Rotork Share Discussion Threads

[chiefbrody] 28/9/2017 17:59

Decent month. £3 (old money) on the share price Approaching year highs..

[quickmind] 13/8/2017 08:54

Listened Half year Webcast replay, the chairman Martin Lamb is very good at waffling! If ROR is to prosper (as a shareholder I do hope so), a new chairman is also needed imho.

[ch1ck] 09/8/2017 09:23

Just picked up 50,000. I can see a recovery in oil and support stocks from here. The price has stabilised and is now rising with the big companies making profit and are much leaner.

[essentialinvestor] 03/8/2017 17:08

CEO exits, results next week.

[essentialinvestor] 11/5/2017 11:20

Hi red, suppose you pay for the quality,
however at 23 X approx forward earnings that allows little
margin of safety imv, particularly with O&G still tough going.

[redartbmud] 10/5/2017 12:55

EI

No bottom fishing here, weakness will persist for now. MHO

red

[essentialinvestor] 10/5/2017 12:34

ROR is an incredible company, however given the large O&G exposure
the current rating looks more than fair imv.

[sutton3] 10/1/2017 09:18

Hi to All.
Just invested here after reading up on the potential wish I had done it earlier.
Peter

[chiefbrody] 06/1/2017 17:45

Goldmans Buy rating today.

280p 12 month target.

Could see that in 12 days if the current trend continues.

Up a whopping 60% in a year.

Sadly, i didn't add!

[chiefbrody] 06/1/2017 10:31

Long way to go for that.Ask again at £3 :-)

[petewy] 06/1/2017 10:29

Aren't we reaching the highest price for this share?

[redartbmud] 22/11/2016 20:27

EI I top sliced today. A bird in the hand and all that.

[chiefbrody] 22/11/2016 20:13

New year (highest for nearly 18mths) high today.

Another day tomorrow that's even half as good as today and i'll be tempted to bail at roughly b/even.

Can't see a return to the £30 (£3) days any time soon.

[essentialinvestor] 22/11/2016 19:49

Thought around £2 a share was more than fair, got that wrong!.

[quickmind] 04/3/2016 19:23

Fair comment. I've watched the FY webcast recording. There's pricing pressure in certain areas. But I'm still holding my shares.

[tongosti] 01/3/2016 11:20

Whilst the up move is welcome the company is hardly out of the woods. Cost management only gets you so far. Underlying demand for its key products is not what it should be and this is a reason for concern. Coupled with underlying market trend (which is unmistakably down for three months on the trot), one may want to be cautious.

[ch1ck] 01/3/2016 08:20

This is great news look at the reaction. Negative slide was way over done.

[modform] 27/2/2016 09:38

It looks like the end of day matched trades, where the buys and sells are matched by mm, but can't be certain

[robbiereliable] 26/2/2016 23:48

604,429 share transaction. Anyone got any idea whether it was a buy or sell?

[redartbmud] 13/11/2015 08:43

tong

A valid argument.
I am not a fan of goodwill on the balance sheet. Valuation is subjective, and the bank manager may not be too sympathetic when you go cap in hand for a loan.
The businesses that they buy are extremely well researched and, given their size, should integrate quickly without too much disruption. I would expect that the staff that they take over are high quality and well trained.
If they pay a premium then it is for those reasons.

It is a long haul back, but I can think of many more businesses that I would not want to be in, given the current economic climate.

red

[tongosti] 13/11/2015 08:31

Don't get me wrong fellas, I am a fan of the company and that's why am invested here. It's just that I have never been a big fan of shopping sprees (Red - I do take your point though) on two key grounds:- companies tend to overpay for them- it takes time for new businesses to be properly integrated- when the markets turn against you, your balance sheet will take a hit as acquisition premiums get written offOn a more cheerful note, I agree that news could have been worse today so maintaining previous guidance is certainly welcome.

[essentialinvestor] 13/11/2015 08:30

Now if I could answer that one red! )

[apad] 13/11/2015 08:29

Agree with the above. Follows WEIR and POS in coping as well as possible.
It is easy to forget that these companies are experienced in coping with cyclical oil prices (caveat this cycle is big, very political and fast).
apad

[redartbmud] 13/11/2015 08:26

EI

Yes more blood on the streets for oil/oil related. It has to stop sometime, but when?

red