Rws Share Discussion Threads

[orange1] 07/10/2022 14:19

Does the thread title need an update?

[phillis] 07/10/2022 13:04

Trading statement 26/10

[phillis] 07/10/2022 13:00

Hello Andrew
What is happening?

[coldey] 07/10/2022 12:51

Brokers note...downgrade to 330 'Hold'

[tim1478] 07/10/2022 12:33

I am with elsa7878 - Can anyone explain the sharp fall-- that has stopped me out.

[elsa7878] 07/10/2022 11:30

Was looking at this last week. Any idea as to why it has fallen heavily today? Competitor profit warning?

[partridge1948] 29/7/2022 13:25

Think you may be ignoring the 5 for 1 share split some 7 years ago...

[wad collector] 29/7/2022 12:59

My mistake , and looks like the share price suddenly recovered to celebrate. Actually the apparent drop to 350 was the opening single uncrossed trade of one share. So I will shut up and watch our big holding try to recover to the 600p buying price. RWS was a Broker advised IHT avoidance play , which successfully avoided IHT but currently has wiped out the tax advantage .
I note that the the share price now is more or less the same as the 2000 launch price.

[jeffian] 29/7/2022 09:41

Nice to see you still here, O1.

[orange1] 29/7/2022 08:46

The CEO is Ian. Julie is the new non-exec and Chairman.

[wad collector] 29/7/2022 08:27

Err, as he is called Julie , I think he might be a she , Phil.

Mind you , who knows?

The share price doesn't seem to like her this am as it heads southwards again.

[phillis] 28/7/2022 11:09

the key is is the new CEO
Is he any good?

[jeffian] 28/7/2022 10:58

Aye, but it's a reminder he won't be around for ever.

[phillis] 28/7/2022 10:41

Jeff
He is going to be around - on the BOD looking after his considerable interest

[jeffian] 27/7/2022 10:15

Re this morning's RNS, I suppose it was bound to happen given Brode's age, and it's good that there is succession planning, but I still can't help feeling a little nervous about Brode's departure. He has been such a huge influence on RWS and LTG. One hopes that the 'ethos' will continue unaffected.

[phillis] 04/7/2022 16:34

65% of revenues in $ only half of which is hedged

[robinnicolson] 16/6/2022 16:41

It's not just RWS. Nearly everything is being dumped. In the case of RWS I believe the baby is being throw out with the bath water.

[bend1pa] 16/6/2022 15:37

Market really seems to have it in for RWS. Currently dropping like a stone. Could well see < 300p and a 5 year low soon. They'd have to be a bargain buy at that level, unless there's something the company isn't telling us.

[phillis] 12/6/2022 16:30

this used to be a simple business
note the amount of jargon creeping in

[robinnicolson] 10/6/2022 11:06

More from Davy Research, who have an 'outperform' rating for RWS:

"Whatever the depth of the Barings Private Equity (PE) approach to RWS, it should have highlighted the potential of what we see as: a growth stock, with a market-leading position, an exceptional balance sheet, which carries a FCF yield of c.9% for 2024E, and has c.15% of its market cap in cash by that point (twice that level by 2026E)."

[indiestu] 09/6/2022 16:16

Ok, well all very dull here. I can't follow the last fifteen minutes, got to get the dinner on. Fingers crossed for a close above 382.80.

[robinnicolson] 09/6/2022 08:35

Davy Research:

"RWS has released its H1 statement to March 2022. There are no surprises (the figures were well flagged in the HY trading statement). Management is signalling that its investment strategy is on track and we see a return to revenue growth rates of 6%+ by 2024E on an improving margin trajectory. This is clearly supported by an exceptionally strong balance sheet."

[w1lbur01] 09/6/2022 08:34

I have quite a lot but did buy a trading pot today

[indiestu] 09/6/2022 08:30

Ok, I'm calling the bottom at 375 this morning. Probably wrong, usually am. Its a lovely day out there.