Renew Share Discussion Threads

[wad collector] 09/11/2021 17:08

I exaggerated, they are at number 53 by capitalisation. And I hadn't noticed that the order was that rather than top 100. There were not many buys or avoids mostly holds.

[sharw] 09/11/2021 09:32

click on market cap to sort by that

[mattboxy] 09/11/2021 07:55

Ok thanks. Are there really 64 companies worth more on aim? That surprised me quite a bit!

[zangdook] 09/11/2021 05:58

They've only published the bottom 50 so far, but as far as I can tell they're ordered by market cap - it's the constituents of the AIM 100 index rather than a list of recommendations. Some of them are listed as "avoid".

[mattboxy] 08/11/2021 22:40

Do u know what the top 10 were?

[wad collector] 08/11/2021 09:26

Featured in IC's best 100 AIM companies this week , usual sort of stuff. Though it was about number 65 so not a massive recommendation!

[harrogate] 05/11/2021 07:31

That is an interesting buy for sure. Not sure I have seen such a buy above the spread here before

[rivaldo] 05/11/2021 07:25

:o))

A £1.34m buy at 814p bodes rather well (and no, it wasn't me!). There were a few other late reported buys around 814p too....today might be interesting.

[cwa1] 04/11/2021 17:14

Nah, petty cash tin for that amount for Rivaldo wad :-)

[wad collector] 04/11/2021 16:49

165,000 buy , looks like Rivaldo has been opening his wallet again.

[mattboxy] 04/11/2021 16:40

So what's with the after hours trades at 8-14??

[jeff h] 03/11/2021 13:52

Thanks for that riv, as well as all your other ferreting around and posting your finds.

[rivaldo] 03/11/2021 12:59

More contract wins for Carnell announced today - these are in addition to the £147m announced only six weeks ago:



"Carnell Secure TST Contracts

Carnell are thrilled to announce that we have been awarded two Technical Survey and Testing (TST) – Drainage contracts for National Highways.

As the leading provider of DDMS drainage surveys to National Highways for the last 16 years, we have won the maximum number of lots allowed through the procurement process, which are:

North West – Areas 10 and 13.
Yorkshire North East – Areas 12 and 14.

The framework agreements are worth £14m across their seven-year duration and cover the delivery of ‘CS 551 Drainage Surveys’ on the strategic road network.

Following the publication of the contract notices, Andrew Sharp, Managing Director said: “This is another fantastic achievement that brings the total value of our forward programme to £161m from the TST and SDF framework successes alone. I’d like to extend my appreciation to our Water Management team, from those involved in our site operations, to our Technical Services department. All have played their part in delivering innovative and reliable solutions, which resulted in the award of these long-term TST contracts. We look forward to working collaboratively with National Highways and their partners to provide the most accurate and efficient surveys to support the management of their drainage asset.”

[wfcreserves] 03/11/2021 10:03

Peel Hunt raised their target to 900p back in early September as mentioned in a previous post.

[rivaldo] 02/11/2021 14:10

Cheers bsdjj, good news. If only Peel Hunt's research was available on Research Tree....

[cfb2] 02/11/2021 13:23

Peel Hunt has been pretty prescient with regards to RWNH targets but worth mentioning that they were appointed joint corporate broker on 1st Oct 2021.

[bsdjj] 02/11/2021 12:56

Peel Hunt has 21 page note out today with 900p target with upside risks to their forecasts.

[rivaldo] 02/11/2021 09:09

Good news for Clarke Telecom (if not the locals) - in particular the plans for a wider upgrade by Telefonica:



"Plans approved for 5G masts on South Shields social club, despite health concerns raised by neighbours"

"Speaking at the meeting, Vicky Parsons, from planning agent Clarke Telecom, said the move is part of a wider push from Telefonica UK Ltd, to upgrade a number of their sites.

This will also provide improved 2G, 3G and 4G coverage for the area, including for Vodafone customers."

[rivaldo] 29/10/2021 10:37

Much of RNWH's business comes from the Humber region, the North East, Scotland etc.

In addition to the major brownfield development announced as posted above, Wednesday's Budget also had details of major spending allocations from the Government's huge Levelling Up fund.

This represents £billions of funds for projects detailed here, many of which will be suitable and surely prioritised for local RNWH businesses such as Seymour Civil, Shepley, QTS etc:

[wfcreserves] 28/10/2021 19:36

One of the better acquisitions made in the Gyllenhammar era.

[rivaldo] 27/10/2021 15:35

There should be lots of work for RNWH's VHE from today's Budget - "£1.8bn being spent on bringing 1,500 hectares of brownfield land into use and £11.5bn funding up to 180,000 new “greener” homes on brownfield land":





"VHE has become widely recognised as one of the leading experts in dealing with brownfield contamination throughout the United Kingdom, using a wide number of different and effective in-situ / ex-situ remediation techniques to solve different contamination issues"

[mayers] 25/10/2021 11:35

Thank you for that Rivaldo. I thought you might come to my aid and mutual support is appreciated when it is so informed. Good news on Teeside indeed. I shall stay my hand. Thank you.

[rivaldo] 25/10/2021 07:05

Great news today for RNWH - its Seymour Civil subsidiary is Hartlepool-based and has already won loads of work at the Redcar transformation. There's bound to be more coming their way here with another £200m being spent:



"The UK Infrastructure Bank has made its first investment, lending £107 million to finance a project on the site of the old Redcar Steelworks on Teesside.

The government loan will be used to build a new quay to service the offshore wind industry, where equipment can be built, stored and shipped. The new development, which is expected to cost about £200 million in total, will support about 800 jobs in the area."

Mayers, I perceive the situation to be exactly the opposite. RNWH have already stated that profits will be materially ahead of expectations, and have quoted a minimum level of £50m - therefore it's likely that the final figure will be still further ahead of the quoted figure.

Moreover, the current year forecasts will therefore likely be lifted to adjust for the raised expectations. So we should get a virtuous circle of both higher historic figures and increased forecasts to lift sentiment still further for RNWH.

[mayers] 24/10/2021 19:33

This is an excellent company as we all know and I have held it with additions from the 150s share price My only concern it seems to me, is that it will be difficult to make advance on such reports as "Substantially ahead of expectations" etc. Anything less can only seem as failure by the Market, rather like the doctor or any other professional who has delivered beyond the norm, receives criticism even legal action when he/she reverts to the usual level of service. It is pertinent perhaps also in the light of supply chain problems elsewhere.
Can someone reassure me that I am talking hogwash as otherwise I am inclined to make a 30% or so reduction in my holding? I have only ever once made a reduction in the past and that was when a Bosrd member's wife took out a large sum, but as it turned out it did not reflect any adverse situation.
I shall be grateful for any comment.

[rivaldo] 19/10/2021 15:29

Looks a good new appointment at Carnell:



"We are delighted to announce the appointment of Adrian Oulds as our new Business Director.

Ady joined the team today from National Highways, where he most recently held the position of Interim Regional Director for the Midlands. He is a chartered civil engineer with more than three decades of industry experience spanning both the public and private sector. During this time, he has worked for organisations such as Warwickshire County Council, Atkins, CH2M and National Highways, developing a wealth of knowledge in the design, commercial and delivery aspects of highway maintenance.

The relationships he has built over the years, particularly in the midlands, where he led the roll out of the first Asset Delivery contract, will be key to helping us mobilise the new Scheme Delivery Framework (SDF) contracts and capitalising on other new business opportunities around the country.

etc"