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marcos Hart the new appointee to drive growth - a good choice? one gets the impression that they are in the process of building a dynamic team.They keep talking about growth and efficiency.I hope we'll soon see tangible results
thanks for your trading statement.It's not very encouraging and I wonder how analyst can put such a positive spin on the shares.What must change in the company in your opinion to keep abreast with the competition? Their website suggests that they have taken a number of initiatives to get the company ahead
hi, I would be very grateful if you gave us your 'trading statement'.Are some of the problems solved or is the situation getting worse.The sp doesnt move either way and the most depressing fact is that only 20000 shares have been sold rcently on a daily basis and this despite recommendations aplenty.
I forgot to mention that you reiterated your very positive view.You mentioned in particular the debt reduction the reduced pension deficit which isnow as high as mt Everest.You contradict yourself in every line.I suspect that you try to manipulate the sp with blogs.InJanuary and February you wanted to push it up.Now you talk it down.probably because you want to buy the shares on the cheap before the publication of the results.(cf blog february 4th)
may I remind you of your very positive comments on january26th.2016.how come this dramatic change of mind? As far as I know neither BHS nor Austin Reed are among their customers.However,it is true that they haven't announced any business wins for months which I find quite worrying,too.
despite a reassuring trading statement the sp hardly moved .the broker recommendations had no positive effect either nor the buy backs.Strange,really strange.they haven't announced any business wins for months.Could this be the explanation why the sp remains in the doldrums?
the sp move is very disappointing.I feel there is a fundamental distrust they haven't announced any business wins.They face disgruntled subcontractors not to forget the concerns moxley who is allways well-informed voices recently.I hope I#m wrong.For a solid company of this size its market capitalisation is ridiculous.I had hoped that the turnaround would take hold now but their are some lingering doubts.I'dont like their heavy dependency on B&Q either.
They reduced the rates only recently because the costs had gone down considerably thanks to lower oil prices and they themselves had to lower their rates as their customers exerted pressure on them.I don't know if their subcontractors are well-advised to pull off because whwn times were bad win stood by them and din't take advantage of their plight
thanks for this information which isn't reassuring at all.Have you got a clue why senior managers are leaving in droves?I had hoped that the sale of the company which didn't fit with the logistics business and the promise that they would explore new business opportunities win was well positioned for the future.I still hope that after 5 years without a dividend they will finally resume divis.Are my hopes unfounded?
but why? everything looked so rosy a few weeks ago.
unbelievable-the new management doesn't seem equal to the task .XPO dentressangle has just landed an Aldi contract.Moxley's fears that win is falling behind its competitors is probably not unfounded
win has offloaded 2 warehouses and sulet a 3rd as it presses on with a review of its property portfolio "We are also in the process of acquiring strategically-located distribution space to accomodate win's growing customer needs (saville)-sounds mildly positive,doesn't it?It's a pity that they didn't issue the traditional february statement.I hope it's not a bad omen
Ihave found some info on their hedging policy:in th US their biggest market they were hedged less than 60% one year ago-this may have changed in the meantime.They have a policy of rollin over their contracts on a monthly basis.Any way if their hedges are a liability in the short term they will become an asset in the long term this is almost logical in view of this rolling over policy.I hope I'll be proven right.This is a5 year investment which carries little risk as their finance cost will dramatically reduce from 2018 onwards,barring any unforseen events but I think it's the right time to buy now.
in January 2015 first group said ""we buy oil months often years in advance"-ok,but this statement implies that not all the oil is bought years in advance.I suppose that the bulk is bought at contract prices of one year.Moreover,I'm con-vinced that their competitors pursue the same hedging policies,hence have no competitive advantage.The 16p per bus pass are effectively a very drastic reduction.I think the recent rise in the sp is attributable to nex's excellent results.Are my assumptions erroneous?
fitzgerald cantor has a buy recommendation.target price reduced from 220 t0 200.What'swrong with win?
is the fact that they didn't issue a trading statement a bad omen.It's hard to understand why the sp has come off so dramatically after a sharp spike as a result of their announcement of a share buyback and the purchases made by river and mercantile
What on earth is the matter with win?Why don't they issue a trading statement which is long verdue?
with 70000 buses,a 10% depreciation of the pound,efforts to bring down carbon emissions in big cities by improving the public transport system,share buys by the management the sp should rise,shouldn't it?(70000 buses benefitting from low diesel prices)
They have been a shareholder for some time already and they have topped up now.on win's website you'll find an article which suggests that xmas must have been quite good for them.On the other hand,according to Reuter's we cannot hope for a trading statement which could help us a lot to better understand what business is like .
last year they issued a trading statement on February 3rd