Wincanton Share Discussion Threads

[rivaldo] 20/1/2021 07:13

Bloomin' lovely...."the Board expects profitability for the current year to be materially ahead of market expectations".....

Digital and e-fulfilment is roaring ahead, and every one of WIN's four core divisions is growing. Plus of course, "Further significant new business in Digital and eFulfilment for both Waitrose and Dobbies, will commence before year-end.".

Loads of upside here to equate to Clipper et al's ratings.

[volvo] 20/1/2021 07:10

Excellent news...exactly as surmised above, massive expansion in e-fulfillment...300p might come and go today, far far too cheap

[nw99] 20/1/2021 07:09

Good update

[dplewis1] 20/1/2021 07:04

Words you like to read in an RNS - "materially ahead of market expectations"

[owenski] 19/1/2021 17:26

Still in a nice uptrend.

[volvo] 19/1/2021 15:26

Something cooking here imo.

By all accounts there is a large recruitment drive going on, and not just for the end clients, but for head office, new IT systems and e-fulfillment, new project managers etc etc....seems busy just got really busy, maybe the Tesco contract as discussed here....or the US investment fund taking us out for 500p :)

Price being held, news on the horizon imo.

[netcurtains] 19/1/2021 14:23

Lets look at historic PE ratios:

Clipper PE 36 (ROFL)
Royal Mail PE 24 (CHORTLE)
DX no PE as made a loss (LOL) - I think its been loss making since at least 2016 (not sure)
Wincanton PE 8.5 (PHEW!)

If looking at profits to market capitalisation then WIN is easily the best by miles..

DX, Royal Mail and Clipper up today but WIN flat.

[lefrene] 18/1/2021 12:56

Hard to tell Volvo, but since the growth of 'financial engineering' which started some 30 years ago, just about everything in the distribution industry is leased, which means little up front money, but lots of short term debt on the books. Most supermarkets stipulate equipment no more than three years old, and most contracts tend to be of 3 years. That's probably due to the financiers requirements regarding writing down the value of kit to residual values. The skill of the service provider is in managing the difference in costs of the leasing against the cost of operations, and the reward from the client. Margins tend to be very thin, but in current times brought on by government actions over covid, the demands on transport may have improved the margins.

[volvo] 18/1/2021 10:29

Certainly behaving odd.

One theory could be the company is indeed on the up and maybe might try a fund raising to push forward with investment. Would prefer a TS first then funding if thats the case. Although plenty of cash and bank facilities at the last update.

Always a problem if growth comes all at once, you have to speculate to accumulate. For example the Waitrose set up must have cost plenty, but in a years time it will be flying.

[netcurtains] 18/1/2021 10:17

This stock has such wild inter day swings - none of it ever seems to be related to the trades. So weird.

[volvo] 18/1/2021 08:29

While the economy grapples with a pandemic recession one company has 115 new vacancies, many of these include multiples, ie Waitrose delivery drivers.

Across the board, IT, e-fulfillment, Account handlers etc in house, and the normal vacancies for the customers who are enjoying very busy trading......Screwfix, B and Q, Wickes, Waitrose, Sainsburys, M and S, Asda, Heinz, Argos, Halfords etc etc

[lefrene] 17/1/2021 10:11

Amazon are control freaks. I know their Swansea shed just went out and bought local trucking firms, but after problems caused by their need to 'control' they eventually did the sensible thing and put the trucking firm in charge of traffic control. I also know that they nailed RMG down to such a duff deal that RMG was losing money on the contract. But RMG are essentially a civil service, they wouldn't last many weeks without their mail monopoly.

[volvo] 17/1/2021 10:08

HE the roll out of the Waitrose contract should indeed be well over played, its a massive deal....over 300 new delivery van shift drivers...sort of deal that started Ocardo on its way

Market just thinks old tired Wincanton, under achievers, shipping containers, old style haulage etc etc.

Stuff has changed dramatically and the directors should not miss the opportunity to bang the drum about this new era, it hasn't got this across yet.

They should ask the pr guy from Clipper to join.

Price would double within 6 months

[netcurtains] 17/1/2021 09:30

Page four of the Sunday Times (Money section):

"Rise of the Shed Masters"

(examples are ASOS, Ocado, Amazon - but article is about the glamour of e-commerce and the important of controlling the big warehouses.

Enter WINCANTON!!

WIN have 14 million square feet of warehouse space.
And 200+ locations across UK and Ireland

WIN are the largest logistics firm in the UK.
If ASOS or Ocado or Amazon want extra warehouse space then the answer is WINs

[horndean eagle] 15/1/2021 21:36

Would hope they do a full on analyst day at Waitrose once it is up and running. Needs a real wake up call to market that the company is being transformed. Have to think WIN is a sitting duck for overseas player or for P/E. Think ST flagged it up at new year.

[netcurtains] 15/1/2021 16:36

in logistics you want slow - you get more miles per gallon that way.

[volvo] 15/1/2021 16:29

Clipper were naughty bumping up their share price for the owner to dump his stock, but both buyer and seller were happy.....shows the value in logistics right now, just need Wincanton to shrug of its old reputation of tired and slow.....which it has in the market place....and this doubles v quick

[owenski] 15/1/2021 09:20

Stobbard's have changed their name, it's now Trotter's Independent Traders of Peckham.

[netcurtains] 15/1/2021 09:00

Eddy Stobbard gone balistic - 43% up..
Whats that all about?

[volvo] 14/1/2021 15:54

Start date now early February for the Waitrose contract....this is a massive contract and undertaking by WIN and £1.3m a week turnover



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.

Waitrose & Partners prides itself on being different. Our intention is to combine the convenience of a supermarket with the expertise and service of a specialist food shop. Add this to our unswerving dedication to our customers and the highest respect for our suppliers (the provenance and traceability of our food is vital) and, of course, the environment and you can start to see we’re a bit more than ‘just’ a supermarket.

About the role

We are now recruiting a high volume of Customer Delivery Drivers to start early February 2021 to support our New Customer Fulfilment Centre for Waitrose, Greenford. The site will open early March 2021.

[netcurtains] 14/1/2021 10:06

currently big retailers shares are up : Sainsburys, M&S, Kingfisher....
Bodes well for food and DIY logistics ...

[volvo] 14/1/2021 08:51

From yesterday



Finally, what are you expecting from 2021?

COVID-19 has accelerated years of development into months, created more localised consumer demand and highlighted resilience as a priority.

The ability to deploy and adapt technology to fulfil the increasingly digitally-enabled consumer will remain relentless. Leveraging the end-to-end supply chain capability will become increasingly important to satisfy consumers and remain commercially viable. Whether this be supplier fulfilment direct-to-consumer, or leveraging store inventory to fulfil locally, agility and customer experience will be key.

Supply chains, in their many guises, are now front and centre in our lives. So, by default, their capabilities are a priority for the Boardroom and the Government alike. Increased investment in supply chains is therefore not just inevitable, but critical for many businesses to adapt and survive 2021 and beyond.

[volvo] 14/1/2021 08:07

Tesco sales over the Christmas trading up 8pc y on y. Same with Kingfisher yesterday, 16pc higher sales,

Take that over to Asda, Morrisons, M and S, Sainsburys, Heinz, Waitrose, B and Q, Screwfix, Wilco etc etc and you can see why WIN have been flat out.

TS please directors