View Financial HealthRedcentric 配当と自社株買い配当金 基準チェック /06Redcentric現在配当金を支払っていません。主要情報0%配当利回り-0.2%バイバック利回り総株主利回り-0.2%将来の配当利回り0%配当成長-1.0%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新お知らせ • May 07+ 1 more updateRedcentric plc Maintains Dividend for Financial Year 2025 and Expects to Continue This Policy into Financial Year 2026Redcentric plc maintained its dividend at 3.6 pence per share, amounting to £5.7 million for financial year 2025, and expected to continue this policy into financial year 2026.Upcoming Dividend • Mar 06Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 25 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.6%).Declared Dividend • Jan 25First half dividend of UK£0.012 announcedDividend of UK£0.012 is the same as last year. Ex-date: 13th March 2025 Payment date: 25th April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Declared Dividend • Nov 28First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Declared Dividend • Nov 24First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 947% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Aug 15Redcentric plc Recommends Final Dividend for 2024, Expects to Be Paid on 24 January 2025Redcentric plc announced final dividend of 2.4 pence per share is recommended by the Board and will result in a total dividend for 2024 of 3.6 pence per share (financial year ended 31 March 2023 3.6 pence per share). Subject to approval by shareholders at the Company's annual general meeting ("AGM"), this is expected to be paid on 24 January 2025 to shareholders on the register at the close of business on 13 December 2024 with shares going ex-dividend on 12 December 2024. The last day for Dividend Reinvestment Plan elections is 2 January 2025.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jan 08Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to UK£1.22. The fair value is estimated to be UK£0.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 138% in the next 2 years.Buy Or Sell Opportunity • Dec 16Now 26% overvaluedOver the last 90 days, the stock has fallen 7.1% to UK£1.27. The fair value is estimated to be UK£1.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 138% in the next 2 years.New Risk • Dec 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (111% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).Reported Earnings • Dec 11First half 2026 earnings released: EPS: UK£0.012 (vs UK£0.024 in 1H 2025)First half 2026 results: EPS: UK£0.012 (down from UK£0.024 in 1H 2025). Revenue: UK£66.8m (down 23% from 1H 2025). Net income: UK£1.89m (down 51% from 1H 2025). Profit margin: 2.8% (down from 4.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Nov 05Redcentric plc to Report First Half, 2026 Results on Dec 10, 2025Redcentric plc announced that they will report first half, 2026 results on Dec 10, 2025Reported Earnings • Oct 22Full year 2025 earnings released: EPS: UK£0.017 (vs UK£0.022 loss in FY 2024)Full year 2025 results: EPS: UK£0.017 (up from UK£0.022 loss in FY 2024). Revenue: UK£135.1m (down 17% from FY 2024). Net income: UK£2.69m (up UK£6.13m from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Sep 25Redcentric plc, Annual General Meeting, Oct 20, 2025Redcentric plc, Annual General Meeting, Oct 20, 2025. Location: the offices of cavendish capital markets ltd, 1 bartholomew close, ec1a 7bl, london United KingdomReported Earnings • Sep 25Full year 2025 earnings released: EPS: UK£0.022 (vs UK£0.022 loss in FY 2024)Full year 2025 results: EPS: UK£0.022 (up from UK£0.022 loss in FY 2024). Revenue: UK£135.1m (down 17% from FY 2024). Net income: UK£2.69m (up UK£6.13m from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Sep 24Redcentric plc Provides Revenue Guidance for the Fiscal Year 2026Redcentric plc provided revenue guidance for the fiscal year 2026. For the year, the company announces stable revenue expectations.Board Change • Sep 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Senior Independent Non-Executive Director AJ Aubrey is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Aug 22Redcentric plc Confirms Advanced Stages of Discussions Concerning the Potential Sale of its Business Unit, Redcentric Data Centres LimitedThe Board of Directors of Redcentric plc (AIM:RCN) noted the recent press speculation regarding its business unit, Redcentric Data Centres Limited. Redcentric plc confirmed that it is in the advanced stages of discussions concerning the potential sale of this business unit. However, there can be no certainty that a transaction will occur and further updates will be provided as appropriate.お知らせ • Aug 19Redcentric plc Announces Appointment of Tony Ratcliffe as Chief Financial Officer, Effective 19 August 2025Redcentric plc announced the appointment of Tony Ratcliffe as Chief Financial Officer with immediate effect. Tony has over 25 years' senior financial management experience with fast growing technology and service companies, including on AIM and Nasdaq. This experience extends across a number of high growth sectors, including healthcare, software and materials science. Most recently, Tony was CFO of SourceBio International, a healthcare technology group, where he led its AIM IPO and a successful restructuring which contributed to a fourfold increase in revenues and significant increase in profitability over a two-year period. In prior CFO roles, Tony has acquired varied operational, transactional, and strategic experience and driven significant growth, both organically and via M&A, with an ultimate focus on creating value for shareholders. Tony qualified as a Chartered Accountant with KPMG and has an MBA from Heriot-Watt University, Edinburgh.New Risk • Jun 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Dividend is not well covered by earnings (dividend per share is over 9x earnings per share). Large one-off items impacting financial results.お知らせ • May 07+ 1 more updateRedcentric plc Maintains Dividend for Financial Year 2025 and Expects to Continue This Policy into Financial Year 2026Redcentric plc maintained its dividend at 3.6 pence per share, amounting to £5.7 million for financial year 2025, and expected to continue this policy into financial year 2026.Buy Or Sell Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to UK£1.24. The fair value is estimated to be UK£1.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1,850% in the next 2 years.お知らせ • Apr 03Redcentric plc Announces Step Down of Brian Woodford as Executive DirectorRedcentric plc announced that Executive Director Brian Woodford has decided, for personal reasons, to step down from his role within the Company with immediate effect. Peter Brotherton, Redcentric's CEO, has agreed to continue in his role until further notice.Buy Or Sell Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock has risen 6.5% to UK£1.24. The fair value is estimated to be UK£1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1,850% in the next 2 years.Upcoming Dividend • Mar 06Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 25 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.6%).Buy Or Sell Opportunity • Feb 27Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.0% to UK£1.19. The fair value is estimated to be UK£1.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1,850% in the next 2 years.お知らせ • Jan 27+ 1 more updateDavid Senior to Step Down as Chief Financial Officer of Redcentric plcRedcentric plc announced that David Senior has informed the Board of his decision to step down from the role as Chief Financial Officer and Executive Director. David's departure date will be confirmed in due course. The Board has commenced its search for a successor. An update will be provided once this process has concluded. During this transition period, David will continue to fulfil his duties and support the Company in executing the Company's strategy, including overseeing the completion of the financial year ending 31 March 2025.Declared Dividend • Jan 25First half dividend of UK£0.012 announcedDividend of UK£0.012 is the same as last year. Ex-date: 13th March 2025 Payment date: 25th April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Jan 20+ 1 more updateRedcentric plc Announces CEO ChangesRedcentric plc announced that Brian Woodford will assume the role of CEO after an anticipated two-month transition period and a smooth handover of responsibilities, with Peter Brotherton stepping down as CEO of the Company. Brian Woodford has consistently demonstrated exceptional vision and leadership throughout his career, holding senior positions at Capita, Tata Communications, Vodafone and Cable & Wireless. Brian's understanding of Redcentric's sector and his leadership style characterised by innovation, collaboration and a strong client focus, aligns seamlessly with the Company's values and the Board is confident that Brian is well positioned to lead the Company as CEO, through its next phase of growth and innovation.Declared Dividend • Nov 28First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 25First half 2025 earnings released: EPS: UK£0.024 (vs UK£0.001 loss in 1H 2024)First half 2025 results: EPS: UK£0.024 (up from UK£0.001 loss in 1H 2024). Revenue: UK£86.8m (up 5.8% from 1H 2024). Net income: UK£3.84m (up UK£4.05m from 1H 2024). Profit margin: 4.4% (up from net loss in 1H 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Declared Dividend • Nov 24First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 947% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.New Risk • Nov 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 9x earnings per share). Large one-off items impacting financial results.