Wilmington Share Discussion Threads

[speedsgh] 09/5/2013 09:09

IMS due next week. Looking fwd to seeing how recent acquisitions are bedding in.

[deadly] 02/5/2013 21:00

CR was implying it's a sell but the recovery has been strong - it's thinly traded and so can move quickly on a few trades. Still cheap at this price. Remember from the interims: The investments made during the last financial year and those being made this year are expected to continue to transition the Group to a higher quality, higher margin business, which can deliver our medium term growth targets.

[speedsgh] 23/4/2013 13:16

Taking a bit of a hammering today. Any ideas as to reason for the fall?

[mykai] 11/3/2013 11:07

more sells this am but price holding for now,trend is flat at the moment could break either way

[speedsgh] 07/3/2013 14:46

a chunky 125k sell early this morning. we've had little reaction since the interim results. next major move could be decisive in terms of where the trend goes from here. goes ex-div next weds (13/3).

[cockneyrebel] 06/3/2013 18:42

I'm holding mykai but I'd take my profits if it trended down. Never fall in love with a stock imo. Let the chart tell you what to do here imo. CR

[mykai] 06/3/2013 16:44

CR this seems to be heading sideways for the moment any opinion as to hold or look elsewhere for a while!

[speedsgh] 27/2/2013 13:23

Edison note out - http://www.edisoninvestmentresearch.co.uk/search/Wilmington%20Group. They appear to think WIL is fairly valued at present level so little prospect of further upside?

[cockneyrebel] 26/2/2013 11:07

Canacord says buy - 180p target. CR

[cockneyrebel] 26/2/2013 10:35

Nice results imo, muted response in a mkt like this tho. Probably to be expected I guess. CR

[cockneyrebel] 20/2/2013 10:09

Breaking out. Results on Tues. CR

[cockneyrebel] 19/2/2013 10:48

Results a week today. CR

[gucci] 07/2/2013 22:28

Lovely close today

[speedsgh] 07/2/2013 16:59

RSI/MACD looking v buyable. Add in this pm's acquisition rns + half-year results due on 26/2 and i reckon we could see this whip up a bot of a head of steam in the coming days/weeks.

[cockneyrebel] 07/2/2013 15:57

Looks a nice buy imo CR

[cockneyrebel] 07/2/2013 15:47

Acquisition: RNS Number : 4228X Wilmington Group Plc 07 February 2013 7 February 2013 Wilmington Group plc Acquisition of NHiS Ltd further strengthens Wilmington's presence in the healthcare market Wilmington Group plc, the provider of Information, Compliance, and Education to professional markets announces the acquisition of the entire issued and to be issued share capital of NHiS Limited ("the Business") for an initial cash consideration of GBP5.6m and a further deferred consideration of up to GBP3.75m subject to the Business achieving challenging targets for the growth in underlying profit. The deferred consideration will be satisfied by issuing of up to 1.5m new Wilmington Group plc shares in October 2016 dependent inter alia upon NHiS's audited future earnings for the years ended 30(th) June 2015 and 30(th) June 2016. The number of new Wilmington Group plc shares to be issued in October 2016 will be determined by reference to the average of the closing mid market price on the preceding five business days. The Business was acquired with cash of GBP0.6m and the initial consideration will be financed out of the Group's existing GBP65m debt facility. NHiS has been in operation since 2007 and is a leading provider of business intelligence, data analysis, workflow tools and other services to pharmaceutical companies in the UK. Around 40% of its revenue is derived from subscriptions and the business has enjoyed high overall renewal rates as defined by customer spend in excess of 90%. Over 75% of NHiS revenue is delivered digitally. The acquisition of NHiS is consistent with Wilmington's strategy of acquiring businesses with high repeat revenues and strong, cash generative income streams in the Group's key market verticals. The Business will form part of the Wilmington Healthcare Division and will work closely with the highly complementary Binley's Healthcare Information business. The existing executive management team led by Nick Merryfield, the founding Managing Director, and Paul Midgley will remain with the business and they, along with five other individuals, comprise the vendors of the Business. NHiS's last annual results to March 2012*, showed revenue of GBP1.8m, up 45% from the prior year and profits before tax and nonrecurring costs of GBP0.8m. The Business has seen a strong start to the year and turnover for the first nine months increased by 20%. Deferred income as 31(st) December 2012 was up 50% on 31(st) December 2011. Gross Assets at 31(st) March 2012 were GBP1.6m. The acquisition is expected to be earnings enhancing in the first full year of ownership. *unaudited accounts adjusted for Wilmington Group plc accounting policies Commenting on the acquisition Charlie Brady, Chief Executive of Wilmington Group, said: "NHiS is an innovative business that has built up a major business intelligence and technology capability in a complementary area where our own Binleys Healthcare Information continues to see good growth potential. The Business will benefit from being part of a larger group with the infrastructure and resources of Binleys. We are particularly pleased that the existing highly experienced management team are joining the Wilmington Group and look forward to working with them as they continue to develop NHiS".

[cockneyrebel] 07/2/2013 11:16

Firming up - rally to the results here? CR

[gucci] 04/2/2013 15:05

waiting for it to start next leg up

[cockneyrebel] 04/2/2013 10:47

chart making the bottom short term here? Results in 3 weeks. CR

[cockneyrebel] 24/1/2013 14:54

100k buy through today - think there's a little bit of stock about then we rally up to the results imo :-) CR

[speedsgh] 10/1/2013 12:10

gucci - yes, i know it's only at the 160p level. what i am trying to quantify is how much upside is there beyond 180p once the bowl has completed.

[gucci] 09/1/2013 23:37

Speed - it's only 160p ATM

[speedsgh] 09/1/2013 23:25

CR - bowl would appear to complete at 180p here. how much upside do you see from current levels?