Rws Share Discussion Threads

[alter ego] 10/2/2015 13:49

thanks for the reminder Phillis

[phillis] 10/2/2015 13:46

Stock split 5 for 1 effective Monday
should help
nice positive AGM statement

[phillis] 19/1/2015 11:12

RWs already use SDL machine translation

X Dividend due soon

[randomambler] 15/1/2015 09:28

Ah well as a potential new investor into RWS I want to know a couple of things:

1) Is this a quality business and are the management any good - what is the track record here?

2) What's holding the business back? Are the risks internal or external and can they be managed?

So with a bit of analysis my conclusions are:

1) RWS is quality: margins and ROCE are high and stable, growth is steady and there is some diversification in revenue sources. Also management have their eye on the ball and have dealt with government legislation before

2) The Unitary Patent remains an unknown but imminent risk. RWS are gaining non-EU and non-patent business but can they diversify quickly enough? Are margins going to be permanently reduced in future? Machine translation also provides competition that will only become more intense.

So why have I posted my thoughts? Because I'm interested in feedback and comments - and I also can't decide whether or not RWS is worth buying at current levels!

[phillis] 15/1/2015 08:26

why have you posted your thoughts of a decade?

[randomambler] 13/1/2015 12:29

What do you mean Phillis?

[phillis] 13/1/2015 11:13

Random
why?

[randomambler] 10/1/2015 17:33

I only found about RWS a few months ago and have only just got round to looking at the figures. Pretty impressive to say the least although the Unitary Patent is a bit of a concern. Anyway I've put my thoughts about RWS over the past decade into this post:

[alter ego] 31/12/2014 10:48

from the prelims:

Proposed Share Split

The directors, having consulted with the Group's brokers, consider that an enlarged number of ordinary shares with a lower price per share will serve to improve the marketability and liquidity of the Group's shares.

A proposal will therefore be put to the forthcoming AGM that, subject to shareholder approval, a 5 for 1 share split will be effected.

[bhavini4] 31/12/2014 09:58

When does the share split take place please?

[bhavini4] 23/12/2014 16:00

Octopus increase holding:

[phillis] 09/12/2014 10:34

Andrew B following his policy of big divi increases
Long may it continue

More to come from this cash machine

[jeffian] 09/12/2014 09:51

Results out. This is a great company - just goes on growing revenues, profits, dividends and - importantly - cash. What's not to like.

N.B. to anyone who doesn't read down beyond the initial bullet points - they're going to split the shares 5:1 to help liquidity.

[pamelajane] 05/11/2014 14:15

Quite a lot of big buys going through now. Two buys alone of nearly £1.2m! x

[pamelajane] 30/10/2014 10:32

Nearly £72k buy just gone through. Lovely x

[buffetteer] 26/10/2014 07:52

Back in having sold over a year ago at £6.30. High growth ,v high return on capital ,growing profit contribution from Inovia and sale potential with Mr Brody over 72.

[pamelajane] 21/10/2014 17:12

Super update, lots of cash, paying a decent dividend, new contract wins and bounced from £7 long term support. I'm back in :) x

[phillis] 14/10/2014 07:45

outstanding!

[olded] 08/9/2014 17:47

Can't break £8. In a 750-800p range. Don't consider it that expensive based on PBT forecast of c£22: PBT to MCAP of 15 x. And that excludes the cash. Waiting for a good re-entry point.

[jeffian] 08/9/2014 13:56

Don't know why these are down on the referendum news. Think of all the extra work generated by translations into Scottish.........

[phillis] 31/8/2014 19:16

Someone has been buying Midas a lunch!

[phillis] 03/7/2014 17:30

On the up finally

[vb79] 30/6/2014 20:47

Thanks woody. Support looks at £7, £6 and £5. Wonder which one it will bounce from...?