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React Investors - REAT

Share Name	Share Symbol	Market	Stock Type
React Group Plc	REAT	London	Ordinary Share

	Price Change	Price Change %	Share Price	Last Trade
	-0.50	-0.61%	82.00	16:35:24

Open Price	Low Price	High Price	Close Price	Previous Close
82.50	81.00	82.50	82.00	82.50

more quote information »

Industry Sector
CHEMICALS

Top Investor Posts

Top Posts
Posted at 04/12/2024 17:15 by microscope Yeah all these small investors who bought on the IC tip not so long ago leaving the building. Obviously doesn't apply to all of them, but the majority of such buyers appear to have very short memories and are easily rushed into selling at the first sign of a pullback.There's possibly been a bigger seller around, but just as it was overbought, now starting to look oversold. As you indicate rivaldo, a buying opportunity beckons. Unfortunately EC hasn't explained the criteria, and sounds miffed at not being invited into the recent funding for the acquisition, more than offering much of substance.Brokers have 120-130p targets and having read the 21 page IC report, I'm inclined to agree. Read Full Thread Reply
Posted at 04/12/2024 13:15 by vikingben Profit taking, invites investors. Read Full Thread Reply
Posted at 24/11/2024 19:16 by effortless cool Just catching up on this one. Seems to be the same old story - a miss against forecasts distracted by an outsize acquisition. I don't think that REAT have ever hit their forecasts. Now we have revenue of £20.7m against a Dowgate forecast of £21.3. They really do need to get their act together. Last time the acquisition was LaddersFree. A good company yes, but a transaction done on terms that destroyed value for those shareholders that were not given the opportunity to participate in the prior placing. (We have still not recovered to the heady pre-consolidation levels of over 2p per share). Now its Aquaflow. This looks like a decent business being bought at a decent price, but it is too big for React's balance sheet and the same group of institutional investors that management let screw over other shareholders in 2022 is in on the act again. I'm going to update my model over the next week or so and I dare say that there will still be value to be had here. I am concerned, however, that this business seems to be run for the benefit of Mark Braund and a small group of institutional shareholders, rather than the entire shareholder base. Read Full Thread Reply
Posted at 05/11/2024 18:36 by superhoop2 Well documented that investors will not touch penny shares ... well, that will not be the case tomorrow! Read Full Thread Reply
Posted at 30/10/2024 17:11 by gipps Large investors buying more Read Full Thread Reply
Posted at 17/9/2024 12:37 by rivaldo RNS - Octopus Investments have been buying more. They now own 16.71% (up from 15.22%), with 3.6m shares: So in the last few weeks we've had Octopus, Dowgate and Harwood/Oryx all buying. Perhaps this RNS and the major IC tip will now make investors realise the value here. Read Full Thread Reply
Posted at 06/6/2024 08:52 by melloteam Just to let shareholders and prospective investors know that React will be presenting on MelloMonday on Monday 10th June 2024, starting at 5:30pm. Get 50% off your ticket with code MMTADVFN50 Read Full Thread Reply
Posted at 30/5/2024 20:34 by tole https://masterinvestor.co.uk/equities/silver-bullet-data-services-and-react-group-both-set-to-rise/REACT Group (LON:REAT) Operating On Nearly 90% ARRSince I last commented upon this company's fortunes its share price has risen from 1.38p to last night's 75p unfortunately that does not reflect my share-picking ability, but instead the result of a 1 for 50 share consolidation.The group is the UK's leading specialist and contract cleaning, hygiene and decontamination company, operates with three divisions: LaddersFree, one of the largest commercial window cleaning businesses in the UK; Fidelis Contract Services, a contract cleaning and facilities maintenance business; and REACT business, which primarily provides a solution to emergency and specialist cleaning situations, both through long-term framework agreements and on an ad-hoc basis.The £16.2m capitalised company yesterday issued its Interim Results for the six months to end March 2024.It reported a 13% increase in revenues to £10.57m (£9.32m), while its adjusted EBITDA was an impressive 35% better at £1.28m (£0.95m), lifting its EBITDA earnings up to 6.02p against a previous 4.51p per share.The group reported a good uplift in contract intakes, while it has been consolidating its banking relationship with HSBC, which I can see as a possible pointer to some M&A possibilities before the end of 2024.CEO Shaun Doak stated that:"We are delighted with the Group's performance, particularly in a year characterised by significant investments. Despite the challenges, we have maintained strong sales momentum and secured higher margin business, which is a testament to our strategic efforts and operational