Wilmington Share Discussion Threads

[grigor] 16/12/2004 23:41

"The results will not be published until February 2005, but the group is already predicting increased profits, especially in its legal and regulatory division, and in its healthcare division, Agence de Presse Medicale, which is still in its first year of full ownership by Wilmington."

[wjccghcc] 16/12/2004 18:04

Welcome. A profit's a profit and you've got a nice one there!

[alfwilson] 16/12/2004 16:38

WJCCGHCC

Your comments prompted another look at the basics ... and I concluded that given the revised forecasts WIL does look fairly close to being fully priced. Indeed my number cruncher comes up with a FAIR price of 182p plus minus 5% in the 9 month time frame. OK ... I have a reputation for selling early ... but I now feel there are better (faster moving) opportunities for my hard earned cash ... so I sold out today at 161.25p and realised a 34% return in 3 months that I had expected in 12 months.

Thanks again,

Alf

[slogsweep] 16/12/2004 11:06

Added a few more today at open, rewarded already. Wish AHT would behave like this just lost two holdings @75 before I could cancel my stop losses. Begining to think the auto SL is a device invented by MM's to enable them to pick up cheap stock on early post results trading.

[wjccghcc] 15/12/2004 23:46

That's the way it goes sometimes. As you say, only time will tell.

[alfwilson] 15/12/2004 20:50

WJCCGHCC

Having read the situation ... I bought these for the first time on the 1 Oct at 120p ... and they have gained about 30% in the 10 weeks or so since. Slogsweep has read the situation (the good news today ... justifying PE?)and added a few more. I guess thats the market. I guess you were wrong to become an ex-holder of WIL ... and you may be wrong about the PE? Only time will tell.

Thanks for your input and LOL.

Alf

[wjccghcc] 15/12/2004 16:47

Used to. Very solid company. I certainly misread the recent advance. Not sure why they deserve a PE of 18/19.

[alfwilson] 15/12/2004 16:19

WJCCGHCC

DO YOU HOLD ANY WIL SHARES?

[wjccghcc] 15/12/2004 08:35

Good company but valuation is certainly quite full now, even if they're at the top end of expectations.

[slogsweep] 15/12/2004 08:17

Little reaction so far to the news from this steady performer. Too much excitement elsewhere. Happy to add a few more.

[grigor] 06/12/2004 01:13

Some links between Wilmington Group and Haymarket Magazines' Directors.



Rupert Heseltine, Publisher, Business Development

The Hon Rupert Heseltine joined Haymarket in 1994 on BBC Gardeners' World Live after a spell working for Maxwell Business Communications. He began his consumer magazines career in Teddington on Car Hi-Fi, moving with it to Wilmington plc before returning for the launch of Sky Sports. He moved to the business group in Hammersmith to work on the launch of Revolution, then was appointed ad director of PRWeek. He then joined the launch team of PRWeek in the USA before returning to the UK as associate publisher of the recently acquired Gramophone. He saw through the launch of The Daily Telegraph Your Money and then switched to What Hi-Fi? Sound & Vision. He became a director of Haymarket Group Limited, the shareholders' company chaired by Lord Heseltine, in 2001 and joined the boards of Haymarket Magazines Limited and Haymarket Business Publications Limited in January.



Eric Verdon-Roe, Group Managing Director, Haymarket Publishing Group Limited

Eric Verdon-Roe started at Haymarket in February 1976 as a junior tele-ad salesman after graduating the summer before from Exeter College, Oxford, where he studied Geography as a scholar. He worked in the motoring group, first on What Car?, then on Autosport and became a director in 1979. In 1983 he founded The Evro Publishing Company as a joint venture with Haymarket, publishing Which Car?, Wine & Spirit and Wine magazines, before selling the company to Wilmington in 1990. He returned to Haymarket full time as managing director of Haymarket Magazines Ltd, the consumer magazine division in Teddington. He took on the role of chairman and managing director there in 1998 and became group managing director of the entire Haymarket Publishing Group Limited in May 2001.

[grigor] 06/12/2004 00:58

Still rising - Up nearly 40% since July trading statement and September Results.

Buying by Haymarket Magazines, T&F Informa or United Business Media?

Haymarket Magazines may be interested in the media and entertainment division and currently own 3.12% of Wilmington Group.

The previous chairman retired at the end of 2002 and still owns 10.5%.






Outlook (For Haymarket Magazines)

"After several difficult trading years, we feel confident of an improvement in market conditions in 2005, particularly in the business sector. Recruitment advertising has shown a strong recovery across most of our titles, which tends to be a good lead indicator of business confidence.

"We shall continue to increase our presence in our existing markets through the use of different media channels, as well as seek acquisition opportunities in sectors where we know the Haymarket business model of quality and expertise can provide a stronger platform for growth."

[grigor] 15/11/2004 22:58

Rising with some high volume days - What's up (apart from the share price)?

[alfwilson] 01/11/2004 11:43

don't you love the way it keeps ticking.

[simon gordon] 10/5/2004 14:35

Hi

I am starting to do more research on Wilmington and they appear to be a safe stock with limited downside and prospects of a healthy upside.

I am interested to find internet links which give news on them.

Thanx!!!

[banney] 30/4/2004 15:42

Any idea where these are going in the short term?

[truffles] 13/1/2004 10:44

Presumably that 1M T order was a buy rather than a sell.

[elmfield] 13/1/2004 09:29

yep, nice rise today, could at last see a move on up.
good things come to those that wait.

[joethebread] 08/1/2004 11:46

beginning to move now. chart looks encouraging also

[elmfield] 18/12/2003 14:11

little bit of life today.

[billjrat] 03/12/2003 11:36

Agree this is likely to recover long term, but I have sold & bought VAN imo a good short-term punt though not without risks.

[diogenesj] 28/11/2003 23:24

Dondee: shareholders funds are £57m, mostly goodwill in the unsuccessful businesses they have already taken over. Net tangible assets per share are minus 6p. It is true that they have no debt. Should survive, and may recover one day, when advertising does, but so far I have not regretted selling mine.