Rws Share Discussion Threads

[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
'
-- 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

[redips2] 12/4/2021 10:32

Fingersxseditsagoodun

[tudes100] 07/4/2021 03:12

April 22nd confirmed

[phillis] 06/4/2021 12:19

trading statement next week presumably

[jeffian] 01/4/2021 12:18

Not really. It's been trading in this range since February. Nothing unusual on the graph. Lot of blue in my portfolio today. An up day?

[togglebrush] 01/4/2021 11:30

Share price has legs today !!! any ideas ???

[aconceptisabrick] 23/2/2021 13:37

Heavy buying!!

[phillis] 19/2/2021 11:45

no Divis
Lots of them

[phillis] 19/2/2021 11:03

Ching Ching!

[tomps2] 19/2/2021 09:40

RWS Holdings (RWS) on the Stockopedia / Piworld February 2021 StockSlam. Nick Cotton’s thoughts from 17:15.

Video -

Podcast -

[mach100] 18/2/2021 10:40

Shares Magazine banging the drum for RWS today in its stocks to follow 2021. Its advice is keep buying. It might give a lift over the next two trading days as the digital and print copy hit the streets.

[energeticbacker] 12/2/2021 09:49

Investor's Champion -

The strength of sterling against the US dollar is creating an unwelcome foreign exchange headwind, but FX issues have been ever present with RWS.

With no net debt and strong cash flow we anticipate further acquisitions over the coming months.

[tarrant777] 10/2/2021 14:05

Agree. Positive. Suggestion from the CEO that the quantum of inevitable cost savings at recently acquired company will be outlined during the April trading update, and look very likely to add substantially to a bottom line growing strongly from performance at RWS core business. Back to £7+ imho by springtime.