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Share Name Share Symbol Market Type Share ISIN Share Description
Renew Holdings Plc LSE:RNWH London Ordinary Share GB0005359004 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  15.00 3.18% 487.00 484.00 490.00 500.00 482.00 483.00 92,481 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 600.6 37.8 29.6 16.5 383

Renew Share Discussion Threads

Showing 9226 to 9249 of 9525 messages
Chat Pages: 381  380  379  378  377  376  375  374  373  372  371  370  Older
DateSubjectAuthorDiscuss
20/12/2019
18:19
I knew there was something good about the rain! Mind you it also impairs a lot of other work.
wad collector
20/12/2019
13:14
The torrential rain at present should help things along for RNWH - Network Rail have just said they've been affected by four or five land slips plus general flooding, which is also affecting rivers and roads elsewhere.
rivaldo
20/12/2019
10:46
Pushing on nicely....
jampot7us
18/12/2019
16:17
A PE of 15 would not look expensive given the high quality earnings, barriers to entry and structural growth directors. So £7+ achievable.
rimau1
18/12/2019
15:13
Lol. Been in these for about 8 years. got back into them recently with a large holding averaging at around 380p. Thought id done well getting out at 420p.! Well done to all those that held.
thecroots
18/12/2019
13:57
I've been here for years and finally making a profit.Just wondering how high will it go.
hopeful holder
17/12/2019
09:55
Looks like the faith here is being rewarded after a 2 yr pause!
wad collector
16/12/2019
07:29
OFWAT have this morning given the "green light to massive investment programme to transform water sector": Https://www.investegate.co.uk/water-services-auth/rns/ofwat-announces-final-determinations-for-pr19/201912160700089056W/ This includes in particular an additional "£1 billion to protect communities at risk of flooding". Plus more for moving water around to areas which suffer shortages, requiring new pipeline installations. Etc etc. All good for RNWH's Seymour Civil Engineering in particular.
rivaldo
15/12/2019
07:51
Great to see buying at 508p towards Friday's close. Lots of news in the press about Tory plans for huge spending on infrastructure in the North, including billions on flood defences, rail, bridges, tunnels etc. RNWH will be rubbing their hands together in anticipation.
rivaldo
13/12/2019
22:42
No, just extreme short-sightedness previously and now possibly extreme over-enthusiasm, as is typical of investors and makes for a market with its frequent anomalies.
deadly
13/12/2019
14:29
Just shows it was the cloud of a Labour government has held these and CTO back, all year or so.
igoe104
13/12/2019
14:22
Cheers davidosh. CWA1, here's the important snippets from today's Telegraph feature: "To explain Renew’s strengths it is hard to improve on the words of its chairman, David Forbes, in the results announcement: “The group’s focus remains on those markets where non-discretionary spending programmes exist to maintain critical infrastructure. These markets have excellent long-term prospects with growth driven by regulatory requirements.” The company added that its decision to target “complex, challenging and highly regulated environments” such as rail, water and energy led to “high barriers to entry” for potential competitors. It highlighted the 
long-term nature of spending plans in those sectors. On the railways, for example, Network Rail’s “CP5” and “CP6” programmes stretch to 2024, while the water industry’s “AMP6” and “AMP7” schemes run to 2025 and power distribution’s “RIIO ED1” and “ED2” schedules are expected to extend to 2028. Coming back to the present, every number in Renew’s recent results seemed to go in the right direction." "Earnings per share gained 13.8pc to 40.4p and the full-year dividend of 11.5p compared with 10p last time." "Debt fell sharply, from £21.4m in 2018 to £10.2m. The group said one of its aims was “to build a net cash balance to enable us to quickly respond to acquisition opportunities that are consistent with our strategy and which are earnings enhancing”. Several brokers are positive about the stock. Shore Capital, which rates it a buy, said: “Key to our investment case is our expectation that investment in transport infrastructure will continue to increase in the long term as the Government seeks to achieve its net zero carbon emissions target by 2050. “Renew is also very well placed, in our view, to benefit from growth in other regulated markets including water infrastructure, nuclear decommissioning, renewable energy and land remediation.” Shore said it regarded the shares’ valuation, as indicated by a price-to-earnings ratio of 9.7 when it published its research note, as a “fundamental” undervaluation of the business, possibly because of its perceived similarity to “contractors that have a much higher risk profile”."
rivaldo
13/12/2019
13:10
Any chance of a snippet from it for the tight wads amongst us that aren't subscribers? :-)
cwa1
13/12/2019
12:05
Thanks for the link , brave to write it before the election result. Now an ATH. What a difference a month makes....
