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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Wincanton Plc | LSE:WIN | London | Ordinary Share | GB0030329360 | ORD 10P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 600.00 | 599.00 | 600.00 | 601.00 | 598.00 | 598.00 | 1,240,374 | 16:20:05 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Arrange Trans-freight, Cargo | 1.46B | 33.2M | 0.2718 | 22.08 | 732.8M |
Date | Subject | Author | Discuss |
---|---|---|---|
10/9/2020 09:29 | The markets are never perfect and it difficult to say how shares will perform, but I had spare cash knocking around to invest and yesterday and this morning topped with WIN. Got plenty now and see a relatively safe run up to 250p min. The new 'rule of six' coupled face masks everywhere just guaranteed logistics will be the stockmarkets hot ticket imo. | volvo | |
10/9/2020 08:47 | Since Wincanton been involved with WAITROSE, Waitrose now cheaper to shop than Ocado!!! It looks like Tesco's could do with a bit of help from WINS!!! Included in the government's 'shopping basket' are items such as eggs, milk and bread, as well as non-perishables like pasta, rice and cereal. The full breakdown of supermarkets' average basket costs from lowest to highest over the four-week period in August were as follows: 1. ASDA - £130.16 2. Iceland - £134.49 3. Waitrose - £138.86 4. Sainsbury's - £139.51 5. Morrisons - £145.74 6. Ocado - £147.93 7. Tesco - £148.98 | netcurtains | |
10/9/2020 08:40 | If you read this from MENZIES trading update (THIS MORNING) Cargo volumes continue to be more resilient and our AMI business, a cargo brokerage, is trading ahead of expectations given the current lack of available capacity Then you will note the reason why this is also relevant for Wincanton: From their website: | netcurtains | |
10/9/2020 08:34 | You can see why Morrisons wants Wincanton - it really needs to cut costs as far as possible (it has loads of debt). This is a good opportunity for Wincanton to produce something really special. | netcurtains | |
10/9/2020 08:24 | Nice mention in this coverage of Morrisons' results today: "In June, logistics company Wincanton announced it had extended its relationship with Morrisons. Morrisons awarded Wincanton the management of its transport and Vehicle Maintenance Unit (VMU) operations at Willow Green, Bridgwater. The supermarket chain and Wincanton also agreed to partner to improve logistics activities and service to Morrisons stores." | rivaldo | |
10/9/2020 06:31 | rivaldo: Thanks for posting. That is good news about Liberum. I noted that Ashtead (rentals) went up more the day AFTER their recent update then on the day itself. Hope that is the case here too. MENZIES(JOHN) PLC trading update states big growth in cargo business and warehouse side (aviation though causing them to lose money).... | netcurtains | |
10/9/2020 06:23 | Liberum are very positive, have raised forecasts by 14%, and retain their 320p target price: "Liberum backing momentum at Wincanton Logistics group Wincanton (WIN) has enjoyed ‘continued improvement’ and Liberum has upgraded its forecasts. Analyst Gerald Khoo retained his ‘buy’ recommendation and target price of 320p on the shares, which rose 14.4% to 206p yesterday. ‘Management expects the current year to be materially ahead of previous expectations,’ he said. ‘Wincanton has seen a continued improvement, with digital and e-fulfilment an area of particular strength.’ Khoo raised forecasts by 14% and said Wincanton had ‘clear positive momentum, despite some customers still not having returned to normal activity levels’." | rivaldo | |
09/9/2020 18:07 | Clipper up 6pc on Wincanton's statement today...irony exemplified | volvo | |
09/9/2020 15:56 | More spam. Anyway the GS conviction buy list is mainly a lagging indicator and not very interesting... | edmundshaw | |
09/9/2020 15:50 | Hopefully will move clear if 2.00 tomorrow ! | s34icknote | |
09/9/2020 15:38 | Online shopping is here to stay, especially after this pandemic has accelerated this further. You name it will need storage and distribution and Wincanton on the miserly low current pe of 5-6 based on 2021 earnings (£60m ebitda), is the uk biggest 3rd party logistics company. Watch this space for further big deals especially re Waitrose and other large food/general goods players. | volvo | |
09/9/2020 14:24 | WIN must surely too now attract some tip/press attention. For starters it should be featured in tomorrow morning's press. SCSW featured WIN in their April'20 edition, and that was when the share price was 240p. They will surely follow up in the next issue or soon thereafter. | rivaldo | |
09/9/2020 13:56 | Gut feeling is "if up today on good news, it will go up further tomorrow and quite possibly even furhter after the weekend". But that aside, short term movements are irrelevant if not at your exit price. Now that the directors have CONFIMED "better than expected" I think I'm waiting for the £3-£4 range. | netcurtains | |
