Waterman Share Discussion Threads

[brianbadonde] 28/6/2016 16:53

Can u post how u got to 18 p

[brummy_git] 28/6/2016 14:58

Good write-up in today's FT with regards to warning investors that major commercial property developments are now "all up in the air", especially those in central London.

www.ft.com/cms/s/0/41de79b4-3c56-11e6-9f2c-36b487ebd80a.html#axzz4Csi3KkzE

[rubberbullets] 27/6/2016 19:40

18p target

[darlocst] 27/6/2016 10:08

Because there is now a (perceived) standstill in commercial & residential investment into London & SE market.

[carcosa] 27/6/2016 10:07

Just about anything housebuilding related is being hammered. So yes, WTM are more vulnerable than most shares outside the sector. The fall is likely a function of two related factors: high valuations and the sector’s extreme sensitivity to consumer confidence.

WTM however do have a strong balance sheet with very low gearing.

[fredfishcake] 27/6/2016 09:56

WTM seems to be being unduly punished here.....is there a good reason why we're more vulnerable to Brexit than the average share ?

[napoleon 14th] 27/6/2016 09:08

Two major contracts for WTM

[norbert colon] 20/6/2016 19:18

Further M&A - WSP buys Schlumberger's industrial water consultancy business. No financial details given.http://www.theconstructionindex.co.uk/news/view/wsp-buys-schlumbergers-water-consultancy-business?utm_source=twitterfeed&utm_medium=twitter

[muckshifter] 14/6/2016 15:33

After being away for a week and returning today, it's clear looking through the boards of shares I hold that no one wants to hold anything if we vote out. There was clearly a change in the polls a couple of days ago (presumably brexit had a poll "victory"), and the resulting drop in share prices is just a reflection on the likelihood of an English (but not for long Scotland, Northern Ireland or perhaps even Welsh) exit, and the devastation that would bring to our economy both short and long term.

[brummy_git] 13/6/2016 08:44

Is there something going on in the background to justify the sharp fall?

[darlocst] 13/6/2016 08:16

No one wants to be holding this if we vote out.

[pj 1] 09/6/2016 16:21

Not sure if this was posted but it seem The Naked Trader has sold out after his target was hit, which no doubt prompted some of the recent panic selling.

However he did quote ''Ill be back''

[norbert colon] 08/6/2016 13:32

Although Brexit is clearly an unknown in-so-far as a tangible impact on Waterman or any other UK business, I had to smirk when I read a section from Peter Lynch's excellent book 'One up on Wall Street' whilst on holiday, this extract concerning reasons that people sell.

"...lately we've had to contend with the drumbeat effect. A particularly ominous message is related and than over until its impossible to get away from it. A couple of years ago there was the drumbeat around the M-1 money supply. When I was in the Army, M-1 was a rifle and I understood it. Suddenly M-1 was this critical digit on which the entire future of Wall Street depended and I couldn't tell you what it was. Anyway, for months there was something in the news about the M-1's growing too fast and people worried that it would sink our economy and threaten the world. What better reason to sell stocks than that "the M-1 is rising" - even if you weren't sure what the M-1 was"....


#BREXIT - There is always something to worry about.

[mfhmfh] 07/6/2016 11:01

buying opportunity

[trier1] 07/6/2016 10:50

Spooked by AUK comments & apparently ignoring WYG comments about UK business perhaps?

A further fall would be great I could buy a few more.

[shanklin] 07/6/2016 10:47

Weird sh1t this morning. Continuing to hold.

[imranawan] 07/6/2016 10:43

Steep drop this am, like you say still looks good value.

[pj 1] 07/6/2016 10:39

Not sure whats going off, shake or not, but Ive taken some more

[mattboxy] 01/6/2016 15:45

Let's call that the first knock on the door of £1. Third knock and they should let us in!

[pj 1] 31/5/2016 21:18

strong management as well. Positive outlook statement bodes well

[battlebus2] 31/5/2016 19:53

Let's hope so PJ. ....maybe as Norbert's been saying for what seems years some sort of M&A is on the cards here. Well done on CSG Norbert, I only took a small holding as I viewed it very risky