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Share Name Share Symbol Market Type Share ISIN Share Description
Walker Crips Group Plc LSE:WCW London Ordinary Share GB00B1YMRV88 ORD 6 2/3P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 28.50 27.00 30.00 29.50 28.50 28.50 6,654 08:00:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 30.3 -0.1 -0.6 - 12

Walker Crips Share Discussion Threads

Showing 351 to 375 of 475 messages
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
03/12/2021
08:17
Are we due some results...?
chrisdgb
23/11/2021
23:06
All "assets under management" are not created equal
spob
23/11/2021
10:41
Although it's worth noting that Barker Poland is not performing as well as might be expected, When the acquisition was announced in 2015 they quoted £1.5m of revenue in the year ended March 2014.

Given their income is related to AUM, and given what markets have done in the last 7.5 years you would expect, income to be up more than 25%, and that's before any new clients

davydoo
23/11/2021
10:36
Unable to buy online this morning,20k buy at 8-05 may have cleared a line of stock.
balcony
23/11/2021
10:16
They should make a lot more than they do.

Look at Barker Poland results that have more prominence within this years annual report than previously.

c. £320m AUM, £1.9m revenue and £400k profit

Similar to lots of firms of that smaller scale.

Multiply that up to the £3.5bn total, or just take the margin, and group profits should be much higher

davydoo
23/11/2021
09:10
Why don'y they make more profits? A matter of scale?

The AUM are significant, but is is a lot of that non-revenue generating, sat in share dealing accounts or similar?

eezymunny
23/11/2021
08:58
Wish they'd stop pretending they are a fintech though, huge distraction of time and resources from a company without sufficient scale to do so
davydoo
22/11/2021
17:45
Hi all

It's nice to see some value investors here. I think we all agree that this is cheap, now all we have to do is accumulate whilst it remains so and wait for the value to out, hopefully in a trade sale/takeover for a whopping premium.

arthur_lame_stocks
22/11/2021
16:24
Barker Poland alone is worth over £5m, add the cash, and the rest of the business is essentially free
davydoo
22/11/2021
15:04
Agree with all this, it is one of very few situations trading at a materially different factor to where it should be......
chrisdgb
22/11/2021
14:35
Hi RM and Arthur. For once, I fully agree :-) and bought some last week at 30.15p. It's a tough one to value accurately IMO, but I don't intend to sell any sub 50p (m/cap £21m). But even that would be an absolute drop in the ocean compared with the valuation mooted for Succession Wealth as Arthur has pointed out in the link above; £8bn assets managed = £400m, WCW has £3.4bn AUM, valuation now <£13m (a little over NTAV); simplistic perhaps, but still...!
value hound
22/11/2021
14:10
From the Walker Cripps annual report, released 20/8/2021-


"I mentioned earlier that it has been pleasing to see an improvement in management fee income as markets have recovered. Total Assets Under Management and Administration ("AUMA") averaged GBP4.9 billion during the year, compared with GBP5.0 billion in the previous year, affected by the collapse in equity markets in March 2020 due to the onset of the global pandemic. Discretionary and Advisory Assets Under Management were similarly impacted by the market decline, though recovered by end of the year to GBP3.4 billion (2020: GBP2.8 billion). Total AUMA is up 24% from March 2020 levels to GBP5.4 billion (2020: GBP4.3 billion)."

Remember that their market cap at the current share price is just £12.60mln

AIMHO, DYOR as I have done mine

regards

rainmaker
22/11/2021
11:44
Hi Arthur and Co, I have been buying Walker Cripps(WCW) this morning, adding to my holdings and in many years of Stockmarket Value Investing, I cannot remember another Company that is both so massively and obviously undervalued. I'm going to be buying a lot more as IMHO at current levels its a gift or early Christmas present:-).

AIMHO, DYOR as I always do mine

regards

rainmaker
09/11/2021
11:05
I agree and bought some more this morning. If the price stays this low I will buy more as and when funds allow.
arthur_lame_stocks
09/11/2021
10:56
Good spot, if anyone wants to do the maths, it is eye watering.......
chrisdgb
09/11/2021
10:27
Found it!

hTTps://news.sky.com/story/wealth-manager-succession-joins-industry-deal-rush-with-400m-sale-plan-12464083

arthur_lame_stocks
09/11/2021
09:53
There was an article on MSN this morning which I can't find now about a wealth manager with £8bn under management which has put itself up for sale at £400m.

That makes WCW look dirt cheap if those sorts of prices can be achieved.

arthur_lame_stocks
28/10/2021
13:31
Remember the Charles Stanley valuation over the summer would make this 115p per share.....even if you think it is not quite the same business, still a massive gap..
chrisdgb
27/10/2021
09:45
Asset markets continue to be strong, remember deals done in the sector mean this should be at least a £1 per share..........my most undervalued holding but as ever patience!
chrisdgb
14/10/2021
06:56
With interest rates finally about to rise, should provide an income boost here in the coming years....
chrisdgb
17/9/2021
12:54
So many deals in the sector, the bigger shareholders should sell this......
chrisdgb
08/9/2021
12:30
Can't buy anymore than £500 worth of stock @ a fixed price with iii.!!
gbenson1
07/9/2021
11:42
More 'nibbly' buying, this is simply way too cheap......
chrisdgb
25/8/2021
07:27
Some nice buying yesterday.....
chrisdgb
20/8/2021
21:18
Announcing results at 15.40 on a Friday afternoon. There is financial pr for you!
baddeal
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
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