Renew Holdings
Organization
A UK infrastructure-services group providing engineering, maintenance, and renewal services, including work on rail, highways, environmental, and utility infrastructure.
What experts have said about Renew Holdings
5 statements · 4 positive · 1 negative
Renew’s acquired business should benefit from National Grid’s infrastructure spending.
“Renew has just made an acquisition, and the business it's acquired is going to be a beneficiary of National Grid's largesse”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 26:07
Renew is capital-light and generates high returns on capital.
“it's a very capital-light business. It doesn't need much capital, huge returns on capital.”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 26:38
Renew Holdings has increased net margins to roughly 5–5.5% and generates substantial cash.
“Now its margins have actually grown. So this thing initially was about 2-3% net margin. Now it's 5%, 5.5% margins. So they've been ticking up all the time and it manages its capital really well. It generates lots of cash.”
Open the episode · IC018 Investor's Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & RenewListen at 36:30
Network Rail’s £32 billion renewals and maintenance commitments benefit Renew Holdings.
“Network rails commitments, £32 billion on renewals and maintenance. Again, right in their sweet spot.”
Open the episode · IC018 Investor's Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & RenewListen at 37:24
A significant decline in Renew Holdings’ margins would signal a problem.
“If you see that ticking down significantly, that's going to be evidently an issue.”
Open the episode · IC018 Investor's Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & RenewListen at 38:26
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