09/9/2020 13:52 | Sometimes it can be psychological marks like £2 which cause a herd mentality type behaviour. Clearly there will be some here who look at that mark and have been selling. I'm sure we have all seen those marks play a part in the past, but the way the price has been moving of late suggests there are still the odd significant holder here who want to lob their shares cheap imo. The bulk of the companies that upgrade forecasts like WIN have do eventually end up moving higher so it's just a waiting game until they're out. When this pops it will do it on very little volume, that's how I have seen it move numerous times in the past. | sphere25 | |
09/9/2020 13:41 | You need some black coffee net... | edmundshaw | |
09/9/2020 13:37 | So Christmas booze shippments..... Who you're going to call? WIN will de-CANTum nearly comes out as WINCANTON if a bit drunk | netcurtains | |
09/9/2020 13:02 | No contest with these and stobarts. | albert3591 | |
09/9/2020 12:38 | Day traders may create another opportunity here this afternoon or tomorrow, but hoping someone with a bit of cash in the II world is going to snap up a few. If the price was already £3 I think we would have gone up from there this morning... people need to value these on basic rudimentary measures, not relative to its recent price or the sector or using out-of-date information from screening algorithms... | edmundshaw | |
09/9/2020 12:02 | Added more. Mentioned these as a longer term hold, and as per many posters on here, we were adding and baffled by the valuation. We now have the second upgrade in two months and it wouldn't surprise to see another the way the business is trading. The price had actually tested the current level of 205 prior and then bizarrely fell away, eventually down to 180 yesterday. Clearly some of the selling has been wider market related, but this update should provide enough reassurance (even to the institutional fund manglers - clearly it needs to be spelt out to them with another forecast beat ;-)) that a re-rating is very much warranted here. Not much value out there, but I'll be surprised if this one doesn't eventually move at least 20% higher from the current level. All imo DYOR | sphere25 | |
09/9/2020 11:41 | June 2020 We continue to believe that Wincanton will not be materially affected by the UK withdrawing from the European Union, which is currently scheduled to occur at the end of December 2020. This is based on the following key points: -- Our operations are generally delivered locally in-country and are not critically dependent on a cross-border supply chain or workforce. Wincanton's operations in Ireland are not a significant part of the Group and represent c.1% of Group revenue. -- As a British focused 3PL business there is potential for additional demand for our services under most Brexit scenarios, including demand for warehouse space and management, management of bonded goods and supply of container storage and transportation. -- Most of our existing contracts have provisions which allow for inflationary and other adjustments (e.g. fuel price movements, tariffs on imported vehicles) to be charged to our customers and approximately 60% of our contracts are open book contracts in which we do not bear the direct impact of increasing costs. -- Should the UK's exit from the EU at the end of 2020 result in a 'hard' Brexit without a transition period and/or an orderly withdrawal may cause regulatory and compliance uncertainty on some contracts that require performance under EU regulation, bodies and/or standards; however, we believe such uncertainties will be addressed under proposed new UK regulations following any withdrawal. -- We have reviewed our supply chain and are broadly comfortable with our key suppliers' ability to maintain the provision of goods and services on key contracts. | volvo | |
09/9/2020 10:55 | I certainly can see this bonded warehouse side of the business expanding as we leave the EU. Could easily double or triple in size depending on the brexit deals (they currently state they do £500M custom throughput business a year - on website) | netcurtains | |
09/9/2020 10:41 | molatov, if the WIN stock is treated anything like Clipper Logistics has been treated, then you are looking at 600p min...really take a look. Wincanton have always considered Clipper as a lesser competitor, its just they have been jumping up and down and shouting about e-fullfilment and Digital grabing the limelight. Today the FD of Wincanton, just stated they are doing all that stuff and more....and are at least double the size of Clipper in turnover and profit. | volvo | |
09/9/2020 10:32 | I'm sure the big boys, once digested, will not miss the opportunity here. This has been consistently a £2.50-£3.00 stock. I anticipate it returning to these levels. Hoping for some Institutional buying RNS's | molatovkid |
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