お知らせ • Nov 20+ 1 more updateRedcentric plc Provides Earnings Guidance for the Second Half of Fiscal Year 2025Redcentric plc provided earnings guidance for the second half of fiscal year 2025. For the period, the company is cautiously forecasting a broadly flat second half of fiscal year 2025 in terms of revenue, but an improved profit performance arising from c.£0.9 million of cost savings.Board Change • Nov 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director John Radziwill was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 01Redcentric plc Appoints John Radziwill as Non-Executive DirectorRedcentric plc confirmed that further to the announcement on 24 September 2024, John Radziwill has been appointed as non-executive director of the Company after completing the relevant due diligence as part of the onboarding process for all new board appointments. Mr. Radziwill joins the board as a representative of ND Capital Investments Limited ("ND Capital"), and is a highly experienced director. Mr. Radziwill has held several senior leadership roles in investment banking, advisory and asset management.お知らせ • Sep 24Redcentric plc Announces Board ChangesRedcentric plc announces the intended appointment of Richard McGuire as independent non-executive chairman of the Company following Nick Bate's decision not to stand for re-appointment. Richard will be joining the Board and assuming his position as Chairman on 27 September 2024.Richard is an experienced chairman and non-executive director, having held directorships in a portfolio of companies across the technology, financial, real estate and leisure/gaming sectors. He is currently the non-executive chairman of GYG Limited and the executive chairman of Sportech Ltd. He has also held senior leadership roles in investment banking, private equity and institutional asset management. Redcentric also announces its intention to appoint John Radziwill as a non-executive director of the Company, subject to completion of the standard due diligence process. John is a representative of ND Capital Investments Limited ("ND Capital"), one of the Company's largest investors. A further announcement will be made at the time of John's appointment. The following information is disclosed in accordance with Schedule 2(g) of the AIM Rules for Companies: Full name: Richard Anthony McGuire Age: 58 Current directorships: Sportech Pools Games Limited, Lot.to Systems Limited, Pools Promotions Limited, Sportech Gaming Limited, Sportech Holdco 2 Limited, Sportech Group Holdings Limited, Sportech Pools Limited, Bet 247 Limited, Sportech Limited, GYG Limited Grey Wolf Investments Limited, Previous directorships held in the past 5 years: Sportech Pools Competitions Limited, Sportech Pools Trustee Company Limited, Thepools.com Limited, Pools Company Limited, C&P Promotions Limited, Sportech Management Limited, Datatote (England) Limited, Global Tote Europe Holdco Limited, Sportech Lotteries LLC, eBet Technologies Inc. Global Tote Canada Inc. /Sportech Racing Canada Inc, Racing Technology Ireland Limited, Global Tote France SAS, Sportech Racing Elekronik ve Bilgisayer Hizmetleri Sangayi Ticaret Limited, Autotote Europe GmbH, Sportech Racing GmbH.Recent Insider Transactions Derivative • Aug 26CEO & Executive Director exercised options and sold UK£92k worth of stockOn the 23rd of August, Peter Brotherton exercised 70k options at a strike price of around UK£0.001 and sold these shares for an average price of UK£1.31 per share. This trade did not impact their existing holding. For the year to March 2018, Peter's total compensation was 44% salary and 56% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Peter's direct individual holding has increased from 437.14k shares to 452.48k. Company insiders have collectively sold UK£79k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 16Full year 2024 earnings released: UK£0.022 loss per share (vs UK£0.059 loss in FY 2023)Full year 2024 results: UK£0.022 loss per share (improved from UK£0.059 loss in FY 2023). Revenue: UK£163.2m (up 15% from FY 2023). Net loss: UK£3.44m (loss narrowed 63% from FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.お知らせ • Aug 15Redcentric plc Recommends Final Dividend for 2024, Expects to Be Paid on 24 January 2025Redcentric plc announced final dividend of 2.4 pence per share is recommended by the Board and will result in a total dividend for 2024 of 3.6 pence per share (financial year ended 31 March 2023 3.6 pence per share). Subject to approval by shareholders at the Company's annual general meeting ("AGM"), this is expected to be paid on 24 January 2025 to shareholders on the register at the close of business on 13 December 2024 with shares going ex-dividend on 12 December 2024. The last day for Dividend Reinvestment Plan elections is 2 January 2025.お知らせ • Aug 09Redcentric plc Announces Company Secretary ChangesRedcentric plc announced following the resignation of Nick Heron, David Senior has been appointed as Company Secretary. David will remain in this role until a suitable replacement is recruited.New Risk • Jun 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Paying a dividend despite being loss-making.お知らせ • May 26Redcentric Confirms Early Stages of Discussions with Wiit Regarding a Possible Offer for the Entire Issued and to be Issued Share Capital of RedcentricThe board of directors of Redcentric plc (AIM:RCN) (the ‘Board’) noted the recent press speculation and confirms that it is in the early stages of discussions with Wiit S.p.A. (BIT:WIIT), regarding a possible offer for the entire issued and to be issued share capital of Redcentric. Discussions are at a preliminary stage and there can be no certainty that any offer will be made, nor as to the terms of any such offer. Under Rule 2.6(a) of the Code, Wiit SpA must by no later than 5.00 p.m. on 21 June 2024, being 28 days after the date of this announcement, either announce a firm intention to make an offer for Redcentric in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer for Redcentric, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline will only be extended with the consent of the Takeover Panel in accordance with Rule 2.6(c) of the Code.分析記事 • May 21Redcentric plc's (LON:RCN) Price In Tune With RevenuesWith a median price-to-sales (or "P/S") ratio of close to 1.4x in the IT industry in the United Kingdom, you could be...お知らせ • Apr 24+ 2 more updatesRedcentric plc, Annual General Meeting, Sep 18, 2024Redcentric plc, Annual General Meeting, Sep 18, 2024.Upcoming Dividend • Feb 29Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 18 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (6.3%). In line with average of industry peers (2.5%).