Robert Walters Share Discussion Threads

[joshalexander] 01/3/2008 08:42

In 1993 I worked with the wife of one of the then Main Board Directors of MPI.
Over a rather liquid lunch in Surbiton one Friday, she told me... "buy as many shares in MPI as you can and hold them for at least 3/4 years, you can bet your house on this "... The share price was 76 pence when I was given this advise.

At the time I was in my early 20's and had just bought my first property, so had little to invest unfortunately.
The shares doubled within 2 years and you know the rest.
So if you can time an investment in this Sector near the cyclical low, the upside potential is vast.

However, I strongly believe that early 2009 will provide far greater opportunity for long term returns in this Sector, than at present.
The last few weeks have presented a nice short term trading opportunity,
but there are fresh lows to come IMO.

[liarspoker] 29/2/2008 16:14

Added a few MPI today as well BTW.

[liarspoker] 29/2/2008 16:13

I sold a few at 168p yesterday and bought back a few at about 153.5 today.

I'm not usually a trader in such a style but the spike the other day seemed a bit reckless. :O)

[edmundshaw] 29/2/2008 15:59

Depends a bit which bumps you connect up. I prefer to consult my astrologer... :)

[gsands] 28/2/2008 14:55

Looks like the chart working on this one:

[bigbigdave] 28/2/2008 14:00

Thats enough of a pullback.
Just added 8-)

[madmix] 27/2/2008 22:18

Fortunately, RWA's market cap is around three times bigger than OPD's, so there's no chance of that.

Can't see RWA's price shooting up on the possibility of them bidding for someone else, so perhaps one of the big boys is after Robert Walters.

Could just be a seller cleared and some continued buying interest from an institution.

In any case, I don't feel too disheartened to see Imprint up 10% from the price I sold at when RWA is up 25%. Let's hope there's more to come here. Some of my Imprint proceeds went in to Encore Oil too, so things have worked out well. Hope you get a good price from your IMP shares eventually though.

[nigelpm] 27/2/2008 22:10

madmix,

Now that would be Ironic!

I wouldn't be surprised if there's yet more twists and turns in the whole IMP/OPD/HYDG/Premier incestuous links - if RWA were in there as well - doesn't warrant thinking about.

[madmix] 27/2/2008 21:46

nigelpm,

Let's hope it's not a bid from OPD. ;-)

Someone was very keen towards the end today. Must remember to listen to those Questor tips in the Telegraph...

[yellowdog] 27/2/2008 18:40

Looking for 200p very quickly

[matt123d] 27/2/2008 17:26

Certainly looks interesting, decent volume coming in also.

[geologic] 27/2/2008 16:47

Bid on the cards!
172p at one point today

[nigelpm] 27/2/2008 16:26

hmmm.. I wonder - this is a bit more than getting bought because it's cheap!

any rumours out there?

[cockneyrebel] 27/2/2008 16:13

As Borrat woulds say - ah, nice! :-)

CR

[liarspoker] 27/2/2008 15:58

I see Robbie Burns aka The Naked Trader bought too. :O)

[geologic] 27/2/2008 13:03

very nice!

[cockneyrebel] 26/2/2008 17:33

Nice :-)

CR

[liarspoker] 26/2/2008 16:33

Director Buying:

[liarspoker] 26/2/2008 09:12

You have to make up your own mind about what you think will happen imo. Broker notes are only good for getting greater info regarding company processes etc imo. Look at the P/E if you strip out cash - 4.5 yesterday so not much more than that today. Look at ROE, ROCE, ROA etc - great returns and a great cash generator. Even if they 'only' do say 24p in 08 and say 25p in 09 then on the next up leg if they are trading on that 20 multiple they talk about then we should see 500p - a 3 and a bit bagger. Sound optimistic ? Perhaps a little but I reckon a bagger is a real possibility here. The only thing needed is patience imo.

[tole] 26/2/2008 08:58

Actually noticed Altium have downgraded from BUY to HOLD today - reduced estimates and reduced target price to 155p.

[gswredland] 26/2/2008 06:22

Interesting to see this contrarian view to may of us.

[cockneyrebel] 25/2/2008 20:45

Yep, commercial property was the first to bounce - the likes of BLND and BXTN. Stuff like financials are now doing it along with a number of stocks imo - look at RGU chart.

I've been buying all the charts that have been forming rounded bottoms - DTZ has just turned imo - if you are interested - 75% off it's high - it has to rise 300% to get back to the previous high :-)

CR