Robert Walters Share Discussion Threads

[imastu pidgitaswell] 23/2/2009 09:02

You have to wonder about marketmakers and their activities at times - 2 months of a steadily rising price from 80p to just short of 130, while the news deteriorates.

Then an RNS stating that AXA have reached a 5% holding, then instantly a plummet on miniscule volumes to 105.

Who is setting the price? - I can understand a rise until the 'order' is filled - but why an instant plummet once it is completed? Just the marketmaker's expectation of where the price should be? Or genuinely influenced by supply and demand?

Still not in, and don't think I will be this side of the results - the outlook will be, er, 'challenging'.

[gswredland] 20/1/2009 22:26

Dare i say it but this is showing a lot of strength.

[liarspoker] 13/1/2009 22:21

imastu - AIUI Ruanne & co have been selling as they had over 11%. Perhaps someone is taking a few shares of their hands and buying extra in the market as well.

[imastu pidgitaswell] 12/1/2009 16:04

Doing remarkably well lately - in the teeth of all the other recruiters reporting dire trading and outlooks.

RWA will be facing the same, so why the rise? Just too cheap in the first place, hence value investor purchasing (see below), or bid spec?



Not on board myself, last sold at 132, so could get back in quite happily, but I guess I'll wait for a pullback (if it happens).

[imastu pidgitaswell] 01/10/2008 08:16

Sorry about this - I thought this might happen, they take it down 20%+ on less than 200,000 shares yesterday and today.

The default movement is always down in this kind of climate, whatever the true story. No news will be forthcoming for a while now, unless it's bad news, so negativity will continue to flourish, I fear.

[kristini2] 20/9/2008 06:27

have been following RWA for a while now, share price seems to be weak despite the fundamentals showing value. 4p fall today when the markets bounce!

maybe the PE is so low for a reason and on balance i am considering selling. confident todays bounce is a DC and the dow will be back to 10600 within three weeks.

[liarspoker] 19/9/2008 19:07

People selling. ;o)

Some broker probably downgraded the sector.

[gswredland] 19/9/2008 18:06

Thanks Liars. Good to see you here.
Any suggestions as to why the recruiters fell in later trading today guys?

[liarspoker] 19/9/2008 08:10

Welcome aboard gswredland.

RWA seems to be going nicely today. :O)

[imastu pidgitaswell] 18/9/2008 15:20

Going very well - a sight better than BP, needless to say. Aaargh.

That said, visibility of earnings isn't great - one of the reasons I sold. (And also 'cos I like selling winners and buying losers...)

[gswredland] 18/9/2008 11:56

Just joined with a few for the long term. Watch em fall now!

[liarspoker] 18/9/2008 11:49

Some big swaps going through behind the scenes.

[liarspoker] 16/9/2008 08:11

Good luck imastu pidgitaswell - I don't understand how people can sell really cheap shares but well done on the 20%. :O)

[imastu pidgitaswell] 16/9/2008 07:35

Hmm - MPI bid dropped, MPI down 30-odd percent.



RWA didn't really follow it up, but I've bailed anyway for now. Stock market can be a savage, irrational place, and I'm expecting the traders to dump on this. Silly people, and the current strength has made me hesitate, but this is no time to be a hero.

With all the courage of a paranoid mouse, I'm out - taken my 20% profit and going to plonk it all in BP for a while and revisit this later, hopefully (for me) lower.

[imastu pidgitaswell] 12/9/2008 08:18

Showing some strength lately - ever since the results dip, in fact.

Unfortunate piece of news for the MPI deal today - though why the death of an honorary chairman should make the slightest difference is difficult to understand. Methinks some interested parties are putting a bit of a spin on it:

[cockneyrebel] 01/9/2008 13:00

Hope you're watching recruiter HVN as I mentioned last week - on the move up, PE 4 falling to 3.5 next year - results this month. Already said it will meet, directors buying.

CR

[devonlad] 29/8/2008 08:59

Imatsu, good analysis, exactly how I read it. Remove the cash pile, work out the eps and this is trading on a pe of 5, way too low. Company are investing in growth for the future, profitable, secure and on a low pe, bought some for the bottom drawer.

[its the oxman] 29/8/2008 08:13

reckon i've probably missed the low nearer 100p but bought a few today c.125p -results seem just about ok and plenty of recovery scope as and when things eventually pick up.

[imastu pidgitaswell] 29/8/2008 07:46

One question - in note 9, it refers to a 20m Chinese Renminbi loan (£1.5m) for the China acquisition - at a rate of base rate + 10%. base rate +10%??!! Typo?

[liarspoker] 29/8/2008 07:40

I'm happy to add more if we ever see £1-odd again.

Ditto. :O)

[liarspoker] 29/8/2008 06:56

61.42p admin expenses per diluted share iin H1 07.

81.46p admin expenses per diluted share in H1 08.

32.63% increase.