Regenersis Share Discussion Threads

[cestnous] 02/1/2015 13:52

Nice find Riv

[macarre] 31/12/2014 19:58

Sp finally took off today? Next target 232p.

[gargleblaster] 29/12/2014 14:07

excellent - thanks for that riv
Good rise today and more to come dare I say with Blancco bedding in

[rivaldo] 29/12/2014 12:09

Kudos to Blancco:



"Blancco Awarded Cloud Security Product of the Year
By PR Newswire
LONDON, December 4, 2014 /PRNewswire/ --

Blancco's data erasure software recognized as market leading security solution for virtualized environments

Blancco, the global leader in data erasure and computer reuse solutions, has received the Cloud Security Product of the Year Award as part of Angel Business Communications' 2014 Storage, Virtualization, Cloud (SVC) Awards. The company received the award for its integrated cloud erasure solutions on November 27 at London's Montcalm Hotel.

"Winning this award is a fantastic achievement and demonstrates the growing significance of the role that secure data erasure plays in the cloud computing arena," said Ben Jones, Business Development Manager for Blancco UK. "It was a very competitive category populated by some of the industry's most established players, which makes our award even more meaningful."

The annual SVC Awards recognize users, manufacturers and suppliers operating in the cloud, virtualization and storage sectors. Blancco was one of 10 finalists in the Cloud Security Product of the Year category, and its winning status was determined by the general public, including Blancco customers and the readership of Angel's wide range of print and online publications for data center professionals.

"This year, we had a significant increase in the overall number of nominations, as well as the total votes cast," said Jason Holloway, Director of IT Publishing at Angel Business Communications. "All finalists did well in making the shortlist, but Blancco was the clear winner in its category of Cloud Security Product of the Year.""

[dan158] 20/12/2014 15:16

Spread Betting and CFDs December Magazine now online: Why is the USA dollar climbing? How far will the Bull Market Go? Should you follow Analysts’ Consensus Recommendations? Check it out here

[gargleblaster] 20/12/2014 14:15

Adam - whilst the Advanced Solutions side of the business looks good and data erasure v interesting - the data repair side was clearly the problem when they issued their last set of results. Below is an excerpt from SCSW:

Performance at the core depot-based repair business came in lower than expected with sales and operating profit both flat at £151.2m and £8.1m respectively but this implies sales were -9% in H2.
Within that, the “emerging markets segment” (Poland, Romania, Russia, South Africa, Turkey, Mexico, Argentina and India) did well and sales grew 40% to £76m and operating profit by 14% to £6.7m. The management put the margin decline (to 8.8% from 10.6%) down to “a combined EMEA pricing approach for some clients with some profits now recognized in its mature country segment”.
But the results show that the company isn’t exactly winning in “developed markets” (UK, Germany, Sweden, Spain, Portugal and USA) with operating profit falling to a marginal looking £1.5m on sales of £75.2m. The operating margin has always been low (and decreased to 2%) which RGS puts down to startup losses at sites in the USA (Memphis) and Portugal, an exit from some low margin repair deals in the UK.

[adamb1978] 20/12/2014 10:55

What you mean by 'question marks about delivery'? The RGS management have delivered exceptional growth over the last few years so I think they need to be trusted.

[gargleblaster] 20/12/2014 03:27

Adam - apologies maths not my strong suit! Consensus normalised EPS of 18.35 for June 2015 and 21.45 for June 2016. So on 15 times earnings that would give respective sp's of 275p and 322p respectively- so 31% and 54% upside respectively.

I think 15X may be reasonable - although there are question marks about delivery, but they are winning business - so I am happy to sit tight for now and see what happens.

[macarre] 19/12/2014 23:11

Gargleblaster...


It's been a kind of shy Santa Rally so far.

If there is a positive that can be said about RGS share price is that it has so far found good support at the 196p level. So if management continues to pick nice contracts like one announced today, we can start hoping for better days. Reckon 300+ is still probably a few months away though.

[adamb1978] 19/12/2014 22:03

Gargleblaster - that doesnt deel unreasonable though the earnings figure which I think you're using is Jun-16 rather than Jun -15. Whilst this sort of low margin business wouldnt command a high multiple, management's track record of growing the company should mean RGS deserve a premium and I dont think 15x is unfair

nce the pace of M&A slows down and they dont need the advantages of AIM, I'd like to see RGS move to a full listing. Once the share price gets back to where it should be (ie nort of 300p), they'll be creeping up towards FTSE250

[stardrops2] 19/12/2014 13:40

just tucked a few of these away in my sipp.Cant see much downside from here

[gargleblaster] 19/12/2014 09:53

Adam 15X based on projected earnings would give a share price of 311p if I'm not mistaken - almost 50% upside - I would be happy with that!

[aishah] 19/12/2014 09:45

Panmure reiterate BUY with 403p target

[ballychan] 19/12/2014 08:35

Nice enthusiastic comment from the Exec Chairman.... these wins are in our forecast so don't get overly excited!

[adamb1978] 19/12/2014 07:44

Some chunky contract announcements! £17m turnover at run-rate so a bit shy of 10% of the top line. Feel that RGS' multiple at the moment isnt justified - dont think it'll get back to the near 20x is was on when the share price was touching 350p, however 15x I think is certainly warranted given the growth and management's proven ability to deliver

[gargleblaster] 17/12/2014 23:50

macarre

Santa rally - more like a Santa sleigh ride down a black run.

Where do you get 257p from?

[ballychan] 17/12/2014 10:37

Agreed its only ~50k shs, but doesnt take much to move this.... today down 3% on 6k shs!

[macarre] 15/12/2014 20:57

ballychan - let's be honest, that wasn't exactly a big increase.

[ballychan] 10/12/2014 17:24

Shorts increased from 0.6% to 0.7% on 8th Dec.Worrying they're increasing at these levels, what the heck do they think they know!

[ballychan] 08/12/2014 11:56

Four failed attempts to break 225p in the last couple of weeks. Might be looking at re-test of 200p.

[gargleblaster] 05/12/2014 13:14

Riv - agreed looks v. cheap - SCSW are positive up to the 345p level you mention - would not be surprised if they return to it with a full write up and a buy recommendation in due course. Blancco looks v. interesting - a really powerful market niche from what I have read.

[rivaldo] 05/12/2014 09:51

Nice start today.

The institutions will always be moving up and down - FIL have been increasing their stake here.

On the face of it RGS does look very good value for new investors, particularly with regard to the 345p paid by the institutions in March - and currency movements since 30th June should benefit RGS this year against last year.

[eagle eye] 04/12/2014 19:44

Indeed it might look cheap, but institutions who participated in the recent 345p placing can be none too happy.
Hargreave Hale has scaled back its position and it doesn't take much volume for RGS to be marked down.