Rpc Share Discussion Threads

[philanderer] 07/8/2015 14:02

No stopping them now ;-)

7th aug RBC Capital outperform tp 700p

reiterates.

[philanderer] 05/8/2015 16:26

xd for the 11p tomorrow morning.

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5th aug Jefferies buy tp 750p

reiterates.

[philanderer] 03/8/2015 16:33

3rd aug Panmure buy tp 828p

reiterates

[philanderer] 30/7/2015 19:53

M&H Plastics’ new contact lens bottle shortlisted for the Starpack Awards 2015.

[philanderer] 29/7/2015 16:48

About time too ;-)

RPC Group plc (LON:RPC)‘s stock had its “outperform221; rating reiterated by stock analysts at RBC Capital in a report issued on Wednesday, MarketBeat reports. They currently have a 700p price objective on the stock.

[jeffian] 26/7/2015 12:33

Good comment, santorini. Regarding falling (or, at another time, rising) polymer prices, RPC does have the power to pass cost price changes to their customers - the time lag makes this beneficial when prices are falling and cost-enhancing when rising - but only for a short period and over the long term their margins can be defended. This is because, although you say there are "low barriers to entry for rigid plastics, deodorant bottles etc." this is not the case with specialist plastic containers where RPC can 'lock-in' customers to their designs (e.g. Nespresso capsules or the ornate Gaultier perfume containers).

[utsushi] 26/7/2015 09:22

jeffian, IC's recommendation of RPC similar to Mr.McGuire's recommendation to Benjamin in The Graduate to buy plastics?
I really like RPC, its a quality company, they are leveraged up (net debt 75%, hedged or rolled maturities?) in a growth industry, repeat business growing globally at 6%, with rising cash flow, they have wise management who know how to invest in their operations and allocate capital wisely with smart earnings enhancing acquisitions, Promens (Europe), and Ace(Asia), also raw material prices are falling/polymers, in line with oil, and Europe(85% of revenue) is showing signs of recovery.
The negatives are signs of a slowing global economy, copper/oil/gold falling, low barriers to entry for rigid plastics, deodorant bottles etc., and a valuation that is closer to fair value than cheap IMV, eps growth runs historically at 9% compound vs. forward PE of 14x, and a dividend yield of just 2.9%.
With rising interest rates providing negative headwind I suspect the stock has a further 10-15% upside, the risk/reward not great in a mature market-would rate the stock a hold.

[philanderer] 24/7/2015 18:04

They`re very good when they say 'buy' on a share that you own ;-)


I`m getting very worried about RBC Capital , still nothing from them , I hope they`re all ok ;-)

[jeffian] 24/7/2015 16:11

Tipped in this week's Investor's Chronicle. (is this a good thing?!)

[philanderer] 24/7/2015 09:29

Quick RPC recycling video...

[dr_smith] 20/7/2015 22:31

Yes, I guess so. Thank-you again for your obscure reading list. ;-)

[philanderer] 20/7/2015 21:12

Evening Dr S , I reckon RPC would have planned for this well in advance.

[dr_smith] 20/7/2015 14:00

Thank-you Phil'.
Not sure whether to read that as 'unplanned post acquisition cost' or 'acquired with move/costs in mind and accounted for'.

[philanderer] 20/7/2015 13:06

'M&H Plastics to close newly-acquired Depiction’s Market Drayton site; 40 jobs at risk'

[jeffian] 18/7/2015 11:42

This bloke likes RPC -

[philanderer] 17/7/2015 23:59

No sign of RBC Capital ? ;-)

[shauney2] 16/7/2015 09:10

Just catching up with the update.Seems positive.

Polymer prices increased because of forces majeure.
Can think of other companies who would like to blame forces majeure lol but i trust this one.

The price of Polymer has now reduced so the lag should even itself out by the time of the results.

[philanderer] 16/7/2015 08:56

Trading update well received :-)

16th july Jefferies buy tp 750p
16th july Deutsche buy tp 730p
16th july JP Morgan overweight tp 793p

[dr_smith] 14/7/2015 09:41

Thank-you for the link Phil'.

[philanderer] 13/7/2015 23:52

RPC: As Strong as its Rigid Plastic Solutions

[shauney2] 10/7/2015 17:00

Cheers phil.
A nice bounce off that 650p line.Ex dividend next and an IMS update next week could see new highs in a good market.

[philanderer] 10/7/2015 15:27

from yesterday...

9th july Jefferies buy tp 750p

reiterates

[philanderer] 02/7/2015 16:00

RPC News: A Star Twist

[philanderer] 01/7/2015 16:18

1st july Panmure buy tp 828p

reiterates.

[dr_smith] 01/7/2015 08:53

Cheers MC.