Wilmington Share Discussion Threads

[slopsjon2] 20/2/2024 09:55

Edison Note just out

"With November’s purchase of Astutis, January’s sale of MiExact and the proposed Healthcare business disposal, Wilmington is now firmly focused on opportunities within the large global governance, risk and compliance (GRC) market. The group’s significant cash resource should enable further M&A to accelerate growth across the GRC landscape, while investment in technology platforms and AI capabilities improves revenue and operating margin prospects in the core activities. H124 organic revenue growth (continuing business) was up 7%, with a 12% gain in adjusted EPS. FY24 results to June are expected in line with market forecasts. Given the improving quality of earnings we regard the valuation as undemanding. "

[masurenguy] 02/2/2024 15:17

Re post #295 - looks like you'll wait a long time to be able to buy under £2 !

[gucci] 02/10/2023 13:03

some very big volume today

[don carter] 25/9/2023 11:14

Strong results. "Continued delivery with 30% jump in profitability and dividend up 22%"

[izztre] 26/7/2023 07:50

Much better update Mark Milner, Chief Executive Officer, commented :"We continue to execute our strategy which has resulted in another year of strong organic revenue and profit growth - our revenues were up by 9% and profits were up by 30%. We have also continued to see good growth in our recurring revenues and strong cash conversion of profits.

[scepticalinvestor] 24/7/2023 16:19

Latest update not v good. Quite an expensive stock atm. Waiting for below 2 quid at the earliest

[don carter] 24/7/2023 14:58

New here & would like to see 250p as a turning point/support level...?

[johndoe23] 10/3/2023 10:09

Jitters I would say, most stocks down today. Though for me the interims were a bit disappointing

[simmsc] 10/3/2023 09:34

anything specific here or just general market jitters?

[johndoe23] 22/2/2023 13:35

Lot of buys coming in last hour?

[redwing1] 20/2/2023 14:10

I like this business. Pivoted successfully away from f2f for a while when required during covid to protect profitability. Now growing again with strong margins, good cashflow and reasonable dividend yield. Prices for similar businesses are sky high at the moment and Wilmington (with cash on its balance sheet and lower rating) could be vulnerable to a bid. If not, the fundamentals merit investment anyway.

[johndoe23] 20/2/2023 12:14

Very quiet here considering interims today

[johndoe23] 09/2/2023 18:15

BGF have bought in here

[johndoe23] 19/1/2023 14:32

One sell, one buy last three trades possibly

[johndoe23] 19/1/2023 14:30

I would guess sells, have to wait for any RNS!

[dicktrade] 19/1/2023 14:04

some big trades going thru,
Buys or sells ?
who do you think is selling ?

[johndoe23] 16/1/2023 20:42

Came across this recently, looks decent. Trading update coming up so should make interesting reading

[disc0dave45] 16/1/2023 10:38

Can anybody explain why they experienced such a reduction in gross profit from 2017/18. I've only had a quick look.Thanks

[adorling] 04/1/2023 14:33

Probably selling to the Company/PE group who want to acquire WIL?

[nfs] 02/12/2022 11:34

Very big sales going through and the price ticks up. Who is selling?

[nfs] 30/11/2022 08:10

I'm here, happy holder.

[adorling] 29/11/2022 17:12

This must be the quietest BB on ADVFN which suits me as took a position of 7500 shares today at 285p with a 3 year time horizon.

[spongey] 27/7/2022 08:45

Decent trading update but no even one trade! This is so under the radar!Providing data and training in risk and compliance is a pretty recession proof stock imo