Robert Walters Share Discussion Threads

[edmondj] 04/12/2007 18:14

Boy, when RWA soars or tanks, it does it in style!

[cockneyrebel] 04/12/2007 17:56

we are either staring at the bargains of a lifetime or we are heading for one helluva recession.

CR

[recruiter] 04/12/2007 16:32

now AEGon are selling.
stay clear at present imo.

[recruiter] 26/11/2007 11:09

I bought MPI last Weds & sold this am.
Contemplating buying here now. not yet thouhg as I feel the bounce in MPI was created by Director buying & it wasnt that long ago here (although it was in price) that Director sold.

[cockneyrebel] 26/11/2007 11:06

Got to be a buy here, so I have.

MPI bouncing big on big director buys, recruiters still doing great business.

RWA on a fwd PE of 7.5 and a 3% yield nearly - that is factoring in a huge miss that isn't going to happen imo - all recruiters saying things are going pretty much fine.

CR

[recruiter] 19/11/2007 11:25

havent bought in yet, but there is something nasty going on here.

[recruiter] 16/11/2007 13:42

I think this has been oversold now - not massively though.

[sper] 13/11/2007 08:08

insolvency and law!

[jeanal] 12/11/2007 17:49

Thanks scburbs...
Which sectors are safe bets then?

[scburbs] 11/11/2007 13:18

JeanAl,

Recruitment sector first to be hit in any slowdown.

Check out IMP, OPD and even Michael Page all have been massively hit.

[jeanal] 11/11/2007 12:06

Someone tell me why this share is tanking when its' fundamentals are great?!

[rogid] 25/9/2007 13:37

I think Boozey's recommendation not to short yet was posted pretty much to the day of this share's all time high. We've since seen a 1/3 drop in the share price Timing, as he says, is everything...

[huwrayhenry] 06/9/2007 22:18

did the directors just sell their share when the company is buying back shares ?

all seems very doggy?

[boozey1] 07/7/2007 12:19

masterjunior, it is certainly on a high multiple, but you need to wait for the recruitment bubble to burst before a short can be safely justified. Bearing in mind Michael Page announced record profits last week (Robert Walters tracks this stock)and had their 7th profit ugrade of the year, i would suggest that the timing is not right for a short here. And timing is everything in this game.

I no longer hold, but am very familiar with this share. it is a quality business.

[masterjunior12] 04/7/2007 21:24

looks like a good short now

[singing the blues] 04/4/2007 18:36

Cheers Boozey still hanging in here MPI results looked very good lets hope RWA is having the same success.

[boozey1] 04/4/2007 14:32

Singing the Blues, if you are sill around a good day for you today on the back of the MPI Trading Statement. That made very good reading.

[boozey1] 30/3/2007 19:12

Singing the Blues, never knew you were still hanging around. Admit to selling out at 369 just after results. Robert Walters himself sold two-thirds of his holding around 340p. Michael page continues to progress through USA institutional support. This may give RWA some renewed momentum. Further guidance will have to wait until the AGM on 10th May. I also think Michael Page has a trading update next week, so that may be a bellweather also. Overall if you are still in I don't think much has changed, just a question of whether recruitment stocks are still fashionable and where we are in the recruitment boom cycle. I sold out simply because after a good 18 month run I felt the stock was fully valued for the moment. I reckon RWA is probably a good take over candidate especially with its global presence and its exposure to the booming Asia market.

I may consider a re-entry point but not before the AGM. Best of luck.

[singing the blues] 30/3/2007 18:45

anybody heeeeeerrrrrrrreeeeeee :) very lonely in here

[crita1] 19/3/2007 08:33

Robert Walters selling his shares, who can blame him?

[crita1] 15/3/2007 12:57

Given todays OPD results an even better buy. Prospective PE 12 compared to 18 for RWA. It will change.

[crita1] 01/3/2007 12:57

Makes OPD look a marvellous buy.

[maiseymouse] 26/2/2007 21:22

Looking at some of the broker notes and they are indicating a price of 440p = told there will be more upgrades tomorrow. Found this nugget on the market insider

[boozey1] 26/2/2007 07:19

What a wonderful set of results. I reckon £2M ahead of expectation on profit and a current PE of 20. Outlook remains positive.

[v11slr] 21/2/2007 09:04

UK smallcap opening - Robert Walters makes headway ahead of FY numbers

LONDON (AFX) - Shares in recruitment firm Robert Walters continued to make
headway, adding 14-1/2 pence more to 374-3/4 as traders look forward to a strong
set of full-year numbers on Monday.
Hector Forsythe of Evolution Securities predicts a 40 pct rise in pretax
profits to 17.8 mln stg