Renewi Share Discussion Threads

[dplewis1] 17/10/2018 09:29

560k buy through on an SI

[eentweedrie] 15/10/2018 16:09

good point!

[dplewis1] 15/10/2018 15:52

Anyone else think the volume picks up significantly here after about midday?

[dplewis1] 12/10/2018 10:50

This escaped relatively unscathed from the carnage this week. Good to see the Aussie fund Paradice increasing as well..hopefully back to the 60's soon..

[dplewis1] 10/10/2018 17:20

And a couple of pretty chunky sells today..

[eentweedrie] 09/10/2018 16:30

def looks like momentum up is back. pretty chunky buys today

[dplewis1] 09/10/2018 16:10

Nice reversal on good volume today..

[george stobbart] 08/10/2018 09:26

Their CFO Mr. Toby Woolrych was in the city last Th/Fri meeting with other institutional investors and he also went to the Peel Hunt Group conference in Sheffield.

Also Kabouter Internatl Opp II Fund has increased ownership to a 10% Position in Renewi (collectively Kabouter Group now owns >15% of the float).

Thesis for a takeover at >100p remains unchanged. Key upcoming events before that: i) green light from the Dutch local and national regulators to sell the ATM soil, ii) Sale of the Canadian municipal business at a decent premium.

[eentweedrie] 08/10/2018 08:28

to be fair, it is ofcourse unlikely that they knew it was the bottom when they bought...

[dplewis1] 08/10/2018 08:17

Useful if you're a director who just bought at the bottom!

[eentweedrie] 08/10/2018 08:14

10% up in 2 days...hmm

[dplewis1] 05/10/2018 16:25

Good to see..Long way to go before I can get excited though

[eentweedrie] 05/10/2018 15:38

not too shabby!!

[eentweedrie] 05/10/2018 13:33

great volume today

[eentweedrie] 05/10/2018 12:36

fingers crossed! added at 54.3.

[dplewis1] 05/10/2018 12:32

Lots of senior figures buying shares, good to see. Hopefully shore up some confidence.

[eentweedrie] 05/10/2018 12:04

and...bounce!!

[taximania] 04/10/2018 17:38

Thats another positive.

[dplewis1] 04/10/2018 07:28

CEO and CFO have bought a few more..not sure it's enough to stop this drift though..

[eentweedrie] 03/10/2018 17:18

was thinking the same. not been at this level for several years

[taximania] 03/10/2018 17:17

positives ..we had a rns so no warning coming out of the blue, synergies should help , better to buy low than high, six percent yield, funding secured ...
i guess if no institutional demand they are happy to let the price drift down , all the buyer/holder needs to decide is whether or not they see value.

[dplewis1] 03/10/2018 16:36

Incredibly dire. Good volume today though. I'm not really sure I can think of many positives right now..this is so far out of its usual trading range I'm not sure where it could end up.

[eentweedrie] 02/10/2018 08:11

sp looking dire!

[dplewis1] 28/9/2018 16:42

Well the market interpreted that differently to me.. Really thought it might bounce a bit because of the extra synergies but as you say, that soil thing is clearly a larger problem than I had appreciated. Argh..another one for the dreaded bottom drawer..

[eentweedrie] 28/9/2018 14:20

i think until the soil issue is resolved this will continue to crashthe debt position doesn't help...