Rtc Share Discussion Threads

[davidosh] 05/8/2015 09:28

The results were originally scheduled for yesterday so possibly meetings or calls with institutions that were pre arranged and good news filtering out. It could be that they have been tipped somewhere after the results confirmation but we have not yet seen the tipsheet of course !

[forefit] 05/8/2015 08:51

What's the reason for the move today?

[phar lap] 27/7/2015 16:08

6 months segmental breakdown plus Allenby fy 2015 forecast



-------------------------------2014---------------------2015------------ FY 2015 (E) ----------------------H1----------------H2---------------H1-------------------FY

ATA
Revenue------------11.131------------12.728-----------12.625----------------26,231
Op. profit--------- 0.502-------------0.676------------0.734-----------------1.405
Margin--------------4.51%-------------5.31%------------5.81%-----------------5.4%

Ganymede
Revenue-----------6.291---------------6.243----------10.982----------------24.934
Op. profit------- 0.510---------------0.439-----------0.639-----------------1.400
Margin-------------8.10%--------------7.03%-----------5.81%-----------------5.6%

GSS
Revenue-----------7.040---------------5.732-----------5.079----------------11.407
Op. profit--------0.463---------------0.430-----------0.275-----------------0.860
Margin-------------6.58%--------------7.5%------------5.41%-----------------7.6%
------------------------------------------------------------------------- EPS 6.55 --------------------------------------------------------------------Dividend 2.20

[glennborthwick] 24/7/2015 15:05

Steady recovery

[davidosh] 24/7/2015 08:53

All looking good and confident enough to double the dividend.

Here are the broker comments from WH Ireland....

RTC Group PLC (RTC) - BUY

Market Cap: £9.1m; Current Price: 66.5p; Target Price: 92.5p

Bouyant conditions at half way stage, a good full year in prospect
Double digit increases in PBTA and EPS in RTC’s interim results released this morning show that the business continued to progress briskly in the first half, following a strong close to the previous year. RTC’s largest division, ATA, grew sales organically double digit and lifted EBITA by more than 40%, reflecting a strong model and strong market conditions. The rail specialist Ganymede business is progressing well with the early stages of a major new contract. Overall, RTC is a leading provider of staff for the industrial sector, taking in diverse but sizeable markets, from infrastructure, manufacturing and energy to pharma and engineering. Ganymede, providing contingent labour to safety critical industries, leads in particular in the Rail sector. Market leading positions and growth well underpinned by major contracts remain among the attractions, while the rating is undemanding, even allowing for the discount of a smaller company. The interim dividend is doubled to 1p, in line with a progressive policy and a positive outlook. We retain our Buy recommendation and 92.5p target price.



A 92.5p target is a very significant 50% increase from here and it looks like the yield is heading towards 4% so I rather think that with the confident outlook and secure long term contracts this will start getting bought up once the news settles in.

[mr hangman] 24/7/2015 08:27

Sometimes one really can't understand this market, looks a buy to me, nice tasty dividend

[glennborthwick] 24/7/2015 08:20

Happy to hold and accurate even as a dividend play. Should get 1.5p end of year as well so 4 per cent yield for growing company. Normal second half weighting should hopefully show growth.

[shanklin] 24/7/2015 08:18

Sell off by 8p just after the open seems a little excessive IMHO.

[glennborthwick] 24/7/2015 08:15

Results out early. Solid. Dividend doubled.

[shanklin] 08/7/2015 08:53

H1 circa 04-Aug-15

[cfro] 25/6/2015 15:31

I too couldn't resist another top-up despite being, like sailingjohn, very overweight.

[shanklin] 25/6/2015 14:35

Looks like 70k of buys (2x20k & 2x15k) at just after 13:30.

[sailing john] 25/6/2015 14:34

Added at 63.7

I don't see this as a negative at all - cost more and take longer is a positive in my book.

Was undervalued at 70p imo so couldn't resist a top up. Very overweight here - I am pleased to say!

SJ

[cfro] 25/6/2015 13:45

Kamel Ahmed: To be clear, much of the investment will still happen, it will just be more slower and more expensive..


Not really sure where all this ties in with RTC. Surely their contracts are bindable by law?!

[stegrego] 25/6/2015 13:38

This is hardly on a wild rating so panic selling on some news article with no more information is a tad overreactive.

[shanklin] 25/6/2015 13:24

Sounds like some of the estimates, for many many projects, were unrealistic and the same cash will now be focused on fewer projects. If RTC are to be messed about on contracts that are already signed, maybe the Government will need to pay RTC compensation or make it worth RTC's while in terms of contractual changes?

[glennborthwick] 25/6/2015 13:20

fall due to this?

[critch16] 15/6/2015 02:33

Does anyone know what these trades were?

13:27 - 12/06 Buy 117600 71.50p £84,084.00
13:18 - 12/06 Buy 117600 71.50p £84,084.00

[shanklin] 12/6/2015 17:19

cfro, H1 results on 24-Jul-15 if its a repeat of last year.

[cfro] 12/6/2015 14:09

Good results from STHR today and also PNA a couple of days back all bodes well for RTC and the sector.

Patience needed here as we probably wont get an update for a while yet.

[sailing john] 12/6/2015 13:45

Nice and quiet here

Regulator to Investigate Network Rail

Might be good for RTC workload if they push on with projects with more urgency

[glennborthwick] 22/5/2015 12:38

Are the targets in the public domain.

[cfro] 22/5/2015 08:28

Award of share options to key management - certain targets have to be met.

Good news imo.