Rm Share Discussion Threads

[truffle] 28/5/2013 14:14

Only just noticed that the Chairman purchased 100,000 shares at 71p on Thursday last week but the announcement was made late, after the market closing for some unknown reason.

[truffle] 28/5/2013 14:14

I have only just noticed that the Chairman purchased 100,000 shares at 71p on Thursday last week but the announcement was made late, after the market closing for some unknown reason.

[truffle] 28/5/2013 14:14

I have only just noticed that the Chairman purchased 100,000 shares at 71p on Thursday last week but the announcement was made late, after the market closing for some unknown reason.

[truffle] 28/5/2013 14:13

I have only just noticed that the Chairman purchased 100,000 shares at 71p on Thursday last week but the announcement was made late, after the market closing for some unknown reason.

[tratante] 23/5/2013 16:23

Holding up well on a bad day for the markets.

[tratante] 20/5/2013 16:51

Not a pretty view from here! Still have confidence Wellcome investors are a savvy lot, but might be long term.

[smithie6] 20/5/2013 15:05

Any views on RM ?

[marben100] 24/4/2013 22:06

Roger Lawson attended RM's AGM today. Roger's write-up is available on ShareSoc's member network, here:

To access the report, you'll need to be a member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join as an associate FOC here:

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on around 100 other AGMs). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here:

Cheers,

Mark

[birdsedgeuk] 14/4/2013 20:43

X div on wed.Might b worth buying afterwards.Rm i think was on traderdiary.co.uk

[tratante] 14/3/2013 16:45

Does Martin Ratcliffe still benefit from the share option deal he made a while back? seem to recall he had a substantial holding as a result. Haven't seen anything to suggest he has sold so presumably he is still confident in the company

[truffle] 13/3/2013 13:01

The director purchase the other day was recent enough and substantial enough to suggest that the potential difficulties going forward are manageable. The increased institutional buying announced to-day seems to suggest the same view.
Also think the company is in much better financial shape going forward than it was 12-18 months ago as outlined in the recent results.

[tratante] 13/3/2013 10:45

Institutional holding going above 5%.

[checkers2] 11/3/2013 21:08

Would RM's distribution channel to schools be threatened with WIFI wired schools, with every student using a notebook under the BYOD policy?

Here is an interview with a leading US textbook publisher



Content owners are protected in this revolution and may well prosper, but what middlement RM?

Their job is probably going to be easier to replicate, more competitive and less renumerative.

I don't currently hold their stock, just tempted by their strong valuation metrics...but could well be a value trap here folks.

Anyone have an idea why Ratcliffe left? I recall he had a very generous option package....was it because he couldn't see them going into the money?

[checkers2] 10/3/2013 10:03

Valuation:

Market cap at 75pence is £ 70M

Cash is £ 35M

Operating cash flow in 2012 £ 20M.

Compelling valuation levels.

Yielding 4%, good management team.

Big bear point is serving the public sector.

[ftrottier] 08/3/2013 11:45

Yes, interesting - tripling his holding in the process. Meanwhile peer Promethean World sees its revenue fall 30%. The education sector is just not spending.

[tratante] 06/3/2013 22:12

Nice director buy.

[ftrottier] 02/3/2013 19:32

Yes but DB pension payments are a big draw and this will continue for the foreseeable future. + Chairman is very cautious over future. Suspect it may be why share price has not picked up despite strong FY figures. More patience needed.

[truffle] 21/2/2013 09:16

The results look pretty good on the face of it.
Over half of the company's market cap of c.70 million is in cash or equivalents, the PBT of c.8 million gives it a pretty low P/E ratio, and there is an increased dividend.

[nw99] 21/2/2013 09:10

Good figs this am looks like it has enticed some buyers

[tratante] 15/1/2013 19:39

not sure the market would understand the significance, not your typical financial institution, but they have a record of being very astute with their investments which go to fund medical research. You can bet they have done their homework.

[truffle] 15/1/2013 14:17

Saw the notice about The Wellcome Trust too and assumed it was positive news but the market didn't seem to react or else ignored it. Hopefully it is good news.

[tratante] 15/1/2013 12:04

any one watching these? Seems to be some activity. The Wellcome Trust, no slouches when it comes to making money, have just taken a big chunk. Hoepfully showing the green shoots of recovery as the ceo's action plan bears fruit (with apologies for mixed metaphors!

[nurdin] 10/2/2012 15:32

what a cracking rise..:o)