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WHM Whatman

269.75
0.00 (0.00%)
03 May 2024 - Closed
Delayed by 15 minutes
Whatman Investors - WHM

Whatman Investors - WHM

Share Name Share Symbol Market Stock Type
Whatman WHM London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 269.75 01:00:00
Open Price Low Price High Price Close Price Previous Close
269.75 269.75
more quote information »

Top Investor Posts

Top Posts
Posted at 01/8/2006 14:53 by kern
Flow

Couldn't agree more. I am actually quite new to this one and therefore don't qualify as a 'patient investor' but certainly looks like there could be some upside over the next couple of weeks. Generally looks like a fairly consistent performer?

kern
Posted at 01/8/2006 10:58 by go with the flow
Looks like another leg up on the way - which will be satisfying for those patient investors!

Flow
Posted at 04/4/2006 08:28 by mashman
The Investment Column: Thian's turnaround makes Whatman a hold.


Edited by Michael Jivkov
Published: 04 April 2006
Nearly 250 years ago, Whatman was busy making drawing paper for the likes of Turner and Constable. Since then the group has been through its fair share of ups and downs, and today is focused on producing filters, throwaway blotters and membranes used in laboratory and factor tests.

If readers had bought into Whatman three years ago they would be sitting on a 350 per cent capital gain. Over this period, under the chairmanship of Bob Thian, the group has achieved a impressive turnaround, going from the red to an annual pre-tax profit of £21m, unveiled yesterday. Cost savings and efficiency gains have been behind this. For example, when Mr Thian took over, Whatman operated out of 21 sites across the globe. Today this figure stands at just four. It has rationalised its product range from 16,000 lines to a more manageable 4,000.

The purchase in 2004 of the German rival Schleicher & Schuell gave its profit line an added boost. It has produced synergies far greater than anyone in the City had expected. And there could well be more such deals in the future. The group certainly has the firepower, while there are plenty of targets for it to go after, given how fragmented its industry is outside the top three players.

Now the focus is on Whatman's ability to grow its top line. If the first-quarter sales figures it posted yesterday are anything to go by, it should have little trouble. The group had promised to deliver a rise in revenues of 6-8 per cent for 2006. For the quarter just passed it unveiled 11 per cent growth and a strong order book.

The story so far makes Whatman shares clearly worth holding on to, despite their strong run. The fact that the company is the only one in the world which has the technology to store DNA at room temperature makes the stock a buy. Whatman's innovation does away with the need for the cumbersome and expensive fridges currently required and opens the door to what is likely to be a very lucrative market for the company. So far it is already being used by the French police, the FBI and the CIA.

IFX Group

The recovery at IFX Group, enacted by its chief executive Edmond Warner, is finally bearing fruit. Yesterday, the foreign exchange trading and spread-betting firm said its profits for the year ending 31 March would come in at £3.4m, more than the £3.1m forecast by analysts. This performance represents a near doubling on the profits achieved by IFX in 2005.

Since Mr Warner took over in 2003 he has focused it on providing equity products, through Finspreads, and on foreign exchange. More recently he has opened an office in Shanghai offering spread-betting. Given the Chinese love of gambling, the potential market is huge.

Spread betting allows investors to take positions in the stock or foreign exchange markets. It enables punters to gear up their bets - that is, cash in on movements in valuations with only a small outlay of capital - and avoid paying tax on any profits they may make. The recent boom in the UK stock market has been particularly good news for Finspreads.

The IFX boss believes his work is now done and plans to quit this year. He will leave it with £19.5m of cash on its balance sheet, up from £16.8m last year, which accounts for about half the group's market capitalisation. Strip this out and the shares trade at just nine times forecast earnings for this year. This is a significant discount to the rating enjoyed by the quoted rivals IG Group and London Capital, which is unwarranted. Buy.

Nearly 250 years ago, Whatman was busy making drawing paper for the likes of Turner and Constable. Since then the group has been through its fair share of ups and downs, and today is focused on producing filters, throwaway blotters and membranes used in laboratory and factor tests.

If readers had bought into Whatman three years ago they would be sitting on a 350 per cent capital gain. Over this period, under the chairmanship of Bob Thian, the group has achieved a impressive turnaround, going from the red to an annual pre-tax profit of £21m, unveiled yesterday. Cost savings and efficiency gains have been behind this. For example, when Mr Thian took over, Whatman operated out of 21 sites across the globe. Today this figure stands at just four. It has rationalised its product range from 16,000 lines to a more manageable 4,000.