efficiencies.In addition to securing new material contracts, the Group has also achieved numerous small and medium-sized wins, whilst simultaneously renewing and enlarging existing contracts. This consistent success across various deal sizes underscores the quality of the Groups value proposition and is testament to our effective selling and cross-selling to drive growth."Commenting upon the group's Outlook, he stated that:"Looking ahead, the pipeline for the remainder of the year remains strong. This solid foundation provides the Board with considerable confidence in our ability to meet full year market expectations. We believe that our strategic investments and diversified contract wins position us well for sustained success."Analysts Mark Howson and Paul Richards at Dowgate Capital have current year estimates out for revenues of £21.3m (£19.6m), with adjusted EBITDA for the year to end September of £2.5m (£2.2m), with earnings of 6.9p (7.8p) per share.In my opinion this group's shares have good upside attractions and I cannot disagree with Dowgate Capital's 100p share price aim, against last night's close of 75p.The shares are a very good Hold for existing shareholders and an appealing bargain for new investors. Read Full Thread Reply
Posted at 13/5/2024 08:40 by rivaldo Davidosh, I'm very much looking forward to Mello and appreciate the hard work you put in to organising it and making it so successful. Anything which can increase investors' awareness of high quality small companies like REAT is a good thing! Ticking up again today. This slow, steady rise is very encouraging and good to see - but there's a long way to go yet imo. Read Full Thread Reply
Posted at 12/2/2024 21:13 by tole https://masterinvestor.co.uk/equities/react-group-ready-to-clean-up/REACT Group Ready To Clean UpBy Mark Watson-Mitchell 12 February 2024 6 mins. to readREACT Group Ready To Clean UpA Cash-Positive business and operating on 87% ARRI know that I haven't featured my favourite ARR investment criteria for any stocks recently, but as regular readers will know I just love Annual Recurring Revenues.It is any finance director's key number and this group operates on a very high figure.To know that your company's revenue intake has certain fixed levels for the year ahead, surely makes the assessment of future capital expenditure that much easier.So, when I alight upon companies where their business has high levels of guarantee going forward, it makes me almost salivate upon the assumption that 'risk' is being severely reduced.Now looking at REACT Group (LON:REAT) many investors may not get zizzed-up because of its basic business which is cleaning services.The BusinessThe £13.5m capitalised group, which is based in Birmingham, is the UK's leading specialist and contract cleaning business.It operates with three divisions: LaddersFree, one of the largest commercial window cleaning businesses in the UK; Fidelis Contract Services, a contract cleaning and facilities maintenance business; and the REACT business, which primarily provides a solution to emergency and specialist cleaning situations, both through long-term framework agreements and on an ad-hoc basis.You Want It Cleaned?Well REACT can do that.The group describes itself as the extreme cleaning company that goes beyond the everyday to tackle cleaning problems that non-specialists just can't cope with.From hotels to prisons, crime scenes to cruise ships, public spaces to private hospitals, it does what others can't do going beyond everyday cleaning to deliver a specialist service whatever the challenge.The sectors into which it provides its various services includes rail, justice, industrial, housing, healthcare, education, highways, emergency, and also facilities management.The company offers air duct cleaning, animal and human fatality management, hazardous and biohazard cleaning waste removal, carpets and floor cleaning, clinical waste removal, crime scene and forensic cleaning, decontamination, deep cleaning, detention centre cleaning, end of tenancy cleans, fire and smoke damage, fire damper testing, flood and sewage clean up, and fly-tipping clearance services.It also provides graffiti removal, depot and warehouse cleaning, high-level cleaning, ATEX explosive environment cleaning, grease extractor cleaning, highways and lay-bys, house and hoarder clearances, kitchen grease extract cleaning, nightly hospital cleans, office and commercial property cleaning, pigeon guano clearance and anti-bird control.Other services include trackside decontamination, emergency vehicle cleaning, sharps and drugs paraphernalia removal, detention centre cleaning, commercial window cleaning, norovirus and covid decontamination, infection control cleaning, data room cleaning, school contract cleaning, train carriage and graffiti cleaning, and rail deposit and station, and rail rapid response cleaning services.Some Leading-Name ClientsAs a group, through its three main divisions, it offers its services to over 1,200 customers mostly in the private