The next focusIR Investor Webinar takes place tomorrow with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
The risks of a liability in Canada on this very issue is flagged
up in the listing prospectus.
Right, so now we know.
So Haleon appear to have liability for OTC Zantac that
contains ranitidine as per the Canada.
I do not have information on how many other
countries OTC Zantac with that active ingredient
is available in.
Needs a statement from the company but can now
understand the fall and it was not an Elliott exit -
got this one wrong.
Elliott exit or stake reduction imho.
Added a small amount more before the close.
I'm back in & 2.85 and '87.
..
Unless I missed it.
As mentioned here a couple of times previously,
It can pay to be wary of uber bullish posters -
as we arguably saw here.
China now bulk buying, further reducing margins.
Are sector margins sustainable in orthopaedics?, is what the
market may be questioning.
John, these brands have existed for decades and in recessions
and better times. I get your general point but if you look
at the recent RKT or ULVR price action, the market appear to
be taking a more positive view of consumer goods stocks.
Are you guys on this planet - Starbucks is valued at over $90 bn.
Try doing even 1 minutes worth of research.
Look at the fall in cash generation..
However, it's the margin outlook that
the market appears not to like
of your calls on SN. ?, given the price at the time of this post
is Under £10.80 at the time of this post..
All those Buys you gave this ...
....
As mentioned here previously ...it might be wise to ignore
uber bullish posters on SN.
n/m
From memory, approx 12 months ago consensus had
JDW making approx £50 - £55 million on pre tax for
this financial year.
The SP decline needs to be viewed in this context fwiw.
Just reading some of the posts I wonder if people realise
what the market took fright at (rightly or wrongly)...
JDW appeared to guide towards a break even FY result on their
May update?, fast forward to yesterday and the story is different.
Lots of anecdotal reports of ..this pub is packed etc,
means SFA unless they are turning a profit.
Added on Wednesday.
That was a while back on Youngs,
I'm looking at their recent FY report on a pre tax basis.
appear to have come out of covid in robust shape,
so punters are paying for quality - whether that changes..
You might assume JDW would benefit from possibly trading
down?, but are some of those people just staying home instead..
Than pre covid.