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
  +5.20p +0.65% 800.80p 799.20p 799.40p 806.20p 795.00p 795.20p 1,225,608 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 2,747.2 154.7 37.1 21.6 3,264.86

RPC Group Share Discussion Threads

Showing 1776 to 1800 of 1800 messages
Chat Pages: 72  71  70  69  68  67  66  65  64  63  62  61  Older
DateSubjectAuthorDiscuss
18/4/2018
17:10
I've had another read through the latest NT report from July last year; hxxps://europe.aviatelive.com/wp-content/uploads/sites/9/2017/07/RPC-Sell-12-JUL-2017.pdf The more you read it the more it appears to be one giant tyre kicking exercise. They start off trashing the plastic packaging industry (this was before Attenborough had his say) and then move on to capex, free cash flow and finally organic growth. I would have given more weight to their opinions if they had criticised one area of the business but the way they have gone about it seems to be, in my opinion, an attack just to drive down the share price. I look forward to seeing the results when they are published in June and my view is that they will put to rest a lot, but not all, of the NT points. The fact that the board were happy to sign off on another acquisition at the end of the financial year, albeit much smaller than some of the more recent ones, suggests that they have confidence that the vision 2020 strategy is delivering strong performance for the business
jw121
03/4/2018
11:28
I wouldn't bank on it.
bouleversee
03/4/2018
11:02
Fair comment, but time is a precious commoddity and I can only spread myself so thin. I would expect their PR person to read this BB board. They shouldn't have to be led.
dr_smith
03/4/2018
10:05
So have you told them what you think?
bouleversee
03/4/2018
09:57
Following my rant above, I see today the post on SmithDS thread by mirandaj lonking to this: hTTp://www.dssmith.com/recycling/insights/coffee-cups-recycling/ Extract: =================== Following recent trials, we have announced that our paper mill in Kent has the capacity to recycle up to 2.5 billion coffee cups – that’s the amount we use in the UK every year. .... That’s why we’re working with the coffee cup supply chain, policy makers, the recycling industry, and coffee lovers across the UK to build a sustainable, long-term recycling solution. =============== That's what I mean about being pro-active - what RPC should be doing on similar lines for their own niche - being pro-active and shouting about it rather than re-active, blah blah in line with a random dead line in 3 years..2020 vison. :-)
dr_smith
29/3/2018
13:18
Well folks, I’m off , having believed in this company for five years I can’t afford keep the faith, so lm of to join the party at Bushveld Minerals
swanseayellow
29/3/2018
12:42
All companies seem to say "in line with expectations" without saying/reminding what they were. Drives me potty. If the share price stays low, it will attract predators. I can do without yet another takeover.
bouleversee
29/3/2018
10:43
I hate TA's (implicitly retrospective) that are vague on outlook making mere generic comments. I note "The positive trading trends outlined in the third quarter update have continued, and revenue for the full year is expected to have grown significantly versus last year" It doesn't say "revenue AND PROFITS for the full year is expected to have grown significantly versus last year". Well.. with acquisitions of course the turnover is higher - but one would hope that that turover was done with a commensurate profit margin to make the latter statement. And what are "management expectations". AFAIK, that means "Vision 2020", but most comments are retrospective with no targets given. Looking back to last full results: hTTps://www.rpc-group.com/~/media/Files/R/RPC-Group/documents/reports-and-presentations/2017/RPC-annual-report-2017-v2.pdf ..on page 15 only references retrospective progress. The best I can find is: hxxps://www.rpc-group.com/corporate/investment-proposition/strategy Given that the Vision 2020 was started in 2013, and the political/environmental landscape is now so much hotter on "green" topics, I would expect more substantial positive/bullish comment and outlook than the generic bland "UK Government environment plan and EU plastics strategy" statement in todays TA rns. "The scheme is subject to consultation and RPC looks forward to positive discussions with the Government as to the details of the final scheme. " Given the significant change any return scheme can have, RPC could be saying something pro-active, say "We will be presenting our own research to government as to ways plastic recycling can be effectively implemented and progressed, using our speciailst knowledge and capabilities". ...rather than a re-active "RPC looks forward to positive discussions with the Government as to the details of the final scheme." I get no sense of enthusiasm or positivity, with only backward looking statements, I feel as if it is "we will do a bit better next year, but don't bother us until 2020" Maybe I have it wrong, being too harsh, but with the recycle topic so hot, and TA today the RPC PR folks have missed out on a massive opportunity to stand up and be counted for a positive looking future. ...and relax....
dr_smith
29/3/2018
10:28
I thought it had been established that RPC doesn't make the type of plastic stuff that is causing the problems and investors would know that so I can't think that is what is behind the low share price We should be buying more.
