WIN Plc Share Discussion Threads

[maggiori] 20/3/2006 10:36

Yes, excellent results. Overdue re-rating very much on the cards, I hope :-)

[recruiter] 20/3/2006 09:17

stunning results - yet again. Better than before as outlook is incredibly bullish, now we are on an even keel re- Tax liabilities, we should see some real decent figures from brokers on future eps. (I think the Tax situation confused them).....

Vodafone Live - now that is a coup !!!!

[this_is_me] 20/3/2006 08:35

Going up - breakout from the recent trading range.

[jwe] 20/3/2006 08:34

At £3.50 they are only rated on an historic p/e of 15 which is too low for this growth(and i generally like to look on the cautious side).This is a different market reaction from the interims thankfully.But then again there has been no spike up prior to these.

[this_is_me] 20/3/2006 08:26

Header updated with highlights from the results RNS.

[beckaroo] 20/3/2006 08:03

No, it hasn't.

There is some nice stuff in the results:-

- Pre tax profit up 93% to #3.1 million
- Margins up
- Significant new network operator business throughout 2005 and in the first two months of 2006
- we have exceeded market expectations by some margin
- won an exclusive contract to provide all its SMS and MMS alerts for Vodafone live! in the UK
- Nevertheless, WIN SA has now accumulated its first gateway clients and developed
a promising list of potential customers

Should be good enough results to get us up to 350p soon and 400p by Interims. Bit disappointed in no mention of dividends but with constantly beating expectations I suppose its best to put the money in new products and services.

[jwe] 20/3/2006 08:03

Agreed that highs should be tested.My preferred rating for this would be a forward p/e of 15 so lets say a cautious estimate of 27p(less than 20 % increase would give an share price of 405p.

[sheik yerbouti] 20/3/2006 07:58

Don't think it has jwe. I think previous highs should be reached on these results given the low rating and bullish outlook.

[jwe] 20/3/2006 07:53

...and the Vodaphone contract looks extremely good-has this been mentioned before?

[jwe] 20/3/2006 07:43

Well eps a couple of pence below the 25p that some were hoping for but at 23.2p(basic)growing at an equivalent of 68% the p/e is now just over 13 historic,and frankly imo thats too low.
A company in this field and growing at this rate should be rated on an historic p/e of around 20 or a forward one of around 15.Presumably we will see brokers forecasts for 2006 shortly.
Positive forward looking statement as well.
Market makers think its good as well and have opened higher.

[Abuse team] 18/3/2006 00:37

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[c4chic] 17/3/2006 16:37

goodluck to all...

[this_is_me] 17/3/2006 12:43

We should get some publicity next week afyer the results.

[wynmck] 17/3/2006 11:08

Shares mag yesterday;....gives 8/10 rating....heart warming story made better by the firms repeated assurance that the f/y results will be bumper.SMS set to be explosive growth area.Look for news on new contracts,there should be some.

[arthurly] 17/3/2006 10:56

Odd really - Hardly even a punt imho. This sector out of fashion at the moment but in the end its about profit and rate of increase in eps. MOB's also ridiculously cheap at present imho.

[bernstein] 17/3/2006 10:43

bit disappointed with the volume today. Thought we might have a few brave soles punting the results.

[maksud] 17/3/2006 09:17

this was around £3.00 last year around results .with pbt to come in at over 100% this is way undervalued .this could fly if outlook is positive.monday looks very intresting.

[yorked] 16/3/2006 16:36

I am in with a small punt at 310p. The next 2 weeks will be quite active for WNN.

[moneypit23] 16/3/2006 15:55

Yep, I'm expecting a nice rise after results.

[recruiter] 16/3/2006 15:34

lol - looks like mm's playing games to see if they can weed out any nervous holders.....

fundamentals chaps..these are cheap..

[Abuse team] 15/3/2006 19:17

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[yorked] 14/3/2006 14:19

Recruiter, yeah, you are right that it is still cheap. The price is raising quickly and it may get to 400p in no time.

[recruiter] 14/3/2006 10:53

better do it quick then yorked, as it is clear that every buy is stepping the price up.

still cheap though.

[yorked] 14/3/2006 10:48

Need to raise some fund for WIN.