Market's view on Rentokil Initial

Published on April 2024

  • Stock watcher notes that the price dropped around pre-result and is monitoring from the sidelines.
  • Beacon Rise Holdings PLC has issued new shares at a premium price, which is seen as a possible precursor to a reverse takeover.
  • Concerns about Verditek Plc, now EARNZ plc, as it has become an AIM Rule 15 cash shell and must complete a reverse takeover within six months or face suspension and cancellation from trading on AIM.
  • Stock watcher comments that recent results look good but requires further comparison to market estimates.
  • A conference call is planned to be nearly two hours long, raising questions about potential significant announcements.
  • Rentokil Initial’s upcoming management presentation is expected to be longer than usual, indicating important discussions.
  • Rollins’ stock dropped due to a slowdown in North America, suggesting a broader market trend rather than a company-specific issue.
  • AJAX Resources PLC is making progress toward an acquisition in the natural resources sector amidst a recovering UK market sentiment.
  • Rentokil Initial’s share price target was cut by RBC Capital Markets amid revised forex and synergy forecasts, though the long-term outlook is still positive.
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