Wincanton Share Discussion Threads

[matt] 26/2/2021 11:00

That would be good short term but if they stay listed I can seem them passing the Numis value.

Sit tight :-)

[volvo] 26/2/2021 10:57

All we need is the statement...The Board of Directors note the rise in share price and can confirm etc etc :)

[volvo] 26/2/2021 10:54

Peel Hunt were briefed and came back with a strong buy rec at 385p, this allowed a forward pe of 12.

As I said at the time this was miserly, especially as logistics is the main play at the moment.

If we are growing so fast, which we are, a pe of 18-20 is much more realistic 560p plus, which makes Numis's 480p much more sensible.....looking racy still

[s34icknote] 26/2/2021 10:47

A bid of 600p will do !!!Long term 12 months could get to 800p on Pe 20 eps 40 p ?????Re rating gaining traction

[s34icknote] 26/2/2021 10:34

The higher the share goes the higher the gains !!

[volvo] 26/2/2021 08:54

Any news out or is it the Numis note?

Whoever was sitting on the bid for a month has gone, blue sky.

Still believe someone is looking at Wincanton

[s34icknote] 26/2/2021 08:51

Here we go 380 soon Breaking out

[rivaldo] 26/2/2021 08:49

Buying at 334p now....

[celeritas] 26/2/2021 00:00

Volvo, much the same, these things take time. Win apparently paying for a training course for a non employee. Make of that what you will.

[owenski] 25/2/2021 17:38

Good move and on tidy volume.

[santangello] 25/2/2021 17:22

2 friends of mine been indirectly taken on by sub contractors for WIN this week, and 2 more have interviews next week.......encouraging.

[volvo] 25/2/2021 17:06

VOLVO 22 Feb '21 - 10:31 - 1915 of 1930 Edit

QS every chance imo, pre close statement will be end March.

Still very busy and constantly taking on new staff. Waitrose goes live next week.

There is currently something going on here re the share price....which I take as a strong sign we are about to gap up again, bigger players involved imo.

[volvo] 25/2/2021 17:02

sicknote we talked of 350p not long back, forget that, if no buy out comes forth the share price starts with a 4 after the pre close update

[volvo] 25/2/2021 16:55

Would like to think so alan, any equity fund looking for a sure fire winner, as The Times says (aka Warren Buffet), logistics logistics logistics

[volvo] 25/2/2021 16:53

A little bump up....but much more is coming.

Celeritas hearing anymore on Tesco, know Wincanton were talking with Asda for the complete logistics package...just whether they fancy it or not, plenty other fish to fry atm.

Government stuff stacking up too, margins improving, competition and all that.

[alan@bj] 25/2/2021 16:53

Possibly some correlation with the muted bid for DS Smith?

[s34icknote] 25/2/2021 16:36

Happy days next stop 380 !

[rivaldo] 25/2/2021 15:49

Here we go :o))

[qs99] 25/2/2021 14:06

full offer being paid, I know because I topped up! DYOR

[s34icknote] 25/2/2021 14:03

Breakout ?

[celeritas] 25/2/2021 11:32

The move to online continues at a pace.

[volvo] 25/2/2021 09:30

See the PR dept at Clipper doing its stuff again today, as companies rely more and more on logistics.

What be nice if the directors of Wincanton give an update on the Waitrose, Greenford situation, its going live next week.

With 25000 - 30000 deliveries per week, stored, picked and delivered, that 1.3 - 1.5m deliveries a year and roughly £45 per delivery, £60-70m pa, big news

[rivaldo] 24/2/2021 12:31

Great news baddeal, cheers. A nice 52% upside to 480p from here then.....

[volvo] 24/2/2021 11:12

Thanks baddeal.

Both Peel Hunt and now Numis briefed by the company on current and future prospects, both strong buy....if the markets value for tomorrow not today we should be 400p and ticking up.

Guess they will have to spell it out to the markets again in March the every part of that company is booming. Outsourcing is the name of the game, so growth will keep coming for years

[edmundshaw] 24/2/2021 10:44

Wow,nice target! Numis clearly see a strong future and good execution from Wincanton.