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What happened to the buyback? Haven't seen any purchases for weeks, is it still happening?
Given Halma's impressive, acquisition driven, performance over many years, the appointment announced today looks excellent.
Great performance by management. But how much of this really is down to a weakening GBP? Do share buybacks really make sense, would it not be better to invest the £100M in growing the business?
The share goes ex-div on 10th August and the dividend is paid on 1st September.
Hi do you know when you need to be registered as a holder to get the divi and when it gets paid? Thinking of taking a punt on these
How can you trust a company where ' adjusted' becomes the everyday norm. Look at the different between adjusted & actual profit. Huge one offs ! When do they stop ? If these acquisitions are value adding why doesn't it show up in strong margin growth & lower overheads. Hmmm At least one analyst had balls to call RPC out. Why not others ? Vested interests or not that up with proceedings. Don't get me wrong RPC is not a basket case. Under 700p worth a punt. On current trend & if market spooks not long now.
Yes I'm another long term holder who topped up yesterday, actually I doubled up. RPC has Europe tied up regarding a packaging manufacturing and distribution company and is king in a fragmented market place. I'll eat my plastic bottle if RPC hasn't got back to £10 by this year end, then moves on from there. Great business and great company.
Topped up again today, confident that this share will do well long-previous JP Morgan 'Sp drop unwarranted' still valid.
I know what you mean, these news statements are never straightforward. It looks like a CFD contract, ie short, that must have been closed judging by the price increase.
Does the latest RNS mean Black Rock have sold some of their holding? New to this and am already holding some shares that went down from a low price to an even lower one (HEAD) :)
Been a lot of news the last month or so about the continuous rights issues being used to fund dividends, the level of recurring exceptional charges in relation to acquisitions, restatements of earnings and management bonuses. However a quick look at the cash flow statement shows a healthy operating cash flow position and low gearing ratios. Theres no way this company will get into any kind of debt related trouble. I personally would like to see RPC slow down on large acquisitions and cut down the exceptional charges so to align adjusted with reported earnings. The market needs to be convinced of the top line organic growth and synergies from all these acquisitions pushing up margins and producing healthy cash flow. I'm holding for now, this is long term for me, hold tight GLA
Just came across this article about RPC, apparently investors are sceptical about the figures due to the M&A activity of the company. Doesn't make sense to me, RPC is big enough and been around long enough to keep its books in order but we might need a further trading statement to reinforce the last set of results. http://www.cityam.com/266151/rpc-groups-annual-profit-doubled-but-shares-just-tumbled
I had a tidy profit in here a while back but have held and will hold. Not buying anymore whilst it's falling like this. Especially as there seems to be no reason. If this was on aim I'd understand but surely there's something happening somewhere that shouldn't be happening?
Thought the same so I'm in at 7.37 for 6k
At 788 this was cheap, today its a fire sale. 9 analysts still give a 50% average increase over next 12 months and someones just bought £2.47M worth tonight, time to buy IMO but the question is why the drop?
Hopefully the coming days will give us a good re entry point. 7.50 would be sweet.
I came to broadly the same conclusion as the fool article last night (a first!) so have set a target to buy in at 7.50. Unlikely to get that today as another 5% plus drop is unlikely, but a chance next week I reckon. My portfolio is just a tad risk heavy at the moment (too much Oil!) and my next purchase should arguably be something big and boring from the FTSE 100 but lets see what happens with RPC in the coming days....I may be swayed!
More confidence shown by directors
'The shares now trade on 13 times adjusted earnings or 22 times reported earnings, which include acquisition-related costs. In my view this is probably high enough for now, but I don’t see any reason to sell, and wouldn’t rule out further gains. I’d hold"
http://www.fool.co.uk/investing/2017/06/07/are-these-ftse-250-growth-stocks-getting-too-pricey/
I do think this is a fantastic point to buy in but I'm already heavily in here so will hold and hope. Really still confused about today. As I said, if it was AIM listed I wouldn't have been surprised but this isn't a tiny little company!
I expected results to be excellent as per the trading update end of March and was not disappointed, the divi up 50% is a bonus! Strange market reaction to a positive set of results and a great opportunity for those looking to invest IMO! As 5rule said directors also showing support at this price.
2 rn's at 4pm-ish stating director and some other dude has bought a lot of rpc shares
7/8pence is only = 1% of SP so dont panic people! We will be back up. Companies got so much profit!!! Theyre practically swimming in a pool of profit. Its just this whole acquisition thing that rpc are doing which is keeping its price down by the looks of it. Other than that..plastic will continue to be the way of the future even if we wreck our planet and pretend that its not. All imo. Gla.
I've been in here for about 2 years, took up the rights issue and topped up end of last quarter and today after initial negative respose to the reports. Nothing I saw today in Y.E made me think of a knee jerk reaction and I noted that there are still more Buys than Sells today I think that some investors and commentators are negative about the 'ongoing further expansion' and would prefer a period of consolidation