sector, while better-known clients include Costa Coffee, DPD, Hitachi, Lidl, Sodexo, Mannheim, UCLH, Frimley Health, Nespresso, Wendys, Marriott, Mitie Group, Ringway, Serco, Pret A Manger, Tapi, Fortem, the gym, Govia, Britannia Services Group, Holiday Inn Express, the Extra Care Charitable Trust, IAC, GeoAmey, and the University College Birmingham.The group's growth has been underpinned by its strong customer retention, while securing contract expansion and retention, as well as offering massive cross-selling possibilities.The Latest ResultsLast Tuesday the group declared its final results, showing a record performance for the year to end September 2023.It reported that its revenues had increased by 43% to £19.6m (2022: £13.7m), boosted by the numerous multi-year contracts that had been won via cross-selling across the group.Impressively the group's gross profit was up 61% to £5.2m (£3.3m), its profit margin was 27% (24%), while its adjusted pre-tax profits were almost trebled from £0.7m to £1.8m, with earnings per share doubling from 0.1p to 0.2p for the year.Some 87% of the group's sales were classed as recurring revenue, against 83% in 2022.On a like-for-like basis the group's organic revenue growth showed through at around 21%.The 'capital light' business was highly cash-generative and ended the year with a cash balance of £2.1m (£1.5m).Management CommentCEO Shaun Doak stated that:"I am delighted to announce a strong performance from the REACT Group, marked by impressive organic growth and improved profitability and cash conversion. This success underscores the strength of our value proposition and customer acquisition strategy.Following the acquisitions of Fidelis in March 2021 and LaddersFree in May 2022, we have consistently achieved substantial organic growth. This achievement showcases our proficiency in integrating these offerings into our core services, unlocking potential across an expanded customer base. Our success is evident through effective cross-selling and upselling strategies, as well as our ability to attract new customers.Momentum from FY23 has continued into the new financial year, and despite the usual slow down across the festive period, the first few months of FY24 have delivered a record trading performance for the Group."Current Trading And OutlookLooking at the group's current year's trading and its outlook, the company stated thatit has already had good momentum into the current year, following a strong first quarter, reflecting significant growth opportunities as it goes forward.The company is now underway with a near £300,000 investment in infrastructure to leverage its efficiency-enhancing technology across the group by way of mapping out digitisation of its services, which could offer greater operational efficiencies and optimisation of its resources when completed.The EquityThere are 1,067,648,507 shares in issue.Larger holders include Octopus Investments (15.22%), Dowgate Capital (12.09%), Canaccord Genuity Wealth (9.32%), Harwood Capital (8.38%), ISPartners Investment Solutions (7.95%), and Premier Fund Managers (6.36%).Three private investment holdings are of note: Jonathan Whitmore (2.81%), Jason Korinek (2.61%) and Justin Korinek (2.61%), the latter two were involved in the LaddersFree business.Analyst ViewsGreg Poulton at Singer Capital markets rates the group's shares as a Buy.For the current year to end September he is estimating £21.2m of revenues and £2.1m of adjusted pre-tax profits.He has a Price Objective out on the shares at 1.9p.In the middle of January, the group appointed Dowgate Capital as a Joint Broker to the company, I now understand that it will be issuing a note on the group shortly.My View 1.60p Target Price Holds FirmThis little group has achieved excellent organic growth over the last three years, running at an average 24% per annum rate in that time.And that long-term growth in its 87% annual recurring revenue will also help to boost still further its operating margins.I consider that this little group has sensible ambitions in its future expansion.It has a declared aim to grow to a £50m value within the next few years.Against its £13.5m market capitalisation, a positive point is that it ended its 2023 year with £2.1m cash in the bank.The recent bolt-on acquisitions that it has completed have all been accretive and I am sure that other smaller to medium sized targets are being lined up, certainly as the group steps up its M&A expansion phase.The group has a good pipeline of potential business and as it gets its digitisation completed, I can envisage even more cross-selling opportunities being presented and being worked upon.It would be sensible if moves were made to lose the current 'penny share' status, that could give it more investor credibility which it certainly deserves.The group's shares, which closed at just 1.25p on Friday night, are a Strong Hold for existing shareholders and should prove to be a bargain for new investors. 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