React Share Discussion Threads

[vikingben] 07/1/2022 19:50

Rivaldo, thank you for the article today.
Do you know if Michael Taylor holds shares in all the aims shares he promotes?
Got a few more today, only get up to a nice round figure, not because of the article, been doing test trades all week.
Now looking for to the end of January for last years final figures

[jeanesy] 07/1/2022 17:51

I was one of them Ged. Didn't know anything about the article . Thanks rivaldo. Lets hope it puts the company on people's radar. Nice to see us finish blue for the week :)

[yump] 07/1/2022 16:05

Nice to see. Not sure about the use of the words 'debris on the tracks', just after 'rail fatalities' - Euphemism or what !!

Judging by some of the other smaller stocks, looks like a possible start to new year small growth stock buying.

[ged5] 07/1/2022 14:21

Thanks Rivaldo.

The offer has been creeping up all day. First decent buy of the day and the offer is now slightly above 1.5p.

You see Jeansey, not everyone is selling. There have been a few buyers about this week.

[rivaldo] 07/1/2022 12:14

Good to see REAT getting tipped for 2022 in Money Week magazine:



"Four Aim stocks to buy for 2022

Michael Taylor of Shifting Shares picks four risky but potentially lucrative stocks from Aim, the alternative investment market
by: Michael Taylor
7 Jan 2022

React Group

(Aim: REAT), 1.4p

React Group is a specialist cleaning-services provider. It would be easy to decide that cleaning is low-margin and write this stock off, but React does a lot of the cleaning that nobody else wants to do. This includes prisons, rail fatalities and commercial tenancies.

Clearly, if a train can’t travel because of debris on the tracks, then this can cost the train company a hefty packet. React can deploy its emergency-cleaning service across Great Britain within four hours and provides services to several of the big facilities-management companies. One of the company’s stated aims is to increase its offering to its existing clients, as well as expand both organically and through acquisitions. React wants to become the “800-pound gorilla” in the sector by taking advantage of a fragmented market.

So far, the board has done a good job of turning the company around and bringing it to profitability. On projected earnings of £684,000, the stock trades on a price/earnings (p/e) ratio of just over ten. It is expanding and generating cash. The market capitalisation, however, is £7.2m, making it a real minnow.

The stock is illiquid and it’s certainly not one for traders. If something goes badly wrong you will find it hard to exit: the stock trades only a handful of times a day. I hold React and believe that if the company can continue to grow its sales and profits, then the share price should follow."

[jeanesy] 06/1/2022 15:53

where do these blinking sellers keep coming from ?!

[ged5] 06/1/2022 10:17

I'm not too bothered about this rising too much. I've still got a couple of buys in my plans.

There's not been much volume for some time. Perhaps some are waiting for confirmation of the figures towards the end of the month.

[jeanesy] 06/1/2022 10:01

Hopefully any decent buying will see this rise. I am surprised more are not averaging down or taking a position in this yet.

[jeanesy] 05/1/2022 19:34

One of them was another top up from me . Fingers crossed it is better timed than my last two !!

[ged5] 05/1/2022 15:14

A few buys beginning to show:-

[ged5] 04/1/2022 15:05

Agree with you, Yump. Hope you had a good Christmas and that you're keeping well.

Although meant to be used to share information, and there are some great tweets disseminating useful information, the platform has been sabotaged by some of the biggest idiots I have ever come across.

I would hope anybody investing always make up their own mind.

[ged5] 04/1/2022 12:11

Pleased to see you mention expected timing of results, Rivaldo. And HNY to you and everyone else.

I saw a couple of negative comments on Twitter over the weekend, one of which stated he couldn't see the attraction. That prompted a quick reminder of 28th October RNS and here are several positive comments from that RNS.

"The Group continued to make good progress in the period, achieving c.77% growth in revenue to approximately £7.7m*

Underlying performance remained strong too; like-for-like year-on-year organic revenue growth was c.20% and has been generated by both the core business and Fidelis.

The Board expects EBITDA (before exceptional items relating to the acquisition of Fidelis and some restructuring costs) for the year ended 30 September 2021 to be in the range of £725,000 - £775,000* (FY 2021 market forecast: £850,000) (FY 2020: £261,000), representing year-on-year EBITDA growth of between 178% - 197%*. This represents like-for-like year-on-year organic EBITDA growth of the enlarged Group of between 45% - 55%.

the growth of the Group's recurring revenues continues and in doing so underpins performance and points the way to establishing long-term strength in our business model. We have had a positive start to the current financial year and sales activity is once again beginning to increase. A steadily growing pipeline of opportunities points towards a return to business-as-usual for a number of our customers and the outlook for the Group remains positive."



