Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Rm Plc | LSE:RM. | London | Ordinary Share | GB00BJT0FF39 | ORD 2 2/7P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
-1.50 | -1.30% | 114.00 | 114.00 | 118.00 | 114.00 | 114.00 | 114.00 | 129,531 | 16:35:21 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Computers & Software-whsl | 195.95M | -29.1M | -0.3470 | -3.29 | 96.88M |
Date | Subject | Author | Discuss |
---|---|---|---|
07/9/2022 17:08 | Perhaps they know something... | glavey | |
07/9/2022 16:44 | 9,351,667 sold at 26p (trade #115) 2,000,000 sold at 26.5p (trade #116) That's the reason for the fall. Obviously an institutional seller being c.10% of the company. Strange to see such a massive dump in one go. Surely could've got more by drip-feeding? | bozzy_s | |
07/9/2022 16:26 | He may be trying to say that jot, but he seems to get himself a bit tangled in self importance.. because this is what he actually wrote "Are your posts intended as dark irony?." .. Hmmm, are they? | wigwammer | |
07/9/2022 16:23 | Looking at the sg , its in crash mode , patience required and deep pockets . | jotoha2 | |
07/9/2022 16:20 | Agree imastu. You sound like someone who reads the report, so respect your view. Interestingly IMO, the net debt figure reached £30m max during the prior full year, according to the last annual report. But that didn't stop investors owning the shares at multiples of the current price. | wigwammer | |
07/9/2022 16:20 | I belief ESS inv is trying to point out that on the 25th aug you stated the share price was good value , when in fact it was well overpriced , and has now fallen further , so probably best not to come over as some kind of guru. | jotoha2 | |
07/9/2022 16:15 | Looks a redonkculous discount on a desperate sale. gotta be worth a punt at this level imo. | empirestate | |
07/9/2022 16:15 | :-) Honestly, compared to some of the unhinged personality disorders on this site, you're both perfectly rational (I'm not...). Probably best to be constructive about this particular share - some specific research and facts might serve everybody well. Might even do some myself... | imastu pidgitaswell | |
07/9/2022 16:15 | Again imastu.. previous post intended for the absolutely essential, if not particularly insightful, investor :) | wigwammer | |
07/9/2022 16:13 | Incidentally - late trade of 2,000,000 at 26.5, preceded by one of 9.35m at 26. Might be the end of it, might not. | imastu pidgitaswell | |
07/9/2022 16:12 | Again, so what? It doesn't tell anybody here anything about RM, nor does it say a great deal about my overall investment performance. But it does suggest some rather unpleasant things about you.. ATB | wigwammer | |
07/9/2022 16:11 | Funny - I also know MCB from 2020/21, but not been near it in a long time. Debt and margin squeeze... Sounds like we all follow these kind situations, but I do think the market environment is very different to 2020/21 and before. Debt is a real issue and once a slide starts, the vultures usually wade in - I have always preferred cash rich businesses for that reason; it gives time to recover should anything go badly wrong. Especially so at the moment. FWIW, I think the issues are more than simply headline debt - it is seasonal (they say) and I suspect there are some operational issues as well, including the system challenges. I just don't know enough and I suspect the market doesn't know enough. But it is also the opportunity - this could go up 10 times and back to levels from 12 months ago if in fact they sort stuff. If... | imastu pidgitaswell | |
07/9/2022 16:02 | I know your posts from here and MCB, which is down approx 70% in 12 months. Good luck. | essentialinvestor | |
07/9/2022 15:57 | For what it's worth, I retired very early in life after successful investments in Skyepharma, Anglo Asian Mining, and other highly geared investments that others dismissed because of the debt angle. Every time, there is anEssential investor who bangs on about the debt, as if the market hasn't seen it. Yes - well done - there is some debt and it has gone up. Does that mean the stock is worthless then, and if not, what is it worth essential investor? | wigwammer | |
07/9/2022 15:53 | So what? I took a small position, I got in too early, I can add now if I choose. The point of the board is to discuss the stock. It is hard to believe anyone is learning much from your posts about "dark irony" or that "debt went up" from a few months back, unless they are incapable of reading a simple report. | wigwammer | |
07/9/2022 15:42 | Wigwammer25 Aug '22 - 11:03 - 52 of 89 0 0 0 Large volumes going through today. Seller out, perhaps… looks great value at this level IMO :) This is what you thought on 25 August. | essentialinvestor | |
07/9/2022 15:32 | Fair enough imastu. It's an awful market, but at least RM should have relatively resilient end markets, and already have a valuation reflective of the risks... sub 0.13x sales. | wigwammer | |
07/9/2022 15:30 | This is the piece of deep dive research that essential investor shared with the board a few months ago. Careful, you may need a PhD to understand it, and glasses if you didn't notice it for yourself in the report.. "Where has that net debt come from, thought they were about debt free?." | wigwammer | |
07/9/2022 15:29 | Understood. You're right about the pension issue - and it will carry on improving as actuarial deficits will continue to fall with interest rates and gilt yields rising. The trouble is that it doesn't help with debt levels. I would have to be feeling much braver than I am at the moment to actually buy these at the moment. But, well, following. | imastu pidgitaswell | |
07/9/2022 15:25 | Again imatsu, my post was meant for our simply essential investor. Lol :) | wigwammer | |
07/9/2022 15:23 | Rather silly to think the investment case now, is the same as it was months ago BEFORE it fell 70%+... I didn't own the stock back then either - whoopy do for both of us! It adds jack sh1t to anyone's understanding of the investment case now it's sub 30p. ATB | wigwammer | |
07/9/2022 15:20 | Their system issues? Having done this sort of thing more than once in the real world, it can turn into an utter shambles which only gets worse - and expensive. Trying to fix a system implementation while doing the day job is very tough, especially if there are alternatives for the employees out there. Given that software is their business, it's not a great situation. "Operating profit and margins are reduced reflecting the required turnaround in the Technology Division and the impact of the transition programme, in particular the IT platform implementation, alongside continued inflationary pressures. The rollout of the IT platform has been more challenging than anticipated. The timeframe and cost for full implementation will therefore be extended and the associated benefits will take longer to come through." Following from a distance, no intention of getting involved just yet. But interested. | imastu pidgitaswell | |
07/9/2022 15:16 | Think my view is crystal clear on the rapid rise in net debt posted months back here. Best of luck, you may need it. | essentialinvestor | |
07/9/2022 15:14 | So dark... so irony... how helpful :) | wigwammer |
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