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WIN Wincanton Plc

599.00
-1.00 (-0.17%)
Last Updated: 10:19:26
Delayed by 15 minutes
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
  -1.00 -0.17% 599.00 599.00 600.00 600.00 597.00 599.00 347,616 10:19:26
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Arrange Trans-freight, Cargo 1.46B 33.2M 0.2718 22.04 731.58M
Wincanton Plc is listed in the Arrange Trans-freight, Cargo sector of the London Stock Exchange with ticker WIN. The last closing price for Wincanton was 600p. Over the last year, Wincanton shares have traded in a share price range of 187.80p to 634.00p.

Wincanton currently has 122,133,235 shares in issue. The market capitalisation of Wincanton is £731.58 million. Wincanton has a price to earnings ratio (PE ratio) of 22.04.

Wincanton Share Discussion Threads

Showing 24251 to 24274 of 25450 messages
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DateSubjectAuthorDiscuss
15/10/2020
09:23
That has to be the worst time buy in history!!!
The Market makers must be having a laugh at my expense!!
LOL

netcurtains
15/10/2020
09:13
Could not resist it! Topped up yet again.
2.1499 - seemed a good deal!
(just a few)

netcurtains
14/10/2020
19:31
dd45 time will tell

I'm interested to see who calls this one right.

Feel confident.

volvo
14/10/2020
18:16
VolvoHow can £70m or £35m pre tax profit be irrelevant?.Hope folks don't take what you believe too seriously!.Filtered
discodave45
14/10/2020
17:54
dd45...irrelevant, basically invested into a logistic company that is stone cold cheap.

You must invest as you seem fit.

Good luck, we all need it.

volvo
14/10/2020
16:29
VOLVO:
I'm thinking you have quite a lot of knowledge of WINs and when stockapedia take a look at a share it often rises about 20% or more (see WEY Education over past two days).

From a comment on the WEY thread:
It'll be people reading the stockopedia pitch I reckon, very informative post which makes a strong case for the business.



Why dont you ask them to look into WIN?

netcurtains
14/10/2020
16:19
Are you now saying circa ?35m pre tax?
discodave45
14/10/2020
16:05
Here's one idea, Clipper Logistics are drawing attention from private equity funds, understandable, logistics in these troubled times are going to the winners.

Who else can they pick up for a song? Break it up, keep the so called good stuff and sell the rest. £600m odd for Clipper or £450m for Win....surely they must be running the rule over it and the share price is certainly acting weird.

RNS....approach made for WIN, that would light up things.

volvo
14/10/2020
12:26
petewy: 5th November - not long now to results.. Might hear something good about dividends? paying off pensioners? profits? rerating? contract wins?

Then there is the run up to results (Nov 5th - Fireworks Day - will we get a bit of a bull run as they approach?

all sorts of possible upsides but with a PE of 6.x there probably is not much downside touchwood.

Risk Reward ratio, with 3 weeks to results, favours BULLS.

netcurtains
14/10/2020
11:55
And the handicap of no dividend.. sorry to go on about it. Wait til positive news and then sit back.
petewy
14/10/2020
11:15
'Re 70m ebitda'Sorry but you've posted previously £70m pre tax, substantially different to EBITDA.Are you now saying circa £35m pre tax?
discodave45
14/10/2020
11:01
VOLVO: The way I see it.. From where we are now...

There are FIVE UK logistics/delivery type firms that small investors are looking at:

Ocado, Royal Mail, Stobard, Clipper, Wincanton...

They all have something but I'd say WIN has the best chance of having a huge rerating (as the others have had theirs already)...

And also WINs has an outside chance (within 5 years) of setting up its own Ocado type organisation via its new knowledge of dark stores.

If you dont think WIN is the best investment from WHERE WE ARE NOW can you make out a better case for one of the others to get a serious rerating from WHERE THEY ARE NOW?

Its always good to look at it from the "oppositions" perspective .....

netcurtains
14/10/2020
10:55
In January 2020 Wincanton traded at over 300p....at this time it not only had its pensions deficit, but in fact this deficit was 10's £millions higher than it is today. Fact.

So whats changed to leave the share price 30pc lower? Ok lockdown will hit this years profits, not that hard though, and current trading is buoyant and back to at least pre Covid levels, coupled some great new contract wins, Waitrose in particular.

Well under valued.

Re 70m ebitda, lets wait and see the revised broker forecasts from 2021 onwards dyor.

volvo
14/10/2020
10:06
'Clipper Logistics, ie sky high pe.'They are on a PE of 23 with eps growth of 34%, not sky high at all, in fact IMO they are good value with a PEG less than 1.The reason WIN isn't rated as highly is because of its pension deficit, yes I keep banging on about it, but it's always been the drag on ratings, but hopefully that will change now.£70m pre tax?, how?....keen to know, thanks.
discodave45
14/10/2020
09:25
Share price stuck in the mud here, still strong belief we have an overhang of shares held by Benn Bridge...need some big volume days.

