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Another excellent set of results from Rotork
Mgmt remain confident of delivering mid-to-high single digit sales growth and mid-20s adjusted op margins over time
CEO and IR will present at webinar for private investors on 27/3 at 12pm Register here
https://us02web.zoom.us/webinar/register/4117072116906/WN_3chsQmJLQsm3-hU80bAmGA
Ticking a lot of boxes this company, and with low debt, a buyback, continued capacity to expand the business and a strengthened board, should make further progress. Still I guess the fast $ heading to AI, but this should weather any storms and seems well placed to help engineer the energy transition.
Anyone care to speculate on the reason for the dramatic fall? Just came across this one and am thinking maybe worth catching the bounce.
If you missed the Rotork investor webinar last week with CEO Kiet Huynh and IR Director Andrew Carter there is a write up available here
https://www.yellowstoneadvisory.com/post/rotork-plc-strong-growth-expecting-a-year-of-further-progress
If you missed the investor webinar with Kiet Huynh, CEO, and Andrew Carter, Investor Relations Director, when they presented the FY 22 results you can catch up here.
https://youtu.be/QP5x1UOQjZw
Kiet Huynh, CEO and Andrew Carter, Investor Relations Director, will conduct a live presentation to retail investors at 12pm today. Kiet and Andrew, will provide an update on Rotork’s full year performance.
Register here: https://us02web.zoom.us/webinar/register/5616710180600/WN__i0nwH_aTqW5r5k5XoxM7A
10 mill sell , hmnnn
Kiet Huynh, CEO and Andrew Carter, Investor Relations Director, will conduct a live presentation to retail investors at 12pm on Tuesday 9th March at 12pm. Kiet and Andrew, will provide an update on Rotork’ performance following the publication of the FY results on 28 Feb.
Register
https://us02web.zoom.us/webinar/register/5616710180600/WN__i0nwH_aTqW5r5k5XoxM7A
VERY QUIET ...
Great to have Rotork CEO Kiet Huynh and IR Director Andrew Carter present at an investor webinar yesterday. If you missed the live event you can watch the recording here.
https://youtu.be/_MvKWWmMFT0
There is a webinar today at 12pm with the CEO Kiet Huynh and Andrew Carter, Investor Relations Director. Kiet and Andrew, will provide an update on Rotork’s first half performance and the group’s priorities under its new CEO.
Register
https://us02web.zoom.us/webinar/register/6316575568885/WN_x5JpQ_WiRzyz5t1sxDSBPw
Kiet Huynh, CEO and Andrew Carter, Investor Relations Director, will conduct a live presentation to retail investors at 12pm on Wednesday 31st August. Kiet and Andrew, will provide an update on Rotork’s first half performance and the group’s priorities under its new CEO.
Register here:
https://us02web.zoom.us/webinar/register/6316575568885/WN_x5JpQ_WiRzyz5t1sxDSBPw
More than 20 European LNG projects have been announced or accelerated since March, with the potential to replace about 80% of total imports from Russia in 2021, according to FTI Consulting.
https://www.bloomberg.com/news/articles/2022-06-28/rich-nations-favor-lng-investment-in-u-turn-amid-energy-crisis
If you missed the Rotork webinar earlier you can catch up here. Https://youtu.be/KRAK1JzI9DU
There is also a write up here:Https://www.yellowstoneadvisory.com/post/rotork-plc-return-to-growth-and-margin-expansion
Webinar tomorrow at 5pm
Jonathan Davis, Group Finance Director and Andrew Carter, Investor Relations Director, will provide an introduction to Rotork and update on Corporate performance during 2021 at our first webinar of 2022.
Register: Https://us02web.zoom.us/webinar/register/9216392983288/WN_74qkvLEhSA-H2tXXvhEMWw
Jonathan Davis, Group Finance Director and Andrew Carter, Investor Relations Director, will provide an introduction to Rotork and update on Corporate performance during 2021 at our first webinar of 2022. Tuesday 11th Jan at 12.30pm
Register: Https://us02web.zoom.us/webinar/register/9216392983288/WN_74qkvLEhSA-H2tXXvhEMWw
100% a buy at that price
Trading at a massive discount looking to buy shares
Shame about the 0.5% stamp duty but it is what it is
Bought some yesterday looking forward to next weeks results. I agree a long term hold.
UBS reiterate buy and up to 330p too. Good day for ror
Nice. When everyone else is slashing theirs.
Another sign of a well-run company, IMO. Now's the time to just get on with things like that, get it done.
I've been watching it for months. I bought it because I think coronavirus has revealed how exposed companies and manufacturers are to just-in-time delivery of goods and components. I think that means, over time, that companies are going to look to increase manufacturing of critical components locally. That means more factories being built and more demand for Rotork's products.
I also have felt for some time that the financials are very strong and that management knows what they are about. I like the cash the company is holding given what the world is doing right now. Also Hostetler's reorganisation really seems to make a lot of sense and seems to be paying off.
I almost bought at 320 a while back and decided to wait (was doing other things with my cash), but when yesterday gave me an opportunity to get in near 280, I grabbed it.
I had no idea what would happen today. I'd feel like a genius if I weren't kicking myself for not buying more. I had the cash to buy 3x as much as I did, but I got scared by the volatility and decided to sit on more cash.
I'm in for the long term, though. I'd be happy if I'd bought in at today's price, today's results basically confirm all the reasons I bought and give me no reasons to doubt the decision. I'd be happy if I'd bought in at today's price rather than yesterday's, that was just a lucky bonus for me. I think this is a long-term winner.
I notice the shares hit about 360p recently. They were 16p in 1993!
On the head ans shoulders pattern, the neckline to the head is 115p, so the target for this move should be 382p. DYOR.