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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 401 to 424 of 475 messages
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
06/6/2022
08:43
Thanks Chris, Isn't WHI a similar size to WCW?
arthur_lame_stocks
06/6/2022
08:41
Mail on Sunday snippet, possibly £50m.....
chrisdgb
06/6/2022
08:27
Where did you see the news Chris?
arthur_lame_stocks
06/6/2022
08:21
Possible bid for WH Ireland once again highlights the deep value here././..
chrisdgb
01/6/2022
10:27
I see Canaccord got another cash injection to make acquisitions, this is an obvious one.....
chrisdgb
13/5/2022
09:01
Interest rate rises will be a real tailwind for earnings......
chrisdgb
12/5/2022
17:26
I think they should have sold the company to a larger player. There's been loads of deals in this space for significant sums but the opportunity may have passed for now.
arthur_lame_stocks
12/5/2022
16:37
Well aum won't have gone up!What do you think the board should have done?
baddeal
10/5/2022
11:47
I wonder what the recent market fall has done to AUM at WCW? Could it be that the board have missed a golden opportunity to deliver substantial value to shareholders?
arthur_lame_stocks
21/4/2022
08:10
Yep bonkers........
chrisdgb
11/4/2022
21:59
if brewin dolphin was coca cola, this is a lemonade stand. but it's just simple maths - small wealth managers are generally going for somewhere around 1% of AUM. that alone suggests about £40-50m of equity value, but even 0.5% gets you to £25m.
m_kerr
05/4/2022
08:24
Don't forget the key benefit of a steepening yield curve either......
chrisdgb
04/4/2022
22:12
They have a strong hand and can command top dollar, between the 3 of them they hold almost 45% of the company, the price would have to be north of 85p imho.
gbenson1
04/4/2022
18:05
Is there any particular reason why the Lim family wouldn't sell if the price was right? I read that the take over price for Brewin Dolphin was 2.8% of AUM, which makes the current share price here look like a fraction of the true price.
paulboz
04/4/2022
16:06
I think it's nearer 29%, but I agree unless the Lim's want to sell out it could be a long wait. Nonetheless it yields around 3% at current prices so there is an income whilst we wait.
arthur_lame_stocks
04/4/2022
15:52
This is a difficult takeover target as almost 45% of the company shares are owned by 3 members of the Lin family.
gbenson1
04/4/2022
14:41
Nice tick up here, is this the Brewin Dolphin effect?
gbenson1
04/4/2022
09:42
Its how we as private investors can try to apply pressure, I agree anything below 70p per share would be crazy, so we are dealing with massive undervaluation.....
chrisdgb
03/4/2022
07:44
Interesting story on Sky News this morning.

hTTps://news.sky.com/story/revitalised-natwest-weighs-3bn-for-wealth-management-giant-12580277

Revitalised NatWest weighs £3bn for wealth management giant

arthur_lame_stocks
02/4/2022
19:40
after tipping brewing dolphin for a takeover a few weeks back, i'm widening my net somewhat.

this has over £5bn AUM, typical takeovers are about 1% of AUM. even 0.5% AUM takes this to about £25m, not including the net cash of over £8m, meaning that at the moment the operating business is only valued at £5m!. remarkable really. remember that with £500k per annum on CEO, CFO and BOD pay, taking them over means over time you can get rid of those and drop those savings to the bottom line.

would a takeover be blocked by management more concerned about their jobs? seems not as the CEO Mr Lam only owns £200k worth, although the LIMs own about 30% so it would require their approval.

fair to say that i can't see any privately held wealth manager with £8m in the bank and £5bn+ AUM going for £5m in a private sale. risk seems heavily skewed to the upside here, although it's never a good idea to buy purely on the basis of a takeover. remember that brewin dolphin was yielding over 5% before the takeover, and had a long and unblemished track record of growth.

m_kerr
31/3/2022
18:50
There's a bit of a profile both on our majority shareholder and the company here;

hxxps://gb.wallmine.com/lse/wcw/officer/2026256/hua-min-lim - surely they'd settle for a knockout blow at, say, 70p? Obviously, based on today's Brewin Dolphin news, it's worth more, but still...that would be a similar % premium to AVS in November 2016

value hound
31/3/2022
18:15
Come on Mr LIm, sell the damn company!
arthur_lame_stocks
31/3/2022
09:47
Agreed, it is an exceptional opportunity...
chrisdgb
31/3/2022
06:57
So do I......if you just put it on the same valuation as Brewin Dolphin offer today, it takes you north of 200p...........that is the level of under valuation we are dealing with here...!!
chrisdgb
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
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