Rws Share Discussion Threads

[disc0dave45] 26/10/2022 18:40

IMO Still seems decent value even after todays rise.Anybody got any broker notes they can post up (to get a feel as to my numbers are reasonable as only had quick look).Thanks

[phillis] 26/10/2022 12:25

steaady as she goes but I have never seen anything like this before

"In Regulated Industries, while we continue to win new clients, we have decided to gradually cease work with a significant client which reduced its volumes and moved into offering competing services

Comments Andrew?

[microscope] 26/10/2022 08:21

Market seems to love today's update. Probably some analysts were anticipating a warning, but they seem comfortable with expectations.Looking cheap, anyone?

[robinnicolson] 07/10/2022 20:02

Sharecast article on that broker downgrade:

Analysts at Canaccord Genuity downgraded their recommendation for shares of RWS Holdings from 'buy' to 'hold' given a potential drop in organic revenues in fiscal year 2023.

That was on top of salary inflation, possible pricing pressure and a ramp-up in long-term investments.

All told, earnings per share now looked set to shrink by 8% across FY 2023, instead of remaining flat, to 9% below the consensus, analysts Hayley Palmer and Minal Patel said in a research note sent to clients.

They also highlighted RWS's exposure to 'Big Tech' with firms such as Google, Apple and Microsoft accounting for approximately 20% of its sales, given that they were going into belt-tightening mode.

The translation and management software outfit was also exposed to the now probable global recession with around 30% exposure to "macro-sensitive verticals".

"Adding in the well-known softness in IP services and SaaS transition in Technology, and we estimate up to 70% of RWS sales could decline organically in FY23, potentially accompanied by increasing price pressure," they explained.

Nonetheless, on a long-term basis the analysts did see value in the shares, once the economic outlook brightened and investments diminished.

"But on a 12-month view, move to HOLD with a 330p target (down from 530.0p)."

[wad collector] 07/10/2022 18:06

Seems surprising that a broker note would drop the share price 15%.
Bit of a worry , something lurking?

[1pvh] 07/10/2022 14:15

Broker downgrade

[barbar7619] 07/10/2022 13:49

Something seriously wrong

[orange1] 07/10/2022 13:19

Does the thread title need an update?

[phillis] 07/10/2022 12:04

Trading statement 26/10

[phillis] 07/10/2022 12:00

Hello Andrew
What is happening?

[coldey] 07/10/2022 11:51

Brokers note...downgrade to 330 'Hold'

[tim1478] 07/10/2022 11:33

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

[elsa7878] 07/10/2022 10:30

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

[partridge1948] 29/7/2022 12:25

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

[wad collector] 29/7/2022 11:59

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 08:41

Nice to see you still here, O1.

[orange1] 29/7/2022 07:46

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

[wad collector] 29/7/2022 07:27

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 10:09

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

[jeffian] 28/7/2022 09:58

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

[phillis] 28/7/2022 09:41

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

[jeffian] 27/7/2022 09:15

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 15:34

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

[robinnicolson] 16/6/2022 15:41

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 14:37

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.