Latest posts tagged with #RNWH on Bluesky
#RNWH CEO asked me if Id arrived by train. Told him no and he said they’d been working to reline the Standedge Tunnel after the recent fire. Re-opening today thanks to their response and kit.
www.bbc.co.uk/news/article...
UK companies in the news: #ACSO #ALFA #ANTO #BEG #BKY #BOOT #BSIF #CDGP #CRST #CVSG #EDV #EMR #EZJ #FEVR #FSJ #GLEN #GNC #HFG #HVO #HVPE #III #JHD #LLOY #LUCE #OCDO #PCTN #RNK #RNWH #SAGA #SCLP #SNWS #SOM #STJ #SYNT #TPFG #TRB #WINE #WIZZ #WNX
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#RNWH AGM* TU. Record order book of £924m gives confidence in meeting FY expectations. A number of M&A opportunities. Well positioned to capitalise on long term opportunities.
*I’m attending.
Ive been a holder of #RNWH since 2013 - diverse, well run and acquisitive. AGM at the end of the month so will report back. #MGNS benefit from having John Morgan at the helm, another quality contractor that like to under-promise and over-deliver.
#RNWH Berenberg raise TP to 1320p from 1200p. More inline with my current TP. I’ll be the AGM at the end of the month.
#RNWH Skimming through the Annual Report this morning. A few things caught my eye with respect to the potential for recent acquisitions Excalon and Emerald Power as part of their diverse infrastructure offering.
#RNWH bucking the trend and confirms no current intention to move to Main Market. AIM not dead after all.
#RNWH FY Results. In line with TU with record revenue and order book with modest net cash. Scale of opportunity in Transmission and Distribution has “exceeded our expectations”. Strong position for remainder of CP7.
Noting the announcement by #SSE yesterday of £33bn of investment in the electricity network by 2030. While SSE are so far the worst Ive come across for capacity, I suspect other DNOs will follow.
If only there was a company that has this reinforcement capability.. #RNWH
#RNWH - looks like fears of another PW were exaggerated. Nice to see it break its range and fill the gap.
#RNWH FY TU. Expects in line with expectations, record revenue and PBT, modest net cash ahead of market expectations, record order book underpinning year ahead.
other UK reporting:
#RNWH: Renew Holdings H1 in-line
#OTB.L On The Beach Group in-line, outperform sector
#WIX.L Wickes 'comfortable with mkt forecasts', warm weather helping
#MACF.L Macfarlane in-line
#TET.L Treatt in-line
#RST.L Restore maintain guidance
#MARS.L in-line, confident on outlook
#RNWH H1 results. Revenue increased 13%, profit flat despite rail delays. Order book increased to £908m. Opportunities in significantly increased addressable market. Continues to expect operating profit ahead of last year for the FY.
#RNWH H1 TS. Trading in line with previous guidance and expects PBT ahead of prior year. CP7 start still delayed but partly offset by maintenance, AMP8 commences today with greater exposure than AMP7. Order book at record levels.
I'm still holding everything in my portfolio but did top slice a number of holdings #ANP #ALU #CNC #RNWH (that last was a while ago!), have ~15% cash and am adding gradually to #BOWL #ZTF #MPAC #TET and others, works for me, not for everyone, honed my attitudes in the financial crisis 2008/09.
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Ive been buying the dips on #RNWH and ridden them out for nearly 12 years and only topsliced at top for the first time a month or so ago. Suffice to say Ive bought that position back now lower but I have long time horizon here. Could yet warn again if theres further delay but Im comfortable with it.
Need to read up but saw the large drop in #rnwh & also noticeable drop in #cost.
Are you thinking pullbacks overdone?? Appreciate thoughts.
#RNWH TS. Revises adj. operating prof downwards to from £79m consensus but expects ahead of prior year at £70.9m due to delay in rail spend. Water ahead of expectations and order book at record £905m.
Renew Holdings #RNWH TU, weaker trading in rail due to slow start to control period as suggested in Nov finals, this has continued and so Rail sector behind expectations. Full yr trading to be below expectations but adj operating profit to be ahead of previous yr (£70.9M). Activity in Water ahead.
I’d say #MGNS and #RNWH are the benchmark and #COST and #GFRD have the potential to get there in my view. The next 5 years of Water Frameworks is a huge opportunity for them especially.
Ive been building a position over the last 18months. I like the sectors they have exposure to and their ambition to double the operating margin and increase revenue 30% to 2030. Newsflow has all been positive. I am holding #KIE and #MGNS as well as #COST and #RNWH for similar reasons.
Agreed Steve. When I first bought #MPAC I thought it had potential to quadruple over 5 years. I think management have accelerated this with their ambitions and acquisitions in 2024. We’ll see what 2025 brings. As for #RNWH I think its a solid business at a decent discount at this level. 👍
#RNWH - Got my eye on the 870p area to back up the truck - looks like the weakness came to pass.
Worth reading the #RNWH results from yesterday with respect to infrastructure opportunities.
