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Premier Foods Share Chat (PFD)



Share Price: 42.75Bid: 42.25Ask: 42.75Change: 0.00 (0.00%)No Movement on Prem Foods
Spread: 0.50Spread as %: 1.18%Open: 42.25High: 42.75Low: 40.25Yesterday’s Close: 42.75


Share Discussion for Premier Foods


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2reincarnated
Posts: 3,207
Off Topic
Opinion:No Opinion
Price:42.75
Nissin is not a Unilever
Today 16:04
However, after seeing a 30% increase in Angel Delight and Branstons showing strong growth, with Nissin still in ''first gear''. Surely they must think PF have the brands to do it with their investment.

http://www.fool.co.uk/investing/2016/11/23/is-premier-foods-plc-the-next-unilever-plc/
 
2reincarnated
Posts: 3,207
Off Topic
Opinion:No Opinion
Price:42.75
Re: Biggest comeback in history
Fri 19:53
I agree the road to recovery will be long, but that does not mean the SP will take long to recover. I must make the point clear, I am not suggesting the SP will be a multiple of what it is now so soon.
However, with PF if the past is anything to go by, ''little things go a long way''. We saw a recovery from Nov 2011 to April 2012, where the SP went from 3p to 18p, one analyst said, ''it could rise to 30p or regress to 3p, it is a death or glory stock.

In May 2013, a small increase in sales saw the stock rise from 55p to £1.85 within 5 months. So who knows what may happen?
bistolover
Posts: 456
Off Topic
Opinion:No Opinion
Price:42.75
RE: biggest come back in UK history..
Fri 19:17
this is from the link tony1974 posted earlier.

definitely a positive, but as happen in the past a performance in a single quarter is not usually repeated and the stock ends back in the hands of the market makers to kill.

Looking forward to the xmas statement to see if further good news.

Darby was a changed person in the call, admitted to problems ( knighton, distribution centre etc) which he would have kept hidden in the past, wonder if this is due to having oasis on the board.
Consultgreg
Posts: 235
Off Topic
Opinion:No Opinion
Price:42.75
Continued
Fri 18:55
A lot of analysts and investors are waiting for the Christmas trading update before deciding. With the retail sector looking set for its most disappointing Christmas in years, this is understandable. However, the staple and cheap nature of Premier Food£s (PFD) brands mean sales volume should be resilient. Cash strapped consumers may swap gourmet dessert for a sachet of Angel Delight or opt to cook at home using Bisto and OXO instead of a meal out. £Sin£ products do well in tough times, and a Mr. Kipling angel slice a sin not many can resist. Margin£s however may continue to pinch, yet this cost is currently being passed onto the consumer and Premier Foods seems to be making progress in cost reduction. Also, once post-Brexit Britain£s future is clearer the pound may improve. For me, the enormous potential of the international Cadbury£s cakes deal outweighs these concerns. I think this is a long-term growth stock to have in your portfolio, but if you are an investor with less risk appetite then hold your horses until after Christmas.
Consultgreg
Posts: 235
Off Topic
Opinion:Buy
Price:42.75
View Thread (2)
biggest come back in UK history?
Fri 18:53
The 4th biggest UK food producer, Premier Foods (PFD), is a shadow of its former self after a disastrous decade. Yet the heavyweight behind household brands such as Bisto, Angel Delight and Mr. Kipling could have placed the first stepping stones on its long path to recovery.

It£s once high and mighty share price surpassing 3000p back in the late noughties looks a distant memory for Premier Foods (PFD) as it sits at a minuscule 40p. The story behind this almighty crash is one of a disastrous merger. All the way back in 2006, Premier Foods borrowed £2bn to fund a takeover of bread maker Hovis. Ultimately, it proved too ambitious as the eye watering interest payments crippled the business. A comedy of errors such as failed product promotions and a fall out with Tesco£s provided the final nails in the coffin. Premier Foods (PFD) frantically sold off its product lines such as Quorn and Crosse & Blackwell to keep up with the interest payments. Leaving only its core power brands such as Ambrosia, Sharwood£s and OXO.

In more recent times investors have still been disappointed. The tumbling pound following Brexit along with rising raw materials costs have kept profits on core brands subdued. Alarmingly, Premier Foods (PFD) still bears around half a billion pounds debt on its balance sheet from the dreaded deal which soaked up 50m a year in interest obligation last year.

However, despite pinched margins, major brands have still been gaining volume and market share. Furthermore, a revamp of the busy parent£s favourite, Angel Delight, into on-the-go pots has seen a 30% increase in sales. The producer is also committed to cutting costs by £20m over the next seven years having already reduced its pension scheme obligations by £32m. Yet the most important developments this year, are the strengthened partnerships. Firstly, a collaboration with Japanese company Nissin gave rise to Batchelors Super Noodles pots, which are now the fastest growing brand in Premier Food£s (PFD) portfolio. Finally, and in my opinion most excitingly, is the collaboration with the food giant Mondelez. The deal allows Premier Foods (PFD) to produce and market Cadbury branded cakes and desserts until 2025, expanding the previous license to now cover 46 countries. This includes full use of all the prominent brands such as Flake, Crunchie and Oreo which are proving popular in the land down under. These two partnerships delivered 40% of sales growth in the first half of this year.

A lot of analysts and investors are waiting for the Christmas trading update before deciding. With the retail sector looking set for its most disappointing Christmas in years, this is understandable. However, the staple and cheap nature of Premier Food£s (PFD) brands mean sales volume should be resilient. Cash strapped consumers may swap gourmet dessert for a sachet of Angel Delight or opt to cook at home using Bisto and OXO instead of a
dogscott
Posts: 439
Off Topic
Opinion:No Opinion
Price:42.75
GOOD FINISH
Fri 18:10
Ex, depressingly I have had my stock since April 2016. In all that time it seems that GD & co + the mm's collectively have crucified the sp. Although not sparkling, the update this week has given me a glimmer of hope. My intention has always been, to sit on my stock until 75p is reached. Perhaps I am now over half way there? GLA
Expattwo
Posts: 77
Off Topic
Opinion:No Opinion
Price:42.75
GOOD FINISH
Fri 17:01
to the week,hope it's not back to reality Monday,
Be happy for this to continue.
Tony1974
Posts: 3
Off Topic
Opinion:No Opinion
Price:41.75
RE: Positive News!!
Fri 11:40
Stockpickers(.co.uk)
Tony1974
Posts: 3
Research
Opinion:No Opinion
Price:41.75
Positive News!!
Fri 11:39
Some more positive media, good article on stockpickers.co.uk

(re-posting as link removed)
Tony1974
Posts: 3
Research
Opinion:No Opinion
Price:41.75
Positive News!!!
Fri 11:38
Some more positive media, good article:
http://www.stockpickers.co.uk/premierfoods/




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