Wincanton Share Discussion Threads

[s34icknote] 28/8/2020 14:25

Clipper paying a 10p div out of their right issue !!!!Lol !!!WIN out of cashflow as they have no debt !!!!Sicknote

[rivaldo] 28/8/2020 10:26

Good to see a near £10,000 buy at not far off the full 195p offer price, with the bid price back up to 192p.

[netcurtains] 28/8/2020 10:06

This news item explains why WINS:
From article:
"
On the Guardian’s latest monthly tracker of economic news since the pandemic spread to Britain this spring, the release of pent-up demand with the easing of lockdown is driving the sharpest rebound in economic growth among the G7 advanced economies, while retail spending has returned to pre-crisis levels.
"

[netcurtains] 28/8/2020 09:57

Its time to blow 200p - Lets get those TRUCKS rolling!

[mikedon1946] 27/8/2020 13:56

In that case you are starving

Just looked at the past share price, they have until the last three month always been higher since Mid 2016

I do wonder if we have got it wrong, but less debt than then and better prospects.

No one seems interested in 'Buying'

But as with when they were under a £ in 2012, buyers will return, it does most likely need the restitution of Dividends, hopefully with a special Dividend that makes up for the missed dividend.

Maybe we have to wait till 2 October for an update, although if it was bad news they have to issue it to the city

if things are back to a new normal then surely they should inform the city.

[volvo] 27/8/2020 13:55

Definitely ready to break out, L2 strong.

Clipper Logistics said on Monday it was in purple patch and would easily beat current forecast's, especially for E-fulfillment at the same time Wincanton announces are new E-fullfillment contract with Dwell....claiming it was the market leader in E-fullfillment.

Don't need to be Sherlock Holmes to join the dots. Market leader and at least 2x the size of Clipper yet valued at 45pc less.

[edmundshaw] 27/8/2020 10:43

240p is my breakfast, 300p for lunch and I am really looking for my supper!

[rivaldo] 26/8/2020 15:45

Making another push upwards. Come on - this should be 200p just for starters!

[s34icknote] 26/8/2020 11:08

Can sell 60000 on quote !Struggle to buy .And price stuck at the selling price !!!What's going on with this share !!!Sicknote

[s34icknote] 26/8/2020 08:26

Topped up this morning Sicknote

[lefrene] 25/8/2020 21:24

Volvo, what I was illustrating is that if it takes 800 people to cover 25,000 deliveries a week, then you are only getting 31.5 deliveries per employee per week. If those numbers are correct that's about £20 per delivery in man and van and warehouse costs. Perhaps the overheads for bricks and mortar stores amount to much the same or more, per customer?

One wonders how these things are going to evolve, will Amazon start an 'Uber-van' type operation as it forces it's way into this market?

[volvo] 25/8/2020 16:44

lefrene 31.5 person per delivery....its a full warehouse service, its taking over from Ocardo, check out their share price sometime.

Sicknote....if things are returning to normal, then expect forecast of £50m for 20-21 pe of less than 5 and of course there will be a divi.

Anyhow radio silence until the trading statement, good luck all.

[s34icknote] 25/8/2020 15:25

Clipper paying div of 9.6 p. 400p Win need to reinstate div to get us moving .Sicknote

[lefrene] 25/8/2020 15:19

H'mm, 800 people to service another 25,000 deliveries? 31.5 deliveries per person per week? That doesn't sound right, unless they're part timers doing a couple of hours each evening.

Wincanton are as good as anybody else in the logistics business, bu the margins are thin and the type of business capital hungry, all the vehicles, all the real estate, even if it is all leased against the terms of a contract. These are likely the aspects that fund managers look at when allocating their investment funds.

[volvo] 25/8/2020 14:24

rivaldo why dont they rns this sort of contract?

Maybe tomorrow.

