Rws Share Discussion Threads

[toffeeman] 11/6/2021 16:31

If they generate eps of 24.1 for 2021 then a share price of 725 is conservative.

Looks to me like it's good value here and even better value if it drops further.

[chasbas] 11/6/2021 16:13

Thanks brain....volume has been above average I guess but no market panic IMO
Berenberg reiterates buy with a target price of 810p. Current price 575p...I wish I could buy more. I suspect market forecasts are too low but given the strong cashflow I think this is far more than just a PER stock. After all RWS has fantastic proprietary technology post SDL acquisition...GLA

[brain smiley] 11/6/2021 15:59

Market has't taken the CEO leaving very well.

Chasbas

You can get forecasts for RWS on Investor Chronicle website.It's free !

EPS forecast for 2021 - 24.5p and 2022 - 27.5p.

[chasbas] 11/6/2021 14:31

I would be hugely grateful if anyone has any forecasts etc....H1 results to me were perfectly good, surely RWS is nicely geared to the strong recovery taking place in US and elsewhere. OK the weaker dollar is negative and the change in CEO was a surprise and the real merger benefits won't come through until the next financial year. But there is no change to the fundamental story. I won't be selling but the market reaction has surprised me. GLA

[buoycat] 11/6/2021 14:08

Looks like a typical post results sag driven by short term trading, presenting an excellent buying opportunity

[robinnicolson] 10/6/2021 19:17

Davy Research: "We have formally upgraded our forecasts for RWS...we believe the shares remain excellent value and we feel forecast risks remain on the upside".

[toffeeman] 10/6/2021 16:40

Traded this successfully twice before - thought 600 was a good entry point but not sure when the drop will stop,,,,,

[togglebrush] 10/6/2021 09:08

Press

'
RWS: Tridion Customers Can Fine-tune Digital Experiences With Siteimprove Add-on
Thu, 10 June 2021, 8:01 am
Extract
Improved SEO, web analytics, content quality and accessibility – all within the Tridion environment

[togglebrush] 09/6/2021 10:21

Press
'

'
Extract
Wed, 9 June 2021, 8:01 am

Return of Language Weaver to unify and represent RWS’s machine translation technologies

RWS, today announces the return of Language Weaver, a pioneering brand in automatic language translation.

[phillis] 09/6/2021 09:16

Cash generation consistently impressive

[partridge1948] 08/6/2021 12:57

Long term shareholders have a lot to thank Richard Thompson for, but with the really hard yards of the SDL acquisition perhaps now out of the way it is perhaps a good time for a change. Original RWS business clearly trading very well and jump in interim dividend a sign of confidence. Always dyor.

[johnrxx99] 08/6/2021 10:01

Also agreed. I assume the headhunters did a good job - with millions in the bank they can afford it. I also assume the main investors would have needed to give a thumbs up before the choice.

[togglebrush] 08/6/2021 09:55

Change of CEO is probable cause for price dip.
IMHO it can take from 6 weeks to 6 months for the new CEO to display his ability.
'
Good Luck to all

[johnrxx99] 08/6/2021 08:46

Very much agreed.

[phillis] 08/6/2021 08:20

Good time to pick up a few

[togglebrush] 08/6/2021 07:20

Synopsis on first reading
'
-- Good first half performance despite FX headwinds,
-- 3% underlying revenue on constant currency basis
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-- Group almost doubled revenues to GBP326.4m
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-- RWS Life Science and Moravia divisions Strong performance
-- RWS IP Services' performance has improved significantly
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-- Former SDL strong performance
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-- Strong balance sheet with cash of GBP62.2m (H1 2020: GBP28.3m).
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-- increased interim dividend 2.00p, (H1 2020: 1.75p). paid 16 July ex-div 24 June

[cravencottage] 07/6/2021 15:01

Numbers out tomorrow

Market beginning to respond.

[togglebrush] 23/5/2021 07:25

Upcoming dates
Date______________Event
08/06/2021________Half Year Report

[johnrxx99] 19/5/2021 08:16

In for a little nibble.

[johnrxx99] 19/5/2021 07:04

Mentioned on recent IC article on their Alpha stocks. Full Marks.

Comment by Alpha editor:
●As the economy recovers from lockdowns, our qualityshares screens are
flagging numerous companies. On the Aim market, sevencompanies pass all
nine of our tests.
●Gamma Communications (GAMA), which provides cloudcomputer services,
gets full marks, as doesEMIS Group (EMIS)a healthcaresoftware specialist.
●Renew Holdings (RNWH), which operates as a contractorin engineering
services and specialist building, scores 9/9 and ithas enjoyed positive share
price momentum in recent months.
●RWS Holdings (RWS)which provides niche intellectualproperty support
services and legal services businessKeystone LawGroup (KEYS)also rank
highly.
●Two other companies with perfect scores have seentheir share prices fall back
in the last three months. MinerPan African Resources(PAF)and online fashion
retailerBoohoo Group (BOO)are less expensive thanthey were, although
long-term trends in their industries and their performanceagainst our screen,
suggest a positive outlook for these companies

[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