Restore Share Discussion Threads

[irnbru2] 20/3/2015 13:09

Sell, while you can.

[m.t.glass] 20/3/2015 09:51

irnBru2 - in responding to my Post 644, you seem to be arguing against something I never said. I merely posted a chart overlaid with the 200 day moving average - with no added comment either way.

[melody9999] 20/3/2015 09:38

IrnBru2 - think you have made your point. Either you have a short running or you are wasting your time. If the former, for transparency pls advise. If the latter just go elsewehere!

IMV the chart posted by MT above demonstrates just how well the company has performed over the last few years. And guess what - nothing has changed in the last couple of months except the share price got a bit ahead of itself.

So I sold 75% in the 270s and now await a re-entry point to top up.

[apad] 20/3/2015 08:52

IC buy tip today.
apad

[irnbru2] 19/3/2015 20:55

They need to change the strategy.

[apad] 19/3/2015 16:54

Some pretty sizeable buys don't seem to have stiffened the share price
apad

[irnbru2] 18/3/2015 21:09

MTG,

Ask yourself, what is their nature.

Data storage or acquisitions.
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Most of junior oil explorers, that made good, were run by a guy that was passionate about drilling, it is what he did, it was his nature.

[irnbru2] 18/3/2015 21:00

Aged 50, Charles Skinner joined Mavinwood plc as Chief Executive last year as part of a completely new board brought in to restructure the business.

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Would any of them know an A4 file, if they fell over it while drunk.

MmTG, is the trend bust.

It was a good story.

Turned around.

Growth by acquisition.

As a previous poster pointed out, they Mr Skinner is now buying the same amount of turnover, with debt.

Not smart.

Where is the zing.

The share price will not react, to acquisitions, as did in the last few years.

Iron Mmountain will kill them, because the BoD are interested in data storage.

Ok, the city boys, will provide any amount of funding, but there is no "added value".

Remember, Hanson, bought a company, broke it up, and made money, because the parts had a greater value, than the whole.

If we are to believe in the RST dream, it works the other way round.

RST need to take Market share from Iron Mountain.

Is Skinner the mman to do this.

[gucci] 18/3/2015 11:48

agree nw
im out too for now

[nwalsham15] 18/3/2015 11:08

as i said up trend over.

im out.

good luck.

[irnbru2] 17/3/2015 07:47

IrnBru2 - don't hold back mate - let all those difficult feelings out ;)

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Fukcing right m8.

[apad] 16/3/2015 18:48

LM
Good post - especially about the difficulties in understanding acquisition accounts - Ta. If the management have a big interest in the company they tend to be more careful than if they are taking big salaries. I'm not sure if RST let their acquisition companies continue to manage their businesses (HALMA style) or incorporate them to get economies of scale. I was having a chat about this issue with a friend over lunch, but we became a little incoherent as the Sauvignon level dropped.
I have a small holding as a prompt to look into it more seriously on any weakness/results and my pal has a large holding. I took the weakness on the results to simply reflect the previous high rating rather than any intrinsic problems.
apad

[luckymouse] 16/3/2015 18:38

Acquisition growth is often received slightly less favourably then organic or hot sector growth - its because it isn't just based on environmental tail winds - it has to be continually bolted together manually - also the results can be harder to interpret, do like for likes by definition, tend to have larger one offs, adjusted/unadjusted PE,EPS differentials etc - hence because the results don't carry a simple straightforward 'yes yes yes' msg - folks take profits. Understanding these is almost a specialist area in a way.

As it happens this mgt team are particularly good and will continue to just bang out the deals and the growth - I have no doubt. They make it look easy.

So accept the nature of the beast - get a good entry dip if you can around an old buying zone - and let it run imho

ATB LM

[luckymouse] 16/3/2015 17:21

IrnBru2 - don't hold back mate - let all those difficult feelings out ;)

[geovest] 16/3/2015 08:23

Get your facts straight. Securities not in public hands 30.0%

[irnbru2] 14/3/2015 17:11

The percentage of securities not in public hands: 83.8%
The identity and percentage holding of significant shareholders: Geraldton Services Inc 57.7%, Legal & General 15%, Hargreave Hale Limited 5.8%, Gartmore 3.3.

How come all these guys are backing this drunk git.

[gargleblaster] 12/3/2015 22:00

I was tempted to sell out before the results as shares mag flagged up that the share price had got ahead of itself. The only problem with that is, would I definitely have bought in again - with other opportunities abounding? So I took the view that I would rather stick with RST over the longer term. Can't see this not being at a new high in say 12 months time. Best to stick with a good business long term imv.

[nwalsham15] 12/3/2015 11:55

mmmm.

uptrend seemingly over now.