popes11
05 Jul 2016
Re: thoughts on the fall at 68p Back in @ 65========== ========== ========== ========== ========== ========== =========Way too early with that purchase if you ask me . These will be down at 40p in no time and certainly before end of the year. 60p stop loss from a buy at 65p would be my thinking.
Ripley94
05 Jul 2016
Re: thoughts on the fall at 68p Back in @ 65.
Ripley94
05 Jul 2016
Re: thoughts on the fall at 68p 5% fall today now 65 ish.Not sure why you refer to KIE ( which has fallen back a lot since brexit )
thirty fifty twenty
04 Jul 2016
Re: thoughts on the fall at 68p KIE is only selling 20% of the Mouchel it bought - albeit the consulting bit which is similar to WTM. I take that as good news... there has been a big seller of WTM recently and hard to fathom why..... I think if it was rumoured that Mouchel back on the market etc.. then that is obviously going to depress price. I wonder would the WTM mgt fancy a big take-over??? Would make a lot more sense now going into a cyclical downturn.....So all gives me some encouragement as explains short term price mvt - that said also makes me think i'm in WTM now for another 2 years rather than a quick bounce!All IMHO, DYOR + BoLWTM is in my top5 hldgs
dazedandconfused
04 Jul 2016
Re: thoughts on the fall at 68p I've been buying since last week, and will continue to add at these levels. Compared to Atkins & others (WYG), the share price fall is overdone. Mind you, Kier's deciding that Mouchel isn't for them after just one year might spook the consultancy market. But yes; workload in the bag, and no 'hold' from Clients that ive heard of.
thirty fifty twenty
04 Jul 2016
thoughts on the fall at 68p its hurting to have seen such a large fall in WTM post referendum.no doubt WTM will hurt with a pause or fall in construction sector,and no doubt any tightening of Gvt finances could impact their consulting placements with local councils... but as I see it all that WTM have to do over the medium term is match staffing levels with work available - they are a market leader. This might mean redundancies but WTM have a huge CASH buffer to finance this... 23p at the moment, so they will survive, and make profits in future whatever the economic conditions.... I have modelled on a 20% downturn in turnover and margins much lower than current mgt expectations and at the current levels they seem good value.the upside is that ...(1) a good chunk of business for the next couple of years is in the bag so that will be high margin and thus CASH flow,(2) any downturn in business levels will generate CASH in the short term(3) there is the chance that an economic downturn will create a Gvt spend on infrastructure...(4) in a downturn they could become loss-making as provisions are made in advance against contracts and redundancies costs, yet CASH flow would be positive and at that point might them very attractive to a bidder(5) around 60p to 70p is great multi year chart supportso on every level it seems to be that WTM is a buy at this level - yielding 5% + recoveryand yet there is a big seller in the market that no doubt is closer to the industry than I aminterested in other thoughts - I am holding what I have and will maintain portfolio % if other situations yield short term gains.All IMHO, DYOR + BoLWTM is in my top5 hldgs
dazedandconfused
03 Jun 2016
Re: Interim statement Going up and down in the Nineties, for no apparent reason - probably safe to top-up today Casa
casabanker
11 May 2016
Re: Interim statement Bad luck, g austin. Usually these reports tend to be late rather than early. When they are timely, it shows that the management has good control over the business. There could be another buying opportunity over the summer months but watch out for a sudden increase in inflation in the US. Any knee jerk reaction by the Fed will surely knock over valued stocks and bonds. I'm not saying that WTM is over valued but all boats sink lower when the tide goes out. Casa.
g austin
11 May 2016
Re: Interim statement CasaHaving had an email from the FD that the trading update would be circa 18th May - see post below) I was definitely going to add some more shares pre the update. Really annoying that the FD can't be relied upon to correctly tell investors when the trading update is scheduled for.
casabanker
11 May 2016
Interim statement The interim statement declares that everything is in line with the Board's expectations for the end of the nine month period to the end of March. I have missed a good opportunity to top up.Casa.
g austin
26 Apr 2016
Next trading update - date Response that I received from the CFO isGraham,Our next trading statement is due 6 weeks prior to our year end ie. around 19th May 2016.If you have any additional queries, please do not hesitate to contact me.
g austin
26 Apr 2016
Re: Anybody know.... I have just sent an email to the FD to find out when the next trading update is scheduled for. Fall in share price is perplexing given that last trading statement on 29 February re 6 months trading to 31 December 2015, sounded quite upbeat.
botmzup
25 Apr 2016
Anybody know.... ...why this sp has fallen over the last few days. Been looking at these for a possible entry because results and statements seem upbeat, but thought there must be something I don`t know..hence this fall.Can`t find any recent news or negative trading update!!Any clues?
Ripley94
25 Apr 2016
Re: Bought at 88p Brought @ 83.
numberbiter
29 Feb 2016
Re: Bought at 88p Many AIM stocks have originated from the EIS scheme or from venture capital, are not profitable but they have some fancy prices based on what might be (if you are really lucky!) as against current performance. Definitely not for me. Waterman is NOT an AIM stock (it is in the FTSE Fledgling sector). It Waterman downgraded to AIM (which is extemely unlikely) I would sell immediately.
