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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
  -4.00 -0.79% 500.00 490.00 500.00 504.00 488.00 496.00 56,286 16:35:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 600.6 37.8 29.6 16.9 393

Renew Share Discussion Threads

Showing 9301 to 9322 of 9525 messages
Chat Pages: 381  380  379  378  377  376  375  374  373  372  371  370  Older
DateSubjectAuthorDiscuss
28/2/2020
11:10
rivaldo: I agree about the supply chain. I would guess the markdowns are due to both a potential labour shortage if the virus hits hard and a general panic by investors.
cfb2
28/2/2020
10:37
Huge markdowns and opportunities all over the market. But I fail to see how the virus impacts RNWH in any way, shape or form in a material way given the non-discretionary nature of its services and complete lack of reliance on the global supply chain. That's the whole point of RNWH's strategy, i.e to eliminate cyclicality or vulnerability. There are profits to take here, and of course in a panic some have done so, but I'm holding mine.
rivaldo
20/2/2020
11:04
Not sure that comparing Renew to Kier or Speedy Hire PE tells us much , but thank you for the post.
wad collector
19/2/2020
06:08
All the latest infrastructure services/contractor valuation multiples and KPIs can be downloaded from here, including RNWH https://twitter.com/CapitalPmh/status/1229812722335875084
brummy_git
18/2/2020
12:48
hxxps://www.building.co.uk/communities/hs2-and-the-chinese-connection/5104269.art Interesting view on the topic. Wouldn't want to be a subbie for a Chinese outfit , or maybe they would import a lot of labour anyway; wouldn't create as many UK jobs which is part of the HS2 agenda. Perhaps the Chinese are just stirring things up , or looking at HS3? Outsourcing major construction projects has not worked well in the Nuclear industry; we have gone from world leading to emasculated in a generation.
wad collector
15/2/2020
15:08
The UK and China have held "preliminary discussions" over giving Beijing's state-owned railway firm a role in building the HS2 high-speed rail line. However, government officials said no "concrete commitments" had been made. China's state railway company said it could build the line in just five years and at a much lower cost, according to a letter seen by Building magazine.
advfnsta
14/2/2020
09:19
Absolutely wad collector, let's just say RNWH is one of my larger holdings :o)) The next few years look great for all branches of the business. Given the outlook for repairs and maintenance etc in rail, water, highways, flood defence etc, plus the decommissioning necessary in nuclear, plus environmental and brownfield considerations for VHE....as you say, it's likely that ceteris paribus RNWH will remain a core holding for some time to come.
rivaldo
13/2/2020
21:04
Rivaldo , you presumably have a substantial part of your portfolio here and, like me, you have no intention of selling unless there is a substantial rise. Hold and prosper.
wad collector
13/2/2020
14:03
Worth noting that in their January issue (i.e issued at the start of January), SCSW pointed out that forecasts are very well supported by: (1) the £581m order book (now up to £651m), and (2) also the fact that more than 70% of this year's revenue forecast "is already in the bag", which is not a statistic I was aware of before. Presumably SCSW got this from chatting to management.
rivaldo
12/2/2020
16:08
VANL 7 year chart looks absolutely horrific. Market Cap of £43m and £10m of debt. Nah, I'm Ok thanks!!!!
thecroots
12/2/2020
13:45
thanks Riv, have bought a few and also Van Elle VANL which is also an AIM Pick....DYOR etc
qs99
12/2/2020
13:42
As long as we don't get another nuclear accident the future looks very rosy.
wad collector
12/2/2020
11:43
As well as HS2, Boris has announced a series of other transport sector upgrades which will likely benefit RNWH. Carnell are of course specialists in highways, and also work on cycleways, plus the Beeching upgrades strike me as perfect for RNWH in terms of opening up routes, tunnels etc already in existence: Https://www.thetimes.co.uk/edition/news/johnson-sidelines-hs2-bosses-over-poor-management-bfz2v9bww "The prime minister also announced other upgrades outside the capital designed to “level up” Britain. They include £1.5 billion for opening railway lines closed under the Beeching cuts of the 1960s, a £5 billion investment in bus and cycling upgrades and a number of road-building schemes. There will be improvements to the A1 north of Newcastle to the Scottish borders and a series of local upgrades in towns including Hartlepool and Cheadle."
