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Waterman Share Discussion Threads
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|I have also added today|
|Agreed and I am very pleased to have added to my holding today.|
|Strange then that they are still aiming to increase their operating margin by around 50% by 2019 & the market is expecting eps for next year to rise very significantly.
Look v cheap to me.|
|Hi Norbert – agreed, WTM could see a material dip in earnings over the next one to 2 years given its high operating leverage . That said, if the shares follow suit, then your projections of a trade buyer appearing would probably come true, thus putting a floor under price|
|Brummy - the commercial market has been curving down for a while now hence Waterman scaling up their retail work (shopping centres etc) which is also a strong segment for them. I anticipate further weakness in the valuation here as investors get bored now it's ex growth. This will no doubt provide opportunities for those with a longer time frame. It would be nice to see the board adding at these lower prices. Investors may need reminding that the board have a significant incentive to get the valuation above 100p|
|The FT reported last week they were seeing weakness in the UK commercial property market, which if true would obviously impact Waterman|
Apologies for my confusion. I'm getting the record date and the ex dividend date mixed up. Thanks for the correction.|
|X divi is always on a Thursday.|
|Ex dividend today. So it is possible that those waiting for the dividend sold out only to see the share price drop much more than the actual dividend amount.
Great value at this level.|
|Bit of a harsh reaction to ok results and a dividend hike.|
its the oxman
|Yes ,,,,a good company good management and increasing divi buyers will be back once sentiment alters IMV :-)|
|I sold my Waterman shares a few months ago because of my belief that they would struggle a bit with the consequences of brexit, as a result of being a bit too London building centric. Coming back to have a look at their results this morning, I think the results are good but there is a notable hint at exactly that scenario, which may have hit the shares a little.
Good dividend increase though, and a good company, so who knows what happens next?
|Profits increasing - not to mention the share price :)|
|roce improving as well as the dividend-what more could you want|
|It seems to be lacking market sentiment that's all imran IMO.
Good Company, good Management, could take some time for it to be back in favour though thats the problem, cushioned by the decent dividend. Still one for the patient!|
|Any thoughts on interims this am?
Looked in-line, but market not impressed.|
|Arcadis' thoughts today on design/construction of UK commercial property
"Buildings revenues declined due to Brexit related delays in investment decisions, which especially impacted the commercial development sector in and around London."
No great surprise I guess given Waterman's similar cautious comments wrt the market. Bigger question though is what will happen in 2017?
|Someone confident paying 86p for 25000 yesterday !|
|Many thanks Norbert - much appreciated.|
|Confirmed that the majority are employees or hourly PAYE, however, a proportion are Ltd Co individuals and the mgt are currently discussing how best to mitigate this. The March results will provide further clarity. Thanks for flagging it.|
|All Aspen's staff should be employees in the AR - the point is how they pay those staff doing the engineering design work for their public sector clients|
|According to the annual report most of the Aspen staff are WTM employees.|
|Thanks Norbert. Although a few will undoubtedly be employees, I suspect the vast majority are contractors, given the low profit margins Aspen make from the division.|
|Brummy. As I understand it, most of the Aspen staff are WTM employees with the same sort of benefits rather than being Ltd co or umbrella co individuals so I'm not sure this is relevant but I will make enquiries.With respect to a growing infra order book I see they are now on a recruitment drive: https://www.watermangroup.com/waterman-recruitment-day-birmingham/?preview=true|