Rws Share Discussion Threads

[tudes100] 24/2/2022 03:52

Jeffian, consensus adjusted forecast PBT 142.2m, PAT 108.9, EPS 27.7p puts them on 16.8x

[networker] 23/2/2022 09:58

Currently, it's hard to believe these shares are other than oversold. Recent price action seems to have been the traders bots operating, although volume has been relatively light for many weeks.

[jeffian] 23/2/2022 09:04

According to the AGM statement on RNS today, consensus forecast of £140m 'adjusted' profit = eps 36p = 13x PER. Not a very demanding valuation.

[tole] 10/2/2022 06:12

RWS is quality at a discount, says BerenbergTranslation services group RWS (RWS) is offering 'quality growth at a discount', according to Berenberg.Analyst Calum Battersby retained his 'buy' recommendation and target price of 810p on the stock, which rose 1.6%, or 8p, to 495p on Wednesday.The shares have fallen 25% year-to-date to their lowest point since the initial wave of Covid-19 disrupted markets a little less than two years ago.'While this largely reflects the market rotation away from highly-rated growth stocks, we think that there are clear reasons to be bullish on RWS's short and long-term future,' said Battersby.He is expecting the capital markets day next month to clarify group targets and its capital allocation plans which should 'recover the investor confidence that has been dented by recent management departures'.'Longer-term, we believe that there is a clear route to compounding double-digit earnings growth, driven by structurally-growing end-markets, market share gains, further margin improvement from the combination of RWS and SDL, and selective acquisitions,' he said.The shares trade on a valuation of 'just 11x enterprise value/Ebit and a 5.8% free cashflow yield for September 2023' but the company also boasts a net cash position of £150m.'We consider this an extremely attractive opportunity for potential investors,' said Battersby.

[ygor705] 29/1/2022 07:57

Lumpy selling at 480p at 11am yesterday reported after close plus a biggish buy later on at 490. Has the seller been cleared?

[jeffian] 27/1/2022 17:23

I was thinking the same but I might be tempted. Some people have strong views about being "overweight" in any one thing but to me that's just a recipe for selling winners. Any outperformance of my portfolio has been achieved by running winners, and adding to them as opportunities arise, regardless of their proportion of the portfolio.

[alter ego] 27/1/2022 16:02

Would like to join you but I already have way too many, accumulated over a decade or so.

[inkey28] 27/1/2022 13:52

Me two, already have a substantial holding but surely this is close to the bottom. It will bounce fast if history and graphs repeat themselves.

[phillis] 27/1/2022 13:44

topping up

[alter ego] 27/1/2022 12:45

"Like to see directors buy to signal business is ok."

On 25 Jan, RWS allocated approx 1.4m share options to vest in 3 years according to targets.

That's quite a strong incentive to focus on hitting those targets

[sphere25] 27/1/2022 12:38

Caught some absolute stonking moves here so always keep an eye on this one

BUT....

Not even close to breaking that key 483p for a technical bounce - big sellers came and sat bang on that mark on the book with a whopper of an iceberg of 1555k. You don't even have to have your head in the order books all day (and time your loo breaks) to see significant blocking activity like that.

Again, the importance of these technical marks is there to be seen. It looks like that seller has lobbed further big blocks at 482p to exhaust the buyers there. There are also some sellers in size sat at 485p.

Price currently 479.4p with volume at a mighty 10m but dropping on this kind of selling isn't a good sign!

Clearly these big sellers keep coming so more of a clear out needed here (maybe more whoppers to follow?), but I want to see where the heavy activity is happening out there in the market.

Watching the big buyers coming in for blocks at CIR but they are getting matched by the sellers atm, chart is bang on resistance too so it is a very key battleground. If the sellers exhaust the buyers, it is headed back down into a trading range.

There are alot of moves on nothing volume too e.g. LOOK - bouncing around like a yo-yo on the back of the US@ 70p - 78p...make your mind up!

As for RWS, wider market jitters on elevated valuations and some apprehension about how trading is going here. An in line trading update and it could bounce strong too so worth watching.

Beyond trying to catch a sharp bounce (bear market/oversold bounces can be incredibly fierce) I won't be diving in before that unless something more substantial happens to clear sellers here.

There are alot of these oversold ones about. It is all the high riskers though. A few examples below:

TRST
THG (having a bounce but for how long?)
ITM
AFC

If you wake up to the US having sold off big in the last hour, they're the first ones to be marked down big so easy to get absolutely clobbered too.

It is a traders market and being nimble is the way at the moment. Just getting out of quick trades if they don't work. The US is sat precariously, very indecisive and sharp moves.

Very hard to work out what they want to do next, the plonkers!

All imo
DYOR

[alter ego] 27/1/2022 12:32

Unless there has been a massive change since they announced full year results to Last September when they said

"Current Trading and Outlook

· Now focused on capitalising on the Group's expanded scale, footprint and capabilities for clients, to drive sustainable organic growth from an efficient cost base

· Trading in line with our expectations for the full year, driven by:

o Continued organic revenue growth at constant currency

o Significant further operating margin expansion as we realise full year synergies and continue to enhance efficiencies following the acquisition of SDL

· Strong cash generation and balance sheet supports plans to invest for growth, including in software and internal systems, and in selective acquisitions to enhance the Group's capabilities and geographical reach

· A further update on the Group's medium term growth strategy and investment plans will be given at a Capital Markets Day in March 2022"

I would expect the company to be doing OK.

[brain smiley] 27/1/2022 12:10

10 million shares traded already.What's going on ? Like to see directors buy to signal business is ok.

[ygor705] 27/1/2022 09:29

We are also xd this morning which may account for some of the action

[ygor705] 27/1/2022 09:27

Am still closing off sales I made at around 650p so have bought a few more at 475p this morning. The RSI is at its lowest point for over a year so hugely oversold at the moment. Somebody is dumping stock big time and not very tidily.

[sphere25] 27/1/2022 09:16

Some whoppers going through here at 476p.

Oversold technical bounce candidate if those sellers are cleared.

Intraday break of 483p needed

Very volatile and lumpy one.

All imo
DYOR

[ygor705] 27/1/2022 08:34

Sp very weak of late. The Brode style is to acquire and then squeeze the cost base of the target: this might not go down well with the acquired company's senior staff so changes are perhaps to be expected. Therefore struggling to understand recent weakness.

[robinnicolson] 06/1/2022 16:18

Topped up again today. Don't know whether, amongst other things, the share price fall is due to the CFO exit.

Avon Protection have just appointed a new CFO today. His name: Rich Cashin.

Perfect.

[redips2] 04/1/2022 14:27

Thank you b-s

[brain smiley] 04/1/2022 13:54

Fall today maybe a delayed reaction to the Finance boss quitting.Two top men quitting recently.

[alter ego] 14/12/2021 15:12

CEO just bought £30000 of shares. A few more than me but I paid less per share!

[alter ego] 14/12/2021 14:01

Encouraged by cash generation and laying foundations for further growth, particularly in APAC region. Happy enough to take a small top up on an already fairly hefty holding.

[winsome] 14/12/2021 12:59

One of the companies that wont face the Covid headwinds next year, such as labour shortages, delivery problems, lockdowns, inflation etc. A good safe haven for the next 12 months.

[phillis] 14/12/2021 11:27

premium busines
I have held since 50p having top sliced above 650
Shall be adding more in the next few days

A company that does everything it sets out to do