Rm2 Share Discussion Threads

[kirkie001] 21/4/2015 14:11

I was hoping that the "research" might have been from someone more reputable than Edison. All they are is paid-for research - it's more properly called marketing IMO.

I do sometimes wonder whether the size of the gap between current and target price is directly proportional to the size of the fee received.....

[skyship] 21/4/2015 13:54

Edison - "Taking a longer view, our 10-year DCF illustration generates an equity valuation of 370p for RM2." So that 370p is rather a long way off!

In the shorter term, with cash backing at c50% of MCap, the shares perhaps represent good value. News on the contract front could well take these back up toward the 80p level...

[nw99] 21/4/2015 12:29

Edison great news isn't it

[envirovision] 21/4/2015 11:57

Where did you get that opinion from nw99?

[nw99] 21/4/2015 10:59

The year or so since RM2's IPO has been spent establishing robust manufacturing and generating a pipeline of sales leads, some of which have been converted. The next phase of its development is to show that it can deliver and manage its initial substantive contracts. Success here will demonstrate the business model more fully and bring longer-term prospects into clearer focus. We expect RM2 to become EBITDA positive in FY16 and our illustrative DCF values the company at 370p.

[nw99] 02/4/2015 16:04

But as we knew the company is a cracking company and deserves this rating hence its going up

[hpcg] 02/4/2015 13:44

As paul the octopus says this is a spec company with no fundamental underpinning. So anyone trading the chart would have been selling.

[phowdo] 02/4/2015 10:51

On the other hand, who is selling so many shares and why?

[envirovision] 02/4/2015 10:44

Look at his holding now though, if this carries on it will end up in a management buyout before the company has even had a chance to break even.

[hpcg] 02/4/2015 10:36

600 large is a proper director buy so I'm back in here.

[aishah] 02/4/2015 09:49

Year end tax selling perhaps. Good to see director mopping up.

[nw99] 02/4/2015 07:40

1.2m dir buy I know who I would back as to what's going on at this company . Excellent topping up early doors

[reddave999] 26/3/2015 10:12

Many thanks for info Paul I'll take a look:)

[paul the octopus] 26/3/2015 09:13

Powerflute, operates in a paper and packaging business amd just acquired a coreboard and cores business, results announced yday and looks a solid growth story with 2% dividend.Boring business but making money, good for investment.

[reddave999] 25/3/2015 23:09

What is POWR Paul? BTW I agree with you on growthand thanks for the post.

[paul the octopus] 25/3/2015 22:29

expected? growth? love those fantasy wordsdo you have any factual numbers to back that?no rush to buy the dip that yet to come, 30pan example of factual numbers with real expected growth; have a look on POWR results announced today. simple.

[nw99] 19/3/2015 08:30

Canadian facility expected to be operating at full capacity by end 2015.Plenty of room for growth

[nw99] 19/3/2015 07:31

Looking to buy the dip to top up

[paul the octopus] 18/3/2015 15:12

and that investec 30% is being trimmed down as we speak, someone looking for the door before results

[paul the octopus] 18/3/2015 15:11

30p as per my valuation before, idiot as i speak but shall await the results to see how the potential translating into revenues

[paul the octopus] 18/3/2015 15:09

oopsy, whats up with the share price, or shall we say whats down? hey hang on where is the potential? there were plenty of director buys? surely revenus are stacking up now, right?hmm,

[cestnous] 18/3/2015 09:56

That was tongue in cheek charleej; they are holding for others no doubt.

[envirovision] 18/3/2015 09:49

Indeed, the downside is considerable, it may bounce of the 20 day MA, but the afilure to hold the 200 day MA is telling


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