Rpc Share Discussion Threads

[philanderer] 18/2/2015 17:41

Bit late this week ;-)

RPC Group plc (LON:RPC)‘s stock had its “outperform221; rating reaffirmed by RBC Capital in a research note issued on Wednesday. They currently have a GBX 594.91 price target on the stock.

[philanderer] 16/2/2015 17:38

Packaging giant RPC buying Dutch blow molder PET Power BV

[philanderer] 13/2/2015 17:33

'We're beating rival funds by avoiding the FTSE 100'

George Godber and Georgina Hamilton, who manage the Miton UK Value Opportunities fund

What is your biggest bet at the moment?

Our biggest position is RPC Group, which makes plastic containers. One of the firm’s best-selling products is coffee capsules.

article:

[philanderer] 10/2/2015 17:52

Bit late this week ;-)

RPC Group plc (LON:RPC)‘s stock had its “outperform221; rating reaffirmed by analysts at RBC Capital in a research report issued to clients and investors on Tuesday. They currently have a GBX 594.91 ($9.07) price target on the stock

[woodcutter] 10/2/2015 13:30

been accumulating again over the last few weeks, including on yesterdays drop.

woody

[philanderer] 02/2/2015 20:22

2nd feb Canaccord buy tp 655p *initiates*


Reiterations since IMS:

30th jan RBC Capital outperform tp 594p
30th jan Deutsche buy tp 630p
29th jan JP Morgan overweight -
29th jan Panmure buy tp 828p

[dr_smith] 27/1/2015 12:59

Thank-you Shauney.
Layout isn't as easy on eye - but alteast it has RPC on there.

[shauney2] 27/1/2015 11:57

Not sure if its any more reliable than the one you use.

Investigate company announcements.

[shauney2] 27/1/2015 10:20

Thats a good target.

IMS on Thursday.Should gives a good lead for the year ahead.

[philanderer] 27/1/2015 10:08

27th jan Panmure buy tp 828p

reiterates

[philanderer] 26/1/2015 16:40

'Are These The 5 Best Stocks In The FTSE 250?'

Wood Group, Laird, Tate & Lyle, Redrow, RPC

[philanderer] 22/1/2015 19:39

RPC Group plc (LON:RPC)‘s stock had its “outperform” rating reiterated by equities research analysts at RBC Capital in a research note issued to investors on Thursday. They currently have a GBX 594.91 ($9.00) price objective on the stock

[jeffian] 20/1/2015 12:46

In addition, any substantial QE by the ECB (announcement Thursday?) would be good for markets. Interesting article on the subject in the Telegraph today -

[woodcutter] 20/1/2015 12:36

spent some time reviewing basic economic market history this weekend

The key relationship for stock market growth is the price of commodities which move inversely to the price of bonds and when bonds are doing well then the stock market tends to perform in line with bonds. Currently many key commodities; oil, copper, aluminium, iron and a number of others are at the lowest they've been for many years. As a direct result of this inflation and hence interest rates should remain low. At some point commodities will rise that's inevitable, inflation will arrive and interest rates will go up. Bond prices will fall in order to secure competitive yields with interest rates, when this happens the markets will retreat. We were in limbo most of last year as there was much uncertainly around commodities, interest rates etc.

The POO has defined the direction we are now heading in my view. I don't see a recovery in the POO above 60$ a barrel for some years. Indeed i figure the POO over the last few years has been out of sync with normal growth. Remember China was growing at 15% per annum that's unsustainable, it's now 7% which is still significant.

i also spent some time at the weekend looking at the WTI oil price chart and from a TA perspective you could argue that the current price is around what you'd have expected on the longer term trend analysis from 1999 to today.

The sharp rise in POO from 2005 onwards looks to have been a little unprecendented and particularly the period 2007 to 2009. The financial crisis brought POO back down to earth again but it then rose again at quite a steep rate later in 2009 to 2011 and was pretty much range bound then until the recent fall.

I figure companies with significant exposure to oil based products and energy useage are going to be significantly undervalued in the market at present. Currently buying here and BPI too. Continuing to look for other opportunities.

aimho woody

[woodcutter] 20/1/2015 12:22

jeffian i concur with Ed 123, most likely scenario imv.

looks to be bouncing off the gap support now, morning star candle reversal forming today ready for the next leg up. Everytime it drops buyers come in and pick up stock.

aimho. woody

[philanderer] 15/1/2015 09:50

14th jan RBC Capital outperform tp 594p

reiterates.

[ed 123] 13/1/2015 18:28

jeffian, no problem. :-)

I should think you're outperforming most of the youngsters, anyway.

[jeffian] 13/1/2015 17:06

Aye, that makes sense Ed 123, thank you. I'm getting dozier as I get older!

[philanderer] 13/1/2015 17:03

Stockwatch: Double-digit upside and sound yield

[ed 123] 13/1/2015 16:33

jeffian. One possiblity is that AXA sold all their rights in the market. That would explain their number of shares after the rights issue being the same as before. Also, if they had sold all of their rights, none would have gone directly to the underwriters.

[philanderer] 13/1/2015 15:31

Another nice move up again this afternoon on big volume .. 750k traded so far

[philanderer] 13/1/2015 09:09

13th jan Deutsche ' buy' tp 630p

[jeffian] 12/1/2015 17:31

Thank you, Woody, I was being dozy! They even said the reason in the RNS -
"An event changing the breakdown of voting rights X "

Their shareholding before and after the event remains the same, so they obviously didn't take up the Rights. Having said that, how does that tie in with the results of the RI saying that 98% had been taken up leaving around 1.4m shares to be placed by the underwriters, when AXA were entitled to around 7.5m new shares?

[woodcutter] 12/1/2015 16:56

i would have thought current holdings announcements are more than likely as a result of the rights issue rather than strategic buying or selling.

Anyway if there's a strong break through 540p above the bollinger 20 day SMA i will consider adding. All the indicators momentum, trending and oversold are moving in a postive direction.


free stock charts from uk.advfn.com


woody