rivaldo
11/2/2020
19:17
Rather a good day :o)) New highs a-coming methinks. I will repeat my previous post as to RNWH's involvement in the now-approved HS2: RNWH have already been named as one of Numis' top three beneficiaries of HS2: Https://www.sharecast.com/news/broker-recommendations/costain-balfour-and-renew-best-placed-for-hs2-and-other-rail-gains--3138573.html "AIM-listed Renew Holdings "offers the greatest exposure to rail opex" in the analysts 'universe' of stocks." And RNWH themselves say on their web site about the opportunities in Rail - also note the many tunnels and tunnel improvements which will be required under HS2. Tunnel work is RNWH's speciality: "Investment in Control Period 6 ("CP6")3 £48bn CP6 is expected to see a 25% increase in spend on operations, maintenance, support and renewals. Opportunities will arise from the integration of HS2 with the existing rail infrastructure. Long-term investment is required to deliver renewal and maintenance services on London Underground and Train Operating Company assets."
rivaldo
11/2/2020
15:14
So far as I understand it, Renew are mainly involved in maintenance and repair frameworks rather than new construction works. However, there may well be numerous spin-off ancillary assignments from the HS2 and HS3/Northern Rail work over the next decade (and more!) which could involve the company.
grahamburn
11/2/2020
13:17
You just have to expect RNWH picking up a lot of government frame works HS2 based.
igoe104
11/2/2020
13:06
I bought here yesterday - hello all - nice day today.
niggle
11/2/2020
12:11
Looks like share price is back on the climb , presumably HS2 driven.
wad collector
08/2/2020
14:36
and in yesterday's Telegraph, Questor says hold Late last year we advised readers to keep hold of their shares in Renew, the specialist engineering contractor, partly because of its strong record of dividend increases and partly because we liked its strategy of focusing on regulated areas such as rail and water, where much maintenance spending is non-discretionary. It is now entering another market with similar characteristics: roads. As with rail and water, the Government sets long-term budgets for the highways network and the sum earmarked for the 2020-25 period is 66pc higher than for the preceding five years. There will also be an increased focus on renewals and maintenance. Renew has entered this market by buying Carnell, which it described as “a provider of specialist engineering services to the strategic highway network”. It is paying £38m, which compares with Renew’s market value of £403m, and the company expects the acquisition to boost earnings per share immediately, even though it has issued new shares to meet some of the cost. The purchase seems a sensible extension of Renew’s existing strategy. Questor says: hold Ticker: RNWH Share price at close: 514p
robow
07/2/2020
12:28
Nice - "to pave the way for smart meters and 5G coverage". A foretaste of more to come. And RNWH are a Tip of the Week in Shares Magazine: Https://moneyweek.com/investments/stocks-and-shares/share-tips/600771/share-tips-of-the-week "Renew Holdings (Shares) The government is poised to start spending more on the UK’s infrastructure, which badly needs an upgrade. That spells opportunity for this engineer. Renew works on the essential maintenance of rail, water, telecoms and nuclear decommissioning. Such work is often required by regulations, so business tends to be more predictable than for engineering peers (although Renew must still win the contracts in the first place). On 12.2 times forecast earnings the shares are a reasonably-priced way to play the UK infrastructure boom. 510p"
rivaldo
06/2/2020
14:07
A 65ft tall tower designed to pave the way for smart meters and 5G coverage could be build near a north Norfolk village.Clarke Telecom has applied for permission to erect the 20ft structure in Letheringsett, near Holt, on behalf of Cornerstone, which was set up as a joint venture between O2 - known as Telefónica - and Vodafone https://tinyurl.com/rn6nvhf
igoe104
06/2/2020
12:34
RNWH's AmcoGiffen win a six month programme of highway works in Scotland: Https://www.amcogiffen.co.uk/news/amcogiffen-takes-the-high-road "AmcoGiffen takes the high road 06/02/2020 In the week that we joined in welcoming Carnell Support Services, a leading provider of specialist engineering solutions to the strategic highway network, into Renew Holdings plc we have commenced work on a vital resilience project on the A77 trunk road at Carlock. Working again with Scotland TranServ, on behalf of Transport Scotland, we have embarked on a six month programme of landslip prevention works which will see our team carefully remove one lane of the carriageway, excavate the steep embankment beneath and dismantle retaining structures before reconstructing it with a reinforced earth wall. The carriageway will be fully reinstated with new safety and environmental noise barriers erected. etc"
rivaldo
Chat Pages: 381  380  379  378  377  376  375  374  373  372  371  370  Older
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