WIN Plc Share Discussion Threads

[jakleeds] 08/3/2010 12:43

She's gonna blow....

[jakleeds] 23/2/2010 15:01

Results on the 16th of March, they're gonna be significantly ahead.

Here's the statement they made in January:

[investinggarden] 26/1/2010 11:10

Buy recommendation from Growth Company Investor

[goonertone] 13/1/2010 09:18

Odds and sods of news

Hoodless Brennan reiterate BUY and raise target to 137p



Summary of statement plus snippet at end re Romanian market



GT

[jakleeds] 12/1/2010 13:38

Either way, very very cheap.

[value viper] 12/1/2010 12:49

gooner, note from 30/9/09, arden (shop broker) looking for 12.59p EPS for 2010.
they say well ahead now but 20p EPS is prob a tad ambitious no ? maybe not.
guess we will get an updated note now.

[goonertone] 12/1/2010 10:06

Gotta go out. Looks like their is a sell being absorbed and once thats gone 130 by end of day.(well I can hope cant I)

[goonertone] 12/1/2010 08:53

Can you say that again QS9 ;)

[qs9] 12/1/2010 08:39

And it is only up 8p! Hopefully market may wake up some more to this!

[goonertone] 12/1/2010 08:34

Bits for everyone in this update.
- Ahead of expectations
- Turnover up/cost static
- Cash Inflows
- Expansion across Europe.
- Technology upgrades on track.
- continuing contract wins

I would be expecting underlying eps of around 20p.

[value viper] 12/1/2010 07:31

fantastic - oxygen8 better get their skates on ! (NRI)

[goonertone] 12/1/2010 07:19

RNS Number : 3490F
WIN plc
12 January 2010

Embargoed until 07:00am
12 January 2010


WIN plc
("WIN", the "Company" or the "Group")
Market Update


WIN plc (AIM: WNN), the leading provider of managed services over the mobile
phone, is pleased to provide the market with the following business update for
the year ended 31 December 2009 (the "Period").


In the first half of 2009 we made considerable progress in stabilising gross
profit and integrating previous acquisitions and in the second half of the year
focused sales on developing higher margin business, building upon our
established reputation with leading mobile operators and corporations.


Results reflected an improving contribution in the final quarter and the Board
expects that underlying profit before taxation for the Period will be
significantly ahead of market expectations (underlying profit before tax is
calculated before amortisation on acquired intangible assets, impairment
charges, share-based payment charges and non-recurring items). In the first half
of the year reported underlying profit before taxation amounted to GBP0.6
million.


Revenue is expected to be over GBP40 million. Total messages delivered in the
last quarter of the year were over 20 per cent. ahead of the comparable period.
The Group continued to control costs which were held at the levels of the first
half.


Year end cash balances amounted to GBP3.1 million (compared to GBP0.9 million as
at 30 June 2009) reflecting strong working capital management by the Group.


During the year, our key divisions of Managed Services and Enterprise performed
well and there continue to be encouraging signs of growth.


Further new Managed Services were launched during the Period for Vodafone, O2
and Sony Ericsson. In Continental Europe, WIN is developing, hosting and
managing the entire operator portal for Cosmote Romania as part of the initial
phase of Deutsche Telecom's planned wider roll out of Web 'n' Walk across
Europe. The Group's Content Services business performed well.


Enterprise had a good performance in the second half with new contract wins for
the Enterprise Communicator product with Centrica and the AA. New Media
performed in line with expectations.


During 2009 we recommenced investment in the Next Generation Messaging Platform
("NGMP"). When complete, this will provide a major new business development
opportunity for the Group and will substantially increase the capacity and
resilience of WIN's messaging platform. WIN plans to fully deploy the NGMP by
the fourth quarter of 2010 with an associated depreciation charge for the
current year of approximately GBP150,000.


Graham Rivers, Chief Executive Officer, commented:


"WIN is profitable with an excellent customer base and a strong cash position.
The progress we have made in 2009 and our focus on growing sectors and high
margin business gives us confidence for further development in the year ahead."

[qs9] 11/1/2010 07:33

THanks GT< meant target price but takeout price fine! Think it looks good value.

QS

[goonertone] 11/1/2010 07:22

What will today bring after last weeks bit of excitement I wonder? No TU today so max 4 days to go.

GT

[goonertone] 08/1/2010 15:48

QS9

If by TP you mean takeout price I hadn't really thought about it. I suppose at this moment in time if somebody said here's £1.75 a share I would take it. However I am happy to wait for profits to kick in (finally) and to acheive £4.00 over a 2-3 year timescale.

GT

[goonertone] 08/1/2010 15:10

No hold these in my SIPP as well. I like £1.00 its pschological, but just another step towards £4.00.

GT

[qs9] 08/1/2010 15:10

What TP for you people?

[value viper] 08/1/2010 15:05

is that u out gooner then ?!

[goonertone] 08/1/2010 14:31

There's me £1.00.

[value viper] 08/1/2010 14:11

lovely jubbly.

[goonertone] 08/1/2010 13:46

Think i may have been only a couple of days out with my £1.

level 2 shows 93p - 100p. But online limit shows 98p to sell and unable to buy.

GT

[value viper] 08/1/2010 13:07

gooner, so so tightly held as you well know and squeezing up nicely; technically looks very promising here. as for t/ statement next week, didnt know that. oxygen8's interest speaks for itself imv - again NRI. VV.

[goonertone] 08/1/2010 12:52

VV

Was advised by FD that their is a trading statement next week. Leaking?

GT

[value viper] 08/1/2010 11:08

"are its days numbered as an independent ?" NRI

[renewable] 04/1/2010 13:37

Still a way off my buy price sadly, but a solid enough company.