||EPS - Basic
||Market Cap (m)
Regus Share Discussion Threads
Showing 3876 to 3899 of 3900 messages
|A little surprised that RGU has not bounced back over 300p given it's overseas earnings. Next results will be interesting,|
its the oxman
|Such a large stock overhang|
|It seems as if Mr Dixon is still holding £708 Million at his discounted price - perhaps the rest of the market did not need to discount the share price so much.
Brexit is being featured into too many reports, wherein this business should be able to prosper regardless.|
|Views anyone? 272p opportunity?|
its the oxman
|Numis rated this stock a buy a year ago with a 360 price tag. They have played the share, and do not look further than taking a profit, revising it to a 'Hold'.
Long term holders look to 'value' in assets and a working model.
in the meantime;
In an analyst rating update on Tuesday shares of Regus PLC (LON:RGU) had their rating retained by analysts at Peel Hunt.
The broker said it has now set a ‘Buy’ rating on shares of Regus PLC with a price target of 420. The price target according to the broker shows a possible increase of 35.53% from the current stock price of 309.9.|
|There were two glaring errors in the article linked to in napoleon's post.Then today the headline comments on this site refer to softening in demand in the run-up to the Brexit vote when the results themselves made no mention of Brexit.Regus certainly suffers from fools who write articles about it. I assume the authors of today's articles think Regus is mainly a company with a UK focus. In fact, only 20% of revenues come from the UK.The results look strong although Regus will have to adapt to low growth worldwide in the future.|
|Decent results, not sure about upgrades or forecasts though.|
its the oxman
|Agreed the results are good - the model is good - no one can believe that some business goes on regardless of the ups and downs in the markets.
Their Global Exposure creates a spread of risk with diversification.|
|Surprised no one has commented on the results here!
All very positive!!|
|Quotes: financial firms looking to leave Europe after the UK voted to leave the EU.The first half of 2015|
|Results on Tuesday 9th.
Interesting article gives a good view.....
|14.3k director buy|
|1st quarter trading update will hopefully drive us higher. End April I believe.|
its the oxman
|Dominik de Daniel, Director, (CFO) has bought almost £1 million pounds value of shares in the past three days, apparently at market prices, despite his share award entitlements. In most people's view this would be seen to be a good sign, albeit possibly a share qualification.|
Regus PLC RGU Canaccord Genuity Buy 293.70 289.50 365.00 365.00 Reiterates
Regus PLC RGU Peel Hunt Buy 293.70 289.50 340.00 340.00 Reiterates
Regus PLC RGU Investec Buy 293.70 289.50 370.00 370.00 Reiterates|
|Sold out at 3.30 - prob a good time to get back in gla|
Very Strong results today........
We remain confident in our business model and the long-term structural drivers of our industry. We will continue to invest to increase our levels of customer service, make our business relevant to a wider market, drive greater operational efficiency and deliver long-term shareholder value. We will continue to adhere to our strict financial criteria in executing our growth plans and remain suitably vigilant given the current global macroeconomic uncertainty, with flexibility in both our expansion plans and our cost base. Current trading is in line with management's expectations and we remain confident in our prospects for 2016.
Chief Executive Officer
1 March 2016|
|How much upside do you see Melody?|
its the oxman
|Nice move this morning - I was in at 326p - no reason we should not see a return to the long term trend now|
Regus is performing as expected. Network growth will again be over 25% this year. The key operating metrics of occupancy and REPOW for the mature estate are trending positively. Overhead efficiency continues to improve from organisational change and operational leverage. Investment costs are constrained contributing to post tax return on capital for locations open since end 2011 rising from 23% and a balance sheet only modestly geared. Despite outperformance, we maintain our view that the share price does not capture nearly the potential for value creation.
Guidance for net expansion investment for the whole of this year was formally increased to approximately £230m at the interims from prior visibility of in the region of £180m. This follows sequential net growth investment from 2012 to 2014 of £147.8m, £260.2m and £206.6m, adding 243, 448 and 452 locations, respectively. This equates to network growth of 17%, 30%, and 24%, taking the number of locations at end 2014 to 2,269 (see Figure 3). Management estimate there will be 600 locations added this year, which will be network growth of c.26%, with the emphasis on broadening regionally beyond major cities. Management express some caution towards lease levels in London, New York and San Francisco, which is not unexpected. This is a positive signal for wider market demand, and reassuring that management is tempering expansion where it sees lease rates as out of
line with its views of fair market value. Overall, markets remain strongly supportive for further multi-year network expansion with management reiterating its vision of 20,000+ Regus locations globally assuming growth is sustained. Secular change in working patterns, corporate efficiency and property rationalisation trends and the potential of brand, technology and network leadership by Regus are all factors contributing to creating this potential.
Growth is creating future value and releasing network value. Return on capital is high and rising. Regus’s key return targets have been applied
consistently over many years, and the processes for evaluation and approval of new location investment – greenfield and acquired – have strengthened with experience. New and development of formats creates a differentiated offering that further enhances potential. The most recent new format is the Spaces brand, Regus’s response to WeWork. It comprises large sites targeted at early stage highly entrepreneurial clients seeking the benefits of collaborative communities. Created in Europe, Regus is now taking this concept to the US. We expect formats and innovation to be key themes of the upcoming capital markets day (6 October).|
|No Stifel note out making the buy case, do you want a copy?.|
|P.E. interest ?...|
|Multi-year closing high.|
|Strong results from Regus this morning that will probably get lost in market turbulence. Nevertheless, one to keep an eye on once the market casts off its current madness.|