[rivaldo] 25/8/2020 11:02

Lovely 3-year contract win:



"Wincanton wins Dwell customer eFulfilment contract
By Michelle Mooney
24th August 2020

Wincanton has won a three-year contract to provide home delivery services for furniture retailer Dwell.

The 3PL will manage a range of e-fulfilment services for Dwell across the UK and Northern Ireland, including click and collect deliveries, and store replenishment from the Dwell distributions centre in Milton Keynes.

Paul Durkin, managing director of digital and e-fulfilment at Wincanton, said: “As a market-leader in eFulfilment services, Wincanton’s home delivery solution will enhance Dwell’s customer proposition whilst reducing their cost to serve.”

Emma Long, chief operating officer at Dwell, added: “Making sure our customers receive the best experience when they shop with Dwell is a big part of why we’ve chosen to partner with Wincanton. Their ability to deliver great customer service and help us to better manage our costs will support our exciting ambitions for growth.”

[volvo] 25/8/2020 10:21

Update

E-FULFILLMENT side of Wincanton is apparently on the same curve as Clipper, steep upwards.

Rest of Wincanton's diverse logistics business is now back to pre-covid levels.

Growth expected year on year going forward with the newly announced contracts.

A full trading update will be put out in 4-5 weeks.

Quote...'the company is surprised as shareholders are that the share price has stubbornly refused to move given the upbeat trading statement in July and the multiple new contracts announced'

pre-covid WIN traded at 250 - 300p

DYOR.

[mikedon1946] 25/8/2020 08:17

Buy is 'Silly' these shares do not cost full money and reduce the value of others.

My company 'Gave all' a few shares (seem to remember 10) every year these depleted others holdings very slightly, these shares were reported for Directors and Senior managers.

[netcurtains] 25/8/2020 07:49

I know it was a "silly" amount, but another director buy yesterday (even tiny amounts are amounts)

[netcurtains] 24/8/2020 11:09

VOLVO: You'll hate this, for a time I used to work for BMW (sorry) its just opposite the HQ for Waitrose in Bracknell. The Waitrose warehouses round there are absolutely massive. Will WINs be as far West as the Waitrose Bracknell HQ? (the place is mega huge).

[volvo] 24/8/2020 10:55

Clipper's growth was in e-fulfilment....from the Waitrose announcement in June 2020...'market leading expertise in e-fulfilment'



The new contract will build on the heritage of Wincanton's long-standing operations for Waitrose's supermarkets, and the Group's market-leading expertise in home delivery, eFulfilment and food logistics. Wincanton will be responsible for operating the CFC (or 'dark store') and delivery to Waitrose customers in the West London area.

This transformational new contract positions Wincanton as a leader in a market currently experiencing exponential growth. Furthermore, it will involve the creation of 800 jobs and will offer Waitrose.com customers an additional 25,000 orders per week.

[netcurtains] 24/8/2020 10:48

DING DONG Volvo - so we want Clipper to hold that price as long as possible so analysts have time to compare. This looks really good. As long as Clipper can hold on to its price.

[volvo] 24/8/2020 07:30

Interesting comparison...early 2020 before the pandemic Wincanton were worth £350m and Clipper £220m....post pandemic and uk lockdown Wincanton is £240m and Clipper getting towards £400m.

WIN will turnover double Clipper comfortably, and post EBITDA substantially above Clipper.

[volvo] 24/8/2020 07:11

If Wincanton can just get some of the 'read across' from todays results from Clipper Logistics. Super strong results.

Their outlook note...

Outlook

General economic conditions remain uncertain due to the COVID-19 pandemic. However, the Group has experienced a very positive start to the new financial year, with exceptionally high levels of demand for its e-fulfilment and returns management services in particular. Consequently, the Board anticipates that the Group's results for the year ending 30 April 2021 will comfortably exceed market expectations.

[volvo] 21/8/2020 17:56

....had a v good hint today from sources that Clipper Logistics will have a flying forward looking statement on Monday.

The read across to WIN will be natural.

How long will the markets take ffs to realise WIN is real deal.