Wilmington Share Discussion Threads

[speedsgh] 25/2/2015 12:04

Meaningful £50k investment by the CEO. Bodes well.

Director's Share Purchase -

[speedsgh] 25/2/2015 10:23

Half Year Results -

Financial highlights
- Group revenues for the period up 7% at £46.1m (2013: £43.1m)
- Group revenues up 8% on an organic basis
- Adjusted EBITA1 increased 11% to £9.1m (2013: £8.2m)
- Adjusted EBITA margins2 improved to 19.8% (2013: 19.0%)
- Adjusted Profit before Tax3 up 14% to £8.1m (2013: £7.1m)
- Adjusted Earnings per Share4 up 15% at 7.17p (2013: 6.22p)
- Basic Earnings per Share up to 3.20p (2013: 3.07p)
- Profit before tax at £3.7m (2013: £3.7m)
- Interim dividend increased 3% to 3.7p (2013: 3.6p)
- Cash flow conversion increased to 79% (2013: 76%)

[speedsgh] 19/2/2015 10:46

RIT Capital Partners have disposed of their entire holding...

[speedsgh] 20/11/2014 16:14

Director's Share Purchase -

Charles Brady has bought 1.3m shares at an average of 210p = £2.73m. That's some investment!

[deadly] 06/11/2014 12:37

Good IMS today, but poor market reaction:

The Group has made a good start to the year with revenue up during the three months ended 30 September 2014 despite adverse currency effects. Our business is performing well against the comparative period in 2013 and in line with our expectations".

[leeson31] 18/9/2014 07:15

caught my eye, great results. co. seems cheap at ~£186m given ebidta

chart looks like too on the up back to recent highs. certainly broken the medium term down trend.

cheers

[vraic] 18/9/2014 07:10

looks like good full year figs.

[vraic] 12/9/2014 08:43

recent move suggest good news coming at next weeks annual figs due 18 Sept and analyst meeting at 9.30am

[pugugly] 18/6/2014 12:53

still falling - Looks as though may have been over cooked p/e potentially still too high. Rvenue 2011 to 2014 virtually static. Profit IFSR3 declined over last 3 years but normalised increased, Gearing at 63.7% (Refs) imo high.

[slogsweep] 25/2/2014 08:32

Looks like interims were available to some on 14th Feb. if not the 3rd!

Long term still ok but results look below forecast to me

[speedsgh] 14/2/2014 12:22

Recent buyer appears to have disappeared for now. Had to pull back at some point.

Interim results due on 25/2 -

[deadly] 03/2/2014 21:07

There's no stopping it, but not clear why? Perhaps support from RM.'s results.

[speedsgh] 31/1/2014 14:00

A couple of large O trades gone through. Look like buys within the 270.25-278 spread at the time.

275.0 90000 type O 11:07:41
275.0 90928 type O 11:07:37

[speedsgh] 30/1/2014 13:46

Pretty relentless rise even against the current negativity in the wider markets. Wonder if someone is building a stake for an approach?

[speedsgh] 29/1/2014 15:29

Great little share with a useful dividend to boot. Under the radar of most investors. Share price has steadily gone about its business in the last year or so. Not sure if there is anything company specific driving the performance but my only complaint is that I reduced exposure here last Aug just as the period of consolidation came to an end. Doh.

[deadly] 29/1/2014 14:43

Continuing strength despite the market sell-off.

[deadly] 27/9/2013 10:25

Powering ahead after those results. Nice and quiet here - shows it's a good company.

[speedsgh] 19/9/2013 09:45

yes, steady progress being made + dividend maintained again.

on future dividends they say "We intend to build our annual dividend cover of Adjusted earnings per Share to two times the annual dividend at which time we will resume a progressive dividend policy."

targeting annual dividend cover of 2x adjusted EPS; current div 7p so they will resume progressive dividend policy once they reach 14p adjusted EPS.
adjusted EPS reported today was 13.06p (2012: 11.71p); increase of 11.5%.
looks likely that they will be reinstating the progressive dividend policy in 12 months time then.

[deadly] 19/9/2013 09:38

Results look solid. Market is reacting well to them.

[speedsgh] 27/8/2013 18:35

Today's holding rns, Brad D Gilbert reducing to below 4%. Anyone wondering who he is, see Appears he was former chairman + led WIL from floatation in 1995 to retirement in 2002. As such I think a gradual reduction in the holding of someone his age is nothing to be too concerned about (he used to have more than 10%). Aimho.

[dewtrader] 15/8/2013 10:40

giving it large

[dewtrader] 14/8/2013 15:41

wouldnt be surprised if it had a bid either!

[dewtrader] 14/8/2013 15:29

wont be under £2 much longer