bouleversee
29/3/2018
09:33
Well they've certainly tried to address the issue of plastic waste but I'm not sure it'll make much difference whilst it remains on the news every night. Whenever there's perceived to be a problem, the market tends to lump together all companies within a sector whether they're actually affected or not. #1733, I think the proof of that particular pudding will be in the cashflow figures. They've tried to reassure on that point ("Profitability and cash generation (both before and after exceptional items) are expected to be in-line with management expectations.") so the cash is either there, or it isn't. I doubt the issue will be completely resolved unless and until they have a period without any claimed 'exceptional' costs at all.
jeffian
29/3/2018
08:41
Let's hope so jw121. Can't see anything in TS not to like. Have spent £83.2m of £100m allocated for share buy back. Have seen it said that share price can be in doldrums during buy back before moving up once completed. Time will tell. share price still a lot lower than broker forecasts.
cheshire pete
29/3/2018
08:03
March 2019 PER of 10.3 and div yield of 3.8% looks good value IMHO
18bt
29/3/2018
07:39
Having completed a a whole trading year without any major acquisitions and profitability remaining in line with expectations, does this prove those who were claiming that they were being used to hide poor performance wrong?
jw121
28/3/2018
18:18
jeff I agree with what you say. The market is fragmented and their share is small. They need to work out how to produce plastics that are fit for purpose, but have that cheap and effective biodegradable quality. Recycling systems are poor and disjointed. There is no will, within the key players, to improve them. Make big noises but do little. We are in a consumer led society that operates on a throw away philosophy. Too many think that it is someone else's problem, not theirs.
redartbmud
28/3/2018
17:52
red, Thanks largely to David Attenborough's 'Blue Planet' programme this has become an emotional issue with the public - and therefore politicians - and rightly so in the sense that something must be done about the way we deal with all our waste but the reality is that plastics are so fundamental to our lives now that they will never be eradicated entirely. RPC's speciality is the design and manufacture of bespoke and branded containers and, despite their many acquisitions, in this fragmented industry they still have a relatively small market share so if there is a move away from plastic, the trick for RPC is to make sure that they retain a good share of what remains.
jeffian
28/3/2018
17:20
jeff No chance. I was listening to the Iceland CEO on the radio today. His aim is to remove all plastic from the company ASAP. He is one of too many who are on the bandwagon.
redartbmud
28/3/2018
17:15
Year end trading update tomorrow. Be interesting to see if they can address the relentless downward pressure from the 'anti-plastic' movement which currently dominates the news.
jeffian
13/3/2018
14:10
I think todays announcement deliberately focuses on ROCE rather than and income based valuation to address the concerns of the shorters. They also make reference to their weighted average cost of capital, the equity element of which will be more expensive than the debt which is why they prefer to repay capital rather than debt
makinbuks
13/3/2018
07:43
Let’s see, despite the share buy backs every day for the last few months the share price remains just over the 800 level. Just over 6% of the shares are currently short adding to the uncertainty here. The debt concerns me here, currently it’s manageable however I personally see better value in paying off debt oppose to buying back shares especially considering all the rights issues that took place for acquisitions at a much lower price than they are buying them back for now. Long term I am positive here.... however for now I remain apprehensive to short to medium term bumps in the road.
oli12
13/3/2018
07:41
Looks like a well-priced add-on acquistion at 7x EBITDA. Looks senisble and share buy-back not affected.
18bt
13/3/2018
07:34
Whew, thank goodness for that! I’m not sure it was the “market” that viewed acquisitions with disdain... more certain major shareholders who put pressure on management to slow down. I am happy they are back to executing their consolidation strategy personally.
sogoesit
13/3/2018
07:20
Back on the acquisition trail... not sure if the market will view this. Time will tell
oli12
23/2/2018
17:24
Message for NOCTON.....All recycled plastic is first melted and then chipped. Obviously the melting process produces heat, this can be captured and used. Recycling is a win-win process. Certain forms and types of plastic at the moment cannot be recycled, all I'm saying is suitably store them until technology finds a way to recycle them. READ THE ARTICLE PROPERLY...If your gonna shoot from the hip, first make sure your a good shot.
billywhizz1
23/2/2018
11:10
"Mid-cap star stands by RPC despite plastics backlash The investment case for RPC Group remains solid in spite of negative sentiment towards plastic packaging, according to AXA Framlington UK Mid Cap manager Chris St John." hTTp://citywire.co.uk/money/mid-cap-star-stands-by-rpc-despite-plastics-backlash/a1095027?ref=citywire-money-latest-news-list
jeffian
21/2/2018
14:52
"because incinerating the plastic waste uses loads of energy, pollutes like hell and cost's a fortune." N0, NO and NO. Our local incinerator generates energy, has very, very low emissions, and produces electricity which earns the council money. Burying is expensive (you've also got to find the holes when there are not enough for general waste landfill) with no certainty of a payback in the future. It will always be cheaper to make new plastic polymer from oil or gas, neither of which are likely to run out for the foreseeable future. As plastic only uses a few % of the oil produced, once road and sea transport have converted to cleaner fuels, the major use of oil and gas will be polymers and other chemicals.
nocton
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