Wincanton Share Discussion Threads

[alan@bj] 04/9/2021 09:43

Re post 2367 - There was a trading update on 2nd October 2020 ahead of its half year results for the six months ended 30 September 2020.

[homeboy] 04/9/2021 09:04

reckon this'll go down big time, margins gotta be suffering with eye watering driver retention packages

[qs99] 01/9/2021 15:16

What's people's views? didn't we have a TU in early SEPT last year? Is the share price weakness heralding a more cautious update do we think due to driver shortage?

DYOR

[jeff h] 26/8/2021 12:22

Wincanton featured on Newsnight last night regarding the HGV driver shortage.

Starts at just before 25mins:-



...lots of Waitrose vans at the depot. Presumably their size means they wont require a HGV licence.

[boonkoh] 24/8/2021 20:00

The question is, does Wincanton have pricing power?They're being squeezed by driver shortage and having to pay more wages.Can they pass these on?

[qs99] 23/8/2021 15:24

last year's TU was early September.....moves on the share price ahead of this will be interesting to watch. Will driver shortage slow growth, or will they have addressed it? Views?

DYOR

[owenski] 23/8/2021 10:48

If it's materially enhancing, then it should be RNS'd.

[dplewis1] 23/8/2021 10:16

Is that not worth an RNS..??

[chimmo] 23/8/2021 10:06

It's not old news, published on Wincanton website today

hxxps://www.wincanton.co.uk/news-and-media/press-releases/wincanton-announces-major-contract-extension-bae-systems/

[dplewis1] 23/8/2021 08:32

Think this is old, apologies

[dplewis1] 23/8/2021 08:24

Pinged up on my eikon, major contract extension with BAE Systems

[owenski] 23/8/2021 08:22

What contract extension?

[dplewis1] 23/8/2021 08:18

Nice contract extension

[matt] 20/8/2021 08:51

Should we expect a trading statement early September?

[volvo] 11/8/2021 18:18

Driver shortage

[santangello] 06/8/2021 10:00

Dividend reinvestment day....lovely bubbly :)

[volvo] 04/8/2021 19:08

Seems the directors are tieing up loose ends, who would bid for Wincanton?

[matt] 04/8/2021 12:40

Drip of small trades. Is there something behind this?

[volvo] 31/7/2021 07:14

Matt, maybe a glimpse of the imminent buy out

[matt] 30/7/2021 16:27

A spark at close?

[volvo] 26/7/2021 20:07

Matt, according to sources, never been busier, ok pingdemic causing a few problems, but orders stacking up, going to be a bumper year

[matt] 26/7/2021 09:27

and the world still turns and people still need logistics ...

[volvo] 19/7/2021 18:30

Confirmed today.....trading v strong. dyor

[volvo] 19/7/2021 11:43

This is a final push for herd immunity...'its coming home', was the largest super spreader event this country could have possibly come up with...all been done by design, 140k unmasked people at Silverstone yesterday, Wimbledon etc etc, 200k cases a day coming very soon.

Wincanton will be back up soon on any positive news, and the equity funds could take the plunge at any moment and buy this UK logistics market leader.

Not selling anything until the markets are back to normality in September.


Less than 2 weeks ago....

The Board confirms that the strong revenue performance recorded in the second half of the prior year has continued into the first quarter of this financial year, with sustained growth and an attractive pipeline of opportunities in each of the Group's four sectors. Wincanton continues to make operational and strategic progress and it is trading in line with expectations. Profits are up significantly on the same period last year.