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Share Name Share Symbol Market Type Share ISIN Share Description
Renew Holdings 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
  -2.00p -0.55% 360.00p 360.00p 363.00p 363.00p 356.00p 363.00p 161,591 16:29:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 541.5 30.3 13.6 26.5 270.96

Renew Holdings Share Discussion Threads

Showing 9001 to 9025 of 9025 messages
Chat Pages: 361  360  359  358  357  356  355  354  353  352  351  350  Older
DateSubjectAuthorDiscuss
17/1/2019
16:07
More good work for Amco Giffen https://tinyurl.com/yd5zcc9s
igoe104
09/1/2019
19:00
Blimey, another great day.
thecroots
08/1/2019
21:12
When it comes to RNS there are rules about "materiality" so that companies like RNWH who are in the business of getting contracts should only issue one if makes a big difference to expected profits. On the other hand there is RNS-R which is designed for lesser items of information. Some make heavy use of this others little or none. Here is one as an example from BMY: https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/BMY/13925047.html
sharw
08/1/2019
20:14
In the long run , whether or not the contracts generate an RNS makes little difference to the share price , but it would boost the share price in the short term. Happy to have one solid company in the shipwreck of my portfolio. Name a lemon , I have bought it. Carillion, Interserve,RBS, Lloyds , the list is long.
wad collector
08/1/2019
19:53
Hi Harrogate. Yes, was watching the trades all day today. Very high buying activity today. I too do not understand why they don't RNS some of the bigger stuff. Rivaldo, thanks for posting that. Looks awesome!!
thecroots
08/1/2019
12:48
A bit more volume today at last including a chunky buy of over 100,000 at £3.50. Maybe we have reached the bottom here as it really is a bit cheap.
harrogate
08/1/2019
12:38
Riv - thanks for that. I do wonder why they don't RNS some of these wins through the year - especially the asset tender wins which I think are new lines of business for them. But I agree that the main Renew business looks to be set fair in CP6.
harrogate
08/1/2019
12:14
This review of 2018 and beyond for AMCOGiffen all sounds very cheery: Https://www.amcogiffen.co.uk/news/2018-a-year-in-review-and-a-look-to-the-future "The Past & Present The last 12 months have been monumental for the evolution of AmcoGiffen. We’ve entered new markets, secured some brilliant Network Rail Asset tender wins, and been awarded the SNE Lot 3 Renewals and Enhancement framework. We’ve rebranded, gained traction in the industry, and continued to develop the pioneering merger of AMCO and The Giffen Group.... ....The Future Going in to 2019 and CP6 with a solid work-bank and a well-earned reputation, AmcoGiffen’s future is looking bright. Launching our new SHEQ 24/7 strategy, embracing the innovation of modern technologies, and strengthening our existing teams, we’re excited to see what next year brings!" Plus lots of work at Kings Cross over Xmas with 1000 hours on site: Https://www.amcogiffen.co.uk/news/christmas-kings-cross-works
rivaldo
03/1/2019
10:27
The £61m Big Ben restoration job is in the hands of RNWH's Shepley Engineers.... Https://www.dailymail.co.uk/news/article-6539061/Back-blue-Big-Bens-black-hands-numerals-change-original-navy-colour.html "All the metalwork has been transported to Sheffield-based Shepley Engineers for restoration or replacement. They are stripping down the 3,222 bronze, copper and brass components, either by sandblasting or with chemicals, before repairing or replacing them. Head of restoration Trevor Marrs said: ‘Virtually every single element has needed a fairly significant amount of work. There is a lot of damage. A lot of it is to do with the gutters and catastrophic failures of major elements of the roof.’"
rivaldo
17/12/2018
08:27
What she's had is a vote of confidence from Conservative MPs for her to be their leader. A vote of confidence in the government from all MPs is another matter, and it would be a failure to get that (confirmed by a second such failure a couple of weeks later) that could cause a general election to be called before 2022. Gengulphus
gengulphus
14/12/2018
16:39
Hi Brandon But surely May has had a vote of confidence it shouldn't weigh on them too much for a while?
thecroots
14/12/2018
08:03
Of course but the disruption to the contracts etc if labour were to look at nationalising the railways would be huge and I am sure that is what is weighing on the shares. Unless behind the scenes we haven't won as much of CP6 as we hoped which I doubt
harrogate
14/12/2018
07:58
Regardless of what government in term, bridges and railways will still need upgrading and repairing by a reliable contractor.
