Member Info for Roguemale1

What's occurin?

Everyone's been on WG. in their alter ego!

OK, but I'm still not sure what you are asking? When the buy back started the price was more than double the price today, so they are getting more than double the shares for the money. SO they either end up spending less or getting more shares?

Where are you getting 300m/day from?

Buybacks last week were between 31 and 49k shares per day...??

I think you've made a good decision. I have a good chunk. Interest rates falling is what will accelerate the recovery here, that leads to the divi coming back, and price will follow....

Yep. They don't think caution required. Took a Big Punt...

Not that much short here really though. And they will wait to see how much goodwill taken off, what the insurance deal looks like-it could be rubbish but we haven't been told yet etc imho.

Nothing happening here until that is known I don't think.

Very true.

WJG don't have the need of an equity raise....or have had jobs losing 45m a go!

Https://www.constructionenquirer.com/2025/02/10/vistry-strikes-deal-for-phase-3-of-1-2bn-london-estate-rebuild/

Hey Smort-how are you? Sitting somewhere hot and sunny by the sounds. Glad to hear ya bud.

Catch you on the flip.

Is this thread broken?

UT of 520k at 1545?

No, def nothing going on here lol.

Hi Fevertreeman.

Well I can only speak for the heavy civils side of construction but its pretty dead alright atm. But a few seem to think itll be mad busy going into the winter and next year. So there's hope anyway! Bought a lump just now so will see what I can hear.

2 of them wanted 0.5%

As expected but 2 of them voted for 0.5%...momentum building for a few cuts this year. V Good for WJG.GLA

That'll probably kill it!

...and some funds can only hold divi paying stocks.

It'll be similar to Costain, ultimately when its sensible they will reinstate the divi and that will further enable a return to previous levels of shareprice-there has been no dilution remember to date.

It's The Thomson Twins!

Rupans-yeah same wrt to over the head. I pulled off the figures for each division PBT from 2019 to now. And then tried to take out underwriting, used the 10-20m figure for the broking and guessed the travels, but the HY figures from Oct dont seem to make sense versus the FY guidance so I've parked it until results. But for sure, Cruise is going to have to do the heavy lifting if the total PBT is going anywhere close to 2019 when the insurance was massive..And the forecast for total travel including cruise is only "high single digit" so maybe 9m?

Anyone else tried to do similar?

Hopefully BoE cuts next week and gives an idea how many more this year. That should set things up nicely.

He's not leaving until the summer. He, and they, obviously don't think there's a risk to him getting paid anyway? People leave businesses for all sorts of reasons and the auditor looks cheaper than the previous one.....Trading update would be good though BoD!