お知らせ • Feb 13Redcentric plc Appoints Michelle Senecal De Fonseca as Non-Executive Director, Chair of the Remuneration Committee and Member of the Audit and Nomination CommitteesRedcentric plc announce the appointment of Michelle Senecal de Fonseca as non-executive Director of the Company with immediate effect. Michelle will also be appointed as chair of the remuneration committee and member of the audit and nomination committees of the board of directors of the Company. Michelle is an experienced executive and non-executive director in the technology industry, having been Managing Director for Vodafone's cloud and hosting services business, and serving as Area Vice President for sales and services for Northern Europe at Citrix before becoming its global Vice President for strategic alliances. Michelle also currently serves as a non-executive director on the board of FTSE250 company FDM Group, where she has enjoyed an eight-year tenure on the remuneration committee. In addition, Michelle is the co-founder and a continuing board member of the networking group Women in Telecoms and Technology. Mrs. Michelle Senecal de Fonseca, aged 63, has held the following directorships and/or partnerships in the past five years: Current directorships and/or partnerships: FDM Group (Holdings) plc, Alphawave IP Group PLC, ASU Global Foundation UK Limited, Women in Telecom & Technology (WITT) Limited. Past directorships and/or partnerships: Citrix Systems UK Limited (now Cloud SG UK Ltd).Board Change • Dec 07Less than half of directors are independentFollowing Non-Executive Director Oliver Rupert Scott's arrival on 01 December 2023, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Senior Independent Non-Executive Director AJ Aubrey was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 30Upcoming dividend of UK£0.024 per share at 2.9% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 19 January 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (2.6%).Reported Earnings • Nov 24First half 2024 earnings released: UK£0.001 loss per share (vs UK£0.039 loss in 1H 2023)First half 2024 results: UK£0.001 loss per share (improved from UK£0.039 loss in 1H 2023). Revenue: UK£82.0m (up 33% from 1H 2023). Net loss: UK£214.0k (loss narrowed 96% from 1H 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Nov 24Redcentric plc Appoints Oliver Scott as Non-Executive Director, Effective 1 December 2023Redcentric plc announced the appointment of Oliver Scott as a Non-Executive Director, effective 1 December 2023. Oliver is a partner of Kestrel Partners LLP (Kestrel), which he co-founded in 2009. Prior to this, Oliver spent 20 years advising smaller quoted and unquoted companies, latterly as a director of KBC Peel Hunt Corporate Finance. He is currently a non-executive director of Smoove PLC and K3 Business Technology PLC, and was previously a non-executive director of Idox PLC, IQGeo Group PLC and KBC Advanced Technology PLC.お知らせ • Nov 22Redcentric plc Declares Interim Dividend for the Six Months Ended 30 September 2023, Payable on 18 April 2024Redcentric plc announced that the Board has reviewed the financial performance of the business and has decided to maintain an interim dividend payment of 1.2 pence per share, which will be paid on 18 April 2024 to shareholders on the register at the close of business on 8 March 2024, with the shares going ex-dividend on 7 March 2024. The last date for dividend reinvestment plan (DRIP) elections is 25 March 2024.お知らせ • Aug 24Redcentric plc Recommends Final Dividend for the Year 2023, Payable on January 19, 2024Redcentric plc announced that final dividend of 2.4 pence per share is recommended by the board of directors of the Company and will result in a total dividend for Fiscal year 2023 of 3.6 pence per share (financial year ended 31 March 2022 "FY22": 3.6 pence per share). Subject to approval by shareholders at the Company's annual general meeting ("AGM"), this is expected to be paid on 19 January 2024 to shareholders on the register at the close of business on 8 December 2023 with shares going ex-dividend on 7 December 2023. The last day for Dividend Reinvestment Plan elections is 27 December 2023.お知らせ • Aug 18Redcentric plc to Report Fiscal Year 2023 Results on Aug 24, 2023Redcentric plc announced that they will report fiscal year 2023 results on Aug 24, 2023お知らせ • Jul 17Redcentric plc Reiterates Earnings Guidance for the Fiscal Year 2023Redcentric plc reiterated earnings guidance for the fiscal year 2023. For the year, the company expects revenues of £141.8 million.New Risk • Jun 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Dividend is not well covered by cash flows (193% cash payout ratio). Profit margins are more than 30% lower than last year (6.9% net profit margin).Major Estimate Revision • Dec 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. Forecast profits in 2023 with EPS up from -UK£0.03 to UK£0.04 per share. Revenue forecast unchanged from last update at UK£138.4m. IT industry in the United Kingdom expected to see average net income growth of 19% next year. Consensus price target of UK£1.90 unchanged from last update. Share price rose 11% to UK£1.20 over the past week.お知らせ • Dec 14+ 2 more updatesRedcentric plc to Report First Half, 2024 Results on Nov 22, 2023Redcentric plc announced that they will report first half, 2024 results on Nov 22, 2023Reported Earnings • Dec 08First half 2023 earnings released: EPS: UK£0.023 (vs UK£0.018 in 1H 2022)First half 2023 results: EPS: UK£0.023 (up from UK£0.018 in 1H 2022). Revenue: UK£61.5m (up 39% from 1H 2022). Net income: UK£3.54m (up 23% from 1H 2022). Profit margin: 5.7% (down from 6.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 08Redcentric plc Announces an Interim Dividend, Payable on 27 January 2023The board of Redcentric plc has reviewed the financial performance of the business and has decided to maintain an interim dividend payment of 1.2 pence per share, which will be paid on 27 January 2023 to shareholders on the register at the close of business on 16 December 2022, with the shares going ex-dividend on 15 December 2022. The last date for dividend reinvestment plan (DRIP) elections is 6 January 2023.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2023 has been updated. Forecast loss of -UK£0.03 per share in 2023, versus previous forecasts of UK£0.01 per share. Revenue forecast unchanged from UK£138.4m at last update. IT industry in the United Kingdom expected to see average net income growth of 19% next year. Consensus price target of UK£1.83 unchanged from last update. Share price was steady at UK£1.17 over the past week.Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Executive Director Peter Brotherton is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 15Redcentric plc Provides Earnings Guidance for the Year 2023Redcentric plc provided earnings guidance for the year 2023. The company remains confident in delivering revenue and adjusted EBITDA for 2023 in line with its expectations.分析記事 • Sep 21Some Confidence Is Lacking In Redcentric plc's (LON:RCN) P/EWith a price-to-earnings (or "P/E") ratio of 25.2x Redcentric plc ( LON:RCN ) may be sending very bearish signals at...Board Change • Aug 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Executive Director Peter Brotherton is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Jul 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from UK£103.0m to UK£138.4m. EPS estimate fell from UK£0.05 to UK£0.01. Net income forecast to shrink 76% next year vs 25% growth forecast for IT industry in the United Kingdom . Consensus price target of UK£1.83 unchanged from last update. Share price was steady at UK£1.20 over the past week.Reported Earnings • Jul 22Full year 2022 earnings released: EPS: UK£0.044 (vs UK£0.06 in FY 2021)Full year 2022 results: EPS: UK£0.044 (down from UK£0.06 in FY 2021). Revenue: UK£93.3m (up 2.1% from FY 2021). Net income: UK£6.94m (down 25% from FY 2021). Profit margin: 7.4% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 48%, compared to a 17% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 21Redcentric plc Recommends Final Dividend for the Fiscal Year 2022, Payable on September 16, 2022Redcentric plc announced that a final dividend of 2.4 pence per share is recommended by the Board and will result in a total dividend for fiscal year 2022 of 3.6 pence per share (financial year ended 31 March 2021 "fiscal year 2021": 3.6 pence per share). Subject to approval by shareholders at the company's annual general meeting ("AGM"), this will be paid on 16 September 2022 to shareholders on the register at the close of business on 29 July 2022 with shares going ex-dividend on 28 July 2022. The last day for Dividend Reinvestment Plan elections is 19 August 2022.