Share Name Share Symbol Market Type Share ISIN Share Description
RPC Group LSE:RPC London Ordinary Share GB0007197378 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +6.00p +0.80% 753.40p 751.60p 752.00p 754.00p 736.80p 743.80p 1,957,196 16:35:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 3,747.7 316.6 61.6 12.2 3,071.61

RPC Group Share Discussion Threads

Showing 1951 to 1975 of 1975 messages
Chat Pages: 79  78  77  76  75  74  73  72  71  70  69  68  Older
DateSubjectAuthorDiscuss
19/7/2018
20:26
I respect your view Beckers :) well put bear case. Good luck all
mauricemonkey
19/7/2018
19:16
MM, Wrong choice of word, thing is, to make any acquisitions would be expensive given the current share price So best we can expect is 2% organic growth for this year, down from 2.8% last year. 2020 might be tricky. Cash flow and core sales are now priority, not to mention the 70%+ gearing. According to 2018 year end accounts; Only £186m in securities & cash and only £10m Cash. £167.7m in debt must be paid back within 12 months and then a bumper £668.6m debt must be paid back within 2 years! So it will take a while for any benefits handed out to long suffering shareholders, RPC spent £100m on share buybacks and the share price went down! Sentiment is order of the day here and with 11 fund managers shorting RPC with 8.45% of the stock, the public's hatred of plastic waste and more Blue Planet programmes to come, I can't see sentiment changing anytime soon.
beckers2008
19/7/2018
19:01
I should have liked to go to the AGM and asked some awkward questions but not possible for me. I should also have liked to read the Annual Report and study the directors remunerations and LTIPs but found the print of the photocopied version printed on their website impossible to read. I have asked for a printed copy but too late in the day. It annoys me that it now requires such an effort to get information and vote. I now have 2880 shares, which for me is a large holding, and with so much shorting and financial journalists saying "sell" and the recovery in the share price not being sustained, I am starting to worry that my confidence might possibly be misplaced. Why are they not making bigger profits and why is the market so down on them?
bouleversee
19/7/2018
18:31
How are the board admitting defeat? Slight increase in organic sales, reduced cost base, a decent divi and a low multiple all look good to me. Just a bit out of fashion at the moment. The share price volatility is presumably affecting acquisitions as I believe they usually offer shares in lieu of cash which was probably attractive to sellers when the price was rising, with the recent fall I should imagine potential targets will be wanting hard cash rather than shares. I’m keeping hold for now.
mauricemonkey
19/7/2018
12:01
With this stock being shorted to the tune of over 8%, time to move on, the BOD are admitting defeat, woeful performance.
beckers2008
19/7/2018
09:56
As has Tempus in The Times but I shall also continue to hold.
bouleversee
19/7/2018
08:19
Daily Telegraph's 'Questor' has put a sell on this today. Personally, I think the fundamentals are all good and I shall be holding.
jeffian
18/7/2018
09:21
Cant see a pause from acquisitions doing any harm nor indeed the possibility of cash being returned to shareholders
phillis
18/7/2018
09:14
Some investors happy with continued expansion via acquisition, with finance costs/leverage offset by higher returns from acquisitions, but others want to see period of consolidation to evidence core business is expanding with organic growth, not merely a poor core masked by the endless exceptional costs for acquissitions. Between frying pan and fire they have to find a middle ground, hence the short term strategy. IMO.
dr_smith
18/7/2018
09:01
reluctantly
phillis
18/7/2018
08:53
Surely he means they will reduce leverage.
peter27
18/7/2018
08:30
Indeed, very cryptic
prokartace
18/7/2018
07:59
Chairman's last para a bit strange
phillis
17/7/2018
10:13
Good rally and now filled the gap since the results. As you can see from the chart this might trigger a change in the direction of the share price. free stock charts from uk.advfn.com
prokartace
06/7/2018
18:32
Look at the volume in the last 30 mins of trading
useless23
27/6/2018
15:55
It was't mentioned on here but there was quite a long piece on RPC in Ian Cowie's 'Personal Account' column in the Money section of last week's Sunday Times. hTTps://www.thetimes.co.uk/past-six-days/2018-06-24/money/ian-cowie-sorry-sir-david-i-think-plastics-fantastic-mlr27zmbk You may not be able to read the whole thing if you're not a subscriber. Nothing that we don't already know but Cowie concludes that the anti-plastic mood should not impact RPC in the short term, as it does not produce any of the proscribed products, and may be to its long-term advantage due to its research and development into sustainable/biodegradable plastics. He's bought it as it is cheap (PER and dividend) compared to its peer group. One thing of which I was not aware was that the 'accounting practices' which Northern Trust so disliked are being considered by the accounting standards regulator ("there are worries about the way this is presented, and confirmation that RPC is corresponding with the accounting standards regulator knocked a further 6% off the shares on Tuesday"). Cowie concludes that having Standard Life, AXA and Black Rock at the head of the shareholder register should reassure that there is nothing 'dodgy' going on.
jeffian
27/6/2018
15:32
On the other hand, I understand RPC are now over 8% shorted, though I can't understand why. I also have quite a large holding, by my standards.
bouleversee
27/6/2018
15:14
Holdings RNS's can be boring but that is not the case with the two yesterday.Sizable activity by two large US institutions Note also the rise today at the start of US trading today. Disclosure - I hold RPC
midherts
26/6/2018
12:15
Bought in here yesterday. Looking good already.
useless23
19/6/2018
15:35
Guess more "War on Plastic", 4.5% down today.
hatfullofsky
18/6/2018
15:58
Very strange, not great volumes either
hatfullofsky
18/6/2018
13:35
General markets down re trade war concerns.
dr_smith
18/6/2018
13:21
Very strange, not great volumes either
hatfullofsky
18/6/2018
13:19
7.14 to 6.92 in under an hour
eentweedrie
15/6/2018
11:37
Multiple acquisitions doesn't seem to have impeded the phenomenal growth of VCP and they haven't paid any dividend at all since the new management did a special which was more than my purchase price which was only around £3k so my £65k+ is all profit in just a few years. I would love to know why they rocket and RPC falls. It's hard to believe that one PE shorter could influence the market to that extent when so many of us can only see a good story and he presumably understands the type of product they produce and their concern for the environment just as we do. We can't live without plastic and I doubt if their business will be much affected by the current anti-plastic mania.
bouleversee
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