||EPS - Basic
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Rotork Share Discussion Threads
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|Fair comment. I've watched the FY webcast recording. There's pricing pressure in certain areas. But I'm still holding my shares.|
|Whilst the up move is welcome the company is hardly out of the woods. Cost management only gets you so far. Underlying demand for its key products is not what it should be and this is a reason for concern. Coupled with underlying market trend (which is unmistakably down for three months on the trot), one may want to be cautious.|
|This is great news look at the reaction. Negative slide was way over done.|
|It looks like the end of day matched trades, where the buys and sells are matched by mm, but can't be certain|
|604,429 share transaction. Anyone got any idea whether it was a buy or sell?|
A valid argument.
I am not a fan of goodwill on the balance sheet. Valuation is subjective, and the bank manager may not be too sympathetic when you go cap in hand for a loan.
The businesses that they buy are extremely well researched and, given their size, should integrate quickly without too much disruption. I would expect that the staff that they take over are high quality and well trained.
If they pay a premium then it is for those reasons.
It is a long haul back, but I can think of many more businesses that I would not want to be in, given the current economic climate.
|Don't get me wrong fellas, I am a fan of the company and that's why am invested here. It's just that I have never been a big fan of shopping sprees (Red - I do take your point though) on two key grounds:- companies tend to overpay for them- it takes time for new businesses to be properly integrated- when the markets turn against you, your balance sheet will take a hit as acquisition premiums get written offOn a more cheerful note, I agree that news could have been worse today so maintaining previous guidance is certainly welcome.|
|Now if I could answer that one red! )|
|Agree with the above. Follows WEIR and POS in coping as well as possible.
It is easy to forget that these companies are experienced in coping with cyclical oil prices (caveat this cycle is big, very political and fast).
Yes more blood on the streets for oil/oil related. It has to stop sometime, but when?
|I would give ROR the benefit of the doubt on this, and to be fair would
agree with red's assessment.
Given the market context that statement is a result.
However as poo is plunging yet again, there are unfortunately significant
CAPEX cuts to come for the wider sector.
Scaling in as mentioned is perhaps the wiser option.|
They are filling gaps in the product range, and expanding their footprint. They could do so by product development and opening their own premises. Buying is immediate and eliminates competition.
No material change in the forecast from last time.
|Don't like the fact the company is a serial acquirer. It is one key reason why net debt is now positive. Management need to show they can grow organically and add here and there opportunistically ( they won't donut of course because their stated strategy is growing by acquisition). Goodwill charges could be a hemlock when markets turn south...|
|SMIN update shortly from memory, it's a guessing game of where the next
sector warning is coming from atm, a little like a perverse take on pass
|Going down the tubes the whole sector (WEIR and SMIN doing the same) today|
|I know am stating the obvious (as always)!|
|If 180p is broken, then the countertrend which started at 165p has a very real risk of being reversed. A lot would depend on this Friday's trading update|
|Going through the roof today - Understandable considering ROR's exposure to oil & gas.|
You'll find my views on the RSW and VLG threads. Note that last year had some unusually large orders for RSW that are not expected to recur.
|FD added another few.|
|Also like the fact that RSW's management has a lot of skin in the game and owns shed loads of shares|
|Thanks Apad - it seems you have perfectly timed RSW! Well done. I got an interest only today on RSW when my valuation model started to flash green. That is why I now need to go through the latest reports etc for the next couple of days before I create a better picture of the company and what they are up to. Would you say that RSW has a good competitive edge in its line of business and a loyal customer base? As I said, I have just started to look into it but love the splendid growth track record the management has delivered + their rock solid balance sheet. Thanks in advance for your thoughts!|
|It may well be the beginning of the bear market - it is worrying when you see a global economic bellwether like Caterpillar said a couple of hours ago that it is heading for its first four-year decline in sales in its 90-year history.|
Bought into RSW heavily in 08/09.
Know the comapany from a research perspective.