Rws Share Discussion Threads

[jg88721] 06/10/2017 06:42

OMG, that's one upbeat trading update. the most positive update I think I've ever read. They almost ran out of superlatives:

- "excellent" appears twice
- "best ever" once
- "outstanding" once in describing "An outstanding year"
- "significant" three twice. "Significant progress" twice, and "significant growth" once, including "confident of further significant progress in the new financial year"
- "strongly" twice. adjusted PBT "performed strongly" and China grew "strongly";
- "exceptionally well" twice. LUZ has performed exceptionally well, and the group is exceptionally well positioned to drive further international expansion
- "excellent" twice. "excellent revenue performance" and "excellent performance across all of the Group's service offerings"
- "ahead of market expectations" once for PBT
- "strong" six times includng in respect of cash generation, china growth, momentum, pipeline of acquisition opportunities, PBT performance, LUZ performance, and financial and market positions.

can't wait for the actual numbers. Just a stunning update commentary - and stunning is about the only superlative they didn't use to describe it. GLAH

[broadwood] 06/10/2017 06:39

Cracking update.

Andrew Brode, Chairman of RWS, commented on the outlook:
"This has been a period of excellent performance across all of the Group's service offerings. We have now completed the integration of CTi and LUZ, which brings together two leading life sciences offerings with highly complementary services, clients and geographies.
"As the premier global supplier of intellectual property support services and now a major force in life sciences, we believe we are exceptionally well positioned to drive further international expansion.
"Both our financial and market positions remain strong and we continue to see an interesting pipeline of acquisition opportunities to complement our organic growth.
"There is strong momentum in the business and we are, therefore, confident of further significant progress in the new financial year."

[broadwood] 02/10/2017 06:22

AOP achieved revenues of US$3.7 million for the year ended 31 December 2016 and is expected to be earnings neutral in RWS's 2018 financial year, as the benefits from RWS's sales team and back office synergies are realised.
Andrew Brode, Chairman of RWS, commented:
"The acquisition of AOP is a natural fit to accelerate the development of our growing Patent Information division and will provide clients with a complementary, online resource to aid their intellectual property research needs.
"We see a number of opportunities for the business to benefit from RWS's scale and global presence, particularly given our established sales team's ability to offer clients the fuller range of intellectual property services across multiple geographies, so we are excited about the potential for this additional service going forward."

[hawaly] 12/9/2017 07:59

Ricochet..... missed it by 2 mins :-(

[davr0s] 12/9/2017 07:54

Dodged a bullet here as sold last week as it dipped below 400. Wonder if there is anything behind that as support just gave way

[douglas fir] 02/8/2017 16:52

off topic......but co's with similiar outlook on life and how to go about bldg a business....hxxps://www.undercurrentnews.com/2017/08/02/hilton-confirms-deal-talks-for-seachill/

[davr0s] 01/8/2017 10:46

Employee share scheme, divi reinvestment? - could be anything. Just noise/ignore

[linhur] 27/7/2017 23:06

P that's called a signal!!

[phillis] 27/7/2017 07:13

who buys 4 shares?

[broadwood] 26/7/2017 15:49

Broker upgrade maybe?

[phillis] 26/7/2017 15:46

stellar

a lot of small AT buys today

[jeffian] 26/7/2017 15:33

Is Parvez still about? It would be nice to have an intraday chart in the header, or at least a shorter term on which shows movements in more detail.

[phillis] 26/7/2017 11:34

ee bah gum!

[panic investor] 03/7/2017 11:07

Nice chart ready for a breakout

[alter ego] 22/6/2017 15:42

I agree with your plus points Woodcutter. China should assume a greater significance going forward too. The main drawback is the p/e which prices in quite a lot of future growth. It's definitely a hold in my portfolio, having six bagged since 2010 but I can understand why someone with other prospects might be tempted to cash in.

[woodcutter] 22/6/2017 15:12

I see Tempus suggested taking profits on wednesday in the Times.

This is a niche business with very little quality competion so a good moat. I'm inclined to think he's rather preamature. There's a lot more to go yet from the acqusitions yet imv

woody

[woodcutter] 22/6/2017 14:14

Hargreave Hale accumulating



woody

[linhur] 21/6/2017 16:47

Disappointed that no CFO has been appointed since Richard Thompson was appointed CEO. RT will have his hands full monitoring the two acquisitions in the USA. May be that they are testing an internal appointment.

[phillis] 20/6/2017 13:38

IHT relief also
Which is why Mr Brode is holding on...

[walbrock82] 20/6/2017 12:22

The half-year results came in as expected with profits growing thanks to the recent two big acquisitions.

However, if analysts forecast is right for 2017, it means trailing adjusted P/E of 29 times.

In 2018, adjusted EPS rises by 14.4 pence, a 6% increase, giving a 2-year trailing P/E of 27.5 times.

The average P/E in the last 11 years is 18 times with the lows at 8 times, during the financial crisis.
If you want to read my analysis on RWS Holding and why this company is a best-kept secret for so long, then the link is

For those long-term holders, this stock is a hold because of its attractive dividends.

BTW, if you held this stock for 11 years, your yield on costs would have risen from 2.8% to 13.54% and the capital appreciation is equivalent to a 10-bagger!

[microscope] 20/6/2017 08:34

Spectacular. What a chart. Powering ahead and with business outlook strong, superb company. Brode really has the Midas touch! Hope he doesn't lose it, as an LTG holder. Recent profit taking there also a buying opportunity imho.

[phillis] 20/6/2017 07:12

Outstanding

[mikkydhu] 20/6/2017 06:57

Dividend increase: 13%

[broadwood] 20/6/2017 06:47

RWS Holdings said its pretax profit for the first half was £14.3m, up from £10.9m. Revenue was £76.6m, from £56.9m.

The company improved its interim dividend 3% to 1.30p a share, from 1.15p.

"This has been a period of extremely strong performance across all of the Group's service offerings," said chairman Andrew Brode.

"Having completed the integration of CTi, we were delighted to have acquired LUZ, which complements our existing life sciences offering both operationally and geographically.

"As the premier global supplier of intellectual property support services and now a major force in life sciences, we believe we are exceptionally well positioned to drive further international expansion."

Brode said that both RWS' financial and market positions remained strong and that it continued to see an interesting pipeline of niche acquisition opportunities to complement its organic growth.

"Overall, we anticipate further progress in the second half of the financial year, with the full benefit of the LUZ acquisition which is already contributing strongly."