Member Info for johnam

Maybe HL are like the snoty nosed girl and sent it away, like her wee brother with the cake!

Not got my exceedingly good divi thro' either. HL say they normally credit it on the same day...long nose ??

So pleased to see your expression of gratitude before you leave us. I'm sticking here and with HCM for my rollercoaster ride. I'll miss your superb posts

As an infrequent poster...I bought in here because it was top of Slater Growth fund at about 9% of their portfolio. It now mo longer appears in their 'top 10' and I'm not sure why. They sold a chunk when it topped 10% of their portfolio but that was just a policy sale, not to hold more than that of any stock. But now they've gone -why?

This board has turned de-mob happy. So,does this turn Pfd from prey to predator? Does Colin Day bow out and pop on the slippers, job done? Does Pfd internationalise its autumnal and Christmasy offering for all year round sales or seek to build a summer range? Can it hold the new home-cooking market or develop a range of snacks and nibbles for pubs, cinemas and airlines? Where's the excitement going to come from now?

I've been in here for a long long time. I bought when PFD were in aquasition mode and highly geared b4 the 2008 crash. RHM was a big deal to swallow and then the crash came and Pfd was caught with its pants down. Share price dropped from equiv of £17. I know they have flogged RHM, Quorn , Fray Bentos et al but I think now that they have crept out of zombie mode and show potential with the return of a sensible Board. I know past performance isn't a guide to future and Kallumama will shred my 'analysis' as superficial but I think this Co. has real upside. I think they're trying, Butter Chicken tempted me and I even bought Butterscotch Angel Delight the other day and really enjoyed it as a retro pud. Just need to replace the anaemic Kipling packaging with rich tempting indulgent colours!

I call them my Premier years

A big thanks K for all your research. I'm just a retired ham playing the stock market for a bit of fun. I do a little reading around and speculate on what seems a good bet. As you will know, the market isn't very transparent to a layman but sometimes one calls it right and get a bit of a buzz from the success. Your generosity of time and information is a first for me on any message board, usually chat ranges from jargon chats, speculation and platitudes to hair raising abuse and