Member Info for Ageens

Downtrend from 05/2025 broken and now we need >188p to overtake 50-week single moving average and make higher high over w/c 8/12

Aaaand, it is reflected in the price. Aaaand people cashing in 7% price jump.

The Last decent Sharesave payout?

The "Gravy Slump": Unusually hot weather in Q1 2025 significantly dampened sales of "winter" staple products like Bisto gravy and Oxo stocks. Grocery branded revenue fell by about 2% as consumers shifted away from heavy meals.

Input Cost Pressures: While headline inflation has cooled, Premier Foods remains sensitive to the costs of wheat, sugar, and edible oils. The market is skeptical about the company's ability to keep raising prices without hurting volumes.

+ investors are not interested in mid cap, going for large/defensive if awaiting "economic turbulence" or small/all cap which expected to continue to rally.

Buy the rumor, sell the fact maybe.

People are worried, PFD's trends slowing down or not picking up. Historically, when PFD rather cared to acquire new businesses than maintain/modernise existing, it ended badly.

If prolonged hot weather is to stay in UK, where to put all that custard?

Technological outdate-ness - by claims we have "Industry 4.0" implementation in full steam, by facts - "3.0" is far dream. As a result, there goes all those margins.

I don't know, I grow more pessimistic by the years spent there.

If we judge by iron spot (TSI) - FXPO could be plain +38-68% above today's (130-160 GBx).

If we get normal peace deal (borders of '91, repatriations, reparations, rebuildings, ALL promised help) - there will be immense requirement for steel. Little China on yeasts. 500+ GBx - ATHs.

If we get financial crisis, depression - you'll get regular 90-110 GBx range, with some dropdowns. (Like before?)

Hodl, because no money to buy more and normal buyers topped up @50ies.

Off-top

Fog Trojan

NATO in Libya. To implement United Nations Security Council Resolution 1973 (UNSCR 1973), in response to events during the First Libyan Civil War. BTW, USSR and China are Security Council's members too. I just do not get why Russia is mistaken for USSR?

hi alex,

it's tg

*************oleksiihoncharenko/41553

Sry, too fast, too much errors.

*It is quite here, but...* - read as "quite quiet"

*confiscate 100% of all company shares* - read "confiscate 100% of all company's shares"

It is quite here, but...

there are "project of the law"/"proposal of changes in legislation" №11195 про «механізми захисту права власності третіх осіб».

If MP Goncharenko is right, it will give rights to government to confiscate 100% of all company shares even if only one owner is under sanctions. Ukr govt decided to review project after fierce opposition (for now).

"2. main shareholders not informed about share valuation change in timely manner? "

I forgot "reasons"

2. main shareholders not informed about (reasons behind) share valuation change in timely manner?

With my limited Ukrainian understanding, that ‘Espresso’ message says:

1. complains about incorrect interpretation of facts in some Ukrainian mass media sources.

2. main shareholders not informed about share valuation change in timely manner?

3. one court claim from 2022 was already paid (in fines?) back in 2015.

4. dodgy deals and dodgy or strange court's/judges' practices.

5. FXPO - old company, listed on LSE, works by international standards.

"Anyone got any ideas ?"
As I understood from answers to my questions during previous "Town Hall" event
1. PFD understands, that possibility of "global crisis" is high.
2. (in regards to 1.), PFD will try to maintain cash reserves
3. (in regards to 1.), PFD is charming possible creditors in case of need acquiring label of "safe heaven"
4. (in regards to 1., 2., 3.) PFD will be looking for strong, "under-valuated assets" to acquire.
5. PFD is looking for market segments to increase dominance so they can deal with big retailers. As an example, Ambrosia brand has significant price increase, but retailer brands can not have enough stock to compete Ambrosia out of market because it is Ambrosia who produces for them too. Tesco tried supplier in Belgium (before Brexit?), that did not end well and they are back to Ambrosia.

PFD shows how confident they are now to secure deals for future. I am not sure that you are the main target of the current news.

