The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Close - we’ve signed 3 lucrative warehousing contracts with contracts ranging from 1 -3 years to support NHS covid and future logistic needs. Warehouses used are Northampton x2 and Warrington. All info available on Bidstats
Eddie stobart - New business wins in the UK with Wm Morrison, Hillebrand, McBride and in our EU business with Nike and Amazon. Exited non-core activities and loss-making contracts
I force - Centralised the company’s activities into our 850,000 sq.ft. National Fulfilment Centre in Corby
Maintained excellent customer service and gained new volumes throughout Covid-19
The Pallet Network - Record breaking pallet volumes in the company’s history whilst maintaining customer service levels
Extended the central cross-dock hub by 75,000 sq.ft.
Invested in new branding for the business with our Partner Powered Alliance
Logistics People - New management team have increased their supply of labour to GWSA Group and grown external sales
Gwsa - exceeding expectations, expected a 33million Ebitda but hit 54million and Hugh reduction in debt.
C:2700 vehicles, c:5000 trucks, c:43 operating centres, c: 6600 members of staff and hiring c: 8.8 million sq/ft warehousing space
And this is a company that’s struggling!!! I don’t think so. The FACTS are out there and I definitely wouldn’t get from from this toxic page...
Some interesting updates on the Eddie stobart page posted over the weekend:
“New business wins in the UK with Wm Morrison, Hillebrand, McBride and in our EU business with Nike and Amazon”
And there new job adverts:
What’s the role?
“We are looking for Class 1 drivers to come and join our team within the Retail sector to support some of the largest names in the industry including Sainsbury’s, Tesco, Morrison’s and Asda”
We are finally on the same page - there are chinks in the armour of every organisation with huge turnover TF. I’m sure If we dissected Win we would have a field day. Let us see a few positive posts as the shareholders have seen enough spin this last week. There is huge potential on the upside here and you are aware of that if your line of work is a CA. Have a good Easter....
As a former chartered accountant and being heavily invested in LDG currently and ESL previously I have looked into the structure, financials and expectations over the last week.
I can confirm it’s my full expectation for this stock to SORE over the next month and upto the AGM for the following reasons:
1. Steven Collins and Adrian Harley are 2 heavily invested shareholders on the board of LDG
2. Saki Riffner of Dbay purchased in excess of 3 million shares on New Year’s Eve 2020
3. Ldg owns 49% of GWS who have exceeded expectations over the last year and are now compatible as a company (both with good financial management and acquisitions) alongside the likes of Dx and wincanton
4. It’s extremely accurate that this company could be bought out in the near future as the profit/loss and accountability of this are now one of the strongest in this sector
5. I have it on good authority that the contracts signed Jan - Mar 2021 are in excess of 130million pounds and range from 1 - 3 year contracts with large uk based organisations
Finally it is only in the best interests of Dbay, Gwsa, LDG and all share holders for this stock and business arrangement to succeed. The magnifying glass is on all parties especially after there recent mishaps to ensure this set up is extremely transparent in their future operations.
Be very careful of anybody saying otherwise as it me be in their interests to do so....
We are going nowhere sunshine. Looking forward to your new creation next week now you’ve retired Ely. I am wondering if you will be creating a ramper now though to push that 250k purchase you made into a nice profit!
Your so obvious your a joke...
Had a few days to read through the year ending report and some of the fantastic information sources on here. I find it helpful to understand this information rather than shooting from hip like some. An element of due diligence is always essential on occasions like this.
I am delighted for ldg. Great start for a new organisation, fantastic management and acquisitions and a very promising future working alongside GWS.
The beauty of the last few days is that since the report the bowels of the structure have been micro analysed and nothing of significance has been identified. Ldg is now stronger than ever as a consequence.
Play the long game and good luck all
For those that sold I hope you haven’t been scared off. As this is still at bargain status!
Poop and Scoop
The poop and scoop technique is not as frequently used as the pump and dump. Here, the price of the stock of a medium or large-cap company is artificially deflated. Once it happens, the manipulator buys the undervalued shares, thus making a profit.
Poop and scoop is rarer because it is significantly tougher to artificially affect the prices of a good company.
Nails your input is exactly how I read the share and very much appreciated. If you filter Truthfactory, ElyGold and Glitterbollucks it's a very pleasant environment. The stock has behaved strangely to positive news which normally means there is a ball in play none of us are aware of.
The debt has actually reduced by 100 million judging by the interim result from 12 October 2020. This is much better than I expected. None of this years monster contracts included in this. This is your opportunity to give credit where it’s due TF. Don’t hide in the shadows now...