Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I'm in profit with this one.... unfortunately a lot of the others i'm not doing so well in, EDL is killing me!
The last few days rise here has been a nice surprise i must say, and it's now moving closer to my target price
Hopefully your portfolio looks a little healthier now @CrystalBallBroke?
How are people feeling about this share, on the 1st Jan it was 430. Do people think it will be higher, lower or just flat for the year?
GLA
not so easy to do when 90% of your portfolio is in the same boat
As Bon Jovi once said 'Keep the Faith'.
I expect many portfolios look a bit unhealthy at the moment. Its time to buy more not time to pull out.
Good Luck
a pretty picture, another of my holdings going down the rabbit hole never to see me break even again
That'll be interesting
https://www.thesun.co.uk/money/7734610/ambrosia-buyer-100-years-sale/
Dairy Crest tipped as a potential buyer of Ambrosia
Yeah definitely looks to be heading south short term. Not sure what if anything merits the big sell off though.
Been tipped as a buy from IC this week. The charts dont look good imo though. Could be more pain to come. But hey, could bounce from here too!
Was expecting a bounce after yesterday's update but seems to be heading south again. Anyone got any thoughts?
lol yeah at 150 i'd have found funds from somewhere hahaha
correction: 450, not 150. wishful thinking on my part :)
Investec changed their broker guide from buy to hold, hence the drop.
There was nothing to suggest they have leaked info. Most of their report was based around general sentiment in the consumer sector and their sense that growth was not evident going forward to the degree expressed by the board of directors.
I reinvested yesterday below 150. Personally, this looks steady, investment into plant is on target (plannng consultation with locals went live in September with no major objections) and divi looks good and secure.
oh great, more market manipulation and insider trading, so it'll drop 15-20% results will come out and be ok, and we'll scrape back level with where we were and gain nothing from the results.... but those buying in will gain nicely
or, it's all going to crap and the price will drop further on the official release of the results
interim results 7 Nov, somebody may have leaked info.
ok, wtf happened today to cause a >6% drop ?
Trustnet seems to be fubar'd for RNS releases as well, so where i normally pick up those seems to be stuck at back in August
Some positive articles covering Dairy Crest at the weekend recommending to invest, hopefully we will see some increases in the share price this week on the back of those. GLA.
DCG export very little (2% of turnover in last accounts). Milk is supplied from UK farmers and the finished products sold in the UK. The main risk is the volatility in milk prices, which will be affected mainly by feed costs. These could be impacted by Brexit greatly, but if we did have a hard Brexit we could negotiate better trade deals with other non-EU countries.
Another point to consider is that a lot of cheddar in the UK is imported from Ireland. If we had a hard brexit there would be large tariffs on this cheese, pushing up prices for some competitors.
I think it looks like a decent company with a good dividend yield. Recent raise in capital is to expand the output, but the cheddar market is saturated and they will have to be extremely competitive to take more market share, which will hit the bottom line I'm sure.
As you may tell, I'm attracted to the company, but still doing my analysis. Undecided at present, but may make a small investment for the dividend, which i believe is safe.
Can someone explain to me how DCG is going to deal with Brexit? If there are mass delays at the various ports around the UK, then a lot of Dairy products are going to suffer. I know everything is refrigerated nowadays, but I doubt truck refrigeration systems can take a long delay in their stride?
That could severely impact sales and turnover.
I'm tempted to buy some of these shares as the price is now so cheap, but it is Brexit that is putting me off, and it appears to be putting off other investors as well. Any ideas?
feels like it's burning out
Slow burner this one.
Slowly up she goes.Sell oil buy cheese.Back in the 5s.
Sales at Dairy Crest were given a 6 per cent boost by the out-performance of key brands Cathedral City and Clover in the first quarter, despite the ‘challenging butter market’.
Boss Mark Allen said: ‘2018/19 has started as we expected, with our two most important brands, Cathedral City and Clover, delivering a strong performance.
‘While the butter market remains challenging, our spreads portfolio continues to go from strength to strength, demonstrating the benefit of our diversified portfolio.’
Dairy Crest expects to launch several new products before the end of the year.
Good result today.Steady as you go.
almost as much life in this board as this share... this ex-divi drop is nothing like the last few where it hasn't over reacted, only difference this time is i have money invested :(