Member Info for green555

I agree with T2R
forget M&A which is cause of all the problem for the past 15 years....
What's needed good old boring divi growth ( paying 4 - 5%); this will encourage more divi inclined fund managers to invest in us.
Also encourage one of the big player to take us over :)

I'm expecting at least 1.4p in dividends
From last years results divi cover was 12, expecting progressive divi payments going forward.

Complete shock to learn that Reach will be demoted from ftse250 on 21st march
Real suprise after a decent set of results
I guess SP will move down until next update

RMM - great post/analysis and balanced view

Peel Hunt was down 16%. The corporate broker and investment bank issued a profit warning, saying concerns pertaining to inflation and interest rates, as well as global geopolitical tensions, dented market conditions and investor sentiment.

As such, Peel Hunt said it has seen a number of deals delayed and capital markets activity early in 2022 has been "particularly challenging". Peel Hunt expects annual revenue to be marginally below bottom of previous guided range and earnings will be "commensurately lower than current market expectations".

Don't blame PH for the consolidation as this was a strategic decision by BOD

I know, we are all waiting for the phase 1 report.
what I like to know is:
will there be phase 2 and phase 3 trails before it becomes a real medicine that can be used.

As far as I'm aware consolidation is not a material affecting change so BOD can push this rough within their authority

SP has no relevance in listing in UK or USA
example is Lloyds Bank trades at approx 52p and in USA it trades at 2.85 dollars
what is same is MC
for listing in NASDAQ what might change is regulatory requirement like listing in Main LSE, which won't please the HNWI as they will loose the tax advantage!

Most definitely the reason there is no potential bid premium is due to Nissin 20% stake.
Simply Wall St’s come value for Premier Foods is arrived at by discounting future cash flows to their present value using the 2 stage method at 276p
This might sound over optimistic but I believe the true value is some where between 119p and 276p
If there was a bid it will be closer to 276p which is why I'm still sticking around, also the prospect of dividend growth is a bonus.

PFD is not for Unilever, they are backing out of tea etc...
Having said that there are plenty of other big food company which will be looking at PFD, especially now that profit guidance will be better than last year.
I also think dividend will be increased above consensus which only propel the SP forward
Also expecting better news on pension liabilities.
onwards and upwards :)

Trading Announcement 20 January 2022

Seawolf, don't feel sorry for HNWI
last lot bought at 5p, in reality they got it at 3.5 or less, as they will have accounts it will be less than 3.5p
Only draw back for them is that they will have to hold it for 2 years to qualify for the discounted rate.

in UK - basic fact shares held by individuals is about 14%
"free float 96.7%" - includes institutional investors

Zylo, in UK more than 85% of the stock market listed shares are owned by institutions.
Why would be any different here !!

Zylo

Top 25 shareholders own 69.97% of the company

Ownership Name Shares Current Value
16.97% Hargreaves Lansdown Asset Management Limited 572,198,289 £31.8m
12.03% HBOS Investment Fund Managers Limited 405,627,393 £22.5m
8.24% Barclays Bank PLC, Wealth and Investment 277,881,579 £15.4m
4.17% A J Bell Holdings Limited, Asset Management Arm 140,442,233 £7.8m
4.15% HSBC Global Asset Management (UK) Limited 139,747,541 £7.8m
2.92% Bank Julius Bär & Co Ltd., Asset Management Arm 98,540,317 £5.5m
2.87% KBC Asset Management NV 96,757,004 £5.4m
2.29% BNP Paribas, Private & Investment Banking 77,250,000 £4.3m
2.12% Thesis Asset Management Limited 71,500,000 £4.0m
1.88% Deutsche Bank Aktiengesellschaft, London 63,500,000 £3.5m
1.84% Jarvis Securities plc, Asset Management Arm 62,129,660 £3.4m
1.53% John Reader 51,625,385 £2.9m
1.5% Tim Mitchell 50,476,073 £2.8m
1.18% Charles Stanley & Co. Ltd, Asset Management Arm 39,808,304 £2.2m
0.84% Equiniti Group Limited, Asset Management Arm 28,442,861 £1.6m
0.76% Embark Group Limited 25,527,444 £1.4m
0.69% SEI Investments Company 23,184,411 £1.3m
0.67% Brooks Macdonald Asset Management (Internatio 22,443,000 £1.2m
0.66% UBS Asset Management 22,222,409 £1.2m
0.62% IG Group Holdings Plc, Asset Management Arm 20,956,719 £1.2m
0.46% Lockwood Advisors, Inc. 15,420,800 £855.9k
0.44% Integrated Financial Arrangements plc, Asset 14,889,328 £826.4k
0.4% Royal Bank of Canada, Banking & Securities Inv 13,500,000 £749.3k
0.37% Close Asset Management Limited 12,473,176 £692.3k
0.36% Davy Asset Management Limited 1,991,601 £665.5k

Aim’s tax advantages - the shortlist. ¦ Investments in new subscriptions to Aim VCTs benefit from upfront 30% income tax relief, ongoing CGT and income tax relief. ¦ Investments in qualifying EIS shares benefit from upfront income tax relief, loss relief, CGT relief and IHT business property relief.

who needs UBS view, when you have:

JPMORGAN RAISES BT GROUP TO "ANALYST FOCUS LIST" - TOP PICK 2022

Bailiff, I think it will be closer to 2.5p until 01/04/2022, assuming there is no real news put out.
I think there is lots of potential but until we have concreate evidence SP will keep dropping

disappointed with no interim div
expected more !!

3cardbrag, I agree totally.
I'm expecting the first interim div since 2008 !!
As long there is an interim div SP will rise, even if its not great news (I think!).

I think only way the shares will move up is if PFD announces interim dividend.
Last time that happened was august 2006, fingers crossed.