REH 2.40% $24.29 reece limited

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  1. 7,936 Posts.
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    Trouble is, we are going to have to strip out revenues and profits from a newly-acquired civil water pipe business.

    And I am not sure how representative the current 9 months will be in terms of getting a feel for the true underlying performance of that business.

    So I wouldn't even know how to begin modelling Viadux.

    Do you have any feel, @MarsC, @eternalgrowth, @Warrigals, @travelightor? Anyone?

    Does anyone have any feel whatsoever for things like:

    - How much did Reece pay for it?
    - What Revenues does it generate, and at what margin?
    - How much capital does it consume?
    - What are its overheads?
    Last edited by madamswer: 26/10/17
 
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