お知らせ • May 12Redcentric plc Announces Management ChangesRedcentric plc announced that Alan Aubrey will join the board of directors of the Company as non-executive director. Alan's appointment will be effective from the announcement of the Company's preliminary results for the financial year ended 31 March 2022, expected to be on 21 July 2022. The Company also announced that Jon Kempster, current chair of the Company's Audit Committee, intends to step down from the Board on announcement of the Company's preliminary results. Alan will take over as chair of the Company's Audit Committee and Senior Independent Director from the same date and also be a member of the Company's Remuneration and Nomination Committees. Alan is an experienced executive and non-executive director, having been CEO of IP Group plc from 2006 to 2021 and having served as non-executive chair of Ceres Power Holdings plc and Proactis Holdings plc and non-executive director in Avacta Group plc. Alan has also served on the boards of several, large private companies including Oxford Nanopore, Ceres Power and Oxford Sciences Innovation plc and previously served as a non-executive director and chaired the audit committee of the Department of Business, Innovation, University and Skills (DIUS, now the Department for Business, Energy & Industrial Strategy BEIS) of the UK government. Alan is a qualified chartered accountant.Board Change • Dec 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Executive Director Peter Brotherton is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Nov 25CEO & Executive Director exercised options and sold UK£255k worth of stockOn the 23rd of November, Peter Brotherton exercised options to acquire 206k shares at no cost and sold these for an average price of UK£1.24 per share. This trade did not impact their existing holding. For the year to March 2021, Peter's total compensation was 45% salary and 55% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Peter has owned 228.57k shares directly. Company insiders have collectively sold UK£464k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.017 (vs UK£0.014 in 1H 2021)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2022 results: Revenue: UK£44.3m (down 4.1% from 1H 2021). Net income: UK£2.68m (up 27% from 1H 2021). Profit margin: 6.0% (up from 4.6% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 03Redcentric plc's (LON:RCN) CEO Compensation Is Looking A Bit Stretched At The MomentCEO Peter Brotherton has done a decent job of delivering relatively good performance at Redcentric plc ( LON:RCN...分析記事 • Aug 16Redcentric's (LON:RCN) Earnings Are Of Questionable QualityRedcentric plc ( LON:RCN ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...Upcoming Dividend • Jul 29Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 17 September 2021. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (3.9%). Higher than average of industry peers (2.0%).分析記事 • Jun 11Estimating The Fair Value Of Redcentric plc (LON:RCN)Today we will run through one way of estimating the intrinsic value of Redcentric plc ( LON:RCN ) by taking the...Executive Departure • May 05Senior Independent Non-Executive Director has left the companyOn the 28th of April, Stephen Vaughan's tenure as Senior Independent Non-Executive Director ended after 3.8 years in the role. As of December 2020, Stephen personally held only 20.00k shares (UK£24k worth at the time). Stephen is the only executive to leave the company over the last 12 months.分析記事 • Feb 22What Kind Of Investors Own Most Of Redcentric plc (LON:RCN)?A look at the shareholders of Redcentric plc ( LON:RCN ) can tell us which group is most powerful. Large companies...分析記事 • Jan 18An Intrinsic Calculation For Redcentric plc (LON:RCN) Suggests It's 26% UndervaluedHow far off is Redcentric plc ( LON:RCN ) from its intrinsic value? Using the most recent financial data, we'll take a...Recent Insider Transactions Derivative • Dec 24CEO & Executive Director exercised options and sold UK£107k worth of stockOn the 22nd of December, Peter Brotherton exercised options to acquire 97.48k shares at no cost and sold these for an average price of UK£1.10 per share. This trade did not impact their existing holding. For the year to March 2020, Peter's total compensation was 58% salary and 42% non-salary (Indicating these sales could comprise a meaningful part of their income for the year). Since March 2020, Peter's direct individual holding has increased from 105.00k shares to 133.57k. Company insiders have collectively sold UK£263k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Dec 20Redcentric plc has completed a Follow-on Equity Offering in the amount of £38.5 million.Redcentric plc has completed a Follow-on Equity Offering in the amount of £38.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,000,000 Price\Range: £1.1Is New 90 Day High Low • Dec 16New 90-day low: UK£1.19The company is down 19% from its price of UK£1.48 on 17 September 2020. The British market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.62 per share.分析記事 • Dec 14Have Insiders Been Selling Redcentric plc (LON:RCN) Shares This Year?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...Reported Earnings • Nov 16First half 2021 earnings released: EPS UK£0.014The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£46.2m (up 7.2% from 1H 2020). Net income: UK£2.11m (up 316% from 1H 2020). Profit margin: 4.6% (up from 1.2% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 111% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Nov 13End of Formal Sale Process and Starts Discussions with Interested PartiesOn 2 September 2020 the board of directors of Redcentric plc (AIM:RCN) announced that, having successfully completed the integration of historical acquisitions and implemented efficiency initiatives across the business, the Company was in an excellent position to actively start to explore the many opportunities open to it to deliver further shareholder value. In light of this confidence in the position of the Company, the Board believed that it was the correct time to ensure that it had explored all options open to it to deliver shareholder value, including continued organic growth and/or evaluating potential acquisitions or the potential sale of the Company. Accordingly, and following media speculation at the time, Redcentric announced the commencement of a formal sale process as part of a broader strategic review. Following that announcement, the Board has held constructive discussions with a significant number of interested parties. However, these discussions did not materialise into any fully funded offers. Redcentric therefore November 12, 2020 announces that the Board has decided to terminate the formal sale process with immediate effect.Is New 90 Day High Low • Nov 12New 90-day low: UK£1.23The company is down 13% from its price of UK£1.42 on 14 August 2020. The British market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.37 per share.Is New 90 Day High Low • Oct 19New 90-day low: UK£1.26The company is down 9.0% from its price of UK£1.38 on 21 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.40 per share.お知らせ • Sep 24Redcentric plc to Report First Half, 2021 Results on Nov 17, 2020Redcentric plc announced that they will report first half, 2021 results on Nov 17, 2020お知らせ • Jul 26Redcentric plc to Report Fiscal Year 2020 Final Results on Aug 11, 2020Redcentric plc announced that they will report fiscal year 2020 final results on Aug 11, 2020お知らせ • Jul 17Redcentric plc has completed a Follow-on Equity Offering in the amount of £5.775 million.Redcentric plc has completed a Follow-on Equity Offering in the amount of £5.775 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,250,000 Price\Range: £1.1 Transaction Features: Subsequent Direct Listing決済の安定と成長配当データの取得安定した配当: RCNの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: RCNの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Redcentric 配当利回り対市場RCN 配当利回りは市場と比べてどうか?セグメント配当利回り会社 (RCN)0%市場下位25% (GB)2.2%市場トップ25% (GB)5.8%業界平均 (IT)2.8%アナリスト予想 (RCN) (最長3年)0%注目すべき配当: RCNは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: RCNは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: RCN UK市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: RCNが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YGB 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/13 12:31終値2026/05/13 00:00収益2025/09/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Redcentric plc 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Steven RobertsonCanaccord GenuityAndrew Murray DarleyCavendishPhilip CarseProgressive Equity Research1 その他のアナリストを表示
お知らせ • May 07+ 1 more updateRedcentric plc Maintains Dividend for Financial Year 2025 and Expects to Continue This Policy into Financial Year 2026Redcentric plc maintained its dividend at 3.6 pence per share, amounting to £5.7 million for financial year 2025, and expected to continue this policy into financial year 2026.
