Western & Oriental Share Discussion Threads

[robizm] 22/9/2010 14:27

i bought a few today only 1.8k worth from some of my dav profits

[value viper] 22/9/2010 14:09

credit agricole have sold some i think - will they continue to reduce and hence will an overhang remain i wonder.

[knowing] 22/9/2010 09:13

Still 150K max on the buy side today.

[knowing] 21/9/2010 20:12

Worth reading the last half year report to see where the impact came from. When you look at things then the Icelandic volcanoes and trouble in Thailand impacted the figures. The other part was the events arm but this will recover with the economy. A good recovery play for sure;

Western & Oriental plc
Unaudited half year results for the six months ended 31 March 2010

20 May 2010

Western & Oriental plc, the specialist and luxury travel group, today announces
results for the six months ended 31 March 2010.

Highlights:

� While consumer confidence continues to show signs of improvement, it was
negatively impacted during the period under review by the poor UK economy,
airline industrial action and continuing riots in Thailand

� Post period end the Icelandic volcanic eruption also impacted the travel
industry

Financial

� Total booked revenue up 21.8% year-on-year to GBP27.4 million (31 March
2009: GBP22.5 million)

� Booked tour operations revenue up 29.3% to GBP21.6 million (31 March 2009:
GBP16.7 million)

� As anticipated total departure based revenue down 12.3% to GBP24.9 million
(31 March 2009: GBP28.4 million)

� W&O Travel achieved an increase in departure based revenue year-on-year of
1.2% to GBP16.7 million (31 March 2009: GBP16.5 million). Certain W&O Travel
products demonstrated growth well in excess of 50% year-on-year reflecting
improved marketing initiatives and consumer confidence

� As expected and previously announced, W&O Events departure based revenue
fell from GBP11.9 million to GBP8.2 million during the six month period due to
the effect of the global financial crisis on certain industry sectors

� At 31 March 2010 the value of forward sales was GBP21.6 million, up 14.3%
(31 March 2009: GBP18.9 million)

� Gross profit percentage declined from 16.8% at 31 March 2009 to 15.6% at 31
March 2010 due to lower Events sale volumes which carry higher gross profit
percentages

� Administrative expenses down 2.0% to GBP4.8 million (31 March 2009: GBP4.9
million)

� Loss before tax and separately disclosed items for the period was GBP0.9
million (31 March 2009: GBP0.2 million profit before tax and separately
disclosed items). The increased loss is attributable to the gross profit
associated with the fall in Events revenue (GBP0.7 million), the benefits in
2009 of certain forward exchange contracts taken out to protect Villa sales
(GBP0.2 million) and the effect of Easter falling into the second half of the
financial year in 2010

[knowing] 21/9/2010 16:24

Well seems you can still get size if you put in a limit.

[jonno1] 21/9/2010 15:23

still holding here, like the website

[knowing] 21/9/2010 15:22

200K buy but no move as yet.

[knowing] 21/9/2010 14:41

1.1/1.24 max buy size 150K

[knowing] 21/9/2010 13:02

Yes but if you are looking for this to multibag then day to day movements will not be an issue. I do think the sign that this has turned was when we saw the very large volume go through. Another run on the stock will at least test the hypothesis.

[knowing] 16/9/2010 14:07

Well this could be one of the best recovery stocks out there.

Max buy is 250K

[bones30] 16/9/2010 12:50

JOHN, tends to be blue chips with which you get perks for being a shareholder. Not worth buying the shares just for the perks though!

[bones30] 16/9/2010 12:45

This is getting interesting. Wonder if someone's feeling acquistitive?

[johnyee 7] 16/9/2010 12:02

over a million buys so far.

[bones30] 15/9/2010 15:34

Mental Mental Western & Oriental.

[johnyee 7] 15/9/2010 10:02

about time we moved up after that 22million buy last week.

[bones30] 14/9/2010 17:39

The fact this was very hard to buy in size last week suggests that perhaps there isn't much of an overhang left (if any). This did move up a touch yesterday I believe suggesting that buys were moving it up. This wouldn't happen with a large indisciminant seller.

AIMO/DYOR/NAI

[knowing] 13/9/2010 22:45

As a recovery stock this just needs the overhang to clear. The volume the other week may have been the catalyst for that with a large chunk of shares being taken.

What we need is some concerted buying to see what is really available.

[knowing] 13/9/2010 12:07

Buy 150K vs Sell 375K

[welshgoat2] 09/9/2010 15:14

any trades on plus???????????/

[value viper] 08/9/2010 08:46

be clear, the cash balances are largely client balances but can be used by the co. 2 million is ringfenced for the ABTA licence i believe. but still looks worth a pop for the future imv.

[knowing] 08/9/2010 08:39

Max buy size has been cut to 75K following the 190K buy on PLUS

[bones30] 07/9/2010 14:23

... taken from