Ripley94
14 Oct 2019
topped RM… XXXX Up to 279p now.
Ripley94
05 Feb 2019
topped RM. … XXXXX Rns… Good rise past old highs .
Ripley94
08 Sep 2018
topped RM. … XXXX In hindsight should of taken the quote on July 3rd that was the top . It has fallen back to 214p since and moved sideways.
Ripley94
03 Jul 2018
topped RM… XXXX None left in ( B ) replaced a few in ( D ) after last slice . Plenty in ( Si ) live quote of 238p .
Ripley94
16 Jun 2018
topped RM… XXXXX Just for me…
Ripley94
17 May 2018
Re: Sliced again . I see that of course Omaha.But I find these pages most useful for reminding myself of my thoughts .Maybe different for me as I have hundreds of different shares .
Omaha man
17 May 2018
Re: Sliced again . Do you ever get the feeling we are alone on here. Feb 2016 the last comment from anyone else.I'm still happy running this. We should be due an end of half update in a few weeks and I'll be surprised if it isn't positive.
Ripley94
16 May 2018
Sliced again . Had limit sell on ( si ) for 226.Was not lifting moved down to 223 ( old target 220 ) lifted @ 224.4p best of day .
Ripley94
28 Feb 2018
Re: topped Noticed price range 214 to 220 just after 8am.Live price same as i got yesterday 209.01.. hay ho that wasn't such a bad move .But this is on the rise id say.
Ripley94
27 Feb 2018
Re: topped Sliced all in ( B ) for 209.1... Had a limit on for 210p got inpatienceJust wanting some funds .
Omaha man
27 Feb 2018
New territory The share price is heading out into new territory but still looks good value to me. Using the adjusted EPS we are still on a single figure historic PE with a yield of over 3%. Assuming they generate cash as forecast in the current year the balance sheet will be debt free by the end of the financial year.The core challenge is to grow the business on an underlying basis (not just grow profits through margin enhancement) and I'm sure that's why the rating is so low; but with good cash generation there will always be the opportunity to enhance growth through add-on acquisitions. It's always tempting to take profits when a share has done as well as this has recently, particularly against a poor market, but I'm going to resist doing so as I think this remains a very sound home for my money.
Ripley94
21 Dec 2017
Re: topped Been up of late over 5% spread. .195 to 205.( SI & B ) Few extra.
Omaha man
09 Feb 2017
Re-rating The results were nothing particularly special but putting to good use the cash which has been sitting on the balance sheet dragging down returns has to be great news and is surely the prime trigger for the re-rating. After a couple of days for the good news to settle in I have topped out a small part of my holding since it is no longer such outstanding value and it had become my largest position. I've reduced by less than the gains of the last few days and may cut again if we carry on upwards, but broadly very happy to continue with this as a major holding.
Ripley94
03 Jun 2016
topped on dip. 133.9
Montman
02 Feb 2016
Re: Results Why so negative SP after decent results and dividend increase?Always seems to happen to shares I hold!
