Robert Walters Share Discussion Threads

[boozey1] 13/1/2006 19:56

That explains a lot, I was wondering what on earth was going on today. I also noted that 2 fund managers acquired stock this week. Thanks for the post ddinksdadd. Always appreciate value add posts so don't be shy about posting further. I have been in this for about 3 months buying around £1.20, a price at which the company bought a load of its own shares back. As you may know and the article may have stated this is the second time Robert Walters has been to market. The first time before it was acquired I nearly tripled my money in an 18 month period. I like to follow management with an historical track record to be proud about. Robert Walters falls into that category.

Never heard of Zak Mir but given the trading today it would appear he has a good following.

[ddinksdadd] 13/1/2006 17:56

Hello, this was tip of the day from Zak Mir of T1ps.

All good news 'trading equivalent of a hole in one' upside £2:40 stop £1:40

I concur but then i would as im long and im looking for £2:50 ish1

[boozey1] 13/1/2006 16:11

Another good day on RWA but I feel very lonely on this BB!!!!

[boozey1] 11/1/2006 21:13

Anyone else in this share, great progress over last 6 weeks following some chunky buybacks around the 125p mark. Results ahead of expectations according to Trading Statement and good pipeline. All this should lead to continued re-rating in lead up to results one hopes.

[typo56] 05/9/2005 08:38

Strong interims today. Seymour Pierce likely to upgrade - reiterate outperform rating.

[scotch broth] 24/8/2005 10:33

Bought this morning and seem to have moved the share price up allon my own.
The interims should be good.Of course the market looks ahead .Unemployment is up slightly but interest rates are falling.Finely balanced.

[yaesu] 17/8/2005 08:47

I'll talk to myself then.
Interims out in a couple of weeks or so (5th Sept), should make good reading.
I wonder where this might go before then, and after.

[yaesu] 06/8/2005 13:25

Anyone else interested in this one ?

Interims presumably out in about a months time, and should show a decent increase in profits.

[cockneyrebel] 06/7/2005 15:42

IMP is the one that excites me - already said results will materially exceed market expectations.

CR

[sper] 06/7/2005 15:33

Gswredland

IMHO the recruitment sector is a bit of an anomoly in the market. Recruiter's fortunes are much more closely aligned to the markets of their client base than each others.

That's why you might see some correlation between MPI and RWA, but less with companies like SRG.

The geographical spread of an individual firm is also a big factor, one poor market can weigh heavily on a group. Financial recruitment in the UK may be going swimmingly but if it is poor in another market......

Industry info confirms 25 months of continual growth in permanent placements and temporary placements seeing similar growth (REC/Deloitte) so whilst the achievement of MPI should not be dismissed, IMHO smaller companies, particularly prof/executive should be turning in more. However WHT are a good example, in my mind, of how a recruiter can still make a hash of better markets.

I'm much more cautious of RWA but I believe even if we dont see prices rise in the short term they will get there in the long term.

[cockneyrebel] 06/7/2005 14:20

6% of the company now traded before the pub lunches are consumed - RWA has only traded this volume in a day once in the past 5 years.

CR

[cockneyrebel] 06/7/2005 13:14

WHI looks interesting Recs, I noted the recent director buys when they happened. I see the AGM is this month.

Might be interesting.

CR

[gswredland] 06/7/2005 12:08

i am suprised that other recruitment companies have not responded to this news...SRG has even fallen.

[cockneyrebel] 06/7/2005 12:08

Something like RWA you can ISA Recs, WHT you can't so even if gains are lower on RWA the bottom line is likely to be better in an ISA. Might be a good play still tho.

CR

[cockneyrebel] 06/7/2005 12:05

Seems strange that MPI put out the trading statement and 2.5% of the shares change hands but RWA has seen over 5% of the shares change hands today.

Are RWA a bid target?

CR

[recruiter] 06/7/2005 11:16

I can say that my recruitment business is having a record year, so I hope this is across the board.
choice now is do I go with this company (who tried to head hunt me last year) or buy a recovery play like Whitehead Mann ?

[cockneyrebel] 06/7/2005 11:05

RWA said at the AGM they were up 30%, much like MPI said today.

RWA had a trading statement around June 26th last year

CR

[gswredland] 06/7/2005 11:03

looking good. obviously spill over from MPI results.beginning to jump now..

[cockneyrebel] 06/7/2005 10:27

MM buy.

and some large trades earlier - stock clearing I think

CR

[cockneyrebel] 06/7/2005 10:06

Have you tread this from MPI today? RWA have a trading statement in June too:

2005 Q2 AND FIRST HALF TRADING UPDATE
Michael Page International plc, the specialist recruitment consultancy, reports
second quarter revenues (gross profit) of #68.2m, an increase of 30.3% over the
#52.3m recorded in the second quarter of 2004 and a sequential increase of 13.8%
over the #59.8m recorded in the first quarter of 2005. Revenues in the first
half of 2005 are therefore #128.1m, an increase of 27.6% over the #100.4m
recorded in the first half of 2004.
In the U.K., second quarter revenues were up 19.6% on the second quarter of
2004. U.K. first half revenues were #62.9m, up 18.4% on the first half of 2004.
In Continental Europe, second quarter revenues were up 42.5% on the second
quarter of 2004. First half revenues were #40.7m, up 37.2% on the first half of
2004.
In Asia Pacific, second quarter revenues were up 35.3% on the second quarter of
2004. First half revenues were #18.8m, up 31.3% on the first half of 2004.
In the Americas, second quarter revenues were up 69.1% on the second quarter of
2004. First half revenues were #5.7m, up 71.7% on the first half of 2004.
During the second quarter, the Group repurchased a further 10.95m shares at an
average price of 193.1p. In the first half the Group repurchased 12.8m shares at
an average price of 193.3p.
The Group will announce its interim results on 15 August 2005. The interim
results will be prepared in accordance with International Accounting Standards
(IAS) and will include reconciliations to previously reported results. The
application of IAS has no material impact on the reported results of the Group.
Commenting on the second quarter result, Chief Executive, Terry Benson said:
"We are pleased with the growth recorded by all four geographic regions in the
first half and assuming no significant change in market conditions, we
anticipate that full year profits will be materially above current consensus
market expectations."

[huwrayhenry] 26/5/2005 22:44

lobed them 109
quick cash
would hold but faster moving stocks out there.
HH

[huwrayhenry] 24/5/2005 16:08

Looking good for share price recovery, bought back in this am.
HH

[gswredland] 23/5/2005 18:48

horsemike..ignore me! the share price has jumped this afternoon!!

[gswredland] 23/5/2005 13:35

I sold SRG,NRG AND HVN last week. I have not held RWA for about 6 months. I tend to agree with your estimate of 80p. Long term this would be good anyway.
I will be loking at these closely this year.