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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% 33.00 32.00 34.00 33.00 33.00 33.00 5,036 08:00:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 30.3 -0.1 -0.6 - 14

Walker Crips Share Discussion Threads

Showing 26 to 48 of 350 messages
Chat Pages: Latest  2  1
DateSubjectAuthorDiscuss
03/3/2005
21:16
good post cr. thxs. holding
nickdr99
01/3/2005
19:55
yes I do or I wouldn't be holding still. I reckon there's a good chance of a trading statement at the end of the month. Have you seen the sells lately? Net 7.5K on 23rd Feb Net 24K on 2th Feb Net 3.7K on 25th Feb Net 13K today. Yet on Level II not one mm has moved down, still KBC and SCAP on the offer. Someone has soaked up 50K in the last week, that's not a mug punter imo. I think once the results for this year and the earning enhancement of the recent acquisition become apparent then there's a lot more going for this one. Director buys look a give away: SEAN KIN WAI LAM increased his holding by 40% in December. Stephen has increased his holding by 140% spending near £100K up to a price of 239.5p - he must expect to make a decent premium over that 239.5p, at today's price he hasn't even covered the dealing and stamp charge on that last purchase. Those long flats on the chart too - suggests someone has been soaking up any sells for months so it could be a bid for WCW imo - Bailey and WCW might not have been approached but he may well have had a whisper from a colleague I reckon. I'm keeping mine for more yet. CR
cockneyrebel
01/3/2005
17:25
thanks CR. I welcome your updates on WCW. do you think there is much upside considering recent performance when the results arrive.
nickdr99
25/2/2005
18:34
Looks like John Sunderland has given away 16K shares to his sprogs - left him with just 879,000 - it's a tough life isn't it! :-) Net 32K sells the past 3 days yet the mm's are not moving down at all - reckon they are filling a buy still. Holding three broker stocks now WCW, DAN and WHI - must be the hot sector for both takeovers and business activity imo. Corporate activity and floats are rising, trading volumes rising and from what WCW say things got very strong from Sep on. CR
cockneyrebel
23/2/2005
11:12
5k sold after the opening mark down of 1p and the mm's have taken them freely - still a decent buyer aroud, or a few perhaps CR
cockneyrebel
22/2/2005
15:32
I'm running it to the results. Year end is March 31 and expect we could see a trading statement around that time. I reckon with the organic growth and acquisition the earnings in the year ahead could be much higher than this year and this year looks like being good. Then there's the chane our old mate Bailey has had a whisper that they are a bid target - this is a highly consolidative industry. CR
cockneyrebel
22/2/2005
14:09
how long do we run this one?
nickdr99
22/2/2005
13:44
Well it's moving up nice on no trades showing so perhaps there's another director buy in the market? :-) CR
cockneyrebel
22/2/2005
13:22
cr i'm here.. had just noticed Bailey buying more, at 2.39, which is 39% higher than when he started buying 10 days ago. As you say, it does suggest he has something in mind.