Upcoming Dividend • Mar 06Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 25 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.6%).
Declared Dividend • Jan 25First half dividend of UK£0.012 announcedDividend of UK£0.012 is the same as last year. Ex-date: 13th March 2025 Payment date: 25th April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Declared Dividend • Nov 28First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Declared Dividend • Nov 24First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 947% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Aug 15Redcentric plc Recommends Final Dividend for 2024, Expects to Be Paid on 24 January 2025Redcentric plc announced final dividend of 2.4 pence per share is recommended by the Board and will result in a total dividend for 2024 of 3.6 pence per share (financial year ended 31 March 2023 3.6 pence per share). Subject to approval by shareholders at the Company's annual general meeting ("AGM"), this is expected to be paid on 24 January 2025 to shareholders on the register at the close of business on 13 December 2024 with shares going ex-dividend on 12 December 2024. The last day for Dividend Reinvestment Plan elections is 2 January 2025.
Buy Or Sell Opportunity • Jan 08Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to UK£1.22. The fair value is estimated to be UK£0.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 138% in the next 2 years.
Buy Or Sell Opportunity • Dec 16Now 26% overvaluedOver the last 90 days, the stock has fallen 7.1% to UK£1.27. The fair value is estimated to be UK£1.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 138% in the next 2 years.
New Risk • Dec 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (111% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).
Reported Earnings • Dec 11First half 2026 earnings released: EPS: UK£0.012 (vs UK£0.024 in 1H 2025)First half 2026 results: EPS: UK£0.012 (down from UK£0.024 in 1H 2025). Revenue: UK£66.8m (down 23% from 1H 2025). Net income: UK£1.89m (down 51% from 1H 2025). Profit margin: 2.8% (down from 4.4% in 1H 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Nov 05Redcentric plc to Report First Half, 2026 Results on Dec 10, 2025Redcentric plc announced that they will report first half, 2026 results on Dec 10, 2025
Reported Earnings • Oct 22Full year 2025 earnings released: EPS: UK£0.017 (vs UK£0.022 loss in FY 2024)Full year 2025 results: EPS: UK£0.017 (up from UK£0.022 loss in FY 2024). Revenue: UK£135.1m (down 17% from FY 2024). Net income: UK£2.69m (up UK£6.13m from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Sep 25Redcentric plc, Annual General Meeting, Oct 20, 2025Redcentric plc, Annual General Meeting, Oct 20, 2025. Location: the offices of cavendish capital markets ltd, 1 bartholomew close, ec1a 7bl, london United Kingdom
Reported Earnings • Sep 25Full year 2025 earnings released: EPS: UK£0.022 (vs UK£0.022 loss in FY 2024)Full year 2025 results: EPS: UK£0.022 (up from UK£0.022 loss in FY 2024). Revenue: UK£135.1m (down 17% from FY 2024). Net income: UK£2.69m (up UK£6.13m from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Sep 24Redcentric plc Provides Revenue Guidance for the Fiscal Year 2026Redcentric plc provided revenue guidance for the fiscal year 2026. For the year, the company announces stable revenue expectations.
Board Change • Sep 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Senior Independent Non-Executive Director AJ Aubrey is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Aug 22Redcentric plc Confirms Advanced Stages of Discussions Concerning the Potential Sale of its Business Unit, Redcentric Data Centres LimitedThe Board of Directors of Redcentric plc (AIM:RCN) noted the recent press speculation regarding its business unit, Redcentric Data Centres Limited. Redcentric plc confirmed that it is in the advanced stages of discussions concerning the potential sale of this business unit. However, there can be no certainty that a transaction will occur and further updates will be provided as appropriate.
お知らせ • Aug 19Redcentric plc Announces Appointment of Tony Ratcliffe as Chief Financial Officer, Effective 19 August 2025Redcentric plc announced the appointment of Tony Ratcliffe as Chief Financial Officer with immediate effect. Tony has over 25 years' senior financial management experience with fast growing technology and service companies, including on AIM and Nasdaq. This experience extends across a number of high growth sectors, including healthcare, software and materials science. Most recently, Tony was CFO of SourceBio International, a healthcare technology group, where he led its AIM IPO and a successful restructuring which contributed to a fourfold increase in revenues and significant increase in profitability over a two-year period. In prior CFO roles, Tony has acquired varied operational, transactional, and strategic experience and driven significant growth, both organically and via M&A, with an ultimate focus on creating value for shareholders. Tony qualified as a Chartered Accountant with KPMG and has an MBA from Heriot-Watt University, Edinburgh.
New Risk • Jun 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Dividend is not well covered by earnings (dividend per share is over 9x earnings per share). Large one-off items impacting financial results.
お知らせ • May 07+ 1 more updateRedcentric plc Maintains Dividend for Financial Year 2025 and Expects to Continue This Policy into Financial Year 2026Redcentric plc maintained its dividend at 3.6 pence per share, amounting to £5.7 million for financial year 2025, and expected to continue this policy into financial year 2026.
Buy Or Sell Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to UK£1.24. The fair value is estimated to be UK£1.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1,850% in the next 2 years.
お知らせ • Apr 03Redcentric plc Announces Step Down of Brian Woodford as Executive DirectorRedcentric plc announced that Executive Director Brian Woodford has decided, for personal reasons, to step down from his role within the Company with immediate effect. Peter Brotherton, Redcentric's CEO, has agreed to continue in his role until further notice.
Buy Or Sell Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock has risen 6.5% to UK£1.24. The fair value is estimated to be UK£1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1,850% in the next 2 years.
Upcoming Dividend • Mar 06Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 25 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.6%).
Buy Or Sell Opportunity • Feb 27Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.0% to UK£1.19. The fair value is estimated to be UK£1.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 1,850% in the next 2 years.
お知らせ • Jan 27+ 1 more updateDavid Senior to Step Down as Chief Financial Officer of Redcentric plcRedcentric plc announced that David Senior has informed the Board of his decision to step down from the role as Chief Financial Officer and Executive Director. David's departure date will be confirmed in due course. The Board has commenced its search for a successor. An update will be provided once this process has concluded. During this transition period, David will continue to fulfil his duties and support the Company in executing the Company's strategy, including overseeing the completion of the financial year ending 31 March 2025.
