Specialist
Former EVP at KBR Inc
Agenda
- KBR's (NYSE: KBR) competitive positioning post-acquisition of Centauri
- Government services industry overview
- Synergies and risks
- Removal of KBR's Energy Solutions segment
Questions
1.
What do you think are the most important themes or trends within the operating environment for E&C [engineering and construction] businesses?
2.
Do you expect any changes to the lump sum pricing model? With a lot of projects going over budget and the largest E&Cs trying to de-risk their backlogs as much as possible, do you see the model changing?
3.
What role has KBR occupied historically and where does it currently sit in the market? What are its competitive strengths and weaknesses?
4.
What sort of foundation did KBR have to make the transition into more government services-oriented projects? Is there anything you think it brought to the table that allowed it to make that transition?
5.
Is there a good way to categorise different markets even within government services?
6.
Could you talk about the road from the top half of the lower tier to the lower half of the top tier? What were the integral acquisitions along the way?
7.
What could the next step be for KBR? Is there potential for KBR to double down even further post Centauri, or are there other areas you think it would seek to acquire in?