"FYI - the pentagon has been ordering various military equipment which will be delivered between 2-4 years time to UKR, so seems they are in it for the long term and do NOT want a swift end to this conflict."

No one is talking about "what will happen when Ukraine reaches 1991. borders but Russia does not sign capitulation?". We are expecting new, 4xIsrael to hold off 20xPalestine with some Soviet era level advanced warfare. Some defence industry stocks will have to grow those 4-10x in those couple, 3-4 years.
Never mind drone industry newbies and startups.

"FYI - the pentagon has been ordering various military equipment which will be delivered between 2-4 years time to UKR, so seems they are in it for the long term and do NOT want a swift end to this conflict."
Pentagon delivered more equipment to Ukraine in 10 mths than to Afganistan in 20years. Pentagon is delivering list of items never delivered to non-NATO countries ever before. Advanced systems need to be produced 1st, Pentagon became too relax, manufacturers not ready for extreme demand of expensive hi-tech warfare. There are huge queues for HIMARS/Patriot/Bayraktar/low spec drone systems in the market for now.

"I'd agree with Christo, it's bizarre, to say the least how the SP is this high but it "should" of already dropped like a stone. I have no explanation for why its where it is, taking into consideration the above and how the markets are as well, the smallest bad news stocks drop 10+% or even good news they drop."

Given simple "impulse" formula from biology - price should establish itself around 1.82 - 1.96 since open assault day. We reached targets multiple times, new bad impulses pushed price level a bit down, currently - good impulses. This stock was risky even w/o open war, but with risk reward comes too.
Market follow strict rules, nothing risky falls like a stone because there are plenty of people doing shorts which eventually needs to be covered, causing inevitable buys. Not even talking about short-squeezes.
Don't put all eggs into one basket, put little % into anti-basket. :)

Completely by accident, John forgets to mention "denazification" demand which explained by Russian state media, sounds like, Re-educate or exterminate everyone who recognises himself as Ukrainian.

@Andy - i do not get it. I lived in USSR, I lived in Latvia, I lived in Russia, I listen to Russia state media, I listen to Russia's statements regarding neighbouring countries and "partner countries".
Dude, your "alternate media" is Qanon + poorly translated Russian "stories". Have you tried actual fact check? Do you think I can not read 4 languages? Do you think I can not notice where "stories" appear first and how they migrate over?

and not even posted about how Russians are unique nation, the smartest, the strongest (uubermensch) - claimed by top civil servants and media persons on state's payroll. How all untermensch (rotting West and mid/far East) should submit to fair cleansing force, meanwhile resisting countries - Baltic states, Poland, Czechs should be wiped out.
I do not know, If you heard about Umberto Eco's definitions, Russia hits 14 points.

Power, you are a lit outdated:
1) Nuclear attacks - West indicated, there will be no extermination, instead they will pinpoint decision-maker(s). Nuclear war threats from Russis stopped immediately after such statement as well as China published research showing low power nuclear warheads can be used to destroy bunkers even 2km underground. Before - only North Korea used nuclear weapons as a direct threat.
2)Military intelligence mainly comes from the agents and satellites. Russia's army has low integrity of IT systems. Thats where the planning issues arise.
3) No one except Russia pushed Ukraine into war. Russia's manifesto published in official media stated: Ukraine needs to be erased from world map, every resisting Ukrainian exterminated, their children re-educated, non-resisting Ukrainians - replaced by Russians.
4) Narrative about Russia rebuilding USSR 2.0 with force widely used in state media-sphere. State claiming back Russian empire territories - too. They tried that at start of 2k on Baltic states, but they managed quickly join EU/NATO, actioned on Georgia - 2008, tried Ukraine at 90ties, put started to put real pressure on Ukraine after they gave away all nuclear stocks and long range missiles.
Russia does not protect their entire borders - they spend majority of money on wars and developing Wunderwaffles. Russia relies on nuclear weapon stockpile to protect their borders.

re JohnNth
You do not need to be Zelensky, you just need couple relatives there who says, there were russians in their backyard at March, and they are not there today.