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We miss Kallumama with his updates! ; )
But local supermarkets in my area ( Midlands) seem well stocked
As said below it’s just PFD being PFD
I will check the share price later on with
a mince pie and a cuppa
GLA
General market drop.
Nothing obvious as far as I can see……but it is PFD !!
any particurlar reasons for the drop to 112 from 121 over a few day?
Morrisons auction is over and CD&R had the winning bid , I wonder if the second placed Fortress Investment Group will after drowning their sorrows and feeling hungry , take a large bite of little old PFD ? £2:00 a share might tempt me ….
Would be interesting to know what the average ‘ production to shelf ‘ time across their Product range is, as my suspicions are it’s not that long therefore any increased production costs can quickly be passed on. General supply chain issues however may be more of a challenge for the Industry. Let’s see how good management are !
I’d be shocked and disappointed if they are not going out the the market for prices increases to reflect increased costs, and improving cash margin improvement in the process.
PFD makes / cooks many of their products with heating gas or electric and as such I would have thought that PFD heating overheads would be going up for the next 6 months maybe by 20%-50%.
OK they must have hedged or been on some fixed costs but they will come to an end at some point just like us consumers.
Therefore I would have thought we could be looking at a big drop in profits at a later stage, which I guess will drop the sp .
Half year end this coming week, so I guess most of the problems will impact the second half. Maybe they will have a to be a bit less upbeat about beating full year profit expectations. Hopefully not a Gavin Derby profit warning though.
Any views how high energy prices, inflation and logistics issue will affect Premier foods in the near term?
Quiet isn't a bad thing if you ask me. Just a solid boring company at a cheap valuation.
It will not be quite for long
Mince pies have hit the stores !
Need to start a rumour of Xmas mince pie shortages
Comment might jinx it.
Compared with other chat boards that I keep tabs on.
Steady as she goes I guess.
Looks like we heading to £1:25 next level !
Nice steady week for PFD
Looks like people are happy to hold theirs notmany selling at £1.20
Amongst other things we are entering into autumn the slack summer period is over ,making way for the busy seasons , have mince pies hit the stores yet ?
Any thoughts on the reasons for the price movement?
Enjoy the ride up over the next few weeks.
Our normal share trades already today.
I think it might be on ther back of M&S results / up-date.
Any particular reason, or just normal PFD ?
That’s why this is a hold for me a win win .
From my old days working there I keep in touch with
old colleagues some work at the Two Sisters and at others at Samworth etc all have their ears open
for any take over chat in the food industry ,
So keeping the powder dry so to speak
A predator circling maybe .....that would be nice !