Regenersis Share Discussion Threads

[rivaldo] 15/1/2015 15:54

Tms8, because he bought more than 2 months before the announcement of the results (on 17th March).

The rule is that he can't buy between the period end and the results, but if the gap to the results is longer than 2 months then he can't buy during that 2 months but can buy before then.

Hope that's clear! That's my understanding for year ends anyway, so I assume it also applies to interim periods.

[tms8] 15/1/2015 14:31

Blin's a director. How come he can buy shares in a closed period?

[brucie5] 15/1/2015 14:18

No, I think the bottom is in, which is why I've bought this am.. two lots. Small holding but.

[cestnous] 15/1/2015 10:39

I would be surprised to see 200 again, though anything is possible; such as the Swiss franc falling 40% in a flash crash this morning.

[brucie5] 15/1/2015 10:34

Frank Blin takes a maiden stake. 18000 shares not to be entirely sniffed at. I'm seeing a bottom at 200 now, with the share price snagged into a recovering 100wma. Target has to be a recovery of £3.40 level, which is good enough for me.

[macarre] 14/1/2015 19:08

Gargleblaster, last update was not too bad either, but still share price plunged.

[stardrops2] 14/1/2015 15:19

14 Jan 2015 Regenersis PLC RGS Panmure Gordon Buy 228.25 was 247.00 target 403.00 403.00 Reiterates

[macarre] 14/1/2015 12:41

Technical correction (MA100) + FTSE down quite a bit. If it does not rebound today, likely to do so @ 223p. Upward trend should resume soon, imo. I'll watch for a likely top up.

[cestnous] 14/1/2015 11:51

Completely agree with you there Riv.

[rivaldo] 14/1/2015 11:26

Panmure say Buy with a 403p target (compared to ED's of 500p):



Poor markets today combined with small fry profit-takers from the run-up have combined this morning with RGS' usual volatility. No reason at all imo why it shouldn't continue its recent recovery given the low rating - and at this level even the 2% dividend yield is an attraction.

[essential] 14/1/2015 09:08

It could be a good time to buy/top up if 230p holds. If it fails then bets off for now...

[cestnous] 14/1/2015 09:06

Eq. Dev today;


Regenersis provides a suite of product life cycle support services designed to help companies and their customers successfully deploy, protect, sustain, retire and re-use digital technology. It is also the global #1 for 'data erasure' software to protect individuals/corporates from ID/data theft and cyber-crime.

This morning the Board confirmed that H1'15 results for the 6 months to 31 December 2014 would be "in line with expectations". For FY15 we are forecasting turnover, adjusted PBT and EPS of £229m (+15.9%), £16.1m (+55%) and 18.0p (+11.6%) respectively.

Looking further ahead, we reckon adjusted EPS could climb at a 20% CAGR between 2016-20, driven by margin expansion and revenue growth of 8-9% pa - split ''Depot Solutions'' (+5%) and "Software and Advanced Solutions " (+15%).

On valuation, we reiterate our 500p/share target price (twice current levels) where we estimate the 'Software and Advanced Solutions' division represents 75% of the total enterprise value.

Download full report here


Free to download full report on registering. This is commissioned research

[gargleblaster] 14/1/2015 08:45

Market seems to be interpreting the lack of info with suspicion.

[jakedog2] 14/1/2015 08:38

Agree AdamB, if you compare with. Jan 2014 Also the way I read it the benefits from Blannco will not flow through til H2, not sure if that is what the mkt is expecting ?


Locked in a profit for now... probably the wrong decision....but will look to revisit on any weakness

GLA

[adamb1978] 14/1/2015 08:16

THats quite an un-RGS-like announcement - they usually give more commmentary about whats going on. Reassuring that they're on course for market expectations, though a number or two would have been nice!

[essential] 14/1/2015 08:15

Apart from the bland RNS with no guidance on achieving/exceeding expectations the chart actually looks quite strong...

[brummy_git] 14/1/2015 08:06

New investor note from Equity Development

hxxp://www.equitydevelopment.co.uk/doc/1304.pdf

[nw99] 14/1/2015 07:46

Should justify share price here

[rivaldo] 14/1/2015 07:36

Excellent news - given the amount of profit warnings around, trading nicely in line is perfectly good, and given where the share price is now against prior levels there's plenty of upside.

With even better contributions from Blancco and Digital Care in H2 we can look forward with confidence.

[macarre] 14/1/2015 07:23

Not an exciting, but still reassuring update this morning. They seem confident about second half trading, and so am I.

[jakedog2] 13/1/2015 21:06

rivaldo ,

Ha ha

[stardrops2] 13/1/2015 19:34

so its trading update tomorrow anyone want to chuck some numbers around

[rivaldo] 13/1/2015 10:32

Now amended - cheers Mick, too many companies beginning with the letter R :o))