Member Info for Fagen39

I can't see them paying a special divi, the sale of the milk business would have been worse financially than expected. I think the year end results will be tough but will show a vision for the future e.g 'we can clearly focus on brands'. This could play two ways 1. The vision is believed and the share price stays high and we continue to get a good divi. Or 2. It reduces and if far enough the bid speculation starts to come back and we wait for a correction in the next year. If you're staying in here it needs to be for 2 years to let things play out and see how the new company looks. IMO. Good luck

Well we did get there briefly

I am on the fence...... should I withdraw my original stake and just remain in here with my profit or keep it all in? I have currently doubled my money on this share, one of my better purchases..... I wish they were all tis good. I do believe in their future, but companies this small are always up and down with uncertain big swings.

http://new.spectator.co.uk/2015/11/to-frack-or-not-to-frack-investing-either-way/ Transformational is a word I like to hear attached to a stock I hold............ Good luck CCE.

A nice healthy move in the share price over the last couple of days. £7 is in sight............

Deal Done

In my opinion I do not believe that a special dividend will be paid post the sale, but the bid rumours will ramp up. Read an article recently that said the top three likely bidders were Lactalis, Lactalis and Lactalis. In reality I think other players would also be interested with the top players likely to be Muller, Arla and a more complex spin off of the spreads business to join with the Unilever segregated spreads business......... In reality who knows Dairy Crest may aquire to try to grow and stay independent (this route seems complex and unlikely tho)..... GLA

Or more if the bid rumour starts for the rest of the business

Good to see people topping up after the 10% decline, its been a good place to be for the last 2/3 years. Not sure it will get back to £2 very quickly, but still worth being in.

I am still in, but I do agree with Jarcon. I have made enough out of this share over the years to keep it for the dividend for the next few years and see if they get their future strategy act together e.g. advertise, tie up with retailers for space in larger stores. a concession store would be cheaper and supermarkets are crying out for interactive ways to use their stores. 3D printing tie up, books on Kindle store at an accessable price, more online games, film tie ups even if animated (fans love this stuff attached to the games, make it bigger). Accessability is the key to keeping this alive.

Once the Dairy sale goes through this year, Dairy Crest is ripe for a takeover bid which I believe should be around the £7 mark. There are so many parties that could be interested in picking up Cathedral City and the new Whey operation, I do not believe it will take long for some offers to be tabled.

I was hoping that the US news would have a better impact on my green energy shares, oh well........ it a waiting game.

The Phase 1 decision is being left very late in the day, probably points towards it going to a Phase 2 decision timeline

The DCG share price slightly down today after a good May run. Like most I am looking forward to the announcement today. The balance of power has moved further away from processors / producers in recent years and the Muller ligic is if you control enough of it you can fight back, cost save and make 'some' money. buying Dairy Crest dairies is a logical step for Muller in their strategy to control the white stuff..... There will then be a renewed buzz around the Dairy Crest shares. GLA

The results would have to be good e.g. not just the £1.7m from the sale and they would have to articulate in more detail how they are going to use the new cash. I can't imaging anything new coming out on top of the announcement this week, but that doesn't mean that the share price shouldn't be higher already. I'm still in, good luck.

The big question is given the swings seen on this share, is it wise to sell before Monday and rebuy at a later date or hold. I will personally hold and try not to time the ups and downs. any other views?

If DC were to sell for 2x turnover post the separation (Low debt and good profits) it would be worth c.£900m = £6.60 per share (+32% vs the current £5). This is c.15 times profit, so may be a little punchy, but the company does have a good opportunity to expand internationally and a new revenue stream coming onboard this year........Any views?

I am still in here too, it has performed well over the time I have held it. I have no plans on selling. GLA

This share generally jumps around 10% with no news. The next set of results are likely to be relatively weak due to negative exchange rate impacts vs the £, but as long as the divi is still supported this share should not move too much overall. It would be good to see a more modern BOD come in as longer term I feel there is decline risk in this share. I am still holding at this point as the divi is good, but am nervous.

Is it top up time yet, or does this have further to drop?