Rtc Share Discussion Threads

[davidosh] 04/4/2024 19:00

I do not think RTC supply any workers to build trains for Alstom or anyone else. The contracts they have are to supply maintenance workers for the tracks and routes that the trains are running on so I do not see this affecting them.

[swiss paul] 04/4/2024 17:17

will the potential pull out / reduction by Alstom in Derby have an effect?

[cowie19] 28/3/2024 16:34

The spread is ridiculous however recent price action is wonderful.

[davidosh] 28/3/2024 16:25

Good to see lots of trades but they really should tighten that spread as it just puts investors off even though you can trade well inside.

[davidosh] 28/3/2024 11:11

I have a decent holding but want the best for my investments and certainly not to be taken over at a low price compared to what I think can be achieved.

Low prices attract bids and we have seen lots recently in the market

I think two or three smaller company institutional investors or family wealth funds would be the best buyers. We are small but the growth is there to be seen.

[herbert0] 28/3/2024 11:05

David, I agree with you. You are obviously not talking the price down, so I guess you are not buying? Enough already? I would buy more but shares usually come back after results. I would like to see the Directors, Pendlebury and Dye, buy the shares from the Douie family.

[davidosh] 28/3/2024 10:17

With a £200m order book and able to fund their own growth there is no reason why earnings cannot grow substantially from here. However with the late chairman's holding of 19% potentially available I do wonder whether a predator will see that as an opportunity to take those gains earlier.

I have been a shareholder for 14 years and in here for the long term. I think eps of 15p is possible this year and the company will then be on a much better growth rating and double this share price. I am clearly biased but that is very possible.

[herbert0] 28/3/2024 09:56

AIM shares are bad enough; no following and bargain price. This share is under £15m so I doubt if it is even followed by the IHT mitigation funds. If the market cap was just a bit higher at £50m there would be huge interest.

[investographer] 28/3/2024 09:00

Having a look here, but at a loss as to why the market cap is so low- this looks like the beginning of a classic dividend paying Zulu stock!Is there much debt here?

[davidosh] 25/3/2024 18:47

They are still cracking good value with such a huge order book and spread of divisions all performing well.

It was a nice touch to mention the late chairman and he would certainly of been proud today but his large holding may now be up in the air if a big bid were to come along and on such a low rating it will be on a few p/e and trade buyer radars.

[castleford tiger] 25/3/2024 17:14

Starting to wish I had bought more when they were 20 p

Certainly not a seller
Well done David for drawing my attention to these.

[blackhorse23] 25/3/2024 13:54

Bought GNC today

[davidosh] 25/3/2024 12:40

I think the p/e is only 7 and yield approaching 7% as full dividend 5.5p with an increased interim dividend likely next time too.

That order book is huge at £200m

[herbert0] 25/3/2024 11:10

On a historic PE of 8 and yield of 6.5% these are good value at 87p. So hope I'm not being greedy I bought more today.

[blackhorse23] 25/3/2024 09:49

Money moving to APH [LSE] , excellent profitable healthcare company

[davidosh] 25/3/2024 08:49

RTC Group Plc (AIM: RTC.L) Is Pleased To Announce Its Audited Results For The Year Ended 31 December 2023.


Highlights



· Group revenue from continuing operations £98.8m (2022: £71.9m).

· EBITDA £3.8m (2022: £0.6m).

· Cash generated from operating activities £4.6m (2022: cash outflow of £54,000).

· No gearing. Cash and cash equivalents £1.1m (2022: net borrowings £2.7m).

· Net assets £7.9m (2022: £6.2m).

· Net asset value per share (fully diluted) 54p (2022: 41p)

· Basic earnings per share 12.75p (2022: loss per share 2.45p).

· Interim dividend 1p per share paid (2022: Nil)

· 4.5p final dividend proposed (2022: Nil).

[davidosh] 25/3/2024 08:45

Excellent results and huge dividend. Very well done to all at the company as those are record results and back in the growth trajectory from before the pandemic

[cowie19] 25/3/2024 07:50

These numbers are excellent. Very nice dividend.

[herbert0] 25/3/2024 07:39

Much better results than I expected

[herbert0] 12/3/2024 13:44

Let's hope the EPS results are 10p or above and a positive outlook. The MM has moved to a big spread to discourage trade until the results.

[davidosh] 11/3/2024 12:59

The price does not usually move up with sellers about though. Results are in two weeks so that will give a better view of where the company is heading. I would also like to hear what is happening about additions to the board.

[herbert0] 11/3/2024 08:25

I'm not sure they were all buys. There is a seller and they are happy to sell in the quantity of shares bought.

[davidosh] 08/3/2024 18:12

Those were all buys today so it looks like the price will be on the move back up again

[davidosh] 26/1/2024 00:30

That is three times within a week that an investor or stake builder has paid 2p over the odds to buy large amounts of stock and amassed about 110k if all the same buyer.

[gleach23] 25/1/2024 22:29

Noteworthy trade from yesterday reported late today of 40k shares @ 77p