Renew Share Discussion Threads

[nurdin] 25/2/2016 10:56

I am sure the Poles have a glowing testimony for their business...I will get my coat :o)

[scottishfield] 25/2/2016 10:44

Great chances to add along the way with RNWH imo.

[hvs] 23/2/2016 11:47

I still think it is two blokes and a van who are willing to shovel low level nuclear waste into it !

The POLES do it for FREE

[wad collector] 23/2/2016 10:32

I still think it is two blokes and a van who are willing to shovel low level nuclear waste into it !

[rivaldo] 23/2/2016 10:03

Broker comment not posted here before AFAICS about the recent nuclear acquisition:



"Analysts at WH Ireland said: “Renew has announced a small but helpful deal this morning, namely the acquisition of Nuclear Decontamination Services Ltd.

“While small, it is nonetheless worth a mention as the expertise in decontamination that the target represents is highly complementary with Renew’s existing major decommissioning business.

“We note that recently Shepley was awarded a Decommissioning Delivery Partnership Framework role at Sellafield, this being a major ten year framework, with a potential overall value of as much as £1.5bn.

“We continue to view Renew as a strong pick for 2016 based on its status as a quality, UK-focused business which is well-managed and which delivers essential and fully budgeted maintenance services, and as highlighted in our recent research. Buy.”

Shares rose 3.5 per cent to 414p on the news."

[bergster56] 20/2/2016 12:13

Did some research and expected earnings for 2017 at just under 32p. Excellent opp to add at sub 400

[bergster56] 20/2/2016 07:35

Do people think the current share price levels are cheap? Based on last annualised results the recent/historic pe is very high. Positive though is minimal debt levels

[santangello] 13/2/2016 16:48

Cream always returns to the top.

Fabulous buying opportunity, and the wider market should rocket Monday a.m, and any mark up of our gem at all, and I have plenty of funds ready to 'steal' more.

[panic investor] 13/2/2016 13:13

things - even quality like this - can get cheaper !

[nurdin] 13/2/2016 12:20

Down 15% in just 2 weeks.A bit disconcerting but perhaps a buying opportunity looming.

[santangello] 12/2/2016 19:08

Was only a guess imranawan, too spectacular a fall off the cliff to not speculate.

Looking for support around 335p and I will be massively adding, and guess I will not be alone?

[imranawan] 12/2/2016 19:05

Santangello - where did you get the info about RNWH being shorted. I've checked Short Tracker, and there's no real shorting going on.

[santangello] 12/2/2016 18:49

xd and being shorted to death by the looks of it ?

Fabulous opportunity to buy in at levels not seen in a long time :)

Broker target price........440p !!!

[wad collector] 12/2/2016 17:09

Spoke too soon ; rather disappointing end to the week. Bit puzzling as to why go down 7% this afternoon in a rising market.

[wad collector] 08/2/2016 17:42

RNWH share price has held out against the wider market carnage impressively. Unlike most of my holdings!

[glaws2] 04/2/2016 07:38

Thanks Rivaldo

[rivaldo] 04/2/2016 07:33

New contract win for RNWH's VHE in Scotland not posted here before - £11m with a possible further £75m to come:

[hvs] 01/2/2016 17:53

I had been wondering why the profit margin being achieved in Engineering Services had not been closing in on the 5% target (having "stalled" at 4.6%

lol !!!!!

Another IDIOT to replace our STAR Brian May

LOL !!!!!

[mayers] 01/2/2016 17:46

John Logie Baird didn't even have a van!! Just bits and pieces off Hastings beach, I recall.

[glaws2] 01/2/2016 16:14

As you say Wad, two men and a dog - but a pretty profitable "dog". The most surprising aspect for me is that such a small company ever got a contract at Sellafield.

[rivaldo] 01/2/2016 14:24

Cheers Aishah, nice summary by WHI of the reasons to invest, including:

"What we like

Key features of the business offer significant attractions, notably the visibility which is enshrined in the £515m order book reported last week for RNWH, which suggests that 2016E revenues are now c90% covered. We also like the essential nature of RNWH’s work for its clients – support for flood defences, for bridges and tunnels in the rail sector, for remediation in some of the most sensitive nuclear sites, notably Sellafield.

Another attraction is that RNWH is focused on maintenance and renewal rather than on project work, and so targets its clients’ essential profit and loss
account expenditure rather than their more discretionary capital budgets.

Moreover the markets that RNWH serves are growing. For instance, Network Rail is investing c.£38bn over the next five years under the CP5 programme.

Notwithstanding good share price performance, the rating offers further
upside given the fundamental attractions."

[wad collector] 01/2/2016 13:33

That acquisition of a "company" with a turnover of 180k and directors drawings of 82k sounds like 2 blokes and a van!

[santangello] 01/2/2016 12:29

Many thanks for both of the above positive posts gents.

Definite uptrend forming.