Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
So pleased to see your expression of gratitude before you leave us. I'm sticking here and with HCM for my rollercoaster ride. I'll miss your superb posts
Has everyone had it come through? No sign of it for me...I'm with HL. Perhaps it's been so long PF has forgotten how to pay it!
You beat me to it!!!!
Dividend reinvestment?
Yes please!!!!!!!
Long time since we have seen that on this board !!
more like a big buyer who is getter more desperate to build the stake, they got the low hanging fruit using fear and breaking stop losses, but now need to go further up the tree as the trading statement was super positive.
We performed better that the FTSE 250. Continuing reaction to the trading update ?
"Now it's onto a bigger job analysing ABF, it's got huge and varied business with some overlap with PFD in grocery"
Kallumama, I've always learned something in reading your posts. I've been following ABF for now about 9 months not committed yet. I hope you still have skin in the game for PFD. You once asked in this forum what other company to invest I did mention "Reach" since then they are up 40%. They have had similar issue in pension liability which is being resolved no other debt and great prospect in digital.
From my many years in investing, its better to ride the winners than look back in hindsight.
Good luck with ABF will read the your analysis with the view to get on aboard.
So, dividend this week, how do we think we will progress now. Pleased with the results and share price. Kall, shame you have moved to ABF, you must see an upside though
WOW Kall. Excellent, so ABF small investors will now also be able to get same expert thoughtful running analysis that greatly helped PFD small investors.
wish I was still in PFD but only in here to read about my fav covid poster but no cigar ! I just wonder if he succumbed to the illness that he though would make him a very rich man .
I believe the 5-6% was for 1st half, ceo was not able to guide further than this.
They expect 5-6% for the year. After Q1 we are currently at 6.3%
Sure, but what are the expectations of mgt, can’t see this stated anywhere?
From a sales perspective it was a flash in the pan, but remember the debt reduction that it provided. The benefits from that continue.
I guess it was too much to expect the sales growth to continue at the higher levels of covid, although still up on 2 years ago.
Funny how they now want to compare against 2 years ago because it looks much better, So was it a flash in the pan and can we expect the sp to go back down a little / lot?
Tried to do a late night shop yesterday evening at a large Tesco and Sainsbury's . Seeing stripped shelves , hopefully good for PFD. Good fortune, well overdue.
Very satisfactory. Profit for the year expected to be at the top end of expectations.
I am planning on attending today. Anyone else ?
Q2 growth last year over 2019/20 Q2 growth was +8.1%
It is possible to beat this in 2021-2022 Q2, international can play a big part to achieving this.
misread - possible in Q2 if a further lockdown or restrictions imposed, not possible in Q1
guided 5-6% after first 6 weeks sales over 2 years
"Growth over Q2 last year would be a massive achievement…..is that likely ?"
100% unlikely as the company has already guided 5-6% after first 6 weeks sales, likely to beat this as it will be an own goal if not higher.
I dont thinknthey will be stronger than Q2 last year, but would think they will be stronger than Q1 last year maybe. Expect sales to decline in comparison to last years lockdown numbers, but profits should be higher now debt is less. Depends on how the market see us. Profit rise and higher sales to Q1 last year when were not fully in lockdown all Q1 may see an increase in sales during this years Q1 lockdown .....maybe. back to 109 or 114 and i will be happy. Maybe an update on cape sales may see a boost as well. Pension update etc. Here's hoping
Growth over Q2 last year would be a massive achievement…..is that likely ?
Think we are caught up in the COVID fears, maybe more to do with production and distribution, rather than consumption. We get hit from all sides, expect friday to see a boost, and a steady climb today and tomorrow. Dividend next week, looking forward to it.