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Resources analyst Charlie Long sees good times ahead for uranium Watch here

Resources analyst Charlie Long sees good times ahead for uranium


Premier Foods Share Chat (PFD)



Share Price: 40.75Bid: 40.50Ask: 40.75Change: -0.25 (-0.61%)Faller - Prem Foods
Spread: 0.25Spread as %: 0.62%Open: 40.75High: 42.00Low: 40.50Yesterday’s Close: 41.00


Share Discussion for Premier Foods


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AndAnotherThing
Posts: 46
Off Topic
Opinion:No Opinion
Price:44.00
RE: Untrue
9 May '17
Insignificant

It's actually a minor reduction in ingredient costs for a few materials that PF has in common with the Mondelez products. Any savings here will not make PF a successful prosperous company but may amount to a small cost reduction until the next rise in world sugar prices.

The contract is likely to be a cost-plus contract, so all material costs associated with Mondelez' products will be covered by Mondelez...so no savings for PF if ingredient costs reduce slightly - except where ingredients are in common.

I wouldn't expect much of a cost reduction on sugar (commodity) pricing for some increase in usage from where PF are today anyway, would you?

What information do you have, to suggest that more low margin Mondelez business at some point in the future will be a key driver of success for PF brands and profit?

Curious to hear some details.
 
dogger
Posts: 132
Off Topic
Opinion:No Opinion
Price:44.00
RE: Re: GD Resign
9 May '17
5 here as well
samson123
Posts: 279
Observation
Opinion:Weak Sell
Price:44.00
RE: Re: GD Resign
9 May '17
5
H-hi
Posts: 1,406
Off Topic
Opinion:No Opinion
Price:44.00
RE: Re: GD Resign
9 May '17
Why complicate things when you could play hard ball with McCormick. He could have jawed for 70p or 75p offer from McCormick......fly to America and kiss some ar ses. Nope, my not-so-shinny armoured knight decided he was big enough to represent every shareholder's interest.
2reincarnated
Posts: 3,018
Off Topic
Opinion:No Opinion
Price:43.75
Re: GD Resign
9 May '17
The scenarios are:

1. GD rejected the bid thinking if sales improved, then the SP would have hit 65p probably before the profit warning (it hit 57p) and he may have said the 65p was not genuine and those who were ok with accepting it, if it was, can now sell at 65p and run.

2. Nissin promised to up their stake to the threshold, this would have caused the SP to probably increase above 65p. However, Nissin may have decided to not take up this option until they saw progress with the Noodles etc.
On this basis he may have touted Oasis to come on board to ''pick up the slack''

3. There is an Asia focused outright buyer waiting out there who would work with Nissin, but needs GD to do things to the company first, but this may not be going according to plan.

4. He may be looking to sell another chunk of the company under a similar arrangement he made with Nissin, either them or Nissin would bid for the whole company when the debt was reduced/sales grew.

5. He's just a plonker!!!
H-hi
Posts: 1,406
Off Topic
Opinion:No Opinion
Price:43.50
Demand GD resignation!
9 May '17
He needs to resign if we don't get a better offer soon since PFD was significantly undervalued at 65p last year. PFD must be worth at least 85p according to deluded GD but MMs don't think so.
PremierFools
Posts: 4
Off Topic
Opinion:No Opinion
Price:43.25
Untrue
9 May '17
It's known as Economies of Scale.
AndAnotherThing
Posts: 46
Off Topic
Opinion:No Opinion
Price:43.25
RE: hold on
9 May '17
Co-manufacturing is always low margin business and often gives rise to the expression, 'busy fools' lol - not a share price driver, but normally 'covers the overheads' for the site; although, PF is rather desperate and probably didn't get a decent deal, even at that.
However, in true GD fashion, there will be jam tomorrow, lol...to get everyone thinking about the new dawn that will come at some point in the distant future - the new dawn he has promised year after year, to keep people from looking at where the company and sp are now, and how neither have gone anywhere since he was given the top job - with no performance requirements.
Con artist.
The Mondelez deal was necessary for survival and for a sale, but is not brand or profit growth for PF.
2reincarnated
Posts: 3,018
Off Topic
Opinion:No Opinion
Price:43.25
sp
9 May '17
hope you are right, can't see what the adjustment is though. If anything we may get an increase on the back of things can't get any worse.
PremierFools
Posts: 4
Off Topic
Opinion:No Opinion
Price:43.25
SP
9 May '17
May take a period to adjust.




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