wad collector
13/12/2019
11:56
a link to today’s positive Questor write up on Renew Holdings in today’s Daily Telegraph: Https://twitter.com/WalbrookPR/status/1205454922331951104?s=20
davidosh
13/12/2019
10:32
Great start, with buying coming in at 480p now. Almost at the 2017 all-time highs. Yet still only on a current year P/E of 11, with earnings-enhancing acquisitions likely, record order books and secure income streams in a number of growing sectors.
rivaldo
12/12/2019
22:40
Very nice £84,000 buy at 463p reported late. The exit poll is looking good for the markets too.....
rivaldo
12/12/2019
16:30
Gathering pace in anticipation of a big conservative infrastructure spend.
igoe104
12/12/2019
16:22
Ooh , looking even perkier. Glad I hold a lot.
wad collector
12/12/2019
11:25
Great to see the bid price up to 439p and buying at 444.7p now.
rivaldo
10/12/2019
07:36
RNWH tipped overnight by Finncap in a new article here.... Https://www.globalbankingandfinance.com/state-sponsored-uk-infrastructure-boost-likely-whichever-of-the-main-parties-wins-the-general-election/ Extracts: "State-Sponsored UK Infrastructure Boost Likely Whichever Of The Main Parties Wins The General Election" Investors looking to profit from UK infrastructure plays should consider contractors which are relatively undervalued and separated from overall project risk such as Renew and Van Elle" "Whichever of the main political parties wins the General Election, the UK is set for a state-sponsored infrastructure boost as a result of the Labour and Conservative manifesto promises alongside already committed significant railway investment. Given that the business models of tier one contractors, such as Kier, Costain and Balfour Beatty, have already been questioned and their share price has suffered, investors seeking to profit from UK infrastructure plays should consider contractors, which are relatively undervalued and separated from overall project risk, such as Renew Holdings plc and Van Elle Holdings plc. These are the conclusions of a new research report by the leading adviser and broker to ambitious growth companies, finnCap Group plc. The report highlights the three key drivers of significant public infrastructure spending, which look set to continue in the coming years, and should make the sector an attractive investment opportunity.... .....The Conservatives’ manifesto highlights Northern Powerhouse Rail, the Midlands Rail Hub, upgrading flood defences and a £28.8bn investment in roads, as priorities for the additional £100bn.... ....The second driver of the infrastructure boost in the coming years is Network Rail’s “Control Period 6” (CP6) – the ambitious strategic business plan outlining all rail projects, works and improvements to be delivered between 2019 and 2024, which promises a 25% increase in renewal and maintenance spend in rail. Crucially, CP6 also commits Network Rail to make it easier for external providers to compete and carry out work on the railway directly. The growing rail network needs to be maintained and supported, and the forecast expenditure of £53bn will provide significant growth opportunities for suppliers and partners. The third and final driver is that even though a review of HS2 is due to be published after the election, the headline recommendation from a leaked version of the report was for the Government to push on with the project, including the full Y-shaped line from London to Manchester and Leeds and the estimated £88bn (and rising) that it is projected to cost. For investors seeking to capitalise on this favourable infrastructure spending backdrop, the report highlights that whilst the business models, finances and share prices of a number of tier one contractors such as Kier, Costain and Balfour Beatty have come under strain, contractors which appear more relatively undervalued and are separated from overall project risk, which frees them to focus on core specialisms, delivering directly and getting involved with the specific types of projects they fully understand the risks of, present interesting medium term opportunities. Two companies, which share these characteristics, in particular were highlighted by the research: Renew Holdings plc (RNWH) a provider of repair and maintenance services for UK infrastructure and which the report found to be “perfectly positioned to see the benefit of increased renewal and maintenance spend in rail”; and Van Elle Holdings plc (VANL), the specialist piling contractor to UK house-building and road and rail infrastructure segments, which the report concluded could expect benefit from both “higher rail spend and the competition being lured off onto HS2”. Guy Hewett, Research Director (Support Services) at finnCap, commented: “The prospect of an infrastructure boost in the UK post the election, makes the sector one for investors to focus on over the coming year. Given that the larger tier one contractors have recently suffered from a range of operational and reputational issues, related to their involvement in a number of significant projects, we focused on seeking out companies that are separated from overall project risk and are free to focus on core specialisms. Very often they provide discrete services critical to projects so the value-add is high but company valuations have been hit alongside their larger cousins. It is worth investors seeking infrastructure plays taking a closer look at such underappreciated but attractive companies.”
rivaldo
06/12/2019
10:05
Strong this morning too. If it stays this way today I think we are then on for 460p. Possibly quite quickly.
ironstorm
05/12/2019
22:40
Great to see a £57,000 buy at 441p at the close......
rivaldo
05/12/2019
22:27
Errr . . . Think if this starts well tomorrow jump on board.
ironstorm
Chat Pages: 381  380  379  378  377  376  375  374  373  372  371  370  Older
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