Rexam Share Discussion Threads

[philanderer] 02/7/2013 09:07

And from yesterday:

REXAM

PRESS RELEASEJuly 1, 2013,

Fuel Premium Protein Shake Launches in Rexam 12oz. SLEEK(R) Cans

CHICAGO, July 1, 2013 /PRNewswire/ -- It's just what you need to "Fuel Your Body." That's the motto behind Fuel Premium Protein Shake which has hit the market in 12oz. SLEEK(R) cans from Rexam.

(Photo: hxxp://photos.prnewswire.com/prnh/20130701/CG41192)

(Logo: hxxp://photos.prnewswire.com/prnh/20120711/CG38561LOGO)

With just two grams of sugar, Fuel delivers 30 grams of protein and is packed with fiber, vitamins and minerals. Whether it's filling the afternoon snack craving, or serving as lunch on the go, Fuel is specifically formulated to support the maintenance of good health.

[philanderer] 02/7/2013 09:05

morning wad, bought in last week just before I went away for a few days.

Sunday Times:

It seems to be back to Plan A for can-maker Rexam. After purchasing US packaging manufacturer Owens-Illinois in 2009 the company has now decided to sell its plastic packaging division and go back to what it knows best - cans. To be fair to management, Rexam should recoup most of its money from the plastics sale. It will also keep a large amount of tax losses that will help future profits. It has been a costly diversion, although the company will come close this year to hitting its target for a 15% return on capital employed. Even so, it would be good if it could deliver on this sooner rather than later, says The Sunday Times´s Matthew Goodman.

Sharecast

and a Questor tip from last week..

Questor share tip Rexam a buy after falls Telegraph

Rexam will focus on its core beverage can business. Questor says buy.

[wad collector] 01/7/2013 15:48

Heading towards £5 again now ; this seems temporarily to have become a trading stock.

[wad collector] 27/6/2013 16:12

Indeed the price did not stay down ; back over 475 now.

[asagi] 25/6/2013 09:27

our operating performance in the first half of the year will be slightly below that of last year

sets the scene for final numbers similar to last year.

.. initiated the process to sell the Healthcare business. In addition, we are making encouraging progress in pursuing beverage can investment opportunities in higher growth markets.

sell healthcare, buy a cans business. This will make the company more focussed. Not necessarily a benefit.

If they do 35.5p again in 2013 that's a P/E of 12.5.

Asagi (no position)

[wad collector] 25/6/2013 08:57

"we now expect full year performance to be modestly lower than previously anticipated"

Seen worse from Rexam in the past. I doubt the price will stay down.

[deadly] 25/6/2013 08:46

You got your answer today. Might be worth buying soon.

[wad collector] 24/6/2013 10:05

Just triggered my 472 limit - don't know where this is going next but happy to sit long on these again. I fail to see why such companies are perceived as worth so much less than 2 months ago , but if someone has been happy to sell them to me at this price then good luck to them.

[1nf3rn0] 20/6/2013 19:58

Purely falling with the market. This is the time to buy quality companies, like Rexam.

[wad collector] 20/6/2013 12:11

472 limit buy set ; I see no logic to the recent fall ; does Rexam look only 6/7ths of the company it was 6 weeks ago?

[wad collector] 11/6/2013 13:15

Half back @ 497 ; holding on for a bit more of a drop for my other half. It is a game , this whole market volatility.

[wad collector] 06/6/2013 17:00

Has deflated a bit with the market - time to get back in?

[broadwood] 20/5/2013 16:08

Heading back to all time highs.

[broadwood] 24/4/2013 17:01

Yep - XD today.

[wad collector] 19/4/2013 12:11

Thank you.

[grahamburn] 19/4/2013 09:53

Make that WEDNESDAY, wad.

[wad collector] 19/4/2013 08:20

Close to buying half my holding back - xd on monday.

[broadwood] 18/4/2013 15:55

Initial mark down on the IMS this morning.

Since recovered now folks have actually read it.

[broadwood] 15/4/2013 08:08

Investors are unlikely to kick up a stink when they vote on Graham Chipchase´s rewards this week. The Chief Executive - who took over at the helm of Rexam in January 2010 - has presided over a 65% share price rise and the return to shareholders of £800m. Even better, his efforts to cut input costs seem to be paying off. The tin can manufacturer's return on capital has risen from 9.5% to 14.7% since 2009, while pre-tax profit is up to £418m, from £414m the year before. However, some - such as analysts at Deutsche Bank - fear the company could become a victim of its own success were it to squander its hard-won 'financial flexibility' through fruitless capital spending, writes The Sunday Times´s Danny Fortson

[wad collector] 05/4/2013 11:28

Because it is now below my selling price?

[broadwood] 02/4/2013 09:35

Bad mistake wd - much further to go

[wad collector] 01/3/2013 16:57

Triggered my sell just before the bell at a fraction over 521. I think it was the highest sell price of the day.
I think Rexam is a solid company and look to buy back in at some stage but I hate watching a significant paper gain drop away.
It is not the bargain it was 3 yrs ago at £3.

[wad collector] 25/2/2013 10:12

I remain nervous ; looking to unload the other half of my holding with a bit more of a rise.

[broadwood] 22/2/2013 09:44

TP increased.

Oriel Securities REXAM PLC 22/02/2013
Reiterates
Buy Buy 0 540.00 570.00 505.50 30 2