Renewi Share Discussion Threads

[8robson] 02/9/2020 18:33

I don't know if it got deleted but I can imagine his response. I've got research notes from Investec, there's obviously peel hunt and few other investment houses all with valuations closer to 50p, with strong potential from there.

The Renewi 2.0 focus on secondary production is interesting and welcome addition, with plenty of value and growth potential in the medium term. The ATM was a big hurdle overcome and there are still a few more. I just really struggle to see how this company is in a worse position to when it was valued at 45p in February. We know that there has been an impact but nothing too significant when it comes to covid.

It's cheap among it's peers, it's cheap on a multiples front. The debt is reducing and well within the covenant. The ESG angle etc etc. For me the biggest problem besides the journey to profitability is interest. It appears that there's only interest around earnings time. To the point where volume is almost non existent during other periods. On Monday, when only Amsterdam listing was open, volume was somewhere in the low thousands.

[gregsc] 02/9/2020 16:40

George expressed his feelings correctly yesterday on this thread.
Words fail me too.

[8robson] 02/9/2020 15:54

I really don't understand this stock, how can there be this little interest and why is it slipping. I for one genuinely buy into their long time growth. I know the CFO is confident, but in the mean time it just keeps slipping. I just hoped for better intra results trading

[gnawe] 02/9/2020 09:12

I thought we were due a report today....?

[catch007] 01/9/2020 16:42

says it all George

[dplewis1] 30/8/2020 19:29

Sector news - veolia buying suez stakehttps://www.ft.com/content/cbb37622-9865-4172-b1d6-39b933efa977

[scepticalinvestor] 22/8/2020 12:03

The debt makes this uninvestible imo.however is ripe for a trade at the teens - anything under 20p

[warranty] 21/8/2020 16:04

Don’t blame you gnaw but they say you need patience and without too much help I can see a 3 to 4 bagger from this price so I’m hanging in for now.

[gnawe] 21/8/2020 14:17

I am out had enough of this.

[catch007] 17/8/2020 17:39

dplewis1: Excellent link ty for sharing.

Company appears to be turning the corner yet we still don't see share price recovery as yet.

[dplewis1] 17/8/2020 16:08

https://www.edisongroup.com/edison-tv/renewi-executive-interview/27504

[sirrux] 14/8/2020 16:30

What's Renewi doing with all their "beige gold" - they don't even need to steal it, they get paid to take it away!

[scepticalinvestor] 14/8/2020 12:57

this really is an unloved sharenot a growth or income stockit has potential though imo

[gnawe] 13/8/2020 21:34

Nothing to say about the latest Rns?

[gregsc] 10/8/2020 12:49

Don't laugh, I think we are probably not the only ones reading this thread.

[dplewis1] 10/8/2020 12:43

Lol they heard us..

[gregsc] 10/8/2020 09:12

More than annoying. About time one of the activist investors said something to them.

[george stobbart] 10/8/2020 09:02

unbelievable. sinking again. this stock is very annoying

[dplewis1] 10/8/2020 08:36

What fresh he'll is this. Did a junior trader forget to put a limit on his order??

[catch007] 06/8/2020 11:59

I see the high quality of comments on this BB has taken a dip like the SP! A shame as there were some excellent posters. No one likes to see the lack of momentum or a moribund share price however we all know a recovery will be very slow so no need to slag imho.