Rws Share Discussion Threads

[phillis] 27/1/2021 10:32

Come again £6

Way overdue

[mach100] 23/1/2021 15:56

Sorry Phillis that was me. Bought in again on Weds. Worth up to 700p so I am a buyer up to 660p Got to be good synergies from the SDL acquisition. Growing and pretty safe dividend and Shares should help to keep it in investor's minds in 2021. Going to add throughout the year until my TP is met. Covid is going to be around for a while and therefore the translation services required will help the coffers. Undervalued.

[phillis] 20/1/2021 11:03

and finally - some volume!

[robow] 23/12/2020 12:19

RWS is one of Shares magazines top picks for 2021
Briefly - revenue and cost synergies will boost earnings on top of the strucural growth story

[robinnicolson] 16/12/2020 16:37

I recently stumbled across these reports by CSA Research on the RWS/SDL merger:

[toffeeman] 11/12/2020 10:49

I would be a buyer at £5

[toffeeman] 11/12/2020 10:25

Tripple bottom?

[energeticbacker] 11/12/2020 09:44

Investor's Champion's update takes a close look at results from one of AIM's big success stories RWS Holdings, which joined AIM in 2003 valued at only £45m and is now one of AIM's largest companies valued at over £2 billion.

With cash flowing, debt paid off in quick time and a supportive market, it could still get a whole lot bigger! Read on for our thoughts on its latest results on their website.

[tudes100] 11/12/2020 05:20

Pricey yes, where's the hype though ?! Given rev growth this year & assuming SDL numbers are similarly uninspiring (given their performance at HY) its going to be all about delivering those cost saving synergies. Moravia turned out well so I give the Board the benefit of the doubt for at least the next 18 mths.

[brain smiley] 10/12/2020 23:24

What about the Moravia warranty scheme? Whats going on?

[phillis] 10/12/2020 17:09

Excellent numbers from Moravia and Life Sciences on the top line
But numbers look a bit more downbeat if you exclude the Moravia warranty settlement

[tarrant777] 10/12/2020 16:40

IMHO RWS is pricy-but top quality (which I believe it is) is always so. If not why are Porsche more expensive than Skoda?Hyped? I think not-in fact Andrew Brodie's companies are usually quietly understated.Sorry to see the price off 5% today, but am unconcerned as cream always floats back to the top of the bottle even after a shake up!

[essentialinvestor] 10/12/2020 15:28

Pricy and overhyped?.

Question, not a statement.

[togglebrush] 10/12/2020 15:22

Like the growth energy in the RNS.... good thinking IMHO

[partridge1948] 10/12/2020 11:53

Downbeat market response to what I thought were very decent results in all the circumstances. RWS remains a powerful cash machine, new year has started well and there are "synergy opportunities in excess of the already announced £15M" in respect of the SDL acquisition.

[togglebrush] 10/12/2020 07:13

Outlook
'
-- New financial year has started positively and slightly ahead of our expectations
-- Our teams have adjusted well to the new requirements of working from home
-- Following the acquisition of SDL, the Group has no net debt
-- SDL integration underway, with divisional structure and new senior management team confirmed. The integration is expected to deliver:
o a broader range of best in class solutions for our clients' language requirements
o synergy opportunities in excess of the already announced GBP15m through enhanced operational performance over the coming 12-18 months
-- We continue to review a good pipeline of bolt-on acquisition opportunities
'
Dividend

Final dividend of 7.25p (2019: 7.00p, an increase of 3.6%) XD 22 Jan Paid 19 Feb

[togglebrush] 07/12/2020 12:25

Confirmation of Thursday on:-
'

[alter ego] 07/12/2020 10:16

finals on Thursday I believe.

[togglebrush] 18/11/2020 10:12

Trading volumes have been averaging 3 times the pre merger based on stats (merger 12 trading days ago). The are several negotiated deals which appear on Stock Exchange listing but not on other lists… including two equally big £3.5million within seconds… another 8 above £100K…which may suggest big boys playing swaps.
'
Normal trading yesterday had points to watch for PI’s is in the huge proportion of ALGO trades. In the trading band below 500 lot size there were 743 ALGO trades average deal £1,172 against 41 off-book trades average size £1,334. (All trade sizes 785 v 85). The ALGO trades were being made throughout the day at a rate of around three every two minutes. (some at 3 per second). Which to me indicates we had Fast Trading (Flash Guys)
'
Another oddity was many trades with lot size under 10 or value £50 . That was 28 trades out of 909 (and 84 under 35 or £200). What is that ??? Signals between dealers ??? ALGO dealers doing a trial run ???
'
Just my observations on an fascinating days trading. May we live in interesting times

[undervaluedassets] 11/11/2020 10:52

And probably most of them working from home in their pyjamas

[undervaluedassets] 10/11/2020 10:49

inpenetrable gyrations here.

Covid neutral surely. No moving parts. No expensive machinery to maintain. Just needs a few PC's and a lot of brainy people.

[phillis] 06/11/2020 19:23

Such eloquence!

[undervaluedassets] 06/11/2020 16:54

Tart's knickers this stock last few days..

[togglebrush] 05/11/2020 13:21

Re jonut #1102 ... shorts were IMHO, because merger partner, SDL, was on the main market and many of their shareholders were not allowed to own AIM shares (like RWS). Their sell off deflated the RWS share.

Now we are all for one and hence possible reason for closure of shorts etc and current recent share price rise.

[jonut] 05/11/2020 12:24

From the interminable RNS's, (yawns) Barclays and a couple of french firms are short here.

I can't make head nor tail of their dealings but assume the steep share price rise has something to do with these closing.