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oh dear, not good, but what an opportunity to get in on a low price
Leemu, I am in with a small position, I will add more if it deeps lower. I fear margins will be squeezed due to a number of factors. One of which is shopping turning increasingly more to discount supermarkets, and margin squeeze due to higher cost of wages and energy prices. These two factors may be critical. The latter may be a cost that may be possible to pass on customers.
anytime this dips below 10, i go in some more, but very long term here.
share price under £10, what a bargain, very long term play for me.
huge loss if he has stepped down, been a huge part of the growth in the past, in my view Hilton is now in a completely different phase than 10 years ago, still rock solid company that I hold long long term
Hilton Uk has lost volume from Tesco, cut backs in pipeline.
A share in the blue on ex-dividend date? When the rest of the market is very red? Nice!
there is a great video on LinkedIn, a short tour of the site in Huntingdon UK, great automated huge site, and they follow this same model throughout the world where they are expanding into. This is a great investment, boring, but pretty solid, very long term hold here for me.
each Hilton operation operates in its own country, so export is not really an issue, Hilton Ireland pack for Ireland, and other Hiltons are all over Europe. (Holland, Denmark, Sweden, Poland to name a few. They may have a few items which are export as bespoke, but nothing to really do any damage, and they would have just transferred those products to the respective countries factories.
Hilton are meat packers, and don't really rely on imported meat, maybe a bit of Irish meat or NZ lamb to fill the gaps or satisfy promotional activity. all my opinion.
The French would probably prefer to dine "À la Table de Spanghero".
Overseas facilities and local suppliers.
Moving into non-meat products.
If, as rumoured, Fidelity have sold then they could have done so for a variety of reasons, maybe unconnected with HFG.
Trading update was positive so recent price weakness an opportunity.
I think this company must be seriously affected by the current Brexit red tape. Newspapers are saying EU customers are switching away from British meat due to delivery problems.
Buyers like Tesco are not going to take any price increase from its suppliers, so Hilton Food margins are going to get hit.
Would be keen to hear in the next trading update the impact of post-Brexit. I have noticed that Wincanton share price come down a bit whilst the Brexit logistical problems are being discovered.
£0.5 m trade. was that a buy?
Chairman purchased £100k pf shares which raises my confidence somewhat. Still like to know why one of big investors sold .
rns should follow than
Only two shareholders with positions that big, Fidelity and Standard Life. The block seems almost identical to Fidelity’s position.
group is solid, new MD at Huntingdon site making a lot of cuts, probably for the best, the company is great, and Heffer is key.
With 82 million shares in total, that is a hell of a big sale.
This is what I see in my Trading platform:
Block Trade - Hilton Food Group Secondary Abb: Bookrunner Says Transaction Size: 8,106,888 Shares / C.9.9% Isc Offer Price: £10.50 – £11.00 Per Share
Bit weird after a pretty positive trading report. Hang in there, this is a good business.
very strange can only think it is a broker downgrade as not seeing any news!
here
definetly people going for healthier and even plant based solutions, Hilton Foods is making sure they are a part of that, but cheap meat is making a strong surge as people tighten their belts, Hilton Foods MD Frank McMyler has left the business, which is a huge loss, but Tesco being their main partner Hilton will continue to grow and continue to expand worldwide, NZ factory is not far off completion I think.
what are people's thoughts on meat sales stagnating and not growing, how much impact will this have do you think? Are they also involved in vegan packing etc?
if you look the HFG chart for 5 years it shows steady growth, this is not a share that will dip and rise dramatically on news, any noticable dip when when lockdown happened, but if people knew hilton you would know they dedicate to 1-2 customers per site and specialise in retail meat packing, so that dip was the best opportunity to get cheap shares, I only invest my savings/Sipp in HFG and I leave it there untouched, I used to work for them and they are a great company, I would see it getting towards the same Sp of CWK in a few years, no problem.