Share Name Share Symbol Market Type Share ISIN Share Description
IWG LSE:IWG London Ordinary Share JE00BYVQYS01 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +4.20p +1.44% 295.70p 295.50p 295.70p 296.00p 291.80p 293.10p 1,621,219 16:29:57
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 2,233.4 173.7 14.9 19.8 2,730.37

IWG Share Discussion Threads

Showing 26 to 50 of 50 messages
Chat Pages: 2  1
DateSubjectAuthorDiscuss
17/9/2017
21:07
forward eps estimates of 21p per share for 2018 worth a punt
fred177
17/9/2017
20:55
growing the business by 20% per year affects margins until new additions mature and upfront costs are covered
fred177
17/9/2017
19:49
Sorry, one related question: the market forecasts look attractive to me and something on which I would have invested. However looking at the numbers: - H1 turnover growth was actually down on a constant FX basis - gross margin is falling The opex cuts are good though and have partly compensated for the above, but the combination of these makes it challenging to project forwards. Taking some rough figures though: - if you assume 5% annual t/o growth in H2 - gross margins recover in H2 to 19% - flat opex ...then I get to 15.6p EPS vs market forecasts of 17.5p. Any views appreciated!! Thanks Adam
adamb1978
17/9/2017
19:05
Hello Just having a detailed look at IWG's figures for the first time. Quick question: can anyone explain to me what caused their gross margin to decline over time? The figures I have are: 2013: 24.4% 2014: 22.9% 2015: 22.2% 2016: 20.1% H1 17: 18.1% Any views on where it will end? Thanks Adam
adamb1978
25/8/2017
09:25
are people waking up to We Work valuation, Is the $4.4 billion investment by Softbank driving the share move today?
fred177
09/8/2017
23:42
berenberg reiterates buy target at 4.35 numis saying still a hold but target gone form 3.00 to 3.35
fred177
09/8/2017
12:22
peel hunt have gone from buy to add lowered price target to 3.99 from 4.30 http://www.fool.co.uk/investing/2017/08/08/these-hot-growth-stocks-are-trading-far-too-cheaply/
fred177
09/8/2017
08:37
Yes seems to have punished very hard by a market not wanting to value investment in the future and not liking figures being missed. Any revised broker comment or targets anyone?
its the oxman
08/8/2017
11:12
Costs down and Growth is the correct formula for a future. Current profits are only a guide, as we invest on the basis of future profits. Speculation is short term, so the overall result is not too disappointing. There is still overhang in the market from the founder liquidating part of his holding.
inki
08/8/2017
09:02
Results were not good hoping 2nd half is better if so called momentum is really there
fred177
08/8/2017
08:10
Oh dear market not liking the results.
its the oxman
20/7/2017
11:11
as long as they are trading in line with management expectations expect profit for 6 months to be circa 80 mill nett 170 mill for the year excluding any exceptionals
fred177
20/7/2017
10:32
Be interesting to see if this recovers up to and over results. Feels like plenty of ground to make up on the market after the placing.
its the oxman
12/7/2017
11:42
Why so weak any ideas?
its the oxman
21/6/2017
06:57
To me it's a short term buy, although I could be wrong!
bulltradept
20/6/2017
16:21
It looks like my first guess on 12th June was correct. Someone wanted to sell their holding. And they probably didn't leave any fingerprints.
richard xii
19/6/2017
18:30
Dixon selling again will hit share price tomorrow,shares will be more liquid ,maybe more ripe for takeover ?
fred177
13/6/2017
19:38
two big trades accounting for 8 million shares? maybe a deals been agreed?
fred177
13/6/2017
17:23
14.7 shares traded today.And the treasury stock buying has stopped. Could be because the price is now too high or because insider trading is unlawful.
richard xii
12/6/2017
19:13
Richard agreed, Adam Neumann of We Work does have a different business model his Kibutz styled vision of collaborative working has attracted huge investment from venture capital, 195 locations in a handful of countries but with what returns or substance? but on latest investment capital injections worth $20 billion? Dixon on the other hand has built a business established 28 years which is at least 15 times the size generating £138.8 million profit and rising.But valued at £3.3 billion I think the potential is huge, Spaces is IWG's collaborative We work type brand competitor but it is not Capital Light in investment terms and its just getting started but as Dixon said recently the winner will be the provider with the biggest and best network coverage together with the lowest cost base. IWG has been lowering its cost base significantly and has far greater market coverage with 2,900 locations in over 100 countries. Its been a very volatile ride but its one i want to hang onto
fred177
12/6/2017
16:23
Good point.Let's see how this plays out. The rumour could well have been set because someone wanted to sell their holding.But the valuation difference is significant. The business models are not the same but are replicable.
richard xii
12/6/2017
13:52
Richard I doubt very much Dixon would want to sell out, i see it as more likely he wants to grow the business faster and cant do that as a public company, that is why a corporate buyout where he retains control makes sense, he can then take on more debt over a medium term say 5 years -
fred177
12/6/2017
03:43
WeWork could buy IWG. That should boost its valuation if they use the same metrics.
richard xii
11/6/2017
23:10
The following paragraph is from Apollo Partners Website, this buyout could suit Mark Dixon i would imagine he hates being constrained by a low debt to earnings ratio as a public quoted company and given the stupendous valuation on the upstart We Work $20 billion valuation with Goldman Sachs among major shareholders he must be kicking his heels. So to take IWG private what does he need to offer to take out 73% of shareholders? Based on We works valuation? £10 billion would be ok and very cheap by comparison that's £10.93 per share Corporate Partner Buyouts: Corporate partner buyouts offer another way to capitalize upon investment opportunities during environments in which purchase prices for control of companies are at high multiplies of earnings, making them less attractive for traditional buyout investors. Corporate partner buyouts focus on companies in need of a financial partner in order to consummate acquisitions, expand product lines, buy back stock or pay down debt. In these investments, we do not seek control but instead make significant investments that typically allow us to obtain control rights similar to those that we would require in a traditional buyout, such as control over the direction of the business and our ultimate exit. Although corporate partner buyouts historically have not represented a large portion of our overall investment activity, we do engage in them selectively when we believe circumstances make them an attractive strategy. Some of our corporate partner buyouts include Sirius Satellite Radio in 1998, Educate in 2000, AMC Entertainment in 2001, Oceania Cruises (now Prestige Cruise Holdings) in 2007 and McGraw-Hill Education in 2013.
fred177
11/6/2017
21:37
Thanks fred.ftalphaville.ft.com/marketslive/2017-06-08/There is also a link to an article.
richard xii
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