Rps Share Discussion Threads

[norbert colon] 11/4/2021 12:46

Many thanks for your insights. Much appreciated.

[dr biotech] 11/4/2021 08:22

Finally managed to have a proper booze filled lockdown breaking catchup with my RPS friend. We’ve all had the jab and negative tests so thought why not. Just two households. Interesting that we both see the company from different angles. So to be brief he said He’s busier than ever. Reckons his area is ahead of forecast. He’s WFH which he thinks is more productive for the senior people (less interruptions) but it’s worse for the less experienced who need guidance. Thinks he may do a day a week in the office post pandemic. He’s impressed with the CEO. RPS has become a more integrated company taking a unified approach rather than being a collection of more disparate companies. Currently they have a share save scheme which sounds quite good, buy one get one free or similar. He can only buy/sell at certain times, not sure why (I explained about closed periods). Think he buys a few thousand a year, it a salary percentage thing. Renewables and Oil and Gas seem to be booming/key markets. He asked me if the dividend cut was the reason the share price is languishing and why it hasn’t recovered further. I explained about the equity raise and how they can permanently affect the share price as you’d get the same market cap with a much lower share price He’s not interested in shares at all outside RPS and doesn’t closely follow the wider picture for them. I thought this was odd, but then of course remembered my time working for a giant US instrument company, where I bought shares but took no interest in the company outside my focused area. I’ll continue to hold. It’s only a small holding for me, but also one of my best performing. I’d never take a big position in a friends company (exceptions being the likes of GSK where I have friends through work which is a bit different). that’s just a personal thing.

[dr biotech] 24/3/2021 09:04

Briefly caught up with my RPS friend last night. Said his office has been busier than its ever been in the 10 years he’s been there. Only a snapshot of course, but a positive one.

[eeza] 18/3/2021 13:16

LTIP = s/hlder robbery, imo.

[norbert colon] 18/3/2021 11:58

https://www.rystadenergy.com/newsevents/news/press-releases/renewables-spending-set-for-new-record-in-2021-luring-service-suppliers-as-oil-and-gas-gap-narrows/?utm_campaign=&utm_content=&utm_medium=&utm_source=twitter

[cassini] 16/3/2021 19:38

It's just come back to the support line, that's all. 100p was way ahead of where it should have been at that point.

[dr biotech] 16/3/2021 19:29

Lot of trades today too, about 3-4 times typical average of 60-70. Perhaps there will be a holding rns in due course.

[chrisb1103] 16/3/2021 19:17

Disappointing drop since the flirtation with 100p - maybe back to a rising trend line now?

[norbert colon] 15/3/2021 09:41

Yes it does namely that many of their renewables / offshore wind clients are their same O&G clients. Summary of 7 "bull case" items includes "Scope to benefit from improving oil price"

[dr biotech] 15/3/2021 09:04

Does the liberum note cite anything specific?

[norbert colon] 14/3/2021 12:25

https://www.ft.com/content/66fe5644-00dd-41db-8802-ea3278f29007Interesting piece and despite 17% of 2020 sales coming from renewables, a healthy O&G sector will always be a favourable tailwind for RPS

[norbert colon] 11/3/2021 11:40

New 40 page note out from Liberum today - TP upped to 110p

[cassini] 09/3/2021 23:59

I see the dividend was as high as 9.88p/share before COVID. That would be a yield of over 10% even at today's price, let alone if holding these from a lower price. Not that I suppose they'll reinstate that level of dividend for 2021. More like a reduced divi more in line with the current share price, maybe with a progressive increase policy going forward. Given the share price for RPS was roughly 200-250p when it was paying out a 9.88p dividend (i.e. about 5%) I'll stick my neck out and predict a 2021 dividend of 4-5p.

[dr biotech] 09/3/2021 13:37

Results pretty much inline with recent statement. Outlook looks ok, no dividend. Think today is some profit taking after a decent run. I’m holding for a while longer. Unfortunately just a small position for me when I bought in, it’s my best performing share that I currently have.

[matlad] 04/3/2021 20:13

Rising nicely at last..

[18bt] 16/2/2021 16:43

Sharepad shows consensus as (2020/21/22): Turnover 459.1 -25.1% 498.8 +8.6% 520.1 +4.3% EBITDA 38.7 -36.1% 50.9 +31.3% 55.6 +9.4% EBIT 20.6 -37.1% 30.2 +46.7% 35.9 +18.8% Pre-tax profit 13.3 -50.3% 24.0 +80.7% 30.1 +25.0% Post-tax profit 10.3 -63.1% 17.5 +70.1% 22.5 +28.8% EPS (p) 4.2 -65.9% 6.4 +52.4% 8.0 +25.0%

[simon gordon] 16/2/2021 11:11

Norbert, Thanks! Got it!

[norbert colon] 16/2/2021 10:12

Available on research tree Simon?

[simon gordon] 16/2/2021 10:05

Does anyone have a link to the financial forecasts for 2020 and 2021? Thanks!

[simon gordon] 20/1/2021 07:51

Fast money - where's the juice? Slow money - steady as she goes.

[scars] 20/1/2021 07:28

Still no dividend

[az4hr] 20/1/2021 07:24

underwhelming tu

[hardupfedup] 07/1/2021 12:40

uppppppppppppp!

[hardupfedup] 04/1/2021 08:49

Found it very hard to buy this morning no stock ?