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...now @ 513?
strange rise showing in last few minutes " +111.54 (27.75%) "
I bought on results (& heavy drop) yesterday at 407 and will sit on these...
Think will do well, and now see today Company announced today it has purchased 110,000 @ 403 average. They 'must' know something...
Started: BobbyO, 14 Dec 2022 11:42
Last post: TheLoaf, 6 Apr 2023 11:56
@BobbyO - if you don't know the answer to that, you either need professional advice or not to invest at all !
What's happening at Robert Walters. Down 10% over 2 days. Is it worth adding to existing holding at this price
Started: DK89UK, 10 Mar 2023 15:47
Last post: DK89UK, 10 Mar 2023 15:47
Love a little market manipulation when it goes in your favour ;)
Last post: PrivatePunter, 28 Jul 2022 10:38
Excellent results from a quality player in the recruitment sector.
Buying turnover. The cheque book is too tempting when stuffed full of cash earning diddly squat. Better to return it to shareholders.
Started: dnalkr1k, 12 Jan 2022 07:50
Last post: dnalkr1k, 12 Jan 2022 07:50
A phenomenally successful final quarter's update from RWA this morning including the following:
"§ Strong trading momentum was maintained through the fourth quarter across all of the Group's regions with Group net fee income up 39%* (33% actual) year-on-year.
o Quarter ended very strongly with a record December performance.
§ 83% (2020: 79%) of the Group's net fee income is now generated by our international businesses."
With the current level of impetus, all appears set fair for 2022 and perhaps the company will express its confidence by declaring a tidy increase in the level of dividends, particularly having regard to the largely unused mountain of cash in the balance sheet.
Started: dnalkr1k, 7 Oct 2021 08:26
Last post: dnalkr1k, 7 Oct 2021 08:26
A very encouraging trading update this morning in which the eponymously-named Chief Executive refers to the current jobs market as being "hot" and reports that "the Group has once again benefited from operational gearing and that profit for the full year is expected to be comfortably ahead of current market expectations."
Started: .zstarz, 11 Apr 2021 15:02
Last post: .zstarz, 11 Apr 2021 15:02
Long established global business, strong balance sheet, high CEO share holding. RWA is well hedged globally to take advantage of post pandemic economic recovery and has a proven track record of being well managed with attractive dividends. Expected to grow significantly over the next 24 months+
Started: fatprofits, 9 Nov 2020 09:25
Last post: dnalkr1k, 12 Jan 2021 11:12
Trading update today (12/01/21) confirms net cash at 31/12/20 of £154.8m, compared with £85.8m one year earlier. A truly staggering amount - what precisely are the RWA board intending to do with all this dough? Arrange a huge buy-back of shares, quadruple or more the on-going level of dividends? Arrange a souper-douper special dividend of say 100p per share to coincide with the eventual retirement of the eponymous founder? Why not he's responsible in very large measure for the company's extraordinary success. Why leave it to his successors to crow about?
well over...closing in on £2/share
dyor, all
Am I reading this correctly...net cash on the last update is well over £100 million??.
Started: jollyspeculator, 7 Oct 2020 12:06
Last post: jollyspeculator, 7 Oct 2020 12:06
seems most likely explanation for this downdraft
at this rate 290-320p looks on imv
===> stripping out net cash, c200p for run rate earning somewhere between 30-60p
A terrible sector, but that would be terribly cheap (esp v sector peers)
dyor, all!
Started: Libero, 9 Jul 2020 12:41
Last post: jollyspeculator, 5 Oct 2020 11:08
bought back modest 250@374
expect to see 350-360 again, perhaps lower...then load up for move back higher?
as highlighted by this article I just read. I don't have the minerals to invest in the recruitment sector for now but well done to those invested here.
https://www.sharesmagazine.co.uk/news/shares/recruiters-put-worst-of-the-crisis-behind-them
Started: jollyspeculator, 7 Apr 2020 12:14
Last post: jollyspeculator, 11 Jun 2020 15:09
decent strength in horrid market
sold yet another 300@410
sold 300 more @390
now on free carry
sold 600@369
hold 1700 @ low average (not quite free)
bought back 400@347...
again v cheap rel to PAGE & HAS (even factoring in lease liabilities)
Started: thehierarchy, 6 Aug 2019 10:48
Last post: thehierarchy, 6 Aug 2019 10:48
Also took a position here recently, may be of interest to others holding or looking.
https://www.cambridge-news.co.uk/business/martin-flitton-shares-views-investment-16704414
Started: Stockable, 6 Mar 2019 15:33
Last post: JimNeilWade, 25 Jul 2019 14:15
Your assessment still holds good Stockable, good set of half yearly results today, this company seems to be under the radar, growing profits and dividends and an international footprint, I think the dip in the SP starting early July was overdone, I bought some a few days ago and my buy was showing up as a sell on the RWA.GB.PL link, GLA.
