sound money
17 Mar 2017
CGT Selling ? Perhaps.M
gretel
16 Mar 2017
New tip for RNWH RNWH are tipped in a new iii article re 10 great stocks that meet Jim Slater's Zulu strategy rules:[link]
gretel
02 Mar 2017
Benefit from Lime St emergency work Big job for Network Rail's "orange army" at Liverpool Lime Street after the embankment wall collapse:[link] note that in particular there is some tunnel work involved. As additional emergency work a la Dawlish this could be a nice boost for AMCO just before the half year end.
gretel
24 Feb 2017
Buy tip in the IC Yep, tipped in today's issue. A couple of interesting extracts. Firstly, more acquisitions are on the cards:"In November, the group acquired former client Giffen, a specialist in mechanical, electrical and power services to railways, for £5m. This business has four frameworks with Network Rail and six with London Underground. Management hopes this will pave the way for the group as a whole to gain more civil engineering work with London Underground. Following this purchase, analysts at Numis upgraded their pre-tax profit and EPS forecasts by 4 per cent for 2017. Management has signalled its intention to make further bolt-on acquisitions. The group has the means to do so, with a net cash balance of almost £5m"And:"In 2012, management set targets for sales in excess of £500m and an operating profit margin of at least 4.5 per cent by 2017. The group beat its sales target two years ahead of schedule and is on track to achieve its targeted operating profit margin this year. In 2016, this margin was 4.2 per cent."
Gunnergadin
23 Feb 2017
Re: Tipped in the Investors Chronicle this w... Sell view inserted in error!
Gunnergadin
23 Feb 2017
Tipped in the Investors Chronicle this week. Their small caps companies editor, Simon Thompson, tipped it years ago.Appears to have been tipped by another contributor I'm this week's magazine.Paywalled unfortunately.
gretel
08 Feb 2017
Good indicators in RNWH's sector WS Atkins released a solid trading statement this morning, and these extracts in particular bode well for RNWH's involvement at Sellafield and in infrastructure generally:"Our nuclear business, which represents around 70% of our energy segment, has performed well in the period. We are encouraged to see an improved project flow at Sellafield""Trading performance in our UK and Europe business has continued strongly through the third quarter, with good delivery on a number of projects in the period. We continue to address strong, albeit competitive, markets as the Government supports infrastructure projects in energy, high speed rail, highways and airports"
gretel
05 Feb 2017
Re: Finncap initiate coverage:586p targe... Good to see a £23,000 buy at 448.59p reported on Friday afternoon.Finncap's 586p would do me fine in a few months' time.
gretel
25 Jan 2017
Re: Finncap initiate coverage:586p target...... Finncap have based their 586p target on the excellent free cash flow and ROCE, as per this snippet: "Cash flow and potential to reinvest in high returns undervalued. Renew’s ROCE is at the top of our peer group but market cap to free cash flow is at the bottom, suggesting the cash flow and potential to reinvest in a high returns business is significantly undervalued. Our target price is 586p (38% upside)"
gretel
25 Jan 2017
Finncap initiate coverage:586p target.... Finncap initiate coverage today with a Buy and a 586p target 
))
gretel
25 Jan 2017
Excellent AGM statement today [link] trading in line- Giffen being integrated well- order books nicely up, particularly the higher margin Engineering division- good cash generationCan't ask for more at this stage of the year.
gretel
04 Jan 2017
New highs now And some large transactions yesterday - 328,000 shares traded at 445p (all listed as Buys on m.o.n.e.y.a.m).
gretel
19 Dec 2016
RNWH to benefit from brownfield sites RNWH's VHE should benefit from £2 billion earmarked by the Government for building on brownfield land:[link] looks like AMCO did terrific work on the recently re-opened Severn Tunnel:[link]
gretel
14 Dec 2016
Good news re telecoms subsidiary Big report out today re the need for loads more telecoms masts and infrastructure to support 4G and future 5G networks in the UK:[link] has to be good news for RNWH's Clarke Telecom - "the UK and Ireland's premier wireless telecommunications infrastructure service provider".
gretel
01 Dec 2016
RNS : Charles Stanley go above 5% Good to see Charles Stanley buying and going above 5% with 3.12m shares:[link]
