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Results are always heavily weighted to H2.
Full year EPS should still come in around 85p.
P/E 14 is low for this type of company.
M&A target.
Once lease liabilities are accounted for...
Oh dear
Terrible share price performance, this has been on a downward spiral ever since I bought years ago
North America should push growth, I hold
Got a fantastic record for spotting opportunities, big uplifts to come:
“The prize on #SMWH is eating into US market share, achieving 20% targets. Would imply 50%+ hike in US revenues whilst growing margins YoY. Some trough multiples making recent entry a more compelling setup but let's see”
SMWH mentioned again today in another Times takeover article - someone must be long at the Times!
Given the growth of global travel and SMWH capitalising on it for the last few years it just seems ripe for a bid, especially considering the low valuations in Europe compared with the US.
ST yesterday. Perhaps that can move it!
Thanks for your tips obviously this is all speculation but It makes an interesting side line from my normal investments . And a bit of fun and maybe a bit of money to top up my main holdings . Doc is a good one to hold as pays a good dividend as well.... Just added Marstons (MARS) to the list
I did well from Wincanton as well. I'm up to my eyeballs in Doc and can't see any takeover deal Permira still have a stake and it has been private already. Wood Group could be a target again, Apollo had a go last year and Hunting may get an offer but looks pricey right now. Also have a look at Redde Northgate, very nice PE ratio or one of the specialist insurers (Beazley, Lancashire) as there's ongoing consolidation in the insurance sector. Hochschild could get snapped up as well, though it looks like a long shot. DYOR as this is all my wild speculation.
WH Smiths has the potential to be taken over this year . I have been lucky once already in 2024 and Wincanton has risen well after the proposed takeover from CEVA logistics a French company. So was wondering which other shares anyone on here thinks might be taken over . I am buying a small position in around 20 companies as a bit of interest to my other dividend paying companies which I hold for the long term any input much appreciated . A few on my radar are Elementis and Doc martens and THG
I think airports using the new scanning system at security will have an impact on there sales. Max 2 litres of fluid can be taken through security now . They make a fortune on meal deals and drinks at Airports
Crazy, another solid and profitable UK (and now global) business that should be flying. Perhaps they need to change their name to WHSTech or Smith AI & Blockchain, appoint a CEO just out of primary school, develop a product and business model that nobody understands and then consistently lose millions every quarter. Then the share price would fly, we'd have naive US investors crawling all over it and Sunak and Hunt telling the world what a great British company it was.
Got in at 8am. I fail to understand the markets. Future looks bright. Lots going for the company. Daft.
Promising update with better then expected growth and the share falls.UK markets are dumb
Maybe the USA investors will lift the sp when they climb out of bed later today?
Sp has gone nowhere for months now and that is a surprise given the improving picture here. Lets hope the analysts buy something at smiths!
Climb in sp continues at a slower pace than I expected and I hope it does not run out of steam!
Sp climbing nicely today in the face of a declining market - just need a broker uprate and ii buying and we should be back closer to £15.
I can't help wondering if it's a little 'off-radar' at the moment. We're getting a better reaction now and my guess is that institutions will start buying also. SP is nice and low in what seems to be a good environment for Smiths at the moment.
Was expecting a better market reaction from the results considering how much this share has fallen, just shows how depressed the UK markets are, no one wants to invest any more
Great results and outlook and with Rail in UK looking like strikes are reducing sp should rise here imv.
Looks like buying before results should pay off this time round. It's not usually something I do, but this mornings RNS looks positive.
The spread is pretty big at 9p, but I've entered and incredibly am 1p in profit. Let the good times roll!
2 days to go, the SP has closed it's downside gap and may well be preparing to move to the upside. If i get a buy signal I'll be tempted to buy a small position even prior to results (it's often not wise to hold over night when results are due. Nothing is certain in life, other than old age and death, but this is starting to look interesting to me.
I topped up with another £2.5k as this should rise on good results and get a lift from rya when analysts look forward imv.