Since the period end there have been 4 contract win announcements.

[rivaldo] 04/1/2022 10:32

Happy New Year to everyone here.

Nice to start 2022 with a bit of activity and a decent early move upwards. Just a reminder that the results are expected "towards the end of January" and will show around 0.12p EPS per post-update forecasts.

The current year to 30/9/22 will include a full year of the Fidelis acquisition (last year only included 6 months' worth of Fidelis' profits), so hopefully REAT are on track for say 0.14p-0.15p EPS this year.

Especially with reactive work from the likes of the judiciary, police, housing associations etc having returned to normality from Covid/lockdowns.

[ged5] 24/12/2021 11:04

Probably some of the reasons REACT keep getting contracts:-

REACT’s ongoing innovation mission serves more than one purpose…

Effectiveness: We strive to get the best results for our customers, and the latest methods allow us to do that. Take coronavirus deep cleaning as an example: rather than rely on general decontamination techniques, we’ve developed specialist processes that are proven to eradicate SARS-CoV-2 (the coronavirus responsible for Covid-19), meaning our customers can operate with confidence.

Efficiency: We’re always looking for ways to clean faster and more cost-effectively, but we’ll never compromise on quality. By paying close attention to developments in cleaning technologies – and adopting new methods when appropriate - we can keep giving our customers the best deals while minimising disruption.

Environmental impact: As a cleaning business we are in a prime position to act on climate change. Using and discarding products will always be a part of our industry, but as a forward-thinking, innovation-focused company, we can take steps to minimise our impact on the planet. One of the ways we do that is by choosing the most environmentally friendly products on the market.

Employee and public wellness: It’s also in the nature of what we do to use various chemicals, and the impact these chemicals have or can have on the health and wellbeing of our staff, our clients’ staff and members of the public is something we take extremely seriously. This is another major factor in our innovation mission, and one that strongly influences all our decisions around new products and methods.

[jeanesy] 23/12/2021 20:25

Good to see a 1 million shares buy reported late. Let's hope it is upwards and onwards from here.

[jeanesy] 23/12/2021 13:44

Merry Christmas to everyone here too. I hope we are joined by some new investors in 2022 and we enjoy a run on the shareprice like last year( started in december until June ) !

[ged5] 23/12/2021 13:21

Started buying small amounts again after unfortunately having to sell earlier in the year. Didn't get the highs but didn't do too bad. Will be looking to add in the New Year.

Thanks Rivaldo for continuing with all your posts.

A very merry Christmas to all.

[watchlist1] 23/12/2021 12:28

Merry Christmas to you too Riv and all on here. Hope to see REAT continue to make progress along with its share price in 2022

[rivaldo] 23/12/2021 12:12

:o))

Merry Xmas jeanesy and everyone else here.

We already know that REAT will deliver around 0.12p EPS for the year ended last September based on the announced £725k-£775k EBITDA.

With "a positive start to the current financial year", a full year of Fidelis, and lots of contract RNS's announced recently, I'm hopeful that REAT should be on track for say 0.14p-0.15p EPS this year.

Which would make REAT pretty attractive at these levels on a single-digit current year P/E.

[jeanesy] 22/12/2021 16:49

A few small buys today and a blue finish .. i think i need to lie down !!

[jeanesy] 22/12/2021 08:05

the spread is now incredibly tight !

[gbenson1] 21/12/2021 11:06

I think a lot of small/speculative investors bought in about Jan this year and rode the Sp upto 3.7p, as the Sp has fallen, a lot have bailed out as well as a determined seller. The fundamentals are just the same so expect eventually for Sp to rise to 2.5p area or beyond, they have a continual stream of new contracts and this is only going to increase in these Omicron times, imho

[masurenguy] 21/12/2021 10:48

Cheers EC/Serratia - I'm still looking at taking an initial position here but will probably wait until the new year unless there is a sudden spike in the price in the meantime.

[serratia] 21/12/2021 10:18

I've been tracking this for a while and run my own forward forecast figures which are somewhat compromised by acquisitions but I can make a reasonable estimate.
I've been held back from investing by the latest update. Year end estimate £7.7m revenue which means H2 doubled to £5m from £2.5m in H1. OCF however looks to have made a much more modest improvement in H2, which implies costs have risen quite a bit. Whether these are structural or exceptional I've no idea until detailed results are available.
Having said that the share price to OCF ratio doesn't look high at the present price so there's scope for a move upwards at least above 2p.
The prices for many small companies have fallen as the market went risk off re omicron so there's a general issue in play. I'm holding back until I see where the costs have increased but there's enough here to keep me watching.