Declared Dividend • Jan 25First half dividend of UK£0.012 announcedDividend of UK£0.012 is the same as last year. Ex-date: 13th March 2025 Payment date: 25th April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Jan 20+ 1 more updateRedcentric plc Announces CEO ChangesRedcentric plc announced that Brian Woodford will assume the role of CEO after an anticipated two-month transition period and a smooth handover of responsibilities, with Peter Brotherton stepping down as CEO of the Company. Brian Woodford has consistently demonstrated exceptional vision and leadership throughout his career, holding senior positions at Capita, Tata Communications, Vodafone and Cable & Wireless. Brian's understanding of Redcentric's sector and his leadership style characterised by innovation, collaboration and a strong client focus, aligns seamlessly with the Company's values and the Board is confident that Brian is well positioned to lead the Company as CEO, through its next phase of growth and innovation.
Declared Dividend • Nov 28First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 936% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 25First half 2025 earnings released: EPS: UK£0.024 (vs UK£0.001 loss in 1H 2024)First half 2025 results: EPS: UK£0.024 (up from UK£0.001 loss in 1H 2024). Revenue: UK£86.8m (up 5.8% from 1H 2024). Net income: UK£3.84m (up UK£4.05m from 1H 2024). Profit margin: 4.4% (up from net loss in 1H 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Declared Dividend • Nov 24First half dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 12th December 2024 Payment date: 24th January 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 947% to bring the payout ratio under control. EPS is expected to grow by 372% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
New Risk • Nov 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 9x earnings per share). Large one-off items impacting financial results.
お知らせ • Nov 20+ 1 more updateRedcentric plc Provides Earnings Guidance for the Second Half of Fiscal Year 2025Redcentric plc provided earnings guidance for the second half of fiscal year 2025. For the period, the company is cautiously forecasting a broadly flat second half of fiscal year 2025 in terms of revenue, but an improved profit performance arising from c.£0.9 million of cost savings.
Board Change • Nov 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director John Radziwill was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 01Redcentric plc Appoints John Radziwill as Non-Executive DirectorRedcentric plc confirmed that further to the announcement on 24 September 2024, John Radziwill has been appointed as non-executive director of the Company after completing the relevant due diligence as part of the onboarding process for all new board appointments. Mr. Radziwill joins the board as a representative of ND Capital Investments Limited ("ND Capital"), and is a highly experienced director. Mr. Radziwill has held several senior leadership roles in investment banking, advisory and asset management.
お知らせ • Sep 24Redcentric plc Announces Board ChangesRedcentric plc announces the intended appointment of Richard McGuire as independent non-executive chairman of the Company following Nick Bate's decision not to stand for re-appointment. Richard will be joining the Board and assuming his position as Chairman on 27 September 2024.Richard is an experienced chairman and non-executive director, having held directorships in a portfolio of companies across the technology, financial, real estate and leisure/gaming sectors. He is currently the non-executive chairman of GYG Limited and the executive chairman of Sportech Ltd. He has also held senior leadership roles in investment banking, private equity and institutional asset management. Redcentric also announces its intention to appoint John Radziwill as a non-executive director of the Company, subject to completion of the standard due diligence process. John is a representative of ND Capital Investments Limited ("ND Capital"), one of the Company's largest investors. A further announcement will be made at the time of John's appointment. The following information is disclosed in accordance with Schedule 2(g) of the AIM Rules for Companies: Full name: Richard Anthony McGuire Age: 58 Current directorships: Sportech Pools Games Limited, Lot.to Systems Limited, Pools Promotions Limited, Sportech Gaming Limited, Sportech Holdco 2 Limited, Sportech Group Holdings Limited, Sportech Pools Limited, Bet 247 Limited, Sportech Limited, GYG Limited Grey Wolf Investments Limited, Previous directorships held in the past 5 years: Sportech Pools Competitions Limited, Sportech Pools Trustee Company Limited, Thepools.com Limited, Pools Company Limited, C&P Promotions Limited, Sportech Management Limited, Datatote (England) Limited, Global Tote Europe Holdco Limited, Sportech Lotteries LLC, eBet Technologies Inc. Global Tote Canada Inc. /Sportech Racing Canada Inc, Racing Technology Ireland Limited, Global Tote France SAS, Sportech Racing Elekronik ve Bilgisayer Hizmetleri Sangayi Ticaret Limited, Autotote Europe GmbH, Sportech Racing GmbH.
Recent Insider Transactions Derivative • Aug 26CEO & Executive Director exercised options and sold UK£92k worth of stockOn the 23rd of August, Peter Brotherton exercised 70k options at a strike price of around UK£0.001 and sold these shares for an average price of UK£1.31 per share. This trade did not impact their existing holding. For the year to March 2018, Peter's total compensation was 44% salary and 56% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Peter's direct individual holding has increased from 437.14k shares to 452.48k. Company insiders have collectively sold UK£79k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 16Full year 2024 earnings released: UK£0.022 loss per share (vs UK£0.059 loss in FY 2023)Full year 2024 results: UK£0.022 loss per share (improved from UK£0.059 loss in FY 2023). Revenue: UK£163.2m (up 15% from FY 2023). Net loss: UK£3.44m (loss narrowed 63% from FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 15Redcentric plc Recommends Final Dividend for 2024, Expects to Be Paid on 24 January 2025Redcentric plc announced final dividend of 2.4 pence per share is recommended by the Board and will result in a total dividend for 2024 of 3.6 pence per share (financial year ended 31 March 2023 3.6 pence per share). Subject to approval by shareholders at the Company's annual general meeting ("AGM"), this is expected to be paid on 24 January 2025 to shareholders on the register at the close of business on 13 December 2024 with shares going ex-dividend on 12 December 2024. The last day for Dividend Reinvestment Plan elections is 2 January 2025.
お知らせ • Aug 09Redcentric plc Announces Company Secretary ChangesRedcentric plc announced following the resignation of Nick Heron, David Senior has been appointed as Company Secretary. David will remain in this role until a suitable replacement is recruited.
New Risk • Jun 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Paying a dividend despite being loss-making.
お知らせ • May 26Redcentric Confirms Early Stages of Discussions with Wiit Regarding a Possible Offer for the Entire Issued and to be Issued Share Capital of RedcentricThe board of directors of Redcentric plc (AIM:RCN) (the ‘Board’) noted the recent press speculation and confirms that it is in the early stages of discussions with Wiit S.p.A. (BIT:WIIT), regarding a possible offer for the entire issued and to be issued share capital of Redcentric. Discussions are at a preliminary stage and there can be no certainty that any offer will be made, nor as to the terms of any such offer. Under Rule 2.6(a) of the Code, Wiit SpA must by no later than 5.00 p.m. on 21 June 2024, being 28 days after the date of this announcement, either announce a firm intention to make an offer for Redcentric in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer for Redcentric, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline will only be extended with the consent of the Takeover Panel in accordance with Rule 2.6(c) of the Code.
分析記事 • May 21Redcentric plc's (LON:RCN) Price In Tune With RevenuesWith a median price-to-sales (or "P/S") ratio of close to 1.4x in the IT industry in the United Kingdom, you could be...
お知らせ • Apr 24+ 2 more updatesRedcentric plc, Annual General Meeting, Sep 18, 2024Redcentric plc, Annual General Meeting, Sep 18, 2024.
Upcoming Dividend • Feb 29Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 18 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (6.3%). In line with average of industry peers (2.5%).
