Wincanton Share Discussion Threads

[s34icknote] 06/4/2021 08:31

Redd another stock re rating like win On wards and upwards !!!!

[volvo] 03/4/2021 11:55

edmundshaw the results are May 20th, and during the next 6 weeks the analysts covering will be further updated on current trading and the revised forecast for 2021-22 year we have just entered.

All that has been said already is business is trading strongly, up 15pc year on year (pre covid)....but that strong trading is about to get even stronger.

The director confidence levels have never been higher for the coming year

[s34icknote] 03/4/2021 07:21

vulgaris With little debt interest rate rises I don't worry about as interest rates are so low and could do with rising !Eps and cashflow is all that counts and growth in turnover eps and cashflow to pay juicy divs !!Think you are going to miss the big rerate that has already started !!!!This is going to do a RMG !!!!

[edmundshaw] 02/4/2021 23:02

Where do you get a 5.1% dividend from Volvo? That would be over 20p!

[vulgaris] 02/4/2021 19:43

Assets vs liabilities on the financials page, Wincanton, this website. Lot of short creditors. How do you think it'll play out, if we get a bout of inflation prompting a rise in interest rates?

[s34icknote] 02/4/2021 19:00

Vulgaris Which company's balance sheet are you looking at ??

[volvo] 02/4/2021 18:18

no its not, do some detailed research, they will pay 3.8pc divi this year and 5.1pc next year which will get the markets attention

[vulgaris] 02/4/2021 12:13

Chart is good and they have prospects. I'm tempted, but that balance sheet is ugly...

[volvo] 01/4/2021 16:33

rivaldo, going on strongly, the strength will continue because the new contracts are rolling in. Big winner this year imo

[rivaldo] 01/4/2021 15:58

Looks like closing nicely....

[s34icknote] 01/4/2021 09:17

This is as safe as you can get with huge upside !!!

[volvo] 01/4/2021 09:16

Want to buy a winner? Choose a company trading strongly and growing, ideally paying a dividend....and is cheap, there is not many about that haven't been picked off already.

Wincanton is right up there, going into 2021 2022 year on a pe of 8 to 9 when the new forecasts are revealed.

Expect the lazy brokers (Peel Hunt miles behind) to start offering target prices starting at 600p plus....enjoy the run up to the results

[qs99] 01/4/2021 08:58

couldn't resist a few more, just topped up and got £3.99....last lot before we zoom through £4 on the way to a fiver hopefully.....

Happy Easter and all God's Blessings this holy weekend all you WIN crew

Cheers
QS99

[rivaldo] 01/4/2021 08:56

400p being paid for the first time now.....

[qs99] 01/4/2021 08:56

On the offer at £4....DYOR

[s34icknote] 01/4/2021 08:36

Topped up just before 400p !

[volvo] 01/4/2021 08:35

Matt, agree.

Average up not down in this situation.....really see this galloping passed Liberium 445p.

A couple more big contracts (Asda?) should do the job.

[matt] 01/4/2021 08:09

I think the manner Wincanton have evolved during the lockdowns means they will do well even if this is not the end of the pandemic in sight.

Makes them both a kind of defensive and a growth stock if such a thing exists.

[rivaldo] 01/4/2021 07:25

Good coverage this morning of Liberum's upgrade:



"Liberum: Wincanton rerating ‘firmly established’

Logistics group Wincanton (WIN) is tapped into a structural growth industry and the stock looks set to continue to rerate after the pandemic, says Liberum.

Analyst Gerald Khoo retained his ‘buy’ recommendation and increased the target price from 375p to 445p on the stock, which closed up 4.9%, or 18p, at 389p on Wednesday.

Khoo said logistics is a ‘structural growth industry’ with ‘outsourced supply chain management providing business-critical value-added support to customers’.

‘We see [Wincanton] as well-positioned to drive growth, building on a stable core business in more mature markets to tap faster growing sectors,’ he said.

‘With improving visibility and confidence that the end of the pandemic is in sight, and with the re-rating process firmly established, we consider it appropriate to remove this discount. Consequently, we raise our target price to 445p.’"

[matt] 31/3/2021 18:49

Let's see us break 400 then take on the old all time high of 2007 before heading into blue sky

[dplewis1] 31/3/2021 18:09

Actual close was 394.5 - pretty bloody close!

[qs99] 31/3/2021 16:31

Nice end of day, shame we couldn't get through £4 tho

[volvo] 31/3/2021 16:28

HE some company's get an easy ride others have to keep delivering, as we enter the close period before results in 6 weeks time, just top up on any weakness because the results AND particularly the outlook will be superb for Wincanton, and spelt out again.

Plenty of new deals at late stage aswell.

Right place right time, and Singer at 515p is the only broker near, going above that easily imo.

[horndean eagle] 31/3/2021 15:10

All these broker upgrades are lily livered. They are still behind the curve. They are now realising WIN is in growth mode and that should be reflected in a better multiple than 12 or so. They are getting there slowly but has been surprising how slow they have been and continue to be.