Walker Crips Share Discussion Threads

[arthur_lame_stocks] 08/11/2022 11:45

I don't think 20k shares is enough to get excited about and i've not seen anything in the press but yes it's nice to see a tick up in the price.

[davydoo] 24/10/2022 11:48

I've just been looking back at Barker Poland acquisition and latest accounts (another set due soon)

They represent c.6% of total revenue, but WCW paid c.33% of the current market cap to buy them.

Markets have risen substantially since the acquisition but Profits have fallen, unless perhaps they are paying towards a central management cost now

[chrisdgb] 24/10/2022 11:34

Yes, it has been outrageously cheap for a long time, just the multiple on AUM is derisory......as you say interest rates will really help..

[davydoo] 24/10/2022 10:23

I've started buying here. It's essentially trading at the value of its cash, but at least that cash will start earning some interest now.

It feels a rather disparate group of businesses, so I think there is value in both being acquired or broken up.

[chrisdgb] 17/10/2022 11:14

Interesting to see how helpful the interest rate rises have (will) be for hargreaves lansdown today and arbuthnot last week, should be a nice support here....

[chrisdgb] 04/10/2022 16:08

Sounds good but we still need this company sold.........

[arthur_lame_stocks] 02/10/2022 08:41

I think we should get the 1.2p dividend this Friday.

[chrisdgb] 25/8/2022 11:25

Nice to see some buying.........

[chrisdgb] 01/8/2022 11:44

Rumoured bid for Quilter today by Natwest only highlights the attractions of this consolidating sector......

[arthur_lame_stocks] 29/7/2022 19:05

Shame about the exceptionals though.

[chrisdgb] 29/7/2022 16:14

Lovely dividend and as usual knock your self out with the mkt cap/AUM calculation.......

[value hound] 29/7/2022 15:07

Results out; look good at first glance. Weird timing though

[arthur_lame_stocks] 14/7/2022 19:02

A couple of Fund Managers reported some pretty shocking falls in AUM today. I know WCW isn't a fund manager but it's a similar business I guess.

I wonder what our current AUM looks like?

[arthur_lame_stocks] 24/6/2022 18:32

This may be of interest, not directly comparable, but...

[chrisdgb] 22/6/2022 09:15

Have a look at TEAM results today and the market cap, bonkers compared to Walker Crips.........

[arthur_lame_stocks] 09/6/2022 19:17

Is that the Investment Manager selling the company's own shares? Hardly seems like a vote of confidence to me.

[chrisdgb] 06/6/2022 09:45

Obviously WHI have the corporate bit which is always tricky to value but it will once again highlight the WCW Board need to do something.......

[arthur_lame_stocks] 06/6/2022 09:43

Thanks Chris, Isn't WHI a similar size to WCW?

[chrisdgb] 06/6/2022 09:41

Mail on Sunday snippet, possibly £50m.....

[arthur_lame_stocks] 06/6/2022 09:27

Where did you see the news Chris?

[chrisdgb] 06/6/2022 09:21

Possible bid for WH Ireland once again highlights the deep value here././..

[chrisdgb] 01/6/2022 11:27

I see Canaccord got another cash injection to make acquisitions, this is an obvious one.....

[chrisdgb] 13/5/2022 10:01

Interest rate rises will be a real tailwind for earnings......

[arthur_lame_stocks] 12/5/2022 18:26

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.

[baddeal] 12/5/2022 17:37

Well aum won't have gone up!What do you think the board should have done?