picstloup
06 Oct 2017
Re: Big Fall Taking us all the way back to where we were in the Jurassic era of, oh, all of 6 weeks ago.
nettle124
06 Oct 2017
Re: Big Fall The price does look quite elavated to me.Clearly this is a great company. I like how it is run. What worries me is if the current management were to move on, would the money men take over from the engineers, leverage it up and run it into the ground? I suspect that given the chance they would do that in a heartbeat. I just have to hope that others who are holding this share will look to support a continued presence on the board of people who want to engineer things rather than balance sheets.
Bertie Biddle
06 Oct 2017
Re: Big Fall IMHO this is a definite buying opportunity which LKH may regret if he ignores it.The broker downgrade to which Blanketstacker refers was Deutsche Bank. In August they advised sell with a target of 3180 and now they have an increased target of 3630 and are still saying sell.If this is really the reason for the sudden drop then I think investors should doubt the advice of a bank who consistently is unable to get its own affairs in order can be trusted to predict others.This share is expensive at the moment as LKH says but it will seem cheap in a few years. Day traders can forget it but it is a share for the long term.
LK Hyman
06 Oct 2017
Re: Big Fall Nettle,I'd love to buy back in, m8, but the current price is still far too rich for my blood.And that's not just because I sold at just over £20 either!LKH on the flybridge
Blanketstacker
06 Oct 2017
Re: Big Fall Broker downgrade to 'sell'. Target is 4200.
nettle124
06 Oct 2017
Big Fall What happened to the share price this morning?I thought that there must have been some regulatory announcement, but I cant see anything.The only other theory I have is that LKH is buying back in.
II Editor
15 Sep 2017
NEW ARTICLE: Should you hold Renishaw through thick and thin? "Come on Richard. Renishaw's an out-and-out growth stock. You're a value investor. Why are you holding?I often ask myself the same question. Last time I thought about it, I broke out in a cold sweat and offloaded some of the shares. Now ..."[link]
SundayTrader
13 Sep 2017
Re: FT piece That gives a prospective P/E ratio of 34 or thereabouts, against a market average of something like 20, for what it is worth. Broker earnings estimates have been creeping up lately, though not as much as the price. As we all know, this has always been a thin market with much of the stock tightly held. As people have been pointing out, industrial metrology is starting to look a fashionable business to be in.
picstloup
12 Sep 2017
Re: There goes £50 10% up in under a month, 100% in just over a year. Was expecting £50 would take a while to breach, as I thought many algorithms would be programmed to take profits.Company now valued at £3.58b.Still holding, still thinking about taking 10% off the table (which would lower my average from c£20 to £16.66).
mnamna
23 Aug 2017
Re: FT piece I had a quick look at RSW's healthcare division and it seems that their 'robot' is a very specific machine for neurosurgery applications. Which also made me realise that the innovative new tiny robot being touted in the media last week is also very specific to one set of operations (at the moment) - using key hole surgery. The other thing about it is that it's not actually a robot. It's a manipulator arm or waldo used by the surgeon via a video screen. Bit like a JCB minidigger but smaller, not so yellow and hopefully more accurate? OK only joking. sort of.The next thing that occurred to me is that all these revolutionary 'robots' are going to need very accurate and reliable sensors and motion control encoders to control all those joints? Hopefully RSW is on the job and this is where the real interest might lie? If all the worlds surgeons end up with manipulator arms or replaced by robots using RSW motion control products? Interesting. cheers
investorprotestor
22 Aug 2017
4502 what a silly person i was selling.....me of little faith. Well done to the holders!!
tomhawbuck
18 Aug 2017
FT piece There was a brief piece in the FT about surgical robots. Didn't mention RSW, but it led me to wonder whether the interest in RSW isn't linked to its medical business????????
nettle124
17 Aug 2017
Share price = 0.01 of a bitcoin.
nettle124
17 Aug 2017
Re: There goes £45 must be a real opportunity for the top slicers.
picstloup
17 Aug 2017
Re: There goes £45 Now about 125 in the FTSE, up over 60 places ytd
