Share Name Share Symbol Market Type Share ISIN Share Description
Ra International Group Plc LSE:RAI London Ordinary Share GB00BDZV6W26 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 38.50 37.00 40.00 38.50 38.50 38.50 20,368 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 43.0 7.8 4.9 7.9 67

Ra Share Discussion Threads

Showing 101 to 125 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
15/10/2019
22:22
Depends if they bought from another institution?
shanklin
15/10/2019
19:11
With Jupiter upping its share holding to 5.2%, I make that less that 10% of shares are in the hands of PIs.
chezt
13/9/2019
14:29
Cenkos have left their forecasts unchanged post-interims and "remain confident" in them: this year : 8c EPS, 1.7c dividend, $31.5m net cash next year : 8.5c EPS, 2.1c dividend, $36.8m net cash Here's a couple of extracts: "This morning, RA International announced interim results for the period to 30 June 2019. During the period RA secured over US$65m new contracts and further diversified its revenues geographically and by customer. The contracted order book is now over US$166m, up c40% since December 2018. As indicated in the trading statement on 24 June 2019, both revenue and profitability for FY19 will be H2/19 weighted. With RA seeing increasing numbers of Supply contracts as well as several longer-term contracts starting in H2/19, we remain confident in our FY19 forecast." "Outlook & forecasts. RA has focused on customer diversification and increasing geographic spread, as well as bidding on larger, longer duration contracts in the period. Success from this has been clearly shown with the number of contract awards over recent months, with most commencing during H2/19. We have left our forecasts unchanged with our FY19E revenue forecast of US$60.2m representing 36% of the current contracted revenue backlog (cUS$166m) and good revenue visibility for H2/19. We forecast FY19E net cash of US$31.6m, c32% of the current market cap. The shares trade at a FY19E PER of 7.1x and EV/EBITDA of 4.1x, falling to 6.7x and 3.3x 2020E respectively. 2019E prospective yield is 2.8%, covered 4.7x."
rivaldo
10/9/2019
09:16
The spread is obviously a bit of a chasm on a small stock like this. But increased my holding this morning.
scooper72
14/8/2019
08:55
Someone dumping stock this morning
mattafc
12/8/2019
15:50
Took an opening position here last week as it popped up on one of my screens. Looks interesting with management seemingly competent in obtaining increasing orders from UN,UK and US and thereby reducing specific country risk.
valhamos
05/8/2019
15:38
Decided not to get any in the end - too many question marks that I can't answer and have already got 2 good sized investments in businesses where contracts keep getting delayed that don't also carry the overseas risk, the issue (maybe just me?) that its floated here while being an overseas business and its now in bigger construction where potential delays are worse. I did think about buying if it goes into bargain territory but I can't really imagine the p/e getting above 10 ish for a long time. Good luck to holders. If I didn't have the other risky delay-rife investments I'd probably have a few.
yump
05/8/2019
15:12
Managed to nick a small opening position on the drop today. Please to now be holding, looks value even given the risk, management looks very competent and have a significant vested interest in the share price. Hopefully more contract wins to come and act as a catalyst for a re-rating
mattafc
03/7/2019
12:00
The price is breaking upwards - perhaps a move up to almost 70p is on the cards looking at the chart. Very informative report from Sharesoc, many thanks to Mark Bentley. Nice conclusion: "In summary I came away very happy that RAI know their business very well, have suitable risk mgt policies in place and just need to space and time to convert some of these larger transformational contracts. The current rating is very modest (even more so when cash adjusted) and I remain a happy shareholder."
rivaldo
02/7/2019
12:24
There is a detailed report on RA International's recent AGM which can be found in our members area here: hTTps://sharesoc.ning.com/xn/detail/6389471:Comment:53189 To access the report, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hTTps://www.sharesoc.org/membership/ Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hTTps://www.sharesoc.org/contact-us/
sharesoc
02/7/2019
08:33
Only a matter of time before this is back above IPO and beyond imo
cbh123
01/7/2019
20:22
Another couple of contracts and we will see this really move. Beginning to show it's worth now imo. Been in my SIPP for a couple of weeks now and happy to see where we go.
cbh123
01/7/2019
12:39
There must be billions of pounds that was going to organisations like Oxfam and others with existence-threatening PR problems that is up for grabs. I don't know how much of this work fits into areas where RAI have expertise and capability
shanklin
01/7/2019
12:29
Still undecided. Listened to the proactive investors talk. Refreshingly clear and no obvious BS, unlike many that appear on there with their grand plans. Although one thing I'll never understand is how floating on AIM gives more credibility, particularly with accounts visibility. More cash in the coffers perhaps does, but going for 15 years presumably means credibility is OK - I can't imagine getting $9mln contracts if it wasn't. I wonder how many larger contracts are actually out there to be had ?
