Robinson Share Discussion Threads

[castleford tiger] 03/6/2025 16:41:59

WHERE IS the missing post?

[castleford tiger] 27/5/2025 18:20:37

lol
they are struggling this year big time.

likewise we are too

[zdapa] 23/5/2025 09:12:02

Dull but in a nice way. Over the years I've discovered that exciting words from a company mean that they are either selling a dream or distracting from a past mistake.Robinson aren't going to set the world on fire but they seem set for a reasonable improvement each year. I wish that the same could be said for Huddersfield Giants!

[castleford tiger] 22/5/2025 17:42:58

any report please

[charo] 22/5/2025 12:35:36

Been targeting 6/8 margin now for 5 years.
Just drop it.

[castleford tiger] 22/5/2025 09:29:55

sadly due to staffing issue i have had to pull today's trip.
hopefully i will be free next year as i am out shortly.

If you could be so kind as to updating us it would be great.

Today's update i thought was poor. I expected more.

Tiger

[zdapa] 22/5/2025 09:19:55

Yes. Please introduce yourself and we can cry into our beer together.I'm the chap in a wheelchair wearing a blue (ish) shirt.

[castleford tiger] 19/5/2025 09:47:36

AGM
Anyone going?

[castleford tiger] 28/4/2025 19:29:30

Moving along

[castleford tiger] 25/4/2025 17:39:32

thanks
he has a good following
tiger

[18bt] 25/4/2025 17:32:47

Simon Thompson tip in IC Alpha yesterday am. 15 pages or so, concludes My target price of 160p is a third higher than the current offer price and is based on reasonable prospective PE ratios of 12.8 (2025) and 11 (2026). Buy.

[baner] 24/4/2025 16:04:10

maybe a bid in the pipeline - worth towards 200p if so !

[castleford tiger] 24/4/2025 15:08:35

tipped somewhere?

does look to be some duplication on those trades

tiger

worth much more

[davemac3] 24/4/2025 14:37:21

This is a busy day for RBN shares!

[davemac3] 24/4/2025 14:37:19

This is a busy day for RBN shares!

[castleford tiger] 31/3/2025 15:20:05

How and when has he picked up over 100 k shares??

I struggle to buy 25 k

[charo] 31/3/2025 14:54:25

PG wont stop here.

[castleford tiger] 28/3/2025 14:42:20

still bidding above the ask for large amounts.
The MM are short.
Tiger

[castleford tiger] 28/3/2025 14:34:24

post 915
got that right

[baner] 28/3/2025 10:26:48

We are very closely in agreement ! I believe they are doing a really good job in Robinson - in a rather competitive sector. 200p within 12 months is my bet!

[castleford tiger] 28/3/2025 09:50:16

ok thanks

i got to 7.00 EBITDA for latest year and mid 7`s for current year.

we had 2 upgrades last year and i expect some this year as the losses in the Danish division are reduced/stopped.


The shares should be at least 150 on what we know but can run up to 200p if the news is good.

I expect a further increase in dividends this year as well

tiger

[baner] 28/3/2025 09:40:22

The EBIDTA is really my own 2025 FC - fully achievable based on the 2024 numbers. There is a lot of “D” in the EBIDTA - and typically the multiple should rather be 6-7. However in this industry there is a lot of recurring costs related to “tools” that are almost consumables rather than CAPEX, so maybe a bit misleading. Thus my lower multiple. Better be prudent.

[castleford tiger] 28/3/2025 09:28:06

thanks

Where did you get the EBITDA figure from?
I looked and didnt see it.

I need to spend time on them.

A valuation of 4x EBITDA looks low to me with a capital intensive company.

No allowance for assets?

cheers Tiger

[baner] 28/3/2025 08:54:21

In a take over Robinson would probably be valued at 4+ times EBIDTA = 200p+. This assume no net debt which will be the case as excess props are sold and also current cash flow 2025 taken into account.