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Agree with comments but do believe we need a Trading Update. That will of course do what it says on the tin and everyone can interpret the facts within and make their own mind up. I anticipate a TU in the near term. Great to see the current SP rise.
Finally getting somewhere. With all the news recently and possibly new contracts coming up this should clear £3 within the month but who knows for sure with this one!?
Off we go....buying coming in at 283p-285p now.
Good start - buying coming in at the full 270p offer now.
as it turns out we all closely watchedthe CLG results,even the guys who maintained that comparisons between the two companies are meaningless.Today's increasein WIN's sp is exclusively due to CLG.I said that imo People had not much confidence in Win.Ithink that this Argument is borne out by the fact that we had huge sell orderstoday and by the fact that in recentyears the PE has Always been well below 10.by the way I do not own Clg but Ido own WIN. I Do believe that the results will be good.There will be a spike in the sp but I fear that they'll plunge thereafter as it happened so often
after that Clipper update this morning. Loads of upside here if WIN were to be rated at the same very high multiple as CLG.
Agree Rivaldo. Also adds weight to my belief that a Trading Update from WIN, is very likely in the short term.
Clipper today report "unprecedented levels of activity" over November and December, and an "excellent level of confidence" looking ahead - with November and December turnover up 50 per cent......
This must reflect very well on WIN's prospects too. And CLG highlight PPE deliveries - WIN are also big in PPE as per October's trading update:
Https://uk.advfn.com/stock-market/london/wincanton-WIN/share-news/Wincanton-PLC-Trading-Update-Notice-of-Results/83382269
I believe it does and therefore we just have a difference of opinion - quite normal on a Share BB. Let’s consider again at end of Feb, as would seem a reasonable timeframe to check further progress of the SP. I’m expecting a Trading Update well ahead of that.
the Explanation doesn't hold water
The comparison with CLG has been previously explained on here
was 3,20 one year ago,was higherthan clg in March and now it's noteven half the Price of clg.Internationally Shares of logistics companies have almost all reached all time highs
Why the disappointment? Was £1.60 just 6 months ago and now £2.50!
despite some good News the sp disappoints as it happens so often.
Lovely start to 2021 - buying coming in at the full 272p offer now.
Good to see the mention of WIN as a potential takeover target in yesterday's Times - the team behind the recommendation seem to have a good track record:
Https://www.thetimes.co.uk/article/private-equity-lining-up-gold-rush-s6xtpklsf
"The Quest team is highly rated in the City for its forensic analysis of companies and their strategies, risks and valuations. It takes factors such as free cashflow, debt level and size of pension deficit into account."
Ending the year well, and hopefully ready to breakout chart-wise.
I wouldn’t have thought it would be too long, before we see the next RNS Trading Update and I’ll take a guess at within the next 8 weeks. If I’m right, that isn’t long to wait once we get past Christmas & New Year and an early sighter of how the Waitrose 5 year deal is kicking in (June 2020 RNS). Am expecting a positive impact in that timeframe but as always, DYOR.
In recent years they have never reached the Targets set by Analyst and their P/Ehas Always been suspiciously low
I agree with rivaldo. mCap and Shares in circulation are key drivers.
As Win’s turnover increases, debt and liabilities reduce then operator if profit increases. mCap increases against the amount of shares in Circulation and share price increases.
Nothing to do with trust or non trust. If this drops any lower I’ll be buying. A great opportunity to buy in today. What’s not to trust about Wincanton. Great business, great teams and great customer relationships. ??
I beg to disagree :the sp is a reflection of trust or distrust apart from the fundamentals
WIN was at 190p less than 3 months ago when I bought in. I'd say over 30% growth in less than 3 months is pretty satisfactory :o))
CLG's share price is completely irrelevant. The share price depends on the number of shares in issue and the value placed on each share - CLG could be at 1p or 1000p and it wouldn't matter - what matters are the fundamentals like P/E etc.
CLG's P/E is far higher than WIN's. WIN has a lot of potential upside - CLG is a good company, but already has that upside built in.
DEspite all the good News the sp is very disappointing.CLG was at575 yesterday!!!!!!
Great news this morning. Dobbies are a very large business - they had annualised turnover of £325m in 2019, so this is a big deal:
Https://uk.advfn.com/stock-market/london/wincanton-WIN/share-news/Wincanton-PLC-New-multi-channel-contract-win-with/83869176
"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"
Fleet is contract specific.