Wincanton Share Discussion Threads

[netcurtains] 06/11/2020 08:15

Certainly in the scheme of things (rising tide raises all boats) its better to be in LOGISTICS then HOUSE BUILDING.

[abarclay] 06/11/2020 07:55

MER

markrt cap £130m, just sold non core bit for £72m!!!!!

[netcurtains] 06/11/2020 07:53

Now the city and journalists have had 24 hours to think about the results it will be interesting to see if this is another UP day. I suspect it will be.

[horndean eagle] 05/11/2020 19:48

Numis forecasts are for 40.3m and 26.6p this year and 46.6m and 30.8p of earnings for next year. Increase of 15% and 8% on existing forecasts. Would wager that they come in ahead of these again. The upgrade cycle is clear here. Another material upgrade and shares have barely moved. Definitely hard work being a WIN shareholder.

[netcurtains] 05/11/2020 18:14

Sorry VOLVO - I'll put him back on filter (along with his alter ego babycheeky).

[discodave45] 05/11/2020 18:12

Oh dear my troll baby is back.Apparently this guy lost a fortune on CNA where DD4 shorted and made a packet.Move on baby, stop crying.Nobody gives a sh*t about your lies.

[babycheeky] 05/11/2020 18:08

As for WIN. 300p might come and go that is your opinion and not a fact and it may not happen.

Sounds like you are trying to ramp for your personal gain.

[volvo] 05/11/2020 18:01

Couldnt give a toss about discodave, obviously you and him have had previous.

Fact is if we can move the seller away 300p will come and go.

[babycheeky] 05/11/2020 18:00

What you guys here need to know what sort of character dave is.

He used to post as discodave4 before changing his handle to discodave45. That first of all shows dave is not the sharpest knife in the drawer. I know understatement.

So why did he change his handle. It was because he was posting lies and false information on the CNA thread and he was being threatened with legal action so he quickly deleted hundreds of posts and changed his handle.

So he is not only not very bright. He is dishonest and a liar.

[netcurtains] 05/11/2020 17:47

The question we all would like to know discodave45:

"are you LONG SHORT or just looking at WIN?"

There are hundreds of stocks to muse and mull over
why pick this one unless LONG or SHORT?

All your posts seem very ambiguous - what is the point of that?
If you cant make up your mind surely there must be another
stock somewhere in the FTSE that fits all your investing or shorting
criteria?

Or is it that WIN is particularly intriguing and perhaps it possibly is a ten bagger
of some sort if you play your cards right in some way?

Is your position that WIN is intriguing?

[discodave45] 05/11/2020 17:37

Lack of rev growth (5 year CAGR avg only 1.64%) combined with pension deficit it's not rated for growth IMO unlike CLG, that could change now though - who knows!.Would guess margins are also coming under greater pressure from their subcontractors (as they stated today - with about 1% decline in bottom line margin).Was hoping they would reaffirm pre tax forecast for year end (previously stated no less than £30m) but they didn't. It's okay banging on about being 'materially ahead' but that was revised downwards to begin with......if £38m - £40m then it's still on a par with last year and 2017 when the share price was at times hitting £3.

[volvo] 05/11/2020 17:26

Honestly see this as a mega stock due to the pandemic, a 10 timeser

[volvo] 05/11/2020 16:46

HE, I get it re Clipper comparison, but dont see Clipper delivering Waitrose to London, or running Hinkley point for EDF.

Basically both great companies doing similar stuff, but not a million miles apart, but valued as such.

[horndean eagle] 05/11/2020 16:22

WIN digital business is about half the size of clippers. Clipper have a lot of non core stuff in there. The arb has to close up at some point.

[volvo] 05/11/2020 16:09

Under pressure fund Bennbridge continues to sell, but hopefully its attention will move elsewhere after todays great update.

[volvo] 05/11/2020 15:30

Thanks HE, Wroath sounds excellent and super confident of more contracts across the whole company.

Moving into returns (Clipper Log).

Looks like WIN are going to get Waitrose uk wide.

[mikedon1946] 05/11/2020 13:23

never seen win rise to meet a LIBERUM price.

Fools article does not go far enough to explain the the real values of Win

still both good news and confirm why we are in to win shares

[netcurtains] 05/11/2020 13:13

sicknote: yes it has the earmarks of a bit of a slow-burner (touchwood)...Often the best bull-runs are ones that happen relatively slowly. Needs to finish blue today though.

[s34icknote] 05/11/2020 13:08

Plenty of time yet to move up

[petewy] 05/11/2020 12:34

Good post Volvo

[netcurtains] 05/11/2020 12:29

I'm hopeful for the £3 but the directors probably are going to have to go for it a bit (brokers, on voxmarkets, speak to journalists etc etc)