Robert Walters Share Discussion Threads

[hastings] 05/7/2022 13:58

Should be an update soon.

[essentialinvestor] 17/6/2022 11:16

In for a small amount, always been volatile on wider equity weakness.

Sub £4 possible over the next few months?.

[novision] 14/6/2022 15:00

Crazy prices. Bought a few at 471. Will look the other way for a few months...!

[novision] 17/5/2022 09:48

I reckon this can only help the recruitment market.

[hastings] 17/5/2022 05:25

Also worth remembering that they operate at the higher end of the job market compared to some of the other players.

[tudes100] 17/5/2022 01:24

Difficult to make sense of the share price over the last 5 trading days, significant under performance vs all the other recruiters. Japan most profitable market and yen weakened significantly in March & April although has recovered some ground in May which can't have helped sentiment. Shanghai lockdown & softness in Chinese market perhaps also a concern but given their geographic diversification I don't think this is going to significantly hinder progress. Job markets remain very tight but clearly there are some concerns about how long this may persist for. Single digit valuation (9.6x) & cash pile provide decent margin of safety imo.

[essentialinvestor] 16/5/2022 16:44

Quality company but macro weakening and something at least close to recession
looms large in multiple regions.

[hastings] 16/5/2022 16:37

I rather think it's peoples perception, which may not be correct. Next update will no doubt tell us more.

[riverman77] 16/5/2022 16:30

Very odd, down 26% in a month - hard to believe the employment market has deteriorated that much in that timeframe. Indeed, the other recruiters are broadly flat over 1 month and I'm not aware of any specific issues at RWA to justify the fall.

[novision] 16/5/2022 10:43

Not sure why this has crashed down again, bought a few around 520... happy to wait for 600+

[its the oxman] 07/4/2022 07:30

Yes, should see us back to 800p as well.

[hastings] 07/4/2022 06:23

Strong start to Q1 is welcome news this morning, continuing the recent trend.

[18bt] 08/3/2022 07:55

Forecast beating results - forward PER of 12x looks churlish given the prospects and ability to churn out cash.

[hastings] 08/3/2022 07:46

Excellent results and despite global issues the current year has commenced in-line.EPS of 46p marginally better than I had expected.

[novision] 07/3/2022 12:43

somehow managed to get a Spreadbet in at 508 without the horrendous spread! Fingers crossed...

[novision] 23/2/2022 17:31

Would be nice if this is where the bounce starts. Quite some upside to £9 and Q4 news not too far off...

[imastu pidgitaswell] 16/2/2022 20:42

Quite a few shares that have done well since the March 2020 lows have had significant pullbacks in the first couple of months of this year; I suspect they will all turn around the same time - the question is when will that be?

I agree on the lack of liquidity for this one though - some quite violent moves - up and down - once they get going.

[podgyted] 16/2/2022 17:39

687p seemed like too good an opportunity to miss, but to be honest the lack of liquidity here is startling, so anything could happen.

Not sure why the market is ignoring the earnings momentum here.

Time will tell - the results are on the 28th.

[its the oxman] 01/2/2022 09:38

Also added.700p. Surely oversold at this level. Great top up opportunity.

[hastings] 01/2/2022 08:28

Added further this morning, excellent value at this level with a likely (imo) EPS of circa 45p and bulging net cash.

[deadly] 19/1/2022 17:25

........not so soon after the drop today.

[its the oxman] 11/1/2022 15:37

Can see this over 900p very soon.

[18bt] 16/12/2021 07:35

Yet another upgrade. With salary inflation in a lot of developed countries, this should continue for a bit yet.

[matt123d] 25/11/2021 17:26

There's the reason for the weakness the then 750p