nickdr99
22/2/2005
12:11
Anyone here? Rising on level II with no trades showing so think you'll see a larger one later CR
cockneyrebel
22/2/2005
10:19
Director buying: 11Feb, Stephen Bailey buys 10.5K @ 172p - ups stake to 45,450 11Feb, Stephen Bailey buys 22.5K @ 194p - ups stake to 67,950 15Feb, Stephen Bailey buys 10K @ 216p, ups stake to 77,950 22Feb, Stephen Bailey buys 6K @ 239.5p, ups stake to 83,950 Bailey has now increased his stake by 140% in a week. No smoke without fire imo - either monster results coming or a bid target imo. CR
cockneyrebel
22/2/2005
08:02
Bailey buys again @ 239.5p in his one man take over bid :-) CR
cockneyrebel
21/2/2005
14:01
MM's even paid a penny halfpenny premium for 31K, they don't want the stock do they :-) CR
cockneyrebel
21/2/2005
14:00
Hey, press says don't buy as it's gone too far, too soon - but I'm a sceptic with what the press says. What makes me more of a sceptic is when I see 70K worth of sells today and the price off just 2p. If that was 70K buys today these would be up 30p as this is so illiquid so it seems clear that somebody is taking all these sells imo. A mate of the guy that said 'don't buy' in the press? CR
cockneyrebel
20/2/2005
13:34
From the Telegraph: Walker Crips Weddle Beck Shares in Walker Crips Weddle Beck have surged by 44 per cent to 242.5p since February 11, when the stockbroking and fund management group announced it was buying G&E Investment Services, a fund manager and pensions advisory business, for up to £2.8m. Despite the shares rising to a four-year high, on February 15 Stephen Bailey, the investment director, snapped up 10,000 shares at 216p. Just four days earlier he bought a total of 33,000 shares at between 172p and 194p. The deal comes after Walker Crips announced in December that pre-tax profits in the first half of the year had increased by almost 30 per cent. It has a market value of just £25m and the shares are relatively tightly held. The recent price rise looks steep and investors should steer clear. --------------- Now call me a sceptic but I read this all the way through and then the last sentence just doesn't fit with the rest. I don't believe an investment director buys a further 10K at 216p with a view that these are just going up 10% myself. And what the story doesn't say is that despite the 30% profit increase in H1 they add: "The second half of the current year has started strongly and I can report that stockbroking volumes have been particularly buoyant since early September. Your board is confident of capitalising on the strong start in the second half. We are also committed to growing our recurring revenue stream through both the fund management and financial services divisions. The success enjoyed by the corporate finance division in the first half of the year looks set to be repeated in the current six month period. We look forward to reporting another strong set of results for the full year." I'll take more on the cheap if anyone wants to sell me them lower than this. CR
cockneyrebel
16/2/2005
11:05
GavDilly - Director Stephen Bailey was buying yeaterday at 216p - I doubt that he bought with a quick 10% in mind so I think thee could be a fair bit more yest. Article here on Citywire - don't think you have to subscribe http://www.citywire.co.uk/News/NewsArticle.aspx?VersionID=72089&MenuKey=News.Home
cockneyrebel
15/2/2005
13:33
NOTHING TO DO WITH THE CHEESE & onion variety??
guppyworld
15/2/2005
13:20
Have I missed the boat in buying these CR? Many thanks.
gavdilly
15/2/2005
13:08
I still think there could be more director buying yet - Bailey has increased his holding by 120% in the last few days spending a not insignificant £80K or there abouts. Last purchase notified today - 10K at 216p I really don't see him buying this many without good reason - in the past his buys have been quite small (around 5K). The last purchase at 216p isn't to scalp a net 15p or so a share by selling at this level imo. I think the reasoning is the gains from the acquisition and the positive outlook at H1 results myself. CR
cockneyrebel
15/2/2005
11:33
Stephen Bailey - another 10K bought :-) CR
cockneyrebel
14/2/2005
11:49
15K sells, 10K buys - yet the price is up 12p, must be a much larger buy to show. CR
cockneyrebel
14/2/2005
10:17
Up again this morning - think it will go a lot further too. A director doesn't double his stake with the bulk of them at 198p just to scalp a few pence. Won't surprise me if thseare up today cos there's another director buy beubf filled. CR
cockneyrebel
12/2/2005
12:15
I've been through all the director buys and Stephen Baileys buys have all been well timed - he also hasn't been a seller so he looks like he sees the bigger longer term picture. Yesterday's acquisition looks very interesting, looks like it adds a lot of synergies and probably makes WCW look much more attractive as a bid target imo. They seem to have got G&EIS at a good price. Personally I think that Bailey doubled his holding because they are likely to be well ahead of expectations. At the interims they said: "The second half of the current year has started strongly and I can report that stockbroking volumes have been particularly buoyant since early September. Your board is confident of capitalising on the strong start in the second half." If they are well ahead then they will probably put out a trading statement after the year end in April. He couldn't buy then as he will be privy to insider info near to the statement. He wouldn't want to buy after that as the price would probably have risen sharply. So his last chance for a major add to his position is now imo, as soon as they have annonced the acquisition - he couldn't buy just before because he knew of the acquisition and the market didn't. That's my opinion anyway. I would think some very good results will be published in June and the impact of the acquisition spelt out which will significantly enhance next years eps. The acquisition gets a mention in the Mail today by Geoff Foster and in the Independent DoubleorQuits tells me. CR
cockneyrebel
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