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Wincanton Share Chat (WIN)



Share Price: 278.00Bid: 276.00Ask: 278.00Change: 0.00 (0.00%)No Movement on Wincanton
Spread: 2.00Spread as %: 0.72%Open: 276.00High: 278.50Low: 273.00Yesterday’s Close: 278.00


Share Discussion for Wincanton


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RoberttheBruce
Posts: 19
Off Topic
Opinion:No Opinion
Price:274.00
Britvic
11 May '18
Britvic returning to Eddie Stobart just over a year after Wincanton switch

https://motortransport.co.uk/blog/2018/05/10/britvic-returning-to-eddie-stobart-just-over-a-year-after-wincanton-switch/

Sales reduction but profit uplift given losses over past 12 months?
 
RoberttheBruce
Posts: 19
Off Topic
Opinion:No Opinion
Price:273.50
RE: Good day
10 May '18
Make the most of the next 6 days, full year preliminary results out a week today along with the dividend payment confirmation
eccles
Posts: 3,801
Observation
Opinion:No Opinion
Price:273.50
Good day
10 May '18
A good day today up again hope this is going to keep up . It would be nice to see this hit £3.00
max147
Posts: 4
Off Topic
Opinion:No Opinion
Price:252.00
RE: Hozz you may be right!
3 May '18
Nice to see the SP recovering, still expect sales of non performing aspects of Wincanton ie Pullman.
Supercharger
Posts: 283
Observation
Opinion:Strong Buy
Price:251.00
Hozz you may be right!
3 May '18
Hozz - sorry you may be right as I have a feeling the Snodland and Cuxton depots will/should be the one and same.

However I look forward to the potential good news from a B&Q tie up which would be good and that will compliment the similar business wins they have for Wicks/Travis Perkins, I suppose from memory when I used to live in Leybourne the Ready mix lorries will be busy in that Snodland area now too! .
Supercharger
Posts: 283
Observation
Opinion:Strong Buy
Price:252.00
Up 7% over last 2 days is the start
2 May '18
Win, win - excuse the pun, as expected this share is coming back fast.
For the record the last conversation I had with an old friend mine who worked for Hays Distribution Logistics working out of Cuxton said as an artic driver wofrking the tractor units entirely for Tesco trailers he said that they had just been sold to Wincanton. So last call they do deliver for Tesco which they pciked up from Hays! Also as far as Britvic are concerned Stobarts were always at Britvics depot Chelmsford so no new win there I am afraid. Wincanton are actually the bigger of the two Comps and are bigger on Logistics than even the mighty Stobart -which by the way I also hold shares in, and they are doing well too, partly due to their Southend expansion. I expect Wincanton results to be upgraded very soon on new business wins. I would not write them off. .
TwinTurbo123
Posts: 1
Off Topic
Opinion:No Opinion
Price:243.50
Britvic Soft Drinks Transport Loss
2 May '18
Just announced Wincanton transport operations for Britvic Soft Drinks to cease and transfer to Stobarts by June.
RoberttheBruce
Posts: 19
Off Topic
Opinion:No Opinion
Price:243.50
Good opportunity
2 May '18
I agree with others, Wincanton is an undervalued share and has been for a long time after the 3 pound peak last summer. Wincanton and Pullman have significant volumes through Sainsbury’s and Asda so this can only get stronger after the obvious synergy reductions in volume. The only issue will be whether it gets passed by the CMA though after the precedent set by Tesco and Booker I can see a cry of ‘foul. If not. A long-term strategic buy as opposed to a short term opportunity I think
Hozz2002
Posts: 36
Off Topic
Opinion:No Opinion
Price:243.50
To supercharger
1 May '18
Wincanton don£t Tesco£s anymore. They decided to pull both Wincanton and DHL to improve cost. The Wincanton site where Wincanton were doing at snodland, that contract on the transport side has gone to container operator, maritime. I£m also hearing about possible good news from B&Q on the transport side which is currently being run by XPO so watch this space...
Supercharger
Posts: 283
Observation
Opinion:Strong Buy
Price:243.50
Up 3% on Sainsburys deal!!
1 May '18
Good buy this one I think!




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