Member Info for 2reincarnated

http://www.japantimes.co.jp/news/2015/07/21/business/corporate-business/ajinomoto-eyeing-acquisitions-europe/#.WOu-FojyvIU

This is a company that could work with Nissin, as it has done in the past. https://www.ft.com/content/3b8fb652-ec5c-11e6-930f-061b01e23655

http://www.telegraph.co.uk/business/2017/04/09/former-premier-foods-bidder-mccormick-hungry-reckitt-benckisers/

using what ingredients? whoever takes over will have the same ''dross portfolio'' of brands at his/her disposal.

I am!!!

Look we are investors and must appreciate that if we do not take profits or sell on a high and come back in, it is our fault. The SP fell to 2.99p in Nov 2011 and rose to 18p in April 2012, that is a ''6 bagger'' In June 2013 it was 55p and rose to £1.85 in Oct 2013 more than a ''3 bagger.'' I have failed to sell because I have always felt it would go even higher. Indeed in April 2012 one analyst said ''it could rise to 30p or regress to 3p, it is a death or glory stock'' That has stuck in my mind, ever since and I feel it will come good again. The post regarding Finsbury Foods is ''waffle'' in that quite simply, these two companies are so different. They are ''chalk and cheese''

There is nothing that can literally be done with PF brands without huge investment. In 2011 following the profit warning and the 2.99p share price, The situation was described by one analyst as being ''mision impossible'' even with a rights issue the comany could not be turned around. As for a bid, well who would want the brands, as they were outdated and require huge investment, hence the 52p starting bid by Mc Cormick. It must be appreciated that most of the time, the SP has been 50% below the bid price . Looking at some of the brands like Lloyd Grossman, dare I say anymore? Even with Sharwoods they may soon need to drastically cut prices and offer it to the Likes of Lidl/Aldi, like they sell Hovis for 75p. That I'm afraid is the state of play in the absence of a bid.

is another ''Mc Cormick anniversary'', marking a year to the day that they ''pulled out''. What the hell are Nissin upto? What are they getting out of buying 20%? The Nissin noodle deal is another ''Paul Hollywood/ Frozen Yogurt/Homepride sticky sauces. ALL FLOPS!!!

Wish you were right, but this is ''wishful thinking'' The bottom line is, PF have brands with limited growth potential and still suffer from the pressure of huge debts/pension liabilities. There is no way out other than a takeover from a company which is willing to invest after being shown a ''timetable'' after which the debt will be greatly reduced. The company needs to show it is cutting debt yearly at an acceptable rate.

Uniliver has options and financial clout, PF does not therefore there is very little that can be done other than waiting for a bid.

All over the place, has no sense of direction. Sooner or later it has to go up, seeing as it has been down since the profit warning and it probably already has factored in ''short winter dents PF Q1'' Moreover, by the looks of things outside today come September we will hear '' extended summer dents PF results''

Thanks for your post and understand the frustration. We must appreciate that when Nissin bought into PF, most analysts suggested that Nisssin would not be buying the whole company at any point. However, part of the deal was Nissin would not bid for the whole lot for at least 6 months. Why have this stipulation if they are not interested in the whole company? What are they waiting for, the pound to recover against the yen? If they are not going to bid, then they are just holding a ''blocking stake'' and I feel GD must have some other plan which we may soon find out about. What is for sure, PF have brands which not many would want, eg if anybody bough Ambrosia (say Dairy Crest) what could they do with it? Even if they tried to develop a ''custard style yogurt'' to compete with the likes of Muller, would it not just be about as successful as Frozen Custard?

in my hometown that is what the temperature was this afternoon, I was sweating. God help PF and all who frequent this BB, if a warm September ''dented'' results what will now happen to Q1 and then Q2? Nissin please either ''put up or shut up''.

If it goes to 5p, it's only because it's going to go a lot lower!!! This is a '' 3 bagger'' but does that mean from 4p to 12p? or 8p to 24p?

on it's way?

All todays results tell us is that the rationale leading to the SP hitting £2.30 last was correct and justified. Yes the SP will recover, perhaps later this year, but will ''kiss new lows'' first. I can see £2 ish by the summer.

to draw in the mugs. It will fall a lot further subsequently, £1 on the cards.

that should read £1 here we come!!!!

question is not if, but when?

I was also on a train today and overheard a conversation that Jennifer Aniston wants to spend a night with me!!!