React Share Discussion Threads

[rivaldo] 16/6/2025 13:40:08

Two ticks up today, yet only around £1,600 of net buys reported. Perhaps not much stock around, and/or a buyer in the background - REAT being on a single-figure P/E now.

[vikingben] 03/6/2025 19:04:10

2 large trades between them 109.5k @60p will be the reason for the price increase yesterday late morning

[rivaldo] 02/6/2025 13:41:30

Good to see a decent bounce continuing from the post warning lows.

The new forecasts are 6.4p EPS to this September, rising to 9.1p EPS to Sept'26.

These are "conservative", not allowing for any upturn/higher contract activity in this H2, so hopefully we've now seen the bottom.

[pugugly] 29/5/2025 16:57:45

Revist marker 55/60 post ?? profit warning but tipped by ST. however clobberedm by RR - Possibly another RR clobbering to come to all UK businesses.

[vikingben] 29/5/2025 16:47:07

MM’s happy to take my shares got a quote to sell 125k @55p
Could buy 100k @60p.
Thought the presentation, under the circumstances went well, any thoughts anyone?

[rivaldo] 28/5/2025 09:14:49

Cheers Boystown. Good to see Braund being emphatic that the new numbers are so conservative and are "worst-case scenario".

[sikhthetech] 27/5/2025 14:23:43

These benefited from covid and have been fund raising since.

I warned about them some time ago.

These were another in a long line of shares ramped by 1gw/Rivaldo, which have subsequently crashed.



sikhthetech - 29 Jun 2021 - 18:45:29 - 1758 of 1789 React Group: COVID-19 decontamination/deep cleaning specialists - REAT
<...>
The 'softness' comment backs up my stance that they are covid dependent.

H1 ended March 31st, whilst major restrictions were still in place.

Going forward, more people will continue working from home or go in a couple of days a week. With vaccines proving effective the need for PPE/cleaning reduces.

[jeanesy] 27/5/2025 14:20:33

can't agree jmarth.

[jimarth1] 27/5/2025 13:35:43

Over reaction. Buys coming and price stabilising.

[effortless cool] 27/5/2025 10:40:04

This is what happens once all management credibility is finally gone.

[robward] 27/5/2025 08:52:04

"Ouch" indeed Davemac3

Incredibly React have spent over £20m in past 4 years acquiring business's. The current market cap of React is £16m....not exactly a winning formula is it !!!

I have a small holding....getting smaller by the day

[rivaldo] 27/5/2025 07:49:13

Yep, a warning reflecting the general UK climate as regards rising labour costs etc.

Dowgate "have adopted the same conservative view (as REAT), that suggests delayed higher contract activity levels previously expected in 2H do not occur, although it remains possible that they may", so their forecasts may rebound if activity picks up as hoped.

Aquaflow looks like a very good acquisition and has largely offset the decline in the prior REAT business.

REAT remain a good business imo and should do well over time in scaling up and consolidating their sectors, but Rachel Reeves's headwinds have brought a bump in the road.

With 6.5p EPS still forecast this year, then rising to 9.1p EPS, hopefully the downside will be limited to say 60p-65p.

[pireric] 27/5/2025 07:18:25

Dowgate cut 2025 adj. EPS to 6.5p (from 8.5p), 2026 to 9.1p (from 10.8p)

Eric

[davemac3] 27/5/2025 07:04:31

Results look ok but outlook not great

[microscope] 16/5/2025 15:46:12

Looking very strong today, hitting key chart level too

[rivaldo] 16/5/2025 12:54:36

REAT are actually up 1p today given last night's real close was 68p-70p.

There's been a series of buys, but all pretty small, which hopefully suggests there's a lack of stock around given the rise.

[patrickbateman87] 15/5/2025 12:27:46

KINO taken out at c8.4x EBITDA I believe. REAT trading c6.3x EV/EBITDA. I know they don't do exactly the same things but does anyone have a view on the similarity and implications for REAT valuation - looks too cheap to me?

[effortless cool] 15/5/2025 10:55:29

Supply and demand still very skewed. Online, you can currently sell 50,000 at 69.2p, but only buy up to 750 at just under 70p, with no quote for higher quantities.

[rivaldo] 15/5/2025 10:31:08

Worth remembering that the forecasts for REAT are as follows, with this year finishing in only just over 4 months:

Singer : 8.4p EPS to 30/9/25, 9.9p EPS to 30/9/26
Dowgate: 8.5p EPS to 30/9/25, 10.8p EPS to 30/9/26

At 69p that's a consensus P/E of 8.2 falling to just 6.7.

[rivaldo] 15/5/2025 09:16:20

Continuing to climb steadily prior to the H1 trading update.

Remember that the 27th March AGM statement stated:

"We are pleased to report that the Group is continuing to perform well in challenging market conditions"

[davidosh] 14/5/2025 21:59:11

Just to let shareholders and prospective investors know that React will be presenting at Mello 2025 on 4th June 2025


If you are not familiar with us at MELLO, we have created a two-day investor conference that will include top quality keynote speakers including Ben Rogoff (Polar Capital Technology Trust), Georgina Brittain (JP Morgan AM), Christopher Mills (Harwood Capital Management) and Lord John Lee (leading UK Private Investor).

The conference will feature panel sessions such as our popular Mello BASH (Buy, Avoid, Sell, Hold) with professional investors and analysts like Paul Scott. There will be over 45 exhibiting & presenting companies including Rockwood Strategic, JP Morgan AM, Nippon Active Value Fund, TPFG, Skilcast, Restore, Smiths News, Mortgage Advice Bureau, Personal Group, Burford, Tristel, IP Group & many more...

Get 50% off your ticket with code MMTADVFN50. Tickets are available at:

[superhoop2] 14/5/2025 18:41:40

Must be good results due ... Great value at this price with only 22 million shares in circulation.