Rotork Share Discussion Threads

[broadwood] 13/2/2013 15:38

There she goes again.

Best leave thread head alone - don't want to change the luck.

[broadwood] 07/2/2013 14:30

It annoys me that at the bottom of the page ROR is referred to as an AIM listed co.

Its actually a FTSE 250 constituent - has been for yonks.

[broadwood] 05/2/2013 16:23

To make it easy Final Results due on 5 March and IMS on 26 April.

[broadwood] 05/2/2013 14:02

camb - start a new one. This stock deserves it.

[broadwood] 21/1/2013 18:28

Onwards and upwards.

Camb - I'd suggest putting in some dates for when next IMS expected,when dividends are due, when interims and finals may be due based on last year. And the latest IMS would be useful rather than one dated 2011.

Plus, of course, your own personal thoughts.

[cambium] 20/1/2013 19:21

Let me have some content and ill either start a new one or edit existing.

[broadwood] 19/1/2013 12:01

Camb - it needs to be updated don't you think. The IMS is dated 18 Nov 2011 and would you still describe it as an 'undiscovered gem'. Perhaps.

[cambium] 18/1/2013 20:49

What's wrong with this one. Let me know if you want anything in the header

[broadwood] 18/1/2013 15:26

Showing terrific strength. We need a new thread here- any body offering?

[matt123d] 20/11/2012 22:52

Looking good here, 2500p locked on now.

[broadwood] 20/11/2012 16:53

All time highs.

[broadwood] 20/11/2012 13:24

They've woken up!

[broadwood] 19/11/2012 07:52

- Valve engineering group Rotork has reported a strong period of order intake since the start of July, with the third quarter at record levels and 24.9 per cent higher than the prior year.

Revenues were 9.9% up on the previous year, while cumulative revenue to October 28th was 17% ahead of the same period in 2011.

"As last year, we anticipate a strong fourth quarter in terms of revenue as projects are delivered out of the order book," the firm said.

"Due to our continued success on major international projects, we have a greater proportion than normal of our current order book due to be delivered over a longer time frame, with deliveries in 2013 and, in a number of cases, in 2014.

"The group continues to generate industry leading margins and we anticipate these will be higher in the second half than the first half, with full year margins slightly lower than the prior year. Operational gearing has been beneficial, however changes in divisional mix, with the record performance of Fluid Systems, and costs related to the introduction of a number of new products have reduced group margins."

At the end of October the order book stood at £190.8m, 16.5% higher than the same point last year.

Divisionally, Rotork Control's cumulative order intake at the end of October was 8.3% up on the same period last year, and said a number of markets are performing well with Russia, North America and Australia delivering particularly strong results.

Rotork Fluid Systems was the fastest growing division and order intake in the third quarter was 47.2% higher than the same period last year. Cumulative order intake to October 28th was up 32.7% on the prior year.

Cumulative order intake to the end of October in the Rotork Gears business was 22.4% ahead of the prior year.

The company added: "Based on the strong performance year to date, our record order book and diverse end market exposure, the board continues to expect further progress in the full year, with margins slightly lower than those seen in 2011."

[broadwood] 16/11/2012 07:13

Positive statement - only slight downside is small reduction in margins expected.

But overall, market should like.

[broadwood] 14/11/2012 19:35

IMS on Friday.

[prabirnand1] 08/10/2012 09:42

Not sure what is driving it. Interim management report due in November I believe.

[cambium] 05/10/2012 17:34

New all time high reached today

[prabirnand1] 01/10/2012 10:08

Good find jontyone. There is a mention of Rotork.

[jontyone] 30/9/2012 19:11

Informative news article, not specifically about Rotork but about the valve sector.

[prabirnand1] 13/8/2012 12:43

Where did you get that from broadwood? I see that JPMorgan Cazenove has started coversge with 'overweight' recommendation and target price of 2450.

[broadwood] 09/8/2012 08:07

Increased TP.


Credit Suisse Rotork PLC 09/08/12 06:53 Reiterates Outperform Outperform 0 2,200.00 2,430.00

[prabirnand1] 08/8/2012 09:32

It needs to get to around 3000 to qualify. Don't think it will happen in the immediate future but may be a year or two?

SORRY SEEMS TO HAVE GOT POSTED SEVERAL TIMES.

[prabirnand1] 08/8/2012 09:32

It needs to get to around 3000 to qualify. Don't think it will happen in the immediate future but may be a year or two?

[prabirnand1] 08/8/2012 09:31

It needs to get to around 3000 to qualify. Don't think it will happen in the immediate future but may be a year or two?

[jontyone] 04/8/2012 20:08

At this rate it can't be too long before this share is heading for inclusion in the FTSE 100....