Ra Share Discussion Threads

[gleach23] 30/11/2020 17:14

2 large trades late afternoon worthy of note. 1.469m shares @ 40.125p and 600k @ 40.33p. Since the share price ticked up a little afterwards, perhaps these trades represent clearance of a seller? Fingers crossed as I've recently taken up a trading position. GLA

[shanklin] 30/11/2020 11:19

Yep, in the circumstances, I really didn't like money raised in the float being used to buy shares issued in the float to be used as share awards for, amongst other people, the directors of the company.

[flc] 30/11/2020 10:24

I think Wetpantz makes a valid point and it doesn't take too many trades to move the share price either way. The fundamentals are strong but it's like watching paint dry at the moment. Hopefully 2021 will be better.

[tiswas] 30/11/2020 10:08

The PR work does not seem to have done much good. Are we missing something?

[wetpantz] 28/11/2020 23:49

Today 23:46

Seems like a promising company, but the founders own over 75% of the shares, they are at liberty to do whatever they like e.g. award generous share options to themselves which will not benefit ordinary shareholders. Don't think the price will move much till they sell down their stake - ideally to some reputable institutions.

[tomps2] 27/11/2020 14:55

RAI who they are and what they do.

Soraya Narfeldt, CEO, Lars Narfeldt, COO & Andrew Bolter, CFO outline RA International, including the company’s history, what they do, their values and the story since IPO.

Video:

Podcast:

[sev22] 26/11/2020 22:05

Stockopedia’s Ben Hobson reveals a strategy targeting small, high quality firms that are under-researched. RA International are on the list.

[flc] 26/11/2020 13:11

Thanks SEV22. Very upbeat podcast...particularly like the references to RAI being the 'go to' company to service remote locations and likelihood of second half results being strong :-) His summary that RAI are a great company to invest in with progressive dividend policy makes me wonder why share price has flat lined...they just need more investor attention and another contract win of note.

[sev22] 25/11/2020 19:39

RA International are featured on this podcast from last week. Very positive comments.

[arregius] 02/11/2020 08:53

I did it with total evidence, if you want it you can ask for it and I was confirmed by the management.

[flc] 29/10/2020 11:32

Could do with some good news to prop up share price again.

[norbert colon] 21/10/2020 15:47

It relates to this RNS:https://www.investegate.co.uk/ra-intnl-group-plc--rai-/rns/contract-win-with-new-client-in-central-africa/201812110700110365K/But the press piece I understand is innacurate re; RAI's scope of services.

[rivaldo] 21/10/2020 15:12

This contract news is dated 6th October just gone.

If you can prove otherwise that's fine, but don't make such posts without any evidence at all :o))

[arregius] 20/10/2020 14:57

Thats pretty old. Date is inaccurate

[flc] 20/10/2020 11:51

Good find rivaldo, another interesting contract.

[rivaldo] 20/10/2020 11:44

Looks like a new contract win for RAI:



"Issue dated 06/10/2020

Emirates' remote logistics group RA International is to advise CAR general staff

The Dubai-based contractor is to train the Central African Republic's armed forces under the supervision of the US Army. [...] (269 words)"

[flc] 28/9/2020 11:18

Total have just signed a MOU with Mozambique Gov't for LNG so I suspect they will be in the mix. Gas reserves in Mozambique are huge and the big boys are moving in so the 37 acre site acquired by RAI could be quite instrumental in providing facilities to these large corporates.... could be a shrewd move.

[rivaldo] 28/9/2020 10:18

New interview with the CEO not posted here before - interesting closing comment that RAI expect to see "significant more work coming our way from similar clients", i.e the likes of Total and Danakali:



"RA International's (LON:RAI) Andrew Bolter caught up with Proactive's Katie Pilbeam on the back of its interim results to June 2020. Among the highlights the company was awarded what it's described as a landmark $60mln commercial contract to provide services to a new global client in Southern Africa. The two-year contract is their largest deal since coming to the AIM market. They've also been appointed by Danakali Ltd (ASX:DNK) (LON:DNK) as the preferred supplier to construct a 1150-person camp facility and other infrastructure during the construction phase of its Colluli mine in Eritrea."

[flc] 25/9/2020 15:31

...possibly some news coming through on first anchor tenants with possible french connection>>>

RNS 2019

RA International Group PLC (AIM: RAI), a leading provider of services to remote locations in Africa and the Middle East, is pleased to announce the Group has significantly expanded its operations in Mozambique. The Group has successfully concluded an agreement to acquire a 150,000 m(2) parcel of land in Northern Mozambique and aims to commence building a large camp facility within months, in support of the upcoming gas projects in the region. Negotiations are already underway with potential anchor tenants.

In addition, the Group has successfully acquired a 49% shareholding in Royal Food Solutions S. A (RFS), a family-owned Mozambique based provider of integrated facilities management services. RFS currently provides catering services to Mozal, KPMG, and Vodacom, making it the premier catering contractor in the country. The strategic investment in RFS will enhance the Group's ability to provide fully integrated camp services in Mozambique and RA International's enlarged presence in the region will position the Group well to capitalise on future opportunities.

[flc] 25/9/2020 15:23

I see they've put out a post for a french speaking hospitality manager for their Mozambique property so wonder what's happening over there? Now that's a job and a half...need some more news flow to give the share price some magic.

[rivaldo] 25/9/2020 10:36

I've been buying a few more on the dip. EDIT - immaculate timing - not :o((

This new article from Stockopedia reads well:



"Choose high quality over junk

Some of the most influential stock market studies have found that Quality is an important factor that tends to show up time and time again...

Companies with a track record of profitable growth, high efficiency and solid finances, have been shown to be better bets on average than low quality, loss-making firms.

By our calculations (which use a range of financial quality metrics) Ra International has a Quality Rank of 75 (where zero is poor and 100 is excellent).

Opt for cheap over expensive

Another well-research observation is that attractively valued shares tend to outperform expensive shares on average over time. So it's important to look at Value and whether a company is being fairly priced relative to what it earns, owns and what it pays out.

By our calculations (which look at several valuation metrics) Ra International has a Value Rank of 71.

Look for a positive trend

It's easy to think that Momentum is only a measure for technical traders, but research once again shows that recent trends in both price and fundamentals can be a strong hint about the future. In the market, trends tend to persist, so it makes sense to look for stocks that are on an upward trajectory.

By our calculations (which look at both price and earnings momentum) Ra International has a Momentum Rank of 86.

Overall, there are signs here that Ra International has above-average exposure to three very important drivers of stock market profits..."

[norbert colon] 15/9/2020 15:55

https://www-proactiveinvestors-co-uk.cdn.ampproject.org/c/s/www.proactiveinvestors.co.uk/companies/amp/news/928885

[arregius] 15/9/2020 15:53

The order book does not include danacalli

[rivaldo] 11/9/2020 09:15

This morning's August newsletter just out from the highly successful River & Mercantile UK Micro Cap trust shows that with the recent rise RAI are now in the top ten holdings, at 3.2% of the fund. And they have this to say:



"RA International, the leading provider of integrated facility services in remote locations, also made a strong contribution over the month with a 28% gain in the shares. The company reported two large contract wins with one, a $60m two-year contract, the largest contract the company has even won. The contracts should, alongside the estimated $200m order book, support earnings over the next few years. The company trades on a historic FY19 P/E ratio of less than 10x despite a strong, net cash, balance sheet."

[jolomo] 10/9/2020 09:53

Appreciate the response. Having spent $9.2m already I wonder how much more is to come. The loan notes aren't exactly cheap so I still question why they don't dip into their own cash balance.