Rws Share Discussion Threads

[jeffian] 23/4/2021 20:16

I know it obscures the value when an all-share deal takes place, so it is hard to tell whether we have 'overpaid' or not, but the thing I have always liked about RWS is how cash-generative the business is and previous acquisitions have always paid for themselves in short order, so I'm prepared to trust Brode's judgement.

[networker] 23/4/2021 09:01

The share price over the last few months has been almost entirely governed by the SDL acquisition and reaction to it. The perception that RWS overpaid (at least on a short/medium term basis) knocked the shares back by some 30 per cent. The recent statement is encouraging and reassuring that the significant 'execution' risk on the acquisition has diminished, if not disappeared. On that basis the shares still seem undervalued for a world leader in specialist language translation.

[partridge1948] 22/4/2021 09:20

So far, so good with the SDL integration. It would have been easy to lose focus on the basic business, but this has not happened and they have also had to cope with covid issues. Also good to see RWS continues its excellent track record of cash generation, with swing to net cash £10M+ at 31st March (net debt £15.1M at 30th Sept 2020) despite final dividend payment and some significant one-off costs relating to the SDL acquisition.Always dyor.

[mach100] 22/4/2021 08:57

On a second reading looks even more positive. Currency is the principal headwind with cable seeing a 5% swing in the period. More than double the amount of cost synergies identified at £32m and SDL is integrating well. Lots to like here and hopefully we can push through my TP of 700p.

[togglebrush] 22/4/2021 07:09

RNS ____ Half Year Update on Trading and SDL Integration
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on first reading looks very positive

[redips2] 12/4/2021 10:32

Fingersxseditsagoodun

[tudes100] 07/4/2021 03:12

April 22nd confirmed

[phillis] 06/4/2021 12:19

trading statement next week presumably

[jeffian] 01/4/2021 12:18

Not really. It's been trading in this range since February. Nothing unusual on the graph. Lot of blue in my portfolio today. An up day?

[togglebrush] 01/4/2021 11:30

Share price has legs today !!! any ideas ???

[aconceptisabrick] 23/2/2021 13:37

Heavy buying!!

[phillis] 19/2/2021 11:45

no Divis
Lots of them

[phillis] 19/2/2021 11:03

Ching Ching!

[tomps2] 19/2/2021 09:40

RWS Holdings (RWS) on the Stockopedia / Piworld February 2021 StockSlam. Nick Cotton’s thoughts from 17:15.

Video -

Podcast -

[mach100] 18/2/2021 10:40

Shares Magazine banging the drum for RWS today in its stocks to follow 2021. Its advice is keep buying. It might give a lift over the next two trading days as the digital and print copy hit the streets.

[energeticbacker] 12/2/2021 09:49

Investor's Champion -

The strength of sterling against the US dollar is creating an unwelcome foreign exchange headwind, but FX issues have been ever present with RWS.

With no net debt and strong cash flow we anticipate further acquisitions over the coming months.

[tarrant777] 10/2/2021 14:05

Agree. Positive. Suggestion from the CEO that the quantum of inevitable cost savings at recently acquired company will be outlined during the April trading update, and look very likely to add substantially to a bottom line growing strongly from performance at RWS core business. Back to £7+ imho by springtime.

[jeffian] 10/2/2021 12:22

Rather a good trading update, I thought. Don't know why the market marked it down first thing, though I see it's recovered now.

[alter ego] 09/2/2021 08:25

AGM tomorrow. Should get a trading update.

[togglebrush] 07/2/2021 09:11

Daily Trading Volumes were exceptional last week
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By my count the stats since 31/12/19
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Maximum____10,415,183 _____ Wednesday 3rd Feb 2021
One in 100__6,605,350 _____ above on Monday 1st 8,508,258 Tues 6,894,059
Q3____________646,767 _____ above on Thurs 1,249,523 Friday 1,124,271
Median________348,776
Q1____________183,322
Minimum_________44,220
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even allowing for SDL merger on 2 Nov these are pretty fancy numbers
recalc for 2 Nov 20 on wards
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One in 100__9,156,613
Q3__________1,370,925
Median________706,330

[jonut] 02/2/2021 17:08

Found this today, SDL tie up with FujiXerox to promote Contenta publishing suite to Japanese manufacturers, aerospace and defense organizations.

Prominently displayed on SDL website, no mention on RWS website.

hxxps://www.businesswire.com/news/home/20210125005412/en/

[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.