Rm2 Share Discussion Threads

[envirovision] 04/3/2015 19:38

Lets answer his question and put him out his misery. Its value is precisely what they raised at ipo plus the additional time premium since as theres been positive progress. Its fallen because the ipo was bought with other peoples money and so this is soft money.Regarding selling, without a regulated statement or sight of the register its not possible to really say.However if you care to get up off your backside and take a look at it and get back to us, I for one would be most grateful.However other than that and complaining all the time perhaps you should consider your constant winging as its poor form.

[nw99] 04/3/2015 19:21

Look sorry the stock is going up if you are not happy leave the boards

[paul the octopus] 04/3/2015 17:56

very wise john, probably u can tell us more about the company valuation as it seems a mystery that no one can answer here. only talk about potential and director buys while no one talks numbers and ask who are the sellers?!!

[hpcg] 04/3/2015 16:54

Really - not seen Afren recently? How does one tell a deramper from an informed short?

[johnwise] 04/3/2015 14:49

Remember, DERAMPERS NEVER DERAMP A BAD SHARE. Watch the board for shares with no potential. They never have any derampers. Derampers only go after shares that are going upwards or have excellent potential to go up. Derampers get left behind, so they want to bring the price down to be able to get in at a great price.

[nw99] 04/3/2015 11:53

All good just keep the long position

[envirovision] 04/3/2015 09:41

$51.5 Bn global market. That's $51,500,000,000,000 ! A big number.

Present market cap approx $150,000,000, just 0.1% share of that market would give a turnover of $51,000,000,000

If it only managed to achieve 0.1%, that's 340 times the present market cap

You've gotta be in it to win it!

I suspect you could end up one very unhappy Octopus ;)

[paul the octopus] 04/3/2015 09:27

very reassuring indeed, specially when the seller is unknown and still nothing to back the valuation

[johnwise] 04/3/2015 08:36

Reassuring to see Directors holding a substantial number of shares

[envirovision] 04/3/2015 07:57

Morning chaps, follow the money:

Molson in for yet more, a further 500K worth.

Aggressive director buying from many of the following directors in the last year including Jon Walsh, Paul Walsh, Denker and Mr Molson.

In particular Ian Molson has now more than doubled his holdings from 1.3% to 2.9%

Some of the present directors declared holders now stand as follows:

Ian Molson 9,400,000 - 2.9%
Sir Stuart Rose 1,150,000 - 0.36%
Amaury de Seze 1,150,000 - 0.36%
Paul Walsh 1,539,091 - 0.48%
Jan Dekker 2,500,000 - 0.77%
John Walsh 21,052,680 - 6.6%
M Blouvac 1,000,000 - 0.31%

Ian Molson stated during the IPO that RM2 would be step-change in the market.

The global pallet industry is calculated into 2017 as worth $51.6 Billion dollars. (Demand is currently growing at 6.6% per annum). North America (Where RM2 operate) is presently the worlds largest market. Asia/Pacific region is expected to overtake this in 2017.

Notably by 2017, wooden pallets will still represent more than 9/10's of global supply.

Stock growth is fueled by a larger global economy requiring more pallets to accommodate greater shipping requirements and increased utilization in developing markets.

In particular Demand for plastic pallets are currently growing fastest in most national markets because the can be easily cleaned, lending themselves to use with food, beverages, products where contamination must be minimized. They also last many years, are resistant and are attractive to users seeking to raise the perceived environmental friendliness of their operations.


Source:

[nw99] 04/3/2015 07:11

Dir buys again impressive

[nw99] 03/3/2015 15:08

Follow the directors

[nw99] 03/3/2015 15:08

Stock holding up well well after a recent rally

[envirovision] 03/3/2015 15:03

Interesting he took them after the news released, would that be because he was unable to buy prior due to stockmarket rules?

[webpax] 03/3/2015 14:38

Molson in for some more.

[paul the octopus] 03/3/2015 13:15

not sure whats nice about it, it is obviously a delayed sell from the morning.still nothing here justify the valuation, and exposed to shorts pile in with results showing more of a cash burn and very little if nothing at all in revenues and cash generation.so you guys knows when the results are due?

[nw99] 02/3/2015 19:14

Nice print indeed

[envirovision] 02/3/2015 16:56

Wow 900,000 shares printed end of day

[envirovision] 02/3/2015 15:30

As you can see, if woodfords fund was say 2%ish he would own the entire company !

What is more perhaps more significant is that he got in at the ground floor and knows what's going on.

I'm surprised to see the early turn this morning, but on the other hand suspect there must be a few stale bulls around given the share has underperformed since ipo.

[johnwise] 02/3/2015 15:30

Debt free with cash balances of US$115.5 million at 30 June 2014

[envirovision] 02/3/2015 15:30

As you can see, if woodfords fund was say 2%ish he would own the entire company !

What is more perhaps more significant is that he got in at the ground floor and knows what's going on.

I'm surprised to see the early turn this morning, but on the other hand suspect there must be a few stale bulls around given the share has underperformed since ipo.

[johnwise] 02/3/2015 15:30

Debt free with cash balances of US$115.5 million at 30 June 2014

[petewy] 02/3/2015 15:18

Point taken. Like Woodford my holding is small.

[paul the octopus] 02/3/2015 14:31

nw99, u can speak about contract wins or directors buy as much as you like, but as said they don't justify the valuations.regarding woodford holding, yes it might be 11% or more of the company, but it is just 0.36% of the fund he manages, so he surely playing it safe and the risk of just looking at potentials without factual numbers.so, do you guys knows the cash burn? how all these contract wins will be funded? i know they got cash but when was that last reported and how much it is now ans is it enought to support all these contract wins? speaking of cash flow, what are the terms of these contracts what is the revenue stream like? go figure...

[petewy] 02/3/2015 13:23

From the FT:
Invesco Asset Management Ltd. 103.09m 31.94%
as of 22 Jan 2015 Woodford Investment Management LLP 36.10m 11.18%
FIL Investments International 3.07m 0.95%
Miton Asset Management Ltd. 1.23m 0.38%
Standard Life Investments Ltd. 1.18m 0.36%