Wincanton should be doing well in the current conditions, its biggest sector is grocery/consumer/e-fulfilment and general merchandise which will all be very busy.




The company will be reporting in segments on the interims, 5th November.

It is trying to show some clarity between its various divisions.

Basically the 1.2 billion turnover, £800m is Digital/e-fulfilment, Grocery/consumer, general merchandise. The remaining £400m is Transport services, construction, and other.

Argument being, if Wincanton sold or refloated the £400m basic transport business (which is very profitable) and treated the remaining £800m grocery etc as high tech aka Clipper Logistics, ie sky high pe....the current share price could double and shareholders would also get £200m, from the sale or float.

volvo
13/10/2020
08:07
Thanks VOLVO:
I love the way they say "colleagues" and not "employees" - that is very John Lewis...

netcurtains
13/10/2020
07:57
There is mass hires for Waitrose Greenford site, due to go live in early 2021.

Here is the company description on the job adverts.


We have an exciting opportunity to join us as a Warehouse Operations Managers as we setup a new online Grocery Customer Fulfilment Centre in Greenford, West London (UB6 0AU).

This is a start-up operation which Wincanton will design, construct and operate on behalf of Waitrose to enable them to meet significant new demand for Grocery Online Shopping.

This new partnership with Waitrose is a key strategic priority for Wincanton and allows us to bring together our substantial capabilities in Food Logistics, Home Delivery, Customer Experience and Online Fulfilment.

It's an industry first as Wincanton will be the only third-party logistics provider in the UK to operate an online Grocery Customer Fulfilment Centre.

The operation is due to go live in early 2021 and we are now starting to recruit the site-based Leadership Team who are likely to have extensive experience in large-scale Food Retail, Food Logistics, Home Delivery operations and/or in running online Customer Fulfilment Centres.

This is a 24/7 operation and therefore flexibility on shift patterns is required. Who are we? Wincanton is a leading third-party logistics (3PL) and supply chain solutions provider in the UK and Ireland. With over 17,000 colleagues across more than 200 sites and a 3,400 strong fleet of vehicles, we put our customers at the heart of everything we do, and our mission is “to make our customers business’s better, every day.”

volvo
12/10/2020
16:22
Nice to finish blue when FTSE100 down!
netcurtains
12/10/2020
10:11
Clipper Logistics mentions these sort of names at its up another 20pc for fun.
volvo
12/10/2020
10:02
Checking the careers section of the Wincanton website, these are some of the names that are mentioned in the recruitment ads....names you would imagine are likely to do very well in the current pandemic....I guess thats why they are employing.



Argos, Asda, B&Q, CO-OP, Halfords, Heinz, M&S, Morrisons, Nestle, Sainsburys, Screwfix, Waitrose, Wickes, Wilco.

volvo
12/10/2020
08:50
Stobbard up 15% on the week. Up today as well. I guess people are calling the bottom. Its Market Cap is £149M... And makes a loss.
WIN PE ratio of just 6.7 and makes good profit and its forward PE ratio (I'm guessing here) is probably in the 5s or even 4s...

Yes I can see looking at coloured pictures of graph shapes STOB might seem a good deal, but with the real nuts and bolts WINs is the business.

netcurtains
09/10/2020
18:56
For newbies


VOLVO - 05 Oct 2020 - 08:08:24 - 1268 of 1338 Wincanton - Logistics Recovery Story 2012 - WIN
rimau re Brexit.

This is from June 2020 results, note that the company sees no downside and good possibilities upside.


Brexit

Although there remains uncertainty on the nature and timing of the UK's proposed withdrawal from the European Union (Brexit), our understanding of potential risks and impacts are regularly reviewed and assessed.

We have, for example, reviewed the potential impact of Brexit, including adverse economic consequences, on our existing contract base, workforce, bidding activities and supply chain.

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
09/10/2020
18:46
Thanks for that.If Brexit turns bad they could still end up being guilty by association.I'm sure there will be price swings with the state of talks and an increased risk/reward.I'm keeping my powder dry.This could get interesting.Good luck.
geraldus
09/10/2020
18:36
geraldus: re: Brexit having no affect on the SP: I've found the thread (includes some info direct from WINs themselves on the issue). Starts with me raising something (lol - sorry) - see details below - scroll down to post 1112 then carry on reading for a bit:
netcurtains
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