お知らせ • Feb 13Redcentric plc Appoints Michelle Senecal De Fonseca as Non-Executive Director, Chair of the Remuneration Committee and Member of the Audit and Nomination CommitteesRedcentric plc announce the appointment of Michelle Senecal de Fonseca as non-executive Director of the Company with immediate effect. Michelle will also be appointed as chair of the remuneration committee and member of the audit and nomination committees of the board of directors of the Company. Michelle is an experienced executive and non-executive director in the technology industry, having been Managing Director for Vodafone's cloud and hosting services business, and serving as Area Vice President for sales and services for Northern Europe at Citrix before becoming its global Vice President for strategic alliances. Michelle also currently serves as a non-executive director on the board of FTSE250 company FDM Group, where she has enjoyed an eight-year tenure on the remuneration committee. In addition, Michelle is the co-founder and a continuing board member of the networking group Women in Telecoms and Technology. Mrs. Michelle Senecal de Fonseca, aged 63, has held the following directorships and/or partnerships in the past five years: Current directorships and/or partnerships: FDM Group (Holdings) plc, Alphawave IP Group PLC, ASU Global Foundation UK Limited, Women in Telecom & Technology (WITT) Limited. Past directorships and/or partnerships: Citrix Systems UK Limited (now Cloud SG UK Ltd).
Board Change • Dec 07Less than half of directors are independentFollowing Non-Executive Director Oliver Rupert Scott's arrival on 01 December 2023, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Senior Independent Non-Executive Director AJ Aubrey was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 30Upcoming dividend of UK£0.024 per share at 2.9% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 19 January 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (2.6%).
Reported Earnings • Nov 24First half 2024 earnings released: UK£0.001 loss per share (vs UK£0.039 loss in 1H 2023)First half 2024 results: UK£0.001 loss per share (improved from UK£0.039 loss in 1H 2023). Revenue: UK£82.0m (up 33% from 1H 2023). Net loss: UK£214.0k (loss narrowed 96% from 1H 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 24Redcentric plc Appoints Oliver Scott as Non-Executive Director, Effective 1 December 2023Redcentric plc announced the appointment of Oliver Scott as a Non-Executive Director, effective 1 December 2023. Oliver is a partner of Kestrel Partners LLP (Kestrel), which he co-founded in 2009. Prior to this, Oliver spent 20 years advising smaller quoted and unquoted companies, latterly as a director of KBC Peel Hunt Corporate Finance. He is currently a non-executive director of Smoove PLC and K3 Business Technology PLC, and was previously a non-executive director of Idox PLC, IQGeo Group PLC and KBC Advanced Technology PLC.
お知らせ • Nov 22Redcentric plc Declares Interim Dividend for the Six Months Ended 30 September 2023, Payable on 18 April 2024Redcentric plc announced that the Board has reviewed the financial performance of the business and has decided to maintain an interim dividend payment of 1.2 pence per share, which will be paid on 18 April 2024 to shareholders on the register at the close of business on 8 March 2024, with the shares going ex-dividend on 7 March 2024. The last date for dividend reinvestment plan (DRIP) elections is 25 March 2024.
お知らせ • Aug 24Redcentric plc Recommends Final Dividend for the Year 2023, Payable on January 19, 2024Redcentric plc announced that final dividend of 2.4 pence per share is recommended by the board of directors of the Company and will result in a total dividend for Fiscal year 2023 of 3.6 pence per share (financial year ended 31 March 2022 "FY22": 3.6 pence per share). Subject to approval by shareholders at the Company's annual general meeting ("AGM"), this is expected to be paid on 19 January 2024 to shareholders on the register at the close of business on 8 December 2023 with shares going ex-dividend on 7 December 2023. The last day for Dividend Reinvestment Plan elections is 27 December 2023.
お知らせ • Aug 18Redcentric plc to Report Fiscal Year 2023 Results on Aug 24, 2023Redcentric plc announced that they will report fiscal year 2023 results on Aug 24, 2023
お知らせ • Jul 17Redcentric plc Reiterates Earnings Guidance for the Fiscal Year 2023Redcentric plc reiterated earnings guidance for the fiscal year 2023. For the year, the company expects revenues of £141.8 million.
New Risk • Jun 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Dividend is not well covered by cash flows (193% cash payout ratio). Profit margins are more than 30% lower than last year (6.9% net profit margin).
Major Estimate Revision • Dec 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. Forecast profits in 2023 with EPS up from -UK£0.03 to UK£0.04 per share. Revenue forecast unchanged from last update at UK£138.4m. IT industry in the United Kingdom expected to see average net income growth of 19% next year. Consensus price target of UK£1.90 unchanged from last update. Share price rose 11% to UK£1.20 over the past week.
お知らせ • Dec 14+ 2 more updatesRedcentric plc to Report First Half, 2024 Results on Nov 22, 2023Redcentric plc announced that they will report first half, 2024 results on Nov 22, 2023
Reported Earnings • Dec 08First half 2023 earnings released: EPS: UK£0.023 (vs UK£0.018 in 1H 2022)First half 2023 results: EPS: UK£0.023 (up from UK£0.018 in 1H 2022). Revenue: UK£61.5m (up 39% from 1H 2022). Net income: UK£3.54m (up 23% from 1H 2022). Profit margin: 5.7% (down from 6.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 08Redcentric plc Announces an Interim Dividend, Payable on 27 January 2023The board of Redcentric plc has reviewed the financial performance of the business and has decided to maintain an interim dividend payment of 1.2 pence per share, which will be paid on 27 January 2023 to shareholders on the register at the close of business on 16 December 2022, with the shares going ex-dividend on 15 December 2022. The last date for dividend reinvestment plan (DRIP) elections is 6 January 2023.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2023 has been updated. Forecast loss of -UK£0.03 per share in 2023, versus previous forecasts of UK£0.01 per share. Revenue forecast unchanged from UK£138.4m at last update. IT industry in the United Kingdom expected to see average net income growth of 19% next year. Consensus price target of UK£1.83 unchanged from last update. Share price was steady at UK£1.17 over the past week.
Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Executive Director Peter Brotherton is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 15Redcentric plc Provides Earnings Guidance for the Year 2023Redcentric plc provided earnings guidance for the year 2023. The company remains confident in delivering revenue and adjusted EBITDA for 2023 in line with its expectations.
分析記事 • Sep 21Some Confidence Is Lacking In Redcentric plc's (LON:RCN) P/EWith a price-to-earnings (or "P/E") ratio of 25.2x Redcentric plc ( LON:RCN ) may be sending very bearish signals at...
Board Change • Aug 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Executive Director Peter Brotherton is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Jul 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from UK£103.0m to UK£138.4m. EPS estimate fell from UK£0.05 to UK£0.01. Net income forecast to shrink 76% next year vs 25% growth forecast for IT industry in the United Kingdom . Consensus price target of UK£1.83 unchanged from last update. Share price was steady at UK£1.20 over the past week.
