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Wincanton Share Chat (WIN)



Share Price: 160.50Bid: 158.25Ask: 162.00Change: -1.25 (-0.77%)Faller - Wincanton
Spread: 3.75Spread as %: 2.37%Open: 160.50High: 160.50Low: 156.00Yesterday’s Close: 161.75


Share Discussion for Wincanton (WIN)


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Elad72
Posts: 19
Off Topic
Opinion:No Opinion
Price:161.75
Re chart breakout etc M Kipper
Fri 21:28
What a post. Great information in one communication. Have a great weekend and let's hope the tick up continues next week.
 
MickTKipper
Posts: 904
Off Topic
Opinion:Strong Buy
Price:163.00
View Thread (2)
RE: WIN CHART BREAKOUT, Very Positi..
Fri 09:30
WIN looks far to cheap to me from this Broker forecasts table for fundies.

Forward P/E of 9.2 2015 going to 8.6 2016........derd cheap.

I think earnings will increase due to low oil prices and those P/Es will fall even further.

Wincanton PLC

FORECASTS

2015 2016
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Investec Securities
07-11-14 BUY 28.00 16.63 30.10 17.97
Numis Securities Ltd
05-11-14 BUY 28.90 17.00 30.30 17.80

2015 2016
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 28.45 16.81 30.20 17.89
1 Month Change 1.66 0.50 1.42 0.28
3 Month Change 1.66 0.51 1.42 0.28

GROWTH
2014 (A) 2015 (E) 2016 (E)

Norm. EPS 8.58% 84.34% 6.39%
DPS % % %

INVESTMENT RATIOS
2014 (A) 2015 (E) 2016 (E)

EBITDA £61.10m £64.55m £66.30m
EBIT £41.40m £49.60m £51.30m
Dividend Yield 0.00% % %
Dividend Cover x x x
PER 17.05x 9.25x 8.69x
PEG 1.99f 0.11f 1.36f
Net Asset Value PS -292.00p p p
MickTKipper
Posts: 904
Off Topic
Opinion:Strong Buy
Price:155.50
View Thread (2)
WIN CHART BREAKOUT, Very Positive
Fri 07:48
WIN.WINCANTON breakout on the chart yesterday, trades on a PRESENT P/E of just 6.3 Lower fuel prices will go to bottom line.

WINCANTON BROKER VIEWS

Date Broker Recommendation Price Old target price New target price Notes
10 Nov Liberum Capital Buy 0.00 200.00 200.00 Reiterates
06 Nov JP Morgan Cazenove Overweight 0.00 170.00 201.00 Reiterates
05 Nov Investec Buy 0.00 160.00 160.00 Reiterates
05 Nov Numis Buy 0.00 185.00 185.00 Reiterates

https://pbs.twimg.com/media/B28S32YIcAA1AmZ.jpg"
Elad72
Posts: 19
Off Topic
Opinion:No Opinion
Price:155.50
The Farmer
Thu 19:59
Hi Farmer, I'm not panicking at all. Quite the opposite, I am here for the long term. I haven't got an issue around drivers not wages. 2015 are exciting times.
TheFarmer
Posts: 3
Off Topic
Opinion:No Opinion
Price:152.00
View Thread (2)
RE: elad
Thu 13:34
In the short term use of agency drivers covers shortage, at extra cost obviously. Like my own career wages are often cyclical; shortage of resource leads to higher wages, leads to more people taking up career, leads to oversupply, leads to lower wages, leads to shortage of resource etc.etc. So this situation comes and goes As for sellers dumping as sp rises, twas always thus... everybody including me has a point at which selling becomes irresistable. Despite recent sells we're now at a twelve month high with broker sentiment that says more to come. Dont panic!
Elad72
Posts: 19
Off Topic
Opinion:No Opinion
Price:149.25
Grasi
Wed 12:41
Sorry spelt your name wrong. Dam IPhone key pad ha
Elad72
Posts: 19
Off Topic
Opinion:No Opinion
Price:149.25
Graci
Wed 12:39
I see the driver issue as a day to day HR issue which won't stop any business striving for new business wins, linked to the fact that Wincanton don't just win business linked to drivers as a key driver. They have many sectors. OMHO but do your own research into the business. Their web site speaks volumes.
Grasi
Posts: 122
Off Topic
Opinion:No Opinion
Price:147.75
View Thread (2)
elad
Wed 09:12
how can they possibly tender for new business if they have no drivers.mkwarriors who is also an insider maintains that the shortage is 200 drivers and that they throw a lot of money on their drivers just to retain them.I'm condemned to be optimistic as I still nurse some losses.Whenever tey seem to get off (150.90 one hour ago) you can be sure that someone will dump his shares and the sp falls back
Elad72
Posts: 19
Off Topic
Opinion:No Opinion
Price:147.75
Business win
Wed 08:37
Hi Farmer, my opinion is based on longer term, 12 months say. The BoD's are making great progress with a supporting workforce. Correct, reducing debt has to be a substitute for no dividend because the business will become stronger on the back of it. I'm a long termer here and think WIN have a perm place in this sector.
I would to see more news flow on business wins as they happen but I trust Mr Born and his team. Elad
TheFarmer
Posts: 3
Off Topic
Opinion:No Opinion
Price:144.25
View Thread (2)
RE: the farmer
Tue 14:21
No much unfortunately as I don't work in operations. It's obviously an industry-wide problem of an ageing workforce not wanting/able to spend thousands on CPC training. There are initatives to bring in amongst others, ex-services drivers and Eastern Europeans. I doubt extra costs can eaasily be passed on given the market forces continued downward pressure on costs.... however, that's just my opinion.



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