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Started: piworld, 1 Feb 2024 12:44
Last post: piworld, 1 Feb 2024 12:44
NWF Group Chief Executive Designate, Chris Belsham and Chief Financial Officer, Katie Shortland present half year results for the six months ended 30 November 2023, followed by Q&A.
Watch the video here: https://www.piworld.co.uk/company-videos/nwf-group-nwf-half-year-results-presentation-jan-24/
Or listen to the podcast here: https://piworld.podbean.com/e/nwf-group-nwf-half-year-results-presentation-january-24/
Started: piworld, 2 Aug 2023 10:22
Last post: piworld, 2 Aug 2023 10:22
NWF Group Chief Executive Richard Whiting and Chief Executive designate/CFO Chris Belsham present final results for the year ended 31 May 2023. The group saw record revenues, with robust levels of profitability.
Watch the video here: https://www.piworld.co.uk/company-videos/nwf-group-nwf-full-year-2023-results-presentation-august-23/
Or listen to the podcast here: https://piworld.podbean.com/e/nwf-group-nwf-full-year-2023-results-presentation-august-23/
Started: piworld, 1 Feb 2023 09:16
Last post: piworld, 1 Feb 2023 09:16
#NWF ?interim results presentation given to analysts (with Q&A). Record results with revenue and headline profit ahead of expectations. All divisions (fuel, food, animal feeds) are ahead with good trading since the period end in the seasonally busier H2. They are in line for the full year. A very solid dependable business.
Video: https://www.piworld.co.uk/company-videos/nwf-group-nwf-half-year-2023-results-presentation-january-2023/
Podcast: https://piworld.podbean.com/e/nwf-group-nwf-half-year-2023-results-presentation-january-2023/
Started: CJ66, 11 Aug 2022 16:32
Last post: Scoobydoo321, 17 Jan 2023 14:47
No idea of the numbers and who really benefits, but surely feed volumes will dramatically increase with farmers unfortunately having to already use winter feed with no grass about?
Started: piworld, 3 Aug 2022 13:39
Last post: Flakey5185, 6 Aug 2022 19:52
Very strong results though.
There isn't enough volume or volatility in the share for traders to get involved, no 10% swings.
Should it be a share that traders get involved in, i would of expected a decent rise rather than a 2% drop. Maybe the next bit of news will have some effect.
Great results but the market doesn't seem to care. No idea what needs to happen for this to break out of the 2 - 2.20 range!
NWF’s Chief Executive, Richard Whiting and Group Finance Director, Chris Belsham present full year results for the year ended 31 May 2022.
“A record set of results, significantly ahead of market expectations at the start of the financial year, demonstrating the capability of the business to optimise performance and the resilient nature of our markets.”
Video: https://www.piworld.co.uk/company-videos/nwf-group-nwf-full-year-2022-results-presentation-august-2022
Podcast: https://piworld.podbean.com/
Started: Flakey5185, 10 May 2022 12:49
Last post: oilheadgame, 2 Aug 2022 12:51
these guys are profiting massively for the last 2 years from macro condition and will continue to do so.
Hugely undervalued. I am buyer!! Nice divi too.
Incoming....Boom
All is being kept under the radar !!!!!
Seems to be picking up (although as always the spread is a joke). Never really know what to do with my NWF shares. Solid company. Ok div but not really sure what needs to happen for the share price to break away from the £2 range
Surprised at the lack of interest here, especially with what's doing the rounds!
Started: Flakey5185, 5 May 2022 17:05
Last post: Flakey5185, 5 May 2022 17:05
Keep eye's open
Started: piworld, 2 Feb 2022 08:21
Last post: piworld, 2 Feb 2022 08:21
NWF H121 analyst presentation w Q&A given 1.2.22. Strong results. Fuel & Food offset weaker Feeds. H2 started with good momentum.
Video: Https://www.piworld.co.uk/company-videos/nwf-group-nwf-interim-results-2021-presentation-to-analysts-given-1st-february-2022/
Podcast: Https://piworld.podbean.com/e/nwf-group-nwf-interim-results-2021-presentation-to-analysts-given-1st-february-2022/
I would be interested but a 7% spread plus dealing costs is getting silly.
Started: Flakey5185, 24 Mar 2020 12:08
Last post: Transan, 4 Aug 2021 13:44
personally I can’t see this going anywhere, I’ve watch it for years, only did any good when they got involved with garden centres, then they were sold.
I live locally to them an watch with interest, they are a Good solid company, always looking for drivers. They don’t sparkle or attract like Stobart etc.
But when?
Not yet!
I've not said anything on here for a couple of months as I didn't want to jinx it but I'm a happier holder here since the half year results and will continue to hold.