Reported Earnings • Jul 22Full year 2022 earnings released: EPS: UK£0.044 (vs UK£0.06 in FY 2021)Full year 2022 results: EPS: UK£0.044 (down from UK£0.06 in FY 2021). Revenue: UK£93.3m (up 2.1% from FY 2021). Net income: UK£6.94m (down 25% from FY 2021). Profit margin: 7.4% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 48%, compared to a 17% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 21Redcentric plc Recommends Final Dividend for the Fiscal Year 2022, Payable on September 16, 2022Redcentric plc announced that a final dividend of 2.4 pence per share is recommended by the Board and will result in a total dividend for fiscal year 2022 of 3.6 pence per share (financial year ended 31 March 2021 "fiscal year 2021": 3.6 pence per share). Subject to approval by shareholders at the company's annual general meeting ("AGM"), this will be paid on 16 September 2022 to shareholders on the register at the close of business on 29 July 2022 with shares going ex-dividend on 28 July 2022. The last day for Dividend Reinvestment Plan elections is 19 August 2022.
お知らせ • May 12Redcentric plc Announces Management ChangesRedcentric plc announced that Alan Aubrey will join the board of directors of the Company as non-executive director. Alan's appointment will be effective from the announcement of the Company's preliminary results for the financial year ended 31 March 2022, expected to be on 21 July 2022. The Company also announced that Jon Kempster, current chair of the Company's Audit Committee, intends to step down from the Board on announcement of the Company's preliminary results. Alan will take over as chair of the Company's Audit Committee and Senior Independent Director from the same date and also be a member of the Company's Remuneration and Nomination Committees. Alan is an experienced executive and non-executive director, having been CEO of IP Group plc from 2006 to 2021 and having served as non-executive chair of Ceres Power Holdings plc and Proactis Holdings plc and non-executive director in Avacta Group plc. Alan has also served on the boards of several, large private companies including Oxford Nanopore, Ceres Power and Oxford Sciences Innovation plc and previously served as a non-executive director and chaired the audit committee of the Department of Business, Innovation, University and Skills (DIUS, now the Department for Business, Energy & Industrial Strategy BEIS) of the UK government. Alan is a qualified chartered accountant.
Board Change • Dec 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Executive Director Peter Brotherton is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Nov 25CEO & Executive Director exercised options and sold UK£255k worth of stockOn the 23rd of November, Peter Brotherton exercised options to acquire 206k shares at no cost and sold these for an average price of UK£1.24 per share. This trade did not impact their existing holding. For the year to March 2021, Peter's total compensation was 45% salary and 55% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Peter has owned 228.57k shares directly. Company insiders have collectively sold UK£464k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.017 (vs UK£0.014 in 1H 2021)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2022 results: Revenue: UK£44.3m (down 4.1% from 1H 2021). Net income: UK£2.68m (up 27% from 1H 2021). Profit margin: 6.0% (up from 4.6% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 03Redcentric plc's (LON:RCN) CEO Compensation Is Looking A Bit Stretched At The MomentCEO Peter Brotherton has done a decent job of delivering relatively good performance at Redcentric plc ( LON:RCN...
分析記事 • Aug 16Redcentric's (LON:RCN) Earnings Are Of Questionable QualityRedcentric plc ( LON:RCN ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
Upcoming Dividend • Jul 29Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 17 September 2021. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (3.9%). Higher than average of industry peers (2.0%).
分析記事 • Jun 11Estimating The Fair Value Of Redcentric plc (LON:RCN)Today we will run through one way of estimating the intrinsic value of Redcentric plc ( LON:RCN ) by taking the...
Executive Departure • May 05Senior Independent Non-Executive Director has left the companyOn the 28th of April, Stephen Vaughan's tenure as Senior Independent Non-Executive Director ended after 3.8 years in the role. As of December 2020, Stephen personally held only 20.00k shares (UK£24k worth at the time). Stephen is the only executive to leave the company over the last 12 months.
分析記事 • Feb 22What Kind Of Investors Own Most Of Redcentric plc (LON:RCN)?A look at the shareholders of Redcentric plc ( LON:RCN ) can tell us which group is most powerful. Large companies...
分析記事 • Jan 18An Intrinsic Calculation For Redcentric plc (LON:RCN) Suggests It's 26% UndervaluedHow far off is Redcentric plc ( LON:RCN ) from its intrinsic value? Using the most recent financial data, we'll take a...
Recent Insider Transactions Derivative • Dec 24CEO & Executive Director exercised options and sold UK£107k worth of stockOn the 22nd of December, Peter Brotherton exercised options to acquire 97.48k shares at no cost and sold these for an average price of UK£1.10 per share. This trade did not impact their existing holding. For the year to March 2020, Peter's total compensation was 58% salary and 42% non-salary (Indicating these sales could comprise a meaningful part of their income for the year). Since March 2020, Peter's direct individual holding has increased from 105.00k shares to 133.57k. Company insiders have collectively sold UK£263k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Dec 20Redcentric plc has completed a Follow-on Equity Offering in the amount of £38.5 million.Redcentric plc has completed a Follow-on Equity Offering in the amount of £38.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,000,000 Price\Range: £1.1
Is New 90 Day High Low • Dec 16New 90-day low: UK£1.19The company is down 19% from its price of UK£1.48 on 17 September 2020. The British market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.62 per share.
分析記事 • Dec 14Have Insiders Been Selling Redcentric plc (LON:RCN) Shares This Year?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...
Reported Earnings • Nov 16First half 2021 earnings released: EPS UK£0.014The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£46.2m (up 7.2% from 1H 2020). Net income: UK£2.11m (up 316% from 1H 2020). Profit margin: 4.6% (up from 1.2% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 111% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Nov 13End of Formal Sale Process and Starts Discussions with Interested PartiesOn 2 September 2020 the board of directors of Redcentric plc (AIM:RCN) announced that, having successfully completed the integration of historical acquisitions and implemented efficiency initiatives across the business, the Company was in an excellent position to actively start to explore the many opportunities open to it to deliver further shareholder value. In light of this confidence in the position of the Company, the Board believed that it was the correct time to ensure that it had explored all options open to it to deliver shareholder value, including continued organic growth and/or evaluating potential acquisitions or the potential sale of the Company. Accordingly, and following media speculation at the time, Redcentric announced the commencement of a formal sale process as part of a broader strategic review. Following that announcement, the Board has held constructive discussions with a significant number of interested parties. However, these discussions did not materialise into any fully funded offers. Redcentric therefore November 12, 2020 announces that the Board has decided to terminate the formal sale process with immediate effect.
Is New 90 Day High Low • Nov 12New 90-day low: UK£1.23The company is down 13% from its price of UK£1.42 on 14 August 2020. The British market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.37 per share.
Is New 90 Day High Low • Oct 19New 90-day low: UK£1.26The company is down 9.0% from its price of UK£1.38 on 21 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.40 per share.
お知らせ • Sep 24Redcentric plc to Report First Half, 2021 Results on Nov 17, 2020Redcentric plc announced that they will report first half, 2021 results on Nov 17, 2020
お知らせ • Jul 26Redcentric plc to Report Fiscal Year 2020 Final Results on Aug 11, 2020Redcentric plc announced that they will report fiscal year 2020 final results on Aug 11, 2020
お知らせ • Jul 17Redcentric plc has completed a Follow-on Equity Offering in the amount of £5.775 million.Redcentric plc has completed a Follow-on Equity Offering in the amount of £5.775 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,250,000 Price\Range: £1.1 Transaction Features: Subsequent Direct Listing