Share Name Share Symbol Market Type Share ISIN Share Description
Wincanton Plc LSE:WIN London Ordinary Share GB0030329360 ORD 10P
  Price Change % Change Share Price Shares Traded Last Trade
  3.00 1.13% 268.00 62,429 16:35:15
Bid Price Offer Price High Price Low Price Open Price
268.00 271.00 272.00 265.00 266.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 1,201.20 43.80 31.10 8.6 334
Last Trade Time Trade Type Trade Size Trade Price Currency
17:54:32 O 7,942 270.357 GBX

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Date Time Title Posts
15/1/202121:36Wincanton - Logistics Recovery Story 20121,776
27/10/202010:20just mucking around1
29/12/201609:06Who do you think you are kidding Mr Cameron?20,017
22/7/201506:19Trading Strategies16
26/3/201509:46Wincanton with Charts674

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Wincanton (WIN) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-01-15 17:58:14270.367,94221,471.75O
2021-01-15 17:44:50270.0025,00067,500.00O
2021-01-15 17:37:44270.0010,00027,000.00O
2021-01-15 17:00:54270.974921,333.16O
2021-01-15 16:35:15268.003,0108,066.80UT
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Wincanton (WIN) Top Chat Posts

Wincanton Daily Update: Wincanton Plc is listed in the Industrial Transportation sector of the London Stock Exchange with ticker WIN. The last closing price for Wincanton was 265p.
Wincanton Plc has a 4 week average price of 231p and a 12 week average price of 200p.
The 1 year high share price is 319p while the 1 year low share price is currently 140p.
There are currently 124,543,670 shares in issue and the average daily traded volume is 112,895 shares. The market capitalisation of Wincanton Plc is £333,777,035.60.
techno20: Felt like a long wait, but great to see Win’s share price progress over the last few weeks. It’s a core holding for me, so no hurry to take profits - some way to go yet as the story gets recognised IMV. In the meantime, taken an initial stake in Xpediator. Some way smaller than Win, but if you are looking for another logistics play it’s worth considering. £200m+ t/o, £6m+ pbt, grown 18%+ last year, cash in the bank, recent acquisition should drive growth in 2021. Cap at £52m, so looks decent value @33p.
rivaldo: Great news. Dobbies are a very large business - they had annualised turnover of £325m in 2019, so this is a big deal: Https:// "Wincanton awarded new multi-channel contract by Dobbies Wincanton, the largest British third-party logistics company, has been awarded an initial three-year contract with Dobbies, the UK's leading garden centre retailer, to provide eFulfilment, store replenishment and final mile home delivery services. The Dobbies contract win reflects Wincanton's reputation for high quality services for multi-channel retailers, particularly in the home and gardens market. The agreement is also the latest evidence of Wincanton's expanding role in the eCommerce marketplace, which is an important part of the Group's focus on strategic growth markets. etc"
rivaldo: Nice article on Citywire this morning.... Https:// "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.’"
netcurtains: Blimy I've just sorted the FTSE small cap by PE ratios. WIN is about the best bargain going via historic PE ratios. and we know its doing really well - in some aspects "ahead of expectations" Winning Waitrose deals is obviously good news As are the Dark Stores. And of course all the Kingfisher work. its a WIN WIN situation Target has to be PE ratio of 21 (pretty average for ftse nowadays). So a share price of £4.20 (at some point in the future).
volvo: Here's one idea, Clipper Logistics are drawing attention from private equity funds, understandable, logistics in these troubled times are going to the winners. Who else can they pick up for a song? Break it up, keep the so called good stuff and sell the rest. £600m odd for Clipper or £450m for Win....surely they must be running the rule over it and the share price is certainly acting weird. RNS....approach made for WIN, that would light up things.
volvo: Share price stuck in the mud here, still strong belief we have an overhang of shares held by Benn Bridge...need some big volume days. Wincanton should be doing well in the current conditions, its biggest sector is grocery/consumer/e-fulfilment and general merchandise which will all be very busy. The company will be reporting in segments on the interims, 5th November. It is trying to show some clarity between its various divisions. Basically the 1.2 billion turnover, £800m is Digital/e-fulfilment, Grocery/consumer, general merchandise. The remaining £400m is Transport services, construction, and other. Argument being, if Wincanton sold or refloated the £400m basic transport business (which is very profitable) and treated the remaining £800m grocery etc as high tech aka Clipper Logistics, ie sky high pe....the current share price could double and shareholders would also get £200m, from the sale or float.
