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Share Name Share Symbol Market Type Share ISIN Share Description
R.e.a. Holdings Plc LSE:RE. London Ordinary Share GB0002349065 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 54.00 52.00 56.00 52.00 52.00 52.00 9,965 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 105.5 -5.5 -54.4 - 24

R.e.a Share Discussion Threads

Showing 201 to 222 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
31/5/2012
17:08
johnrxx99:> Have a look at the 10 year graph - Chartists might say it is making a very extended head and shoulders wit a downside of about 200p I have not checked fundamantals - Only graphic pattern.
pugugly
29/5/2012
09:56
I'm a bit risk averse at the moment (understatement) until this Greek situation quietens or blows up. I suspect Spain will continue whatever. It looks a bargin at these levels until I look at the 5 year graph. Borrowings are still essential and a meltdown could have serious short term consequences.
johnrxx99
08/5/2012
08:25
yes weird. I can find nothing wrong here. opportunity?
undervaluedassets
06/5/2012
18:14
It's much lower fast... on watch.
hectorp
26/4/2012
14:14
have i got this right, there is a futures market for house prices? like ftse or dax?
gill23
23/2/2012
01:51
This board is probably for my own benefit to track the company. I have a small holding.
johnrxx99
23/2/2012
01:26
A somewhat neglected palm oil producer and coal dealer. Feb 2012's trading update was positive and they are meeting goals in a consistant manner. They are trying to create a more Indonisian friendly corporate structure and they seem to be able to handle local disputes reasonably well. No doubt part of the unattractiveness of the company is the location thus it is trading on a per of under 7 with a peg of 0.27 and pays a small dividend. Palm oil has had bad press over the years but REA have many years of experience and are developing their acreage in an established palm oil area and also encourage artisan production which they mill.
johnrxx99
01/10/2011
15:17
Can someone explain the story re. the preference shares here please and the various capitalisation issues? I don't quite understand why the company issues preference shares to holders free to augment low returns from ordinary dividends due to lack of cash flow because of the extensive capex programme.
topvest
25/8/2011
14:38
A very quiet board considering all the recent share price activity - still that is nice ! LONDON (ShareCast) - Indonesian palm oil producer REA Holdings posted a surge in profits in the six months to 30 June as it upped production and benefited from higher prices, with a coal production operation also proving a nice little sideline. Pre-tax profits rose to $36.9m from $20.1m on sales that soared to $75.5m from $50.3m. While prices of both commodities have been strong, the company said higher input costs and expenses related to the start-up of coal operations held back profits. "Notwithstanding current uncertainties in the international financial markets, prices within the vegetable oil complex have remained at historically high levels as, indeed, have coal prices," the company said. "The fundamentals of both markets still appear good with physical consumption absorbing available supply at current price levels and rising demand from both China and India underpinning both markets."
tommy51
12/6/2011
23:37
Thanks for the links Tommy, an interesting read. I'll have a closer look at AEP when I get more time, but following a quick look I prefer REA. I love coal, so it is nice to have that in (for free).
sammu
31/5/2011
17:17
Thanks Skanjete , I came accross REA while looking at something else and did look at AEP as well . It was the stuff on the Hardmandco web site which helped , you've probably seen this but may be of interest to newbies like me. http://www.hardmanandco.com/Research/REA_Apr2011.pdf http://www.hardmanandco.com/Research/Palm%20Valuation%20May11.pdf
tommy51
31/5/2011
13:39
Tommy, This seems to be a good entry price. I'm expecting some 80p/sh profit this year, rising to 92p/sh next year. This is excluding any BA gain, and a CPO price of around 900$/ton. I'm not taking into account their coal business. CPO production will rise over the next few years, the necessary investments have been done over the past few years, so cash flow will be considerable in the coming years. A lot will depend of the CPO price of course, which is high at the moment. Although REA is quality and decent value at these prices, AEP is imho even better quality and cheaper... I own both but with accent on AEP.
skanjete2
31/5/2011
12:48
Bought in today at 681, all looks good re fundementals and charts .....said of course with the positivity of a newbie . Would welcome some thoughts on RE. even if negative.
tommy51
21/4/2011
23:49
Wow - results day and no shares traded.
sammu
20/12/2010
16:55
New all time high today, nobody very interested.
sammu
14/12/2010
10:48
It looks like this is trading at quite a big discount to New Britain Palm Oil, and I was having a think as to why this would be... RE. No forward sales Smaller (less liquid?) Not as good green credentials Indonesian tax rises as CPO price rises Early stage Coal operations NBPO Some forward sales at lower than current prices Larger (More liquid?) Green credentials Better tax enviroment? Sugar I'm not sure which has the better planting/maturity profile. Any thoughts anyone?
sammu
21/10/2010
15:21
Nice and quiet here. Figures were OK but will take a time for new plantings to produce. On track in my view. dyor etc
johnrxx99
01/9/2010
13:53
RE. note on Stockopedia - http://www.stockopedia.co.uk/research/rea-holdings-plc-lonre-interim-results-47071/
yespmedc
05/8/2010
09:24
Morning. Joined you long today as a March spreadbet. It looks to me as if the share price is breaking out after a very decent period of consolidation. I note that interims are due on 26th August, so I am hoping for a nice run into them. I noted, too, the Rolling PEG-1 of 0.41, so the technicals are underpinned by value/growth. I have not done too much other research, however, other than the Hardman note, so if anyone wants to argue the investment case I should be very interested - it might tempt me to build a bigger position!
saucepan
09/7/2010
05:39
And a write up in Momentum Investor. Low peg and good fundamentals although the borrowing is higher than I would like.
johnrxx99
07/7/2010
11:13
16 page Hardman note on REA Holdings - "The shares of this palm oil producer have risen 18% against the market since our last research note. The current year will almost certainly see a larger crop, a higher average palm oil price, and the first contribution from the new open pit coal mining interests. We expect rapid growth in EPS every year up until 2014. The shares are on a single figure p/e ratio" http://www.stockopedia.co.uk/research/further-upgrade-eps-to-more-than-double-in-two-years-44477/
chingman
18/2/2010
17:15
It can go back down now. Im out!
prokartace
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