Last time the sp fell to below 500p it rebounded back up to 650p. Decent support around here so a lot more upside in my opinion.
Sentiment here is strange considering 76% of revenues derived outside UK.
Agreed, i have just bought in.
Not too sure looking at the trading update why the big fall are you?
I can see the UK activity is under pressure but they are diversifying into other markets.
GLA
Looks decent value at this level...
Incredible really when you think about it. The company has high and consistent levels of free cash flow, pays a reasonable, and reasonably well covered, dividend and is sufficiently geographically diversified to withstand most economic shocks, including Brexit. And yet, no posters have bothered to put a comment on the company's segment of this bulletin board since November 2018. That's in glaring contrast to the low-quality resource stocks that regularly attract scores of comments on a daily basis.
After having the company on my watch list for quite some time, I invested in it shortly before it announced its recent results. Although I take a long-term approach, I will if necessary liquidate a holding and possibly get back in at another time. It's clearly a stock that is subject to the economic cycle and I am not convinced that I can time that accurately. So I am prepared to get in at what I regard as a reasonable price for a quality company.
Over the last ten years, the stock price has gone up over 250% and that excludes dividends. Of course, that does not tell us where it's heading to in the future. But it does in my view present some very strong metrics. Both its operating margins and its ROCE have been on a rising trend over the past five years – it appears to be efficiently run. It has an extremely low gearing – it's not vulnerable to a spike in interest rates or a prolonged downturn. Its cash-rich – another five-year upward trend – which should provide a financial buffer.
Unglamorous it may be but it has delivered for shareholders. It's certainly not a story stock. And, in my opinion, it still has considerable scope for expansion, especially in Asia.
Started: JohnDoe_23, 13 Aug 2018 13:29
Last post: JohnDoe_23, 13 Aug 2018 13:29
Down trend ?
Downtrend...
cracking trend.
Started: bterlad3000, 8 Mar 2018 19:19
Last post: bterlad3000, 8 Mar 2018 19:19
Not a very liquid stock, that’s my only concern. I think the future is really strong for RWA, all looks like growth to me
Started: exespurt, 27 Dec 2017 07:16
Last post: exespurt, 27 Dec 2017 07:16
Thank you Robert Walters, you do a very good job.
Started: bilboburgler, 27 Jul 2017 14:21
Last post: MickTKipper, 13 Dec 2017 07:08
<b>Robert Walters Shares back In demand. By Graeme Evans | Tue, 12th December 2017 - 14:29</b> In keeping with its preference for trading statements that are both short and sweet, Robert Walters (RWA) needed just 50 words this morning to trigger another surge for shares in one of the City's top performers of 2017. It's the third time since the summer that the professional recruitment consultancy has surprised on the upside, having forecast today that annual profits will be materially ahead of current market expectations. The company's shares have rallied by more than 140% since the shock of the Brexit vote in 2016 and are up 75% in the past year. Today's brief update was sufficient to lift the stock by another 10% to 610p. This is a cyclical stock that is exposed to the unpredictable nature of political events and economic fortunes, but for the moment the City is prepared to bet that there are more gains in the pipeline. Investec Securities described the Robert Walters valuation as attractive, noting that it trades on 1.1 times enterprise vale/net fee income versus a peer average of 2.4. This has prompted Investec to upgrade its price target by 70p to 670p and reiterate its 'buy' rating. It is the sixth time in a year that Investec has raised its earnings per share (EPS) target, on this occasion by 8% and 5% respectively for 2018 and 2019. https://uk.advfn.com/p.php?pid=legacydaily&epic=L^RWA&type=4&size=2&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=25&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
So we get a good RNS, then two brokers up their targets today and yesterday and we bounce 1 to 2%.....
Started: Orderflowtrader, 28 Sep 2017 10:45
Last post: Orderflowtrader, 28 Sep 2017 10:45
breakout looking good here.
Started: jollyspeculator, 6 Sep 2016 13:16
Last post: jollyspeculator, 6 Sep 2016 13:16
on free carry
Started: jollyspeculator, 4 Jul 2016 11:08
Last post: jollyspeculator, 4 Jul 2016 11:08
@25x...look to build stake c£2
Started: exespurt, 10 Mar 2016 14:09
Last post: exespurt, 10 Mar 2016 14:09
Can someone tell me the AGM and divi dates
Started: the_shareminator, 8 Jul 2015 03:00
Last post: the_shareminator, 8 Jul 2015 03:00
Haha but Blackrock buying trump any reasons to sell in my book :P I gave up holding this last month anyway oops
Started: jollyspeculator, 7 Jul 2015 15:31
Last post: jollyspeculator, 7 Jul 2015 15:31
even more expensive now...why not buy cheap emr instead???
Started: the_shareminator, 18 May 2015 16:01
Last post: the_shareminator, 18 May 2015 16:01
I hope you ignored the metrics, this is up over 35% since the start of the year