volvo: For newbies VOLVO - 05 Oct 2020 - 08:08:24 - 1268 of 1338 Wincanton - Logistics Recovery Story 2012 - WIN rimau re Brexit. This is from June 2020 results, note that the company sees no downside and good possibilities upside. Brexit Although there remains uncertainty on the nature and timing of the UK's proposed withdrawal from the European Union (Brexit), our understanding of potential risks and impacts are regularly reviewed and assessed. We have, for example, reviewed the potential impact of Brexit, including adverse economic consequences, on our existing contract base, workforce, bidding activities and supply chain. We continue to believe that Wincanton will not be materially affected by the UK withdrawing from the European Union, which is currently scheduled to occur at the end of December 2020. This is based on the following key points: -- Our operations are generally delivered locally in-country and are not critically dependent on a cross-border supply chain or workforce. Wincanton's operations in Ireland are not a significant part of the Group and represent c.1% of Group revenue. -- As a British focused 3PL business there is potential for additional demand for our services under most Brexit scenarios, including demand for warehouse space and management, management of bonded goods and supply of container storage and transportation. -- Most of our existing contracts have provisions which allow for inflationary and other adjustments (e.g. fuel price movements, tariffs on imported vehicles) to be charged to our customers and approximately 60% of our contracts are open book contracts in which we do not bear the direct impact of increasing costs. -- Should the UK's exit from the EU at the end of 2020 result in a 'hard' Brexit without a transition period and/or an orderly withdrawal may cause regulatory and compliance uncertainty on some contracts that require performance under EU regulation, bodies and/or standards; however, we believe such uncertainties will be addressed under proposed new UK regulations following any withdrawal. -- We have reviewed our supply chain and are broadly comfortable with our key suppliers' ability to maintain the provision of goods and services on key contracts.
rimau1: Great update, let the rerate continue......Volvo, there are very simple reasons for the valuation differences with Clipper. 2 biggies. win has a £1bn legacy pension liability and although its now well managed the sheer size of this can lead to very volatile swings. Win smartly today compare the latest position to 2017 showing a fall but in 2019 at one point it was in surplus, so it is volatile. This is a huge balance sheet liability. Secondly as we all know Win’s transport division is low margin, capital intensive and highly cyclical and although growing fast Clipper is much more heavily weighted in e-fulfilment which is fast becoming a covid counter cyclical play. Lastly, clipper is actually on a forward pe of 21 which includes a potential bid premium so take 20% off for this and its 16 which for a business that has almost doubled eps in the last 2 years its actually decent value so forget about the historic pe of 35. Btw I hold Win and not clipper. Win is undervalued (should be low double digits) but will always trade at a significant discount to clipper which deserves high double digits.
rivaldo: WIN have just been tipped in today's Evening Standard as a stock to benefit from the online shopping boom..... Https:// "Wincanton After you’ve clicked for your online order, someone has to deliver it to you. Wincanton runs the lorries and vans that will get them from the warehouse to your door. Its share price crashed badly during Covid because it has big businesses trucking petrol and building materials around the country. At a time when construction sites were closed and nobody was allowed to drive anywhere, that wasn’t good for business. But its online delivery work for shops was trading strongly, particularly once social distancing restrictions were lifted to allow its two-men-and-a-van operations to resume delivering furniture and other goods for customers like Ikea and M&S. Wincanton also runs warehouses for big companies’ online logistics, recently winning a contract to run one of these “dark stores” for Waitrose It’s also working smarter to help smaller online businesses distribute out of spare space in its warehouses – a potentially big market ahead. The shares might take a while to recover, particularly as it had to axe the dividend this year, disappointing shareholders who have seen numerous struggles at the business over the years. However, with previous problems mainly fixed, Wincanton looks like a decent long-term bet." The writer concludes: "For the best value growth, my money would be on Wincanton and Tritax Big Box."
rivaldo: Liberum are very positive, have raised forecasts by 14%, and retain their 320p target price: Https:// "Liberum backing momentum at Wincanton Logistics group Wincanton (WIN) has enjoyed ‘continued improvement’ and Liberum has upgraded its forecasts. Analyst Gerald Khoo retained his ‘buy’ recommendation and target price of 320p on the shares, which rose 14.4% to 206p yesterday. ‘Management expects the current year to be materially ahead of previous expectations,’ he said. ‘Wincanton has seen a continued improvement, with digital and e-fulfilment an area of particular strength.’ Khoo raised forecasts by 14% and said Wincanton had ‘clear positive momentum, despite some customers still not having returned to normal activity levels’."
Wincanton share price data is direct from the London Stock Exchange
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