yump
01/7/2019
10:52
What businesses are not contracting businesses? Rai also operate the infastructure that they put in place thus having a degree of services.
deanowls
01/7/2019
09:59
Also, like BUR, their share price may be somewhat correlated to that of the stock market generally, but their operational and financial success seems unlikely to be. I see that as a useful positive at a time of global economic uncertainty.
shanklin
01/7/2019
09:33
Indeed, but the $150m contracted revenue backlog at the recent AGM date was almost three times 2018's revenues, and has been supplemented by today's contract win. Reading the results narrative will indicate RAI's strategy in terms of winning larger - and likely "transformational" - contracts, geographical expansion, longer-term work etc etc. RAI have a large cash pile to fund and develop such expansion. And once RAI win a customer it seems that they have the expertise and quality to win further and larger volumes of work from the same entity.
rivaldo
01/7/2019
08:48
But RA are a contracting business so need to win new contracts just to replace the ones they've satisfied.
stemis
01/7/2019
07:16
Excellent - another decent-sized contract win to benefit both this this and next year. This year is looking increasingly good. And the award of a larger contract from an existing customer is validation of RAI's quality of performance: Https://uk.advfn.com/stock-market/london/ra-RAI/share-news/RA-International-Group-PLC-RA-International-Awarde/80237960 "RA International Awarded New Supply Contract RA International Group PLC (AIM: RAI), a leading provider of services to remote locations in Africa and the Middle East, has been awarded a new contract by a global humanitarian organisation to supply and install modified shipping containers as accommodation and offices in an East African country. RA's services are required to upgrade the security of existing accommodation and office units from prefab units to steel containers with overhead protection. This contract award follows smaller similar projects undertaken for the same client. The contract will run for one year, commencing immediately, and is valued at USD 7.8 million. Soraya Narfeldt, CEO of RA International, commented: "We are delighted to have been selected for this contract, which was awarded to us based on our track record for reliability, expertise on the ground and capability to deliver quality service on time."
rivaldo
27/6/2019
07:26
Cenkos have released a new note and say Buy. They forecast 8c EPS this year, i.e 6.3p EPS, with a 1.7c dividend, and summarise as follows: "Strong operational progress building momentum. RA has now announced five substantial contracts of varying durations since March 2019, with a combined value in excess of US$38m, including a US$9.8m 5-year contract with UNSOS (UN Somalia) to provide first line vehicle maintenance services throughout Somalia, a contract with Facilities Development Corporation (FDC) for construction works at the US Embassy in Copenhagen (value undisclosed), an MSA with IAP Worldwide Services Inc to provide supply chain services on a global basis (with the first contract of up to US$8.5m in sub-Saharan Africa to run until 2023), a US$10.7m construction project for a large humanitarian client in Central Africa and the new US$9m contract announced today. RA remains very active with its bidding pipeline, including two substantial, potentially transformational bids in the current year (one submitted already – not in or current forecasts). Outlook & forecasts. We have left forecasts unchanged. Our FY19 revenue forecast of US$60.2m is now less than 40% of the current contracted revenue backlog (over US$150). In the last two years, FY revenues have been c47% of the contracted revenue backlog. We expect to see this pattern continue as RA adds larger and longer duration contracts. The shares trade at a FY19E PER of 7.6x and EV/EBITDA of 4.6x, falling to 7.3x and 3.7x 2020E respectively. Net cash forecasts for FY19E and FY20E represent c30% and c35% of the market cap respectively. The 2019E prospective yield is 2.7%, covered 4.8x."
rivaldo
26/6/2019
19:20
Business Operations Director talks to Proactive Investors. hTTps://tinyurl.com/y6q8b4w2
yupawiese2010
25/6/2019
23:17
On the hunt for some stocks... Half interested in this, but not sure whether it will have permanent fallout from the downgrades in terms of rating. I'm sure it suffered from association with the outsourcing/infrastructure market with the very public problems of larger businesses and the last thing it needed in that respect was a load of downgrades, rather than a demonstration of reliability. Its obviously modestly rated, but is it interesting enough to gather a following, even if it does start performing better.
yump
24/6/2019
12:24
I bought some of these first thing this morning. Good to see some investors I respect already here. Very cheap fundamentals, large cash pile, "encouraging" trading this year to date, confidence in delivering expectations this year (albeit with an H2 weighting), likely RNS's of large contract wins to come..... One to build on as confidence grows further.
rivaldo
23/5/2019
10:48
yeh, bit of a shame as it's a really good company with lots of good things to talk about..but probably out of the public eye with few followers...I bought a few more anyway so will sit on them. At least the BB is a good one without the usual rampers and rubbish!
flc
23/5/2019
08:28
Surprised by the pullback on all the contract news releases.
tiswas
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