Previously they have confirmed that results would be above expectations I'm sure ... anyway all looking good at the mo and long may that continue! |
Not sure why we should get pre results update superhoop 2 . Never have done so before . Next results will be in November. News on Some new contracts would be nice though . |
Many thanks microscope . I will take a small opening position I think |
MPearson they had a 1 for 50 share consolidation not long ago.
But you are right, interesting company, low p/e, in a niche area with plenty of acquisition opportunities which they have said they could finance through existing strong cash position, but must be earnings enhancing within 12 months.
And given the sector's nature always the possibility that the hunter could become the hunted. |
This seems an interesting little company . I am thinking of taking an initial position.Stockopedia has revenue up 10% for 2024 , but eps increasing over 10 times ( 0.58 to 6.8) .Is this correct ? Have they secured some recent more lucrative contracts . Thanks in anticipation. |
Should be getting a pre results update soon hopefully! |
Following the 135k trade announced yesterday!
I can now get a quote to sell my entire holding @74.1p or 50k @74.74
Maximum buy 20k @75.8p
Will expect another RNS re share holding in the company later this week??
GLA
Edit 16:20 14/08
Now offered 74.75 to sell my lot |
Indeed - now the maximum you can buy online is just 500 shares, whereas I could sell my entire holding (which is a hell of a lot more than 500 shares!) if I wished. Which I don't, and won't be for some time unless something changes. |
tried to buy some more here. Could only get 1250 :(
Dowgate increasing holding again |
Terrific shareholder list now for a £16m m/cap company - these five now own 53% of the company per REAT's web site:
Octopus Investments Nominees Limited 3,250,226 15.1
Dowgate Capital 2,773,790 12.9
Canaccord Genuity Group Inc 1,994,225 9.3
Harwood Capital LLP 1,940,000 9
Helium Rising Stars 1,503,787 7 |
That 85k announced today, was the trade at about 12:30 2 days ago, which increased the share price |
would welcome some comfirmation from the company. |
EC just came on the thread to suggest exactly that! |
Maybe buying out the Korinek's remaining shares? |
Dowgate bought almost 12% |
Good to see Harwood continuing to buy whilst I was on hols - they're now up to 10.16%, or 2.19m shares: |
Harwood still buying |
Mm’s have buy orders to fill??
Just had a quote to sell my entire holding @72.1p
Maximum buy 25k @73.8333p |
Harwood Capital/Christopher Harwood are convinced - they've been buying and have increased to 9.86% (from 8.12%), now owning 2.125m shares: |
To me very interesting.
Have the brothers from Ladders Free finally got rid of their holding in Reat?
I can now get a quote to sell 50k @71.11p
Can buy 50k @74p, or 10k @72.6p which would show as a sell |
I have updated my valuation to reflect the H1 results and the subsequent grant of options.
I get 103.6p, a 41% premium to Friday's closing price. |
The Mello Monday presentation is excellent as usual. Some highlights:
- "it's been a great start to the financial year"
- "momentum has continued into H2" with a "healthy pipeline"
- recurring revenues are now over 85%
- "we're ready for M&A activity again"
- revenues have grown organically at 24% per annum for each of the last 4 years
- Fidelis have grown their revenues from £4.8m to £12m since acquisition
- Laddersfree are growing revenues by 30% and have added 7 new nationwide customers in the last 18 months
- REAT looked at 40 other opportunities before buying Fidelis
- acquisitions have to be earnings-accretive in the first year
- REAT are likely the only company who can provide their services nationwide
- "now extremely cash-generative" as final payments have been made for the acquisitions
- REAT is a "very defensive business", with customer expenditure being non-discretionary
- the rating is undervalued
- minimum wage increases are already built into contracts |
Is anyone keeping a check on the large sells since 13/05/24?
Ladders free brothers had 833k which they might sell into an orderly market?
Another 75k today @ 73.5p
Is now a good time to increase the holding, for any major holders?
As soon as the 833k have gone, the share price should significantly increase?
GLA |
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