Rexam Share Discussion Threads

[broadwood] 22/2/2013 09:23

Re-rating continues.

[wad collector] 21/2/2013 08:34

Pleased to see my limit sell went at 508.4 - the highest sell of the morning.So far.

[wad collector] 20/2/2013 08:44

....ooohh.£5 passed.
Glad I held onto a lot of these for the last 5 yrs or so ! Might exit today.
Just set a 506 limit for half of mine.

[wad collector] 20/2/2013 08:31

Solid enough. The dividend rise despite the cashback is a bonus. £5 beckons.

[broadwood] 20/2/2013 08:26

Oriel Securities REXAM PLC 20/02/2013
Reiterates
Buy Buy 0 540.00 540.00 476.70 0 2

[broadwood] 20/2/2013 08:09

The problems in healthcare had already been documented and they confirm good growth elsewhere - market concentrating on that.

In 2012, we made further encouraging progress. Beverage Cans traded well driven by the global growth in specialty cans and a strong recovery in our market share in the US. We saw good growth in all our regions with volumes up 6% and organic operating profit increasing by 5%. We are continuing to invest in new lines and capacity to support our future growth. However, as previously highlighted, Healthcare had a difficult year largely due to one of our customer's products coming off patent

[broadwood] 19/2/2013 15:03

Results tomorrow - very confident previously so shouldn't be any nasty surprises.

[wad collector] 18/2/2013 21:07

I like it when the share price keeps climbing up to results day....

[wad collector] 13/2/2013 15:51

A week today. Hopefully the results will justify the recent share price rise.

[broadwood] 13/2/2013 12:26

And results soon.

[broadwood] 13/2/2013 12:24

Received a tidy sum from those loan proceeds today - yet the price is still motoring higher.

[broadwood] 06/2/2013 07:46

Deutsche Bank REXAM PLC 06/02/2013
Reiterates
Buy Buy 0 515.00 468.00 515 2

[wad collector] 28/1/2013 21:29

The link is broken. (Big address!)

[philanderer] 27/1/2013 20:27

REX tipped

Questor Plus: emerging market share tips for a falling pound

With UK GDP and the pound both falling, Questor editor Garry White looks at FTSE companies with a healthy exposure to expanding economies.

[wad collector] 16/1/2013 10:34

I was pondering over todays new highs and thought it might be helpful to see the longer term share price graph;



Not sure what happened to the 1998-2000 data, but it suggests to me that a £6 target over the next yr or two is not unreasonable, given that the company has not changed that much in the last decade, its market position and demand still rising.If nothing bad happens.

[broadwood] 11/1/2013 08:19

Re-rating continuing on dividend news. They've been talking about this Personal Care business disposal for years and now its finally dusted, the Group is now more focussed and fully recovered from the dark days of '09.

[deanforester] 10/1/2013 17:12

That's going to happen anyway. If you wish to get rid of more than 10% of your shares, that's different.

[wad collector] 10/1/2013 10:50

Soaring towards a new 4 yr high , perhaps the time to unload some beckons.

[wad collector] 09/1/2013 21:51

As you say , but I still don't like it ; the reason I invested in Rexam is that I think they can invest my money better than I can .The share price will drop 45p , mitigated by the 10:9 reorganisation , and our total holdings will be worth 45p per original share less. I could buy some more REX with the money and pay another dealing fee.

[cw2000] 09/1/2013 12:55

It's 45p per share.
Record Date for the Capital Reorganisation is 6.00pm Friday 25 January

Despatch of cheques (Option 1 and Option 2) Monday 11 February

[wad collector] 03/1/2013 21:00

Well , we didn't.
The 42p b share return still looks a bad idea to me ; if REX cannot think of anything useful to do with £370M then they lack imagination.

[wad collector] 11/12/2012 09:48

Healthy looking rise in the last 2 weeks .Are we going to see a new 4 yr high before the year ends?

[broadwood] 14/11/2012 19:34

IMS tomorrow.

[global mega boom] 28/10/2012 22:05

Anyone know if these make the cans for Monster energy?