Rws Share Discussion Threads

[phillis] 28/12/2022 10:39

what problems would they be?

[cravencottage] 24/12/2022 10:42

Doesn't surprise me at all.

If they continue to deliver they have a lot of lost ground to regain.

[wad collector] 24/12/2022 10:11

Tipped in IC as BUY in their end of year AIM review. Suggests that the recent problems are soluble and short term whilst growth will follow. FWIW.

[barbar7619] 19/12/2022 21:28

Hopefully a breakout

[cravencottage] 19/12/2022 20:39

That's what I like to see..

Even in a bear market.....The market appreciating quality..

[blackhorse23] 15/12/2022 21:52

Switched to CURY today lol

[kalai1] 15/12/2022 14:48

RWS Holdings plc reported final results for the year ended 30 September 2022 this morning. Revenue was up 8% to £749.2m, adjusted PBT was up 17% to £135.7m and adjusted basic EPS was up 12% to 26.6p. The balance sheet strengthened with net cash up to £71.9m. The 17% increase in adjusted profit before tax reflects the full year effect of synergies from the integration of SDL, operational leverage from higher translation volumes through the LXD platform and effective cost control. Valuation is average for the sector with forward PE ratio at 13x. Share price has been in a correction through 2022 so far and lacks momentum, but it does appear to be putting in a floor through H2. RWS has growth and is reasonably profitable, but it may still be a little too soon to buy. Monitor for now...

...from WealthOracle

[phillis] 15/12/2022 10:58

indeed Jeff.

18 years of increased dividends

[cravencottage] 15/12/2022 10:47

Great news

[jeffian] 15/12/2022 10:40

Indeed. I know that acquisitive companies raise questions about "adjusted" earnings arising from the treatment of acquisition costs but you can't argue with cash (and Brode's LTG is the same); it's either there or it's not. There are companies that claim to be profitable but, mysteriously, have less and less cash every year. Brode's companies are hugely cash-generative and pay for themselves in pretty short order.

[phillis] 15/12/2022 07:49

Pretty impressive performance
Well done team RWS

[phillis] 14/12/2022 15:36

And back down tomorrow?

[ygor705] 14/12/2022 10:05

Thanks drectly

[drectly] 14/12/2022 10:04

15th Dec according to their website.

[ygor705] 14/12/2022 10:00

According to The Times the results should have been out yesterday. Anybody have any more news on that front?

[cravencottage] 28/11/2022 22:07

bought a handful of these today..

The metrics seem compelling with a tidy sum on the balance sheet..Coupled with a good divi..

Historically sold on a much higher P/E and the market is gradually waking up to this.

DYOR

[alter ego] 11/11/2022 16:22

"RWS...confirms that it will make a final contractual payment on 14 November of $5 million in relation to the acquisition of Iconic Translation Machines Ltd ("Iconic"). The payment reflects an agreement reached with the Iconic shareholders to receive the payment in cash rather than RWS shares, as had originally been agreed."

[disc0dave45] 27/10/2022 11:02

Nice CEO purchase.

[disc0dave45] 26/10/2022 19:40

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 13:25

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 09:21

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 21:02

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 19:06

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

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

Broker downgrade

[barbar7619] 07/10/2022 14:49

Something seriously wrong