Rbg Share Discussion Threads

[lace] 22/11/2021 13:04

why is RBGP falling

[thirty fifty twenty] 22/11/2021 10:23

i am a long term holder and although also nervous about the continued fall, i take comfort from 2 points as i see them:

1: there are many similar companies falling significantly from summer levels, so maybe the market is de-rating but at least it is not RBGP specific. If the market is de-rating I want to be invested in, and ready to invest more, in businesses that will not be impacted less economically than average. I think litigation law services is decent protection in such an economic downturn. obviously other parts of RBGP are economically cyclical, but then there is also the benefit of the punt on the 2 larger cases which are completely uncorrelated to the stock market (i discount the first case as immaterial)

2: the chart still looks to be an upward trend from the IPO falls and then base triangle formation. I hoped the 200d would provide initial support but the ultiamte support is around 110p, so i'd only get significantly worried if there is a sustained fall below that level. And i think there will probably be an TU before that can be reached anyway.

All IMHO, DYOR + BoL
RBGP is (very nearly) in my top 5 holding

[petewy] 22/11/2021 10:07

Not a clue Aput but monitoring like u. Needs another ST boost n the IC

[apuleius] 22/11/2021 09:42

Anyone’s guess as to why this is dropping or where the bottom is. The only bad news has been the delay in the first elephantine case (but that wasn’t in the forecasts) and the unexpected departure of Barry Roche (but means that NF is getting her hands dirty for six months so not all bad and, arguably, a good thing). The last update in September said they were on track to meet full-year targets, and Convex has announced four completed deals since, which should be positive. The odd thing is that no purchases of RBGH shares by directors of Convex has been announced in respect of any of these four completed deals, as would have been expected under the revised deal announced with them earlier this year. Also the deal value of the last completed deal, which was originally disclosed on the Convex website as £81m, has since been recategorised as “undisclosed”. These seem to be the only facts in the public domain.

[mashman] 20/11/2021 02:06

That buy @ 127 is underwater now want to win. Where is this heading, chart has resistance at 120, then a couple more until the 100? I'm looking to buy but where and why is it dropping??

[wanttowin] 10/11/2021 10:38

Indeed the slide is puzzling after a raft of positive news. The general market is pretty heartless at the moment and gives little.

[scubadiverr] 10/11/2021 10:30

Thanks, Thought that maybe the case. Interims were only in September and looked very good. Can't see a reason for the continued slide other than initial disappointment of delay/rerun of first elephantine case. The 2 more significant cases, not included in guidence, are still going to schedule as far as we know so would have thought the price would be tracking up in anticipation of the significant rewards.

[wanttowin] 10/11/2021 10:24

My apologies Scuba, I stand corrected got confused with RGB who have results on the 16th.

[scubadiverr] 10/11/2021 10:12

Where are you reading that results are on Tuesday? Stocko has 18/04/22 for full year 21 and can't see it RNSd or detailed on RBGPs website.

[johndoe23] 10/11/2021 09:06

Possibly. Someone's dumping a few this morning

[wanttowin] 10/11/2021 08:48

Golden opportunity to add this morning, results on Tuesday.

[wanttowin] 08/11/2021 16:23

tempted to add here but I have a big holding already,

A buy @ 127p just went through surely a steal and a bargain for someone..

[petewy] 29/10/2021 19:40

Yes I heard it Tentative

[wanttowin] 29/10/2021 15:14

Very interesting, thanks Tomps2 ...'over £2 in time will be very nice'

[tomps2] 29/10/2021 08:37

Jack Brumby ‘slams’ RBG Holdings (RBGP) at 30m21s in the latest PIWORLD/Stockopedia Stockslam

Watch the video here:

Or listen to the podcast here:

[apuleius] 27/10/2021 11:21

Another deal announced on the Convex website and it looks like a big one: the sale of Outdoor Toys to a 3i-backed company and the deal value is £81m. The lag between kdeals being announced on the Convex website and the subsequent purchase of RBGH shares by Convex directors is noticeable. The deal looks like very good news that could lead to upgrades of Convex’s contribution for the full year.

[carcosa] 04/10/2021 17:39

Three more deals completed/updated on the website:
EKM, Isosec and Shade Station

hxxps://www.convexcap.com/case-studies-list/

[davidosh] 28/9/2021 13:52

RBG Holdings will be reviewed in the Mello September Results Review show tonight



To join with a complimentary shareholder pass use code 2809Mello

[scubadiverr] 17/9/2021 12:53

I see ST of IC covered RBGP yesterday, reiterating Buy recommendation with TP of 175p: https://www.investorschronicle.co.uk/ideas/2021/09/16/rbg-s-fee-earners-worth-backing/

[its the oxman] 15/9/2021 08:11

Nice to see the shares bounce. Penty to like here about the outlook comments going forward. Shoukd see higher price targets reiterated.

[uncleoswald] 15/9/2021 08:11

The market likes the results!

[its the oxman] 14/9/2021 11:55

Didn't realise, results tomorrow.

[its the oxman] 14/9/2021 11:09

Results can't be far away. Can't stay this low for long.

[wanttowin] 10/9/2021 15:34

Nice dip today for that top up Scubadiver..

[2bluelynn] 06/9/2021 21:35

Nice little Hammer on the chart !