If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them 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.
Went onto Targets website and searched for Kipling cakes , turns out they love them from the reviews
examples :
Mr Kipling lemon slice 5.8 ounce
If a Twinkie gave birth to Jesus, it would be this little cake.
5 out of 5 stars
And
Great snack cakes
4 out of 5 stars
Tazstl - 2 months ago
originally posted on Mr Kipling
[This review was collected as part of a promotion.] I got these as a snack to have with my afternoon cup of coffee. These have a nice lemon flavor, solid but light cake and not too sweet lemon filling and icing. Not a big fan of the over packaging, but it did keep the cake moist and was good for portion control. A great snack to add to a packed lunch for adults or kids.
I am the same Dogger , with the Covid lockdown/s
it was much easier to predict ( home cooking boom )
However with the cost of living issues and increased
production costs to factor in I am struggling to place
it too .
But when I have been out and about I noticed my local Aldi has a much bigger range of Mr Kipling
than previously and I asked the guy filling the shelves how they were selling, he said very well .
So we need to figure out the sales of the frozen pizza bases and flour etc
Meanwhile in the USA they are selling our products in Target which is much more widespread/ customer base than before
This is a Halloween special advert
https://mrkipling.us/multibuy
Over the last few days.
Very difficult to predict what the half year results are going to look like.
Any views ?
Even if there is some liquidity issue with the pension funds, the increase in rates should have helped the long term funding position of the pension scheme significantly. It might accelerate a buyout.
They will certainly get asked the “pension” question when they give the half year results presentation so I guess we will have to wait until then.
There's a big table in note 7 of their year end accounts that breaks down the assets held. They have a tiny amount of LDI's but a huge amount in "total return products" which sound suspiciously like LDI's by another name.
And on a side note, these things don't seem to generate any returns. I don't understand why pension funds do all this complicated stuff instead of a sensible mix of government bonds, highly rated corporate bonds, and equities, which would generate a much better return in the long run, and surely it's the long run that matters for a pension fund.
I wondered that. I am a PFD pensioner. I have had a look at the stuff that I receive from the fund but I can’t find anywhere that they tell you how the fund is invested.
I wonder if the recent LDI pension fuss is going to have some impact on the pension schemes here.
Now what’s the problem….anyone know ?
Falsedawn, not doggar. Having a bad five minutes… maybe it is time to retire
Just read doggar post.
Sorry my post was completely pointless.
With the cost of living crisis, will people eat in more and cook from crotch to save money? The supermarkets ad campaigns are pushing how you can feed a family cheaply cooking from scratch.
This may have a positive knock on effect of our sales, as it did during lockdowns.
Didn't expect to be picking these up below £1 again when I jumped back in last week. Another few thousand added today. With higher interest rates and energy bills expect people to stay in and do more home cooking. I can see this over £1.20 / £1.25 late this year early 2023.
That’s what we need to lift us out of this slump.
You heard it here first.
Been out of this for the past two years. Back in again now starting to build a holding hoping for £1.25 before Christmas.
Been out of this for the past two years. Back in again now starting to build a holding hoping for £1.25 before Christmas.
Trouble is I don't think it would make any difference, one of the main problems as I see it is the extra energy costs for cooking all those products which must at some point hit the bottom line.
Scrap it ( good news for us if it is )surely people don’t need to be nannied anymore
Hi dogger, as a PFD pensioner I totally understand your concerns.
The pension rules are much tighter now and for the better.
From May results
? Resultant reduction in contribution schedule in outer years drives c.£60m improvement in NPV of pension contributions
? Next Triennial actuarial valuation as at 31 March 2022 will be completed in coming months and covers both RHM and PF schemes
I expect pension review announcement soon
Hopefully deficit reduced to zero and no more deficit payment!
Is he going to be marketing all PFD products or just Mr Kipling ? Some friends have just gone back To California with a suitcase full of Ambrosia custard ,Oxo cubes and HP sauce etc British products the Yanks can't get but they love them they are only available in the British store where they are imported by expats
Blink and you miss it……SP down now !!
I would think that a pension holiday is very unlikely. I am a pensioner in the Premier part of the scheme. The last time there was a pension holiday was just before the 2008 financial crisis. That combined with the level of debt from acquisitions was what started the rot for PFD.
Thankfully those days are behind us ( I hope) !!
Incidentally a nice little increase in the SP today.
This extract is from the last annual report. Guess it refers to the Premier side. Wouldn't have thought they'd take any future 'payment holiday' , preferring to maintain a strong surplus position. My thoughts only though!
The Group expects to contribute between £4m and £6m annually to its defined benefit schemes in relation to expenses and government levies and £37-39m of additional annual contributions to fund the scheme deficits up to 2 April 2023
Thanks Milling for the info
If we are in surplus, does that mean we no longer making additional pension payments.
Does it also mean company can have pension holiday if in surplus!
Hi green 555, the pension schemes were merged [3 of them - RHM, Premier and Grocery] in 2020. As the RHM scheme were/are in a healthy position, there isn't an 'overall' deficit. RHM surplus position overrides Premier's deficit. Last report stated overall surplus of £945m. Unsure of your speculative question sorry.