Rtc Share Discussion Threads

[davidosh] 29/7/2014 09:42

opaldouglas & interceptor2....It is a standard conference call so if you just email me I will give you the full details. I already have a large number coming on the call so need to keep numbers sensible as I will be hosting it.

You can mail me via the mellomeeting.co.uk website

[interceptor2] 28/7/2014 17:56

davidosh, if the video conference is still happening, I have some questions for the board, but haven't participated in one before. So just need to know what I need to do from my end.

Regards ic2...

[opaldouglas] 28/7/2014 16:50

davidosh - can you please confirm time/date of conference call?

Thanks, OD

[cfro] 28/7/2014 16:13

Only right to take advantage of the craziness of investors, so i have added once more. :-)

Tough to buy actually, and there was nothing available below 40p.

[goatman] 28/7/2014 15:45

Thanks Dave, have emailed you at the mello addy with "meeting" in the title!

Steve

[davidosh] 28/7/2014 14:49

goatman....if you email me then I will send you the conf call info by return mail.

[cfro] 28/7/2014 13:54

I am simply astonished at the way some investors behave. The interim results were as good as anyone could hope for, and yet some are either not happy or selling for the sake of selling.

Still, i guess it provides plenty a good top-up opportunity for the patient investor. :-)

[fillipe] 28/7/2014 13:02

Drop must be on uncertainty of just how good is the short term future

[glennborthwick] 24/7/2014 14:18

Building on the progress achieved in the year to December 2013 when operating profits
nearly doubled to £1.25m, GSL has again delivered stellar growth with revenues up
48%, gross profit up 52% and operating profit ahead by 86%. Meanwhile, operating
margins also rose strongly by 170bps y-o-y.
GSL's contract with Network Rail has been extended into 2015 and its management
remain confident of the company's longer term prospects for CP5. CP5 sets out
Network Rail's strategic business plan for 2014-2019 which calls for a total expenditure
of £37.5 billion and £1 billion both directly and indirectly on contingent labour over the
next five years.
Thus, GSL has the opportunity to secure long term business in the largest rail investment
programme ever witnessed in the UK and it is therefore important to the future health of
the company that it is included as a preferred supplier

[ghostofahangman] 24/7/2014 14:16

Looks aload of junk to me

[glennborthwick] 24/7/2014 13:56

Allenby note out today. Should be able to post a link later.

[glennborthwick] 24/7/2014 13:51

They're in such a strong sector. Rails and roads seem to have a few good years ahead of them. Rail news was scheduled for August so worth keeping an eye on that.

[interceptor2] 24/7/2014 13:32

RicGains, I agree that it is likely that they could beat estimates to the full year,they did say as early as 21st May in the AGM statement that board were confident group would meet market expectations.

The business seems to be firing on all cylinders now, and today's EPS figure was after a near full tax charge.

The re-rating should continue before the next trading update imo, apart from the obvious strength in the business, investment managers will like very much the dividend payment and the strong cash flow.

[goatman] 24/7/2014 12:42

Hi Dave and all! I dipped my toe in these a few days ago and have topped up today.

A conference call would be great, Dave. Let us know how to participate, though. Sorry for being a bit behind on the tech! I don't have a smart phone. Would it be Skype?

TIA

Steve

[glennborthwick] 24/7/2014 10:52

Hopefully Allenby will come up with an update.

[ricgains] 24/7/2014 10:45

I hold, and I'm not an accountant, so forgive me if this is inaccurate or obvious!

Looking at the forecast, H2 is always stronger for them - so turnover projections etc take that into account. However, the EPS number delivered today is half the forecast, so with increases in turnover extremely likely in H2, this should flow down somewhat more and that EPS forecast should be significantly exceeded (hence the "confidence" only half way through of meeting fy expectations).

I'm pleased about the return to dividends, with several board members holding chunks, there is the incentive to have decent payouts going forward.

If you're new to RTC there are other potential "upside surprises" still in the pipeline and worth further research, including the biggie - Network Rail's CP5 contract announcements in the autumn, which could be hugely significant.

RTC now looks to have a great future ahead and having met them a couple of times, the people at the top seem really bright/switched on.

Just a personal opinion, dyor!

[collectivefriction] 24/7/2014 10:15

Nice to see the smaller spread - 10ish% was probably putting most people off. Hope it continues

[sailing john] 24/7/2014 10:10

Posted before but a useful reminder of recent progress at ATA

"ATA Announces Significant Workforce Expansion

Technical Recruitment Specialist Increases Team by 23%

Engineering, construction and technical recruitment specialist, ATA, has increased its team by a staggering 23 per cent following a period of unprecedented growth.

To support its clients throughout the UK in finding the best candidates for their business, ATA has appointed 13 consultants across all seven of its regional offices"

[shanklin] 24/7/2014 09:47

Glad I increased my position by 50% a few weeks ago. In retrospect I should have added more first thing.

[glennborthwick] 24/7/2014 09:46

We might have a few new posters here.

[interceptor2] 24/7/2014 09:43

Looking at the transactions, I think the penny has just dropped :O)

[tomboyb] 24/7/2014 09:33

Could break 50p today if the interest continues -

A good turnaround here