Wh Smith Share Discussion Threads

[leedslad001] 12/11/2021 20:30

Great company with so much in the near future

[aquaesulis01] 12/11/2021 11:41

Well the brokers seemed to like the RNS

12-Nov-21 Deutsche Bank Buy - 1,840.00 Reiteration
11-Nov-21 Peel Hunt LLP Buy - 2,300.00 Reiteration
11-Nov-21 Barclays Overweight 2,180.00 2,180.00 Reiteration

[makinbuks] 11/11/2021 14:04

Underwhelming, Nerja I think sums it up. Early days in the recovery. Strong position to take advantage of whatever comes. But for now, losses and no dividends

[nerja] 11/11/2021 07:54

Ok I have not got a scooby doo, on the results anybody else

[gswredland] 05/11/2021 17:13

That's what I was wondering!
Other travel related stocks such as sspg up 10 %. All seem to rise from about 11am

[leedslad001] 05/11/2021 13:29

What's going on today

[mwainw1973] 13/9/2021 11:06

I wouldn't wait it won't get there chart looks great

[sponges] 13/9/2021 10:31

Didn't catch full details but Ian King on Sky news business programme has just mentioned reason for being up today is re some investment made by "activist investor"

[leedslad001] 06/9/2021 13:56

Waiting for 1400 to get back in

[leedslad001] 08/7/2021 07:39

Good update lots to look forward to

[gswredland] 29/6/2021 07:32

According to IG SMWH was due to release a trading update today

[makinbuks] 17/6/2021 18:18

I think its more complex than that: in travel, hospitals are going to be busy forever so the smiths/M &S outlets will be fine, rail remains very depressed and not clear how and when that will return to pre COVID levels (only solution for the trains themselves was effective nationalisation)and in travel there is a geographical split between US/Europe and ROW as well as a business/leisure split (leisure will recover business will not). So a very mixed picture and interesting to see over the next two years how it pans out

[leedslad001] 17/6/2021 09:51

Should move up quickly as soon as vaccine passport sorted

[leedslad001] 26/5/2021 13:28

Topped up again

[undervaluedassets] 17/5/2021 16:31

Yup should be fine

Fills a dominant niche space on the high street and in travel locations and hospitals.

Very conservatively run.

A forever stock for me

[makinbuks] 29/4/2021 10:57

Fantasticaly well managed business. Pre pandemic it was all about no debt, organic growth in travel and cost reduction on the high street. Managed very successfully and they published every year a table showing the return to shareholders via buybacks and dividends going back ten years.

It looks like post pandemic is going to be very different. Firstly we have the two acquisitions and now 100 new sites announced, but with it comes a level of gearing. Smart move in my view to do this via a convertible bond with a strike price 40% above current value.

I think thats an indication of what we can expect from SMWH over the next 3 - 5 years

[leedslad001] 29/4/2021 08:21

Added today for long term hold

[leedslad001] 28/4/2021 17:07

Great set of results lots to look forward to over coming years

[leedslad001] 23/4/2021 16:41

People are desperate to get out and spend money. Nearly everyone I know can't wait to go abroad I have 3 holidays booked and looking to go to turkey end may for 3 weeks it will be boom time for retailers this year. It's the year after that things might cool down. Results next week should have a very positive forward looking statement

[makinbuks] 23/4/2021 14:21

Surely pre COVID rating could not be justified at the moment when it is unclear wht the footfall will be like on the high street, in airport and at railway stations once we re-open. There are lots of reasons why simply opening up does not mean revenues will return to previous levels

[leedslad001] 22/4/2021 11:58

Should be £21 + by now nowhere near precovid price