Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I actually quite liked the results and the special dividend, I do agree with some of your sentiment and that cost inflation could be looked at as a warning however with the share price a little over half of what it was a month ago surely some of this must be now priced in. I also like the fact that Lindsell Train picked up 5% a few weeks ago and certainly agree that longer term investment is fairly compelling now.
I guess it's a profit warning but:-
I like this:-
"Recommending a special dividend of 42.90 pence per share"
and I like this: -
"Notwithstanding these near-term cost headwinds, the long-term opportunity looks even more significant than it did a few years ago"
Well.. bunker / shed .... got lots of essential supplies. Gin, Vodka (not Ruskie)... and various flavors of FEVERTREE!!!!! I'll be fine .....
Miss G
: -)
MissG, you HAVE a NUCLEAR BUNKER . Please keep in touch. May want to be your best friend.
Mr Ironnuts.... I'll see you in there!
Mr BR whatever....UK .... you're no fun with no sense of humour and not welcome in my nuclear bunker....
Miss G
: -)
Live on this planet just getting worst but won't be nuclear war, grow up!
GL
Even BAE shares would be no fun if we get to nuclear bunker stage MissG.
G&T doesn’t seem quite so nice in the nuclear bunker perhaps ??
Miss G
:-(
Seems a bargain, but it did at 2000p what is causing the market to see the future as so grim.
I have just bought some more. This is such a bargain. DYOR.
Great buying opportunity, agree about energy prices but this is the same for their competitors, ultimately prices for the consumer will continue to go up across the board.
I am a really big fan of this stock as it seems a well run company that is. My only concern is the raising energy prices very likely will keep eating up their margins. That will keep pushing the SP down.
GL
Yep. He's normally a long term holder of positions in companies. Disappointing performance of his funds recently but hard to argue about his choices over the long term.
So Lindsell Train Equity increase their holding by 5% and the share price goes down, time to add a few more I think !
Hope she stays below £20 long enough to add to my ISA come April. Fat chance ?
Same here, every time there is a big pullback i buy in and yet again it goes back up, tends to go to £25.
It's a great company and the products are great. DYOR.
As I mentioned the other day this is one of my favourite shares and could not believe the reaction to the figures the other day and bought some again as the price was so cheap.I have already made a couple of thousand on paper but expect the price to recover at least a further £2 per share in the short term making it again a worthy investment
Diageo are spending $billions supporting their shareprice.
To their credit, FT spend their money expanding and growing new markets.
Every time FEVR issues any results their share price tumbles but then gets its losses back within days I do not think that this time is any different.I think margins will still be good as in all the supermarkets I visit the prices have gone up in January.Fo example Schweppes last year went up from £1.2 to £1.5 .There were normally while at £1.20 offers when you bought 2,however last year there were none until December when a bottle was reduced to £1.This was raised to £1.50 in January but Tesco has already moved it up to £1.6 last week so there is room for increases
agree good results, but PE is and always has been very high. To justify this both rev and profit must continually increasing at a significant rate. Any slightly negative news will be poorly received, as it has been today. IMHO this could hit £20
My post says the cost problems as NOT specific to FEVR and are affecting all producers in the sector including Schweppes and Diageo etc. In other words no, reason for FEVR to be singled out for lowered margins it will hit everyone.
This is one of my favourite shares to buy as it seems to have wild swings in its share price.Today's figures are very good and although margins might be harmed it is still growing fast and this will in turn feed into increased profits.So today I bought some more at around £22 and am already in profit.This share will most probably rise by up to 10% very shortly indeed