The purchase in 2004 of the German rival Schleicher & Schuell gave its profit line an added boost. It has produced synergies far greater than anyone in the City had expected. And there could well be more such deals in the future. The group certainly has the firepower, while there are plenty of targets for it to go after, given how fragmented its industry is outside the top three players.

Now the focus is on Whatman's ability to grow its top line. If the first-quarter sales figures it posted yesterday are anything to go by, it should have little trouble. The group had promised to deliver a rise in revenues of 6-8 per cent for 2006. For the quarter just passed it unveiled 11 per cent growth and a strong order book.

The story so far makes Whatman shares clearly worth holding on to, despite their strong run. The fact that the company is the only one in the world which has the technology to store DNA at room temperature makes the stock a buy. Whatman's innovation does away with the need for the cumbersome and expensive fridges currently required and opens the door to what is likely to be a very lucrative market for the company. So far it is already being used by the French police, the FBI and the CIA
Posted at 24/3/2006 10:44 by go with the flow
The 2 year graph indicates that the WHM share price is quite volatile with recent intraday movements of 5+% being the norm.

In view of this I may alter my strategy & deal on a shorter time frame rather than remain a long term holder. However, the spread is typically wide allowing good margins for our MM friends but makes it less advantageous for the smaller investor.

I want to see a further bounce from here!

Flow
Posted at 06/2/2006 13:36 by go with the flow
Quote taken from SKP RNS announcement:


"The Nominations Committee therefore met with Robert Thian, Chairman of Whatman and Southern Water, and the candidate proposed by a minority group of investors for election to the Board and appointment as Chairman. The possibility of his joining the Board solely as a non executive director was raised but Mr Thian informed the Nominations Committee that he had no interest in non-executive posts. It is the view of the SkyePharma Board that Mr Thian already has substantial board commitments and that adding an executive role at SkyePharma would exceed his available capacity, particularly given the need for him to address the problems at Whatman in light of its recent profits warning."

OK Mr Thian, I think it's back on the Whatman case now - enough fingers in pies!

Flow
Posted at 31/1/2006 13:53 by jessica5
Trading Update

RNS Number:7031X
Whatman PLC
31 January 2006

31 January 2006



Whatman plc



Trading Update



Speaking at the presentation to analysts and investors today, Bob Thian,
Chairman of Whatman, commented:



"Revenue growth in 2006 is expected to be on track, targeting 6 - 8%, and we are
set to meet consensus analysts EBITA expectations."



Enquiries:



Bob Thian 0208 326 1740

David Yates 020 7269 7156


This information is provided by RNS
The company news service from the London Stock Exchange
END

TSTXFLFXQFBXBBK
Posted at 16/12/2005 09:18 by go with the flow
I think we can see another attack on 300p soon.
The chart seems to be indicating that there is some solid investors underpinning this price.

Flow
Posted at 31/12/2004 11:21 by ramblerman
It's keywords like "disappointing" that some investors notice and then push the sell button microseconds later. See following from today's announcement:

"Whatman's (excluding S&S) full year sales are disappointing at around 3% below
expectations, but earnings before exceptional charges remain in line with
consensus for the year".

I will hold as I expect the price to recover
Posted at 18/12/2004 09:05 by mashman
The health(UB44) and pharmaceutical(UB48) sectors took a kicking yesterday and some investors will have been spooked into taking some money off the table.
"Shares dive as drug giants halt key trials"


Whatman are more of a picks and shovels company but will still be affected by sector blips in the short term. Look at the chart, the trend is up but it's not a straight line.
Posted at 15/12/2004 16:48 by boothbym
Barclays Buys in 3% holding! :)

Whatman PLC
15 December 2004


SCHEDULE 10

NOTIFICATION OF MAJOR INTERESTS IN SHARES

1. Name of company

Whatman plc
...............................................................

2. Name of shareholder having a major interest

Barclays plc
...............................................................

3. Please state whether notification indicates that it is in respect of holding
of the shareholder named in 2 above or in respect of a non-beneficial interest
or in the case of an individual holder if it is a holding of that person's
spouse or children under the age of 18

Non-beneficial
...............................................................

4. Name of the registered holder(s) and, if more than one holder, the number of
shares held by each of them

Barclays Life Assurance Co Ltd 137,111
Gerrard Ltd 21,800
Barclays Capital Securities Ltd 456,828
Barclays Global Investors Ltd 3,247,746
11. Date company informed
15 December 2004
...............................................................

12. Total holding following this notification
3,863,485
...............................................................

13. Total percentage holding of issued class following this notification
3.03%
...............................................................

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