Updates

Wincanton

March 2021

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Wincanton clearly has the wind in its sails with its Q3 update reporting an improvement in revenues and profitability with revenue up 10% YoY (H1 -2%) and leading to another eps upgrade - I think this is the fourth double-digit percentage jump in six months.Since my last update, Wincanton has also sold its two specialist services businesses - fleet services and containers operations - to leave a more focused logistics business, which is now structured around its four core markets: Digital & eFulfilment, Grocery & Consumer, General Merchandise and Public & Industrial and it reports growth in each.The performance was strongest in the Digital and eFulfilment sector, where revenue was +40% as customers continue ...

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On The Beach

Xpediator - The rebound continues

Wincanton - 450p cash bid from French carrier, a 52% premium (February 2024)

Wincanton (April 2020)

Wincanton (December 2017)

Wincanton - Cheaper than new issue Eddie Stobart (July 2017)

Wincanton - A beneficiary of the Click and Collect market (December 2016)

Wincanton (December 2015)

Wincanton (March 2015)

Wincanton (December 2013)

Wincanton (July 2013)

Wincanton (May 2013)

Wincanton - leading specialist in third party logistics (December 2012)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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