Wincanton Share Discussion Threads

[rivaldo] 25/11/2020 06:44

Nice article on Citywire this morning....



"Liberum: ‘misperceptions’ at Wincanton

Wincanton (WIN) can continue its trend for winning new business, which Liberum says will correct ‘misperceptions’ about the logistics group.

Analyst Gerald Khoo retained his ‘buy’ recommendation and target price of 350p on the shares, which rose 4.6% to 253p yesterday.

‘Recent new business wins provide evidence of Wincanton targeting new opportunities with higher growth and margin potential,’ he said.

‘We see upside potential from further wins, which may correct the misperceptions about the earnings growth that the group has delivered in the past and the growth it can continue to deliver in the future.’"

[celeritas] 24/11/2020 16:26

It wouldn't be a surprise Volvo, we are still in the foothills here.

[volvo] 24/11/2020 16:11

These guys were after Clipper....maybe they have moved their aim..... Cinven and CVC Capital Partners

[volvo] 24/11/2020 16:02

All those new contracts nothing given. More contracts are here and will be signed if not already signed.

The UK market is moving online 3 to 5 years earlier than expected.

Logistics is paramount.

[mikedon1946] 24/11/2020 15:21

we have lift off, just hope we loaded booster rockets ad the price will fly

[mikedon1946] 24/11/2020 14:48

just creeping to 250 buy price

[rivaldo] 24/11/2020 14:40

250p being paid....

[volvo] 24/11/2020 14:29

From all im hearing from WIN is its gone ballistic and the December looking flat out...then we have Waitrose as we roll out dark stores across the uk next year.

[volvo] 24/11/2020 14:27

..the dam finally breaks 300p, next call

[s34icknote] 24/11/2020 14:06

Not me net !

[netcurtains] 24/11/2020 13:37

Was it you who sent Triad up too?

[s34icknote] 24/11/2020 13:37

Next leg up net !!

[netcurtains] 24/11/2020 13:36

It was the 160k buy that knocked the doors off..
Do Wincanton do the Italian job?

[celeritas] 24/11/2020 13:26

It's off now, should be a good run from here

[netcurtains] 24/11/2020 12:21

A heck of a lot of buys going in - both yesterday and today.

[celeritas] 24/11/2020 12:18

Any day now it's going to go.

[rivaldo] 24/11/2020 12:18

Buyers paying 243p now - the slow and steady crawl upwards continues :o))

[volvo] 24/11/2020 11:36

ES up over 20pc today, Clipper near all time highs, then theres good ol WIN

[petewy] 24/11/2020 10:26

IS holdings have dropped to 57% from 66% when I first bought in a while back. 2.85p dividend until next declaration date May paid in August. Tempted to sell and take profits.

[volvo] 24/11/2020 08:34

Buying is starting again

[celeritas] 23/11/2020 16:37

It looks that way, the off loading of Pullman and the container operations is just tidying up for me.
UT at 242, I'm surprised, have they lost control, tomorrow could be interesting.

[volvo] 23/11/2020 16:04

Celeritas its as we talked about earlier....someone here is sarificing shares on the offer over 300k today to keep things at the status quo...why?

....but someones got wind of this and pecking away all day.

These things always come to a head.