially. Also even if they dont since Fluor is currently Free Cash Flow positive. I anticipate that they can be profitable at their current level of backlog aswell so thats also worth noting. The key is they have to stop backlog from shrinking. With that being said I would suspect that the high price of uranium would be positive for Fluor. Its been a while since I've researched this but from what I understand there are alot of existing mines that have been idled or closed durring the long uranium bear market that can be reopened. Of corse this is still good for Fluor as I would imagine these mines need to be retrofitted although I am far from an expert on this topic. Fluor actually has an interesting Materials handling buisness that I've recently been researching. Its useful for things like conveyer belts for transporting ore. So these should bennifit from mines reopening. Additionally if the mine operator is very concerned about carbon emissions this buisness can probably assist in electrifying the mine. (Fluor mentions this in their strategy day) From past experience materials handling is actually a very fragmented high margin automation buissness so I'd very much like Fluor to lean into some of these contracts and expand into factory materials handling. Could be good given the labor shortage and declining demographics. (Which is also a risk since labor coats may prevent new contracts) Setting this all aside I also think Fluors strong partnership with the DOE should help them win some uranium processing agreements with Centrus Energy aswell. Current nuclear fuel needs to be enriched before it goes into a reactor. Assuming there's growth in this area there might be some nice EPC contracts here aswell. So overall this should be a nice area of work for Fluor. Then of corse you can look at this from a NuScale perspective. I expect SMR's to drive a significant amount of future demand for uranium as they are adopted. Fluor being the largest investor in NuScale and also having exclusive EPC rights on their reactors seems as though its gonna be a massive win and lead to more mining work for Fluor in unexpected ways. For example a polish mining company announced that they want to use a NuScale SMR. https://innovationorigins.com/en/small-nuclear-power-plants-are-gaining-traction/ If you are already collaborating with Fluor and Nuscale to build a reactor near one of your mines why not also use Fluor to do EPC work on the Mine aswell? There's also the high price of fossil fuels thats worth keeping an eye on for now. While I obviously want to transition away I think its very possible that this is a short term boom for Fluor. Fluors competitor Jacobs engineering sold their fossil fuel buissness and KBR exited oil and natural gas all together. Meanwhile the price of natural gas and oil has gone through the roof at Fluor is a preferred contractor in an industry with less players. Hopefully there will be more LNG contracts for Fluor near term they are doing a good job so far on LNG Canada and while I dont want them to be overly focused on this buisness I do think they should do their best to make money here while there realigning the buisness. Theres alot more I could discuss but the buisness is slowly turning around.
It went public 5 years ago without have ever made a single sale. All they had was the tech. Four years ago they sold their first commercial machine to Jabil. Since then they've acquired all sorts of top tier early adopters: L3Harris, US Army, US Airforce, Homeland Security, US NAvy, KBR, Signify, Secret Service Agencies, Universities, etc. Pandemic slowed everything down because borders were closed and many business froze capital expenditure spending. So they're gearing back up now in Q2 as travel became viable and borders opened again. Dragonfly and Fabrica are both revolutionary tech.