Rws Share Discussion Threads

[orange1] 28/11/2024 12:12

Also known as a resumé.

[jeffian] 28/11/2024 12:06

"Ben has more than 25 years' experience in digital transformation and leadership across the technology and media sectors, creating and leading international teams in sales, partnership development and marketing. Ben will bring significant expertise in transforming businesses through the use of technology and driving profitable organic growth.

After eight years at AOL, culminating in the role of managing director for France, Ben joined Alphabet in 2008 where he launched the monetisation of YouTube across Europe. He then took a series of leadership roles for Google in the EMEA region before becoming managing director of Google Cloud for Southern Europe and Emerging Markets. In 2021, Ben joined Webhelp, a leading customer experience management company, as UK CEO and, following their merger with Concentrix, he led the transformation and technology team at Concentrix in his most recent role."

[jeffian] 28/11/2024 12:04

Oh for goodness' sake!

[alotto] 28/11/2024 11:46

What is "the CV"?

[phillis] 28/11/2024 11:00

Yes- the CV

[phillis] 26/11/2024 13:05

Like the CV

[alotto] 26/11/2024 10:42

Was it bad?

[richsmithsmith] 26/11/2024 10:33

New CEO. Can't be much worse than the last one.

[alotto] 19/11/2024 17:09

Hunter, Check in their annual report

[hunter154] 19/11/2024 16:42

Does RWS bill mainly in USD?

[phillis] 14/11/2024 12:20

Surely $ strength should be helping RWS

[con90210] 31/10/2024 09:21

Recovery time now imo. 200p by end of Q1

[value viper] 30/10/2024 06:42

The German bank, which reiterated its 'buy' rating on the stock, sees this as proof that recent pressures on trading have been either cyclical or market-related and were now easing, with management expecting FY25 to be a further year of organic constant currency growth.However, unfavourable FX movements were expected to have a significant impact on profits in FY25, leading to a roughly 23% downgrades to Berenberg's earnings forecasts for RWS."Despite this, we note that on our new forecasts RWS trades on just 8.2x FY25 P/E and 4.2x EV/EBITDA, which we think is attractive for a business that now appears to have seen a reversal of fortunes notwithstanding FX, and where today's performance should help assuage investor concerns about AI's impact on the industry," said Berenberg.

[alotto] 30/10/2024 00:07

Analysing the TU i can rationalize the massive fall today by the following:
- what are the adjusting items in the calculation of the adjusted figures?
- net debt reduction does exclude lease liabilities: why and what's the size of these lease liabilities?
- ongoing price pressure: the business may be moving in a territory where it has lost its competitive advantage and it's services become commoditised
- what is the statutory pbt? That will be needed to calculate dividend cover.

[alotto] 29/10/2024 15:23

I read the expected pbt is £110m.
With a market cap of now less than £500m. The valuation is beyond laughable.

[brucie5] 29/10/2024 14:03

Hi Indiestu, I have noticed over my many years of chart watching that there is an irrational tendency for share prices in a state of uncertainty to make and test for support around pound numbers, with £1 being the strongest example. Fingers used to use this also, I believe, as a rule thumb. So I see it as having significant gravitational pull, which isn't necessarily to suggest it will get there, if it can find a parachute. But what is the parachute?
There is no shortage of value around atm, but nevertheless, having been involved before, it's on my watch list.

[ygor705] 29/10/2024 13:50

At this level there is a very real chance of a predator emerging. We've fallen a very long way on what is hardly a disastrous news background. The buzzards will be watching.

[value viper] 29/10/2024 11:56

And decent dividend cover from what I can see alsoMarket is pricing it for a dividend cut though which is interesting

[lawson27] 29/10/2024 10:37

Aye, divi 9.28% at this level, not to be sniffed at

[phillis] 29/10/2024 10:16

Check the analyst’s forecasts
Rather pedestrian going forward

Sad fall from grace but good divi prospects for new buyers

[indiestu] 29/10/2024 10:08

Seems like a concerted shorting attack at open taking advantage of a lack of buyers in a generally weak UK market. Some big buys arrested the price decline around 132p. Short covering possibly? There is no room for any disappointment in this current market, its brutal. I guess it could turn just as quickly on hint of good news but I've been waiting for that for weeks and its not happening. There was some good news in the trading statement, a big lump of debt paid down, debt should be cleared by half year meaning the dividend looks safe and will likely be increased when the FY results are released - maybe that will be a turning point. YOU has rallied this morning on an in line trading statement. Maybe there is some hope if final results are revised up and there is a slightly more positive outlook. I'm not holding my breath any more.

[indiestu] 29/10/2024 08:33

Morning Brucie, can you explain your comment for the uninitiated please.