I first bought NWF in mid 2020 and bought ANP at the same time. Just a modest amount in both to counter some of the more "exciting" shares in my portfolio. ANP have risen just shy of 60% while, after a few months of ups and downs, NWF are now about 10% up and this seems to be holding. With the reasonable dividends this is miles better than sticking the money in the bank that's for sure. Hoping that NWF will now kick on in 2021 and really fulfil the "Super Stock" status given to them by Stockopedia.
Question is, should I buy a few more?
GLA
Enough is never enough for some.
Started: threeputt, 11 Nov 2020 16:05
Last post: PAUL1DEANO, 11 Nov 2020 21:07
yes the silence is becoming troublesome,
seems to be taking too long to come out of suspension, not looking good
Started: ShareSocUK, 12 Feb 2018 18:00
Last post: ShareSocUK, 12 Feb 2018 18:00
NWF Groups presentation from our recent Birmingham seminar and their stockopedia report is available in our full member exclusive area: https://www.sharesoc.org/members-area/
Started: ShareSocUK, 4 Dec 2017 15:22
Last post: ShareSocUK, 4 Dec 2017 15:22
NWF Group are lined up to present at our growth company seminar in Birmingham on the 6th February next year, more details and registration here: hTTps://www.sharesoc.org/events/sharesoc-growth-company-seminar-birmingham-6-february-2018/
Started: lacroix, 27 Aug 2017 10:56
Last post: lacroix, 27 Aug 2017 10:56
4% yield and should deliver both growth and income..........new finance director.........the stock should go far.........BUY.
Started: Swiss1, 21 Jul 2017 15:33
Last post: Swiss1, 21 Jul 2017 15:33
Not many posts recently, unsurprising considering the share price has had little movement for a while. However after a positive trading update yesterday are we seeing the start of some upward momentum at last?! This appears to be a good defensive stock, targets and debt in line with market expectations with the potential for growth now the mill development programme is complete.
Started: Madaghan, 9 Feb 2017 09:08
Last post: Madaghan, 9 Feb 2017 09:08
Puzzled by that big sell at 150? Why sell at that price? A temporary dip would be good time to buy.
report interesting.......
NWF's markets aren't exactly high growth, and the business is at the mercy of factors outside its control - weather and global commodity prices - but it has a proven track-record of offsetting these headwinds and boasts a prudent long-term strategy, underpinned by rising global demand for dairy, the increasingly technical nature of farming, acquisitions and a healthy balance sheet. The shares are a bargain at 11 times forward earnings, supported by an attractive, well-covered yield, while the outlook for the current year is a return to profit growth
Indeed, the last financial year might have been disastrous, had it not been for decisive management actions across all divisions. Not only was the company up against an extremely strong performance in the feeds division, thanks to favourable weather and high commodity prices, but a surplus of good-quality silage meant the market for ruminant feed was down 4.7 per cent. Meanwhile, the warm summer weather depressed demand for oil and the food retail sector underwent its well-documented decline. But, anticipating these headwinds, management made efficiencies savings in the foods segment, centralising operations to a single facility and securing long-term contracts with customers, which led to a 66 per cent profit rise, despite flat revenue. What's more, there are further efficiency gains to be had here. The fuel division is benefiting from introducing new product lines, helping to offset weak demand for oil. This year NWF will invest in new depots and possibly bolt-on acquisitions.
In this magazine's recent Sector Focus looking at the dairy industry, we pointed out how changes in the milk market might benefit a number of UK producers. One company that stands to gain is Aim-traded agri-business NWF Group (NWF), which feeds one in six dairy cows across Britain, and its shares' low PE rating and attractive yield makes NWF a great way to play the industry's long-term trends. There's more to NWF than just its feeds division. It's the third-largest oil fuel distributor in the UK, and has a food business which warehouses and distributes ambient groceries to retailers. The group is growing organically, but has a balance sheet strong enough to support earnings-enhancing acquisitions. And while end markets can be volatile, last year canny management action meant it delivered impressively solid results in what was an extremely challenging period. The feeds division manufactures and sells specialised food and nutrients for cattle and sheep and offers technical services and expert nutritional advice, primarily to dairy farmers, to help them get the most out of their livestock. Therefore, NWF is well-placed to benefit from rising dairy consumption across Asia and the Middle East. And when milk quotas in the EU are abandoned next spring and production ramps up as processors gear up to boost exports, dairy farming will need to become much more efficient and professional to meet demand. Using the kinds of products and services NWF offers will be part of that. Accordingly, expanding and diversifying value-added products in the ruminant market is a key area of growth and investment for NWF. This should be bolstered by acquisitions - last year, it acquired SC Feeds which helped the division increase volumes in what could otherwise have been a washout year
Started: Motor19, 30 Oct 2013 16:27
Last post: Motor19, 30 Oct 2013 16:27
high volume today for Nwf shares - hopefully bodes well!
Good Stuff - ST target 140-150p but with debt coming down nicely, record profits and a good divi increase along with the positive start to this year who knows!
Last post: jhonbell, 16 May 2013 09:06
wrong board
0.18-0.19p