Wincanton Share Discussion Threads

[volvo] 25/1/2021 07:18

....we remain committed to attracting, retaining, and developing the very best talent in our industry to continue to build supply chains that provide the solutions modern retailers and manufacturers need.

Hence the glut of of new recruits

[volvo] 22/1/2021 19:37

Wincanton are in the box seat atm.....they are all knocking on the door dyor.

[volvo] 22/1/2021 16:43

Is it still Tesco they are chattering about?

[celeritas] 22/1/2021 16:31

Well the drivers are still chattering, March looks interesting.

[volvo] 22/1/2021 15:06

Rivaldo there will be a announcement re Waitrose contract which starts the first week in March in the pre close statement again March.....it needs to spelt out the significance of this contract.

Deliveries per week will be 25000-30000 and if the current home delivery service is anything to go by, it will start at full volume.

Massive.....and if successful the rest of the UK supermarkets are up for grabs in major cities, with dark stores, pick and delivery


Edit Taken another 20k on @303p CFD, going higher

[rivaldo] 22/1/2021 11:26

I won't ask how you know Volvo :o))

Nice steady daily rises now - and these levels are the highest since 2007. But lots more still to come imho.

[volvo] 21/1/2021 16:46

Agree in this case, only going to get stronger.....and i hear new contracts are imminent.

[s34icknote] 21/1/2021 16:41

Run your winners !!

[volvo] 21/1/2021 16:36

Agree rivaldo, plenty of stale sellers moving on, but yesterdays news put a line under the valuation.

It was the 10pc up on 2019 sales pre Covid that said it all, company is crazy busy atm, and will be for the foreseeable.

Expect it to pick off the points daily too 360p

[rivaldo] 21/1/2021 15:37

A good consolidation day, and still moving up....

[s34icknote] 21/1/2021 15:35

A gradual move to results in March .Then the next leg to 450 on April !

[volvo] 21/1/2021 12:35

Ill stick with my 360p target within weeks....maybe a new contact or two to be announced?

[s34icknote] 21/1/2021 11:29

Dec January feb and March normally best times for market .But agree sometimes need a break .It's been one of the best nine months going , although I took a massive hit early on in my oil stocks .Re aligned in March. Spreading the risk as I go.Hope to start an income fund for my early retirement .

[netcurtains] 21/1/2021 09:49

s34icknote: I'm more or less out of everything now. Taking a bit of a rest from the markets. Done brilliantly for 9 months.... Felt I'd give someone else a go for a while. I'll probably be back big in Feb or March.

[s34icknote] 21/1/2021 09:40

Buy on the way up !!!

[s34icknote] 21/1/2021 09:40

Should be topping up but selling !!Bit of weekend press will help

[matt] 21/1/2021 07:24

Back to an interesting level on the long term chart. Hopeful we can move past the recent highs with the coming growth.


free stock charts from uk.advfn.com

[volvo] 20/1/2021 16:23

Going for three on the trot.

Apparently the company is a full stretch atm with new enquires stacking up.....everyone wants warehousing and deliveries.

Great position for Wincanton to be in

[volvo] 20/1/2021 14:41

rogers saw that....but it will.

[volvo] 20/1/2021 14:40

rimau, the forward pe is slightly skewed atm because of the intial full shut down in March 2020, Wincantons figures for H1 were down about 28pc on 2019.

If as it seems we are now riding the wave of being in all the right markets at the right time, profit before tax will be £50m plus on turnover of approx 1.2billion for year 21-22.

So current pe rating for March 2021 - March 2022 currently remains firmly in single figures

[rogers49] 20/1/2021 14:39

Volvo, I'm Not sure Sizewell C will start. There is plenty of opposition building in the way of the nature lobby.

[rimau1] 20/1/2021 14:10

Well done all, Clipper are growing earnings at 50% pa so that is the size of the prize, if the forward pe here is really 10-11 this remains compelling value despite the partial rerate. I hold Clipper too ands the right sector at the right time IMO

[baddeal] 20/1/2021 13:30

It was a trading statement update not a results announcement, why would they talk about dividends?

[volvo] 20/1/2021 12:34

Sizewell C starts approx Autumn this year and Wincanton will again work with EDF as the main logistic partner, same as Hickly Point, massive contract.

[volvo] 20/1/2021 12:31

Hope not pete I doubled my main holding at 290p this morning, and sold and bought more trading stock.

The company are filling head office in Chippenham with loads of IT geeks as the phones ring and companies need e-fulfillment solutions.

Massive growth in all things food as lockdown becomes the new new. Front runners in DIY, no I agree with sicknote...this is now a growth stock and will be valued accordingly....pe of 18 to 20, March results will push this home.