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    Johnny Kober

    Research Analyst at Numis

    Johnny Kober is an Equity Research Analyst at Numis, specializing in the UK support services and infrastructure sectors. He has covered companies such as Balfour Beatty and other major UK-listed support services and highway operators, focusing on their scalability and operational developments. Kober began his analyst career prior to joining Numis, although detailed historical experience and performance metrics such as rankings or returns are not publicly documented. His role at Numis is backed by professional credentials required for regulated equity research in the UK, though specifics like FCA registration or securities licenses are not explicitly listed in available public sources.

    Johnny Kober's questions to Balfour Beatty plc/ADR (BAFBF) leadership

    Johnny Kober's questions to Balfour Beatty plc/ADR (BAFBF) leadership • H1 2023

    Question

    Johnny Kober from Numis asked about the scalability and lead times for the Support Services business, the impact of U.K. highways delays on maintenance contracts, and how the U.S. construction contracting model has performed amid post-COVID inflation.

    Answer

    CEO Leo Quinn detailed the multi-year process for scaling the Power business, from bidding to construction. He confirmed strong demand for road maintenance and noted that in U.S. construction, inflation risk is typically passed down to subcontractors via fixed-price agreements. CFO Phil Harrison added that while the subcontractor market is tighter, they are monitoring it closely.

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