igoe104
14/12/2018
07:52
Don't think there is any chance of a share price recovery until the issue that is causing it disappears and I am sure that is the current chance of an election and then a labour government. This share should be rock solid as there can't be many that are as certain to hit its numbers so it must be the political risk which could get worse from here. One of my core holdings so a painful year for me for sure
harrogate
13/12/2018
16:39
Seems crazy that share price won't recover although i suspect when she does start to recover she will do so quickly!
thecroots
13/12/2018
12:13
Beat me to it Jeff H :o)) Another £13m contract in the bag, adding to order books for the next 18 months or so. Nice.
rivaldo
13/12/2018
10:50
Another one for the collection guys:- Http://www.constructionenquirer.com/2018/12/12/amco-wins-dunbar-railway-station-upgrade/
jeff h
10/12/2018
13:12
350 was too much to resist for a little top up. Won't cover my Interserve losses though....
wad collector
07/12/2018
10:56
Thx Jeff, great news. £190m of secured work going forward is not to be sniffed at :o)) And hopefully more to come. It also seems Clarke Telecom's workload is picking up nicely - this is from October and wasn't posted here. They won a share of a £200m contract back in 2016 for an Emergency Services Network, including 4G provision, and according to this: "Over the next six months, the programme expects 70 EAS sites to begin construction in the most remote and rural areas of Scotland, Wales and England": Http://www.criticalcomms.com/news/esn-eas-new-mobile-site-construction-start
rivaldo
05/12/2018
14:54
Cheers Jeff, good news that things are starting to happen regarding frameworks. Also found this, good to subsidiary businesses working together on a project. https://preview.tinyurl.com/yc87tzb6
igoe104
05/12/2018
13:35
Railway specialists Story Contracting and AmcoGiffen have bagged the first major contracts to be let by Network Rail for the CP6 control period from 2019 to 2024. The contracts are the first of three that will be let for Scotland and North East structures and building renewals and enhancements, worth together £645m Story Contracting picked up the £135m deal for renewals and enhancements work in Scotland, while AmcoGiffen has secured work on the London North East route valued at around £190m. The remaining and most significant work-bank ‘Lot 1’, will be announced later this year and is valued at a further £320m. As well as the renewals and enhancements framework, SNE will also name its two geotechnical framework partners shortly that will share £147m of work. The awards are the first of Network Rail’s CP6 contracts to be let following the Office of Rail and Road’s final determination, which confirmed £35bn of funding for rail maintenance and renewals. Scotland North East and Southern regions are anticipated to hold the largest work-banks for the coming five-years, with over £5bn of renewals spend estimated per region in addition to substantial network-wide upgrades. Southern will be the next region to announce its contract awards next month. Http://www.constructionenquirer.com/2018/12/05/network-rail-awards-first-cp6-contracts/
jeff h
30/11/2018
20:09
No bad news buried in my opinion. Just the market being impatient. Assuming the markets behave, I believe these will get to £5 next year sometime. Not as early invested as you but I've had these since 39p but me personally have never been so confident with RNWH's future than now. Forefront is out of the way now. Hopefully we with get the rail update soon enough.
thecroots
30/11/2018
19:41
Well , that was a disappointing end to the week , with the share price closing around 350p. I have held these more or less continuously since 1991 so take a long term view , but it is now by biggest holding and I worry slightly that there is some bad news buried somewhere. I think I shall go and have a beer and forget about it for a year or so...
wad collector
29/11/2018
13:37
Here's the IC's Buy tip (cheers mate): "Renew (RNWH) : Buy Operating margin surprises on the upside Renew has reported a good set of FY 2018 results to September slightly ahead of our expectations at the profit and earnings level. While sales were a bit behind our forecasts (partly affected by a reduction in rail revenue in the final year of the control current period) this was more than made up for at the operating margin level. Operating margin of 5.7% is up from 5.2% last year (our forecast 5.3%). DPS was raised by 11% as expected. Net debt of £25.8m (incl. finance leases) is better than our forecast £28.7m, albeit operating cash flow looks lower than we forecast. We now forecast net debt to reduce significantly as the acquisition of QTS benefits and trading remains good. The outlook is positive, evidenced by the Engineering Services order book rising +16%. We reiterate our view that the main excitement on Renew is the forthcoming 25% increase to £32bn in rail operations, maintenance, support and renewals spend by Network Rail in the 2019-2024 control period, and the increased exposure to this area Renew has post the acquisition of QTS. In this context, the FY 2019E P/E of 9.7x and free cash flow yield of 8.8% alongside net debt falling remains attractive."
rivaldo
29/11/2018
11:40
The IC says Buy - anyone got access for the full tip please? "Tip Updates November 27, 2018 Renew positions itself for rail spending splurge"
rivaldo
Chat Pages: 361  360  359  358  357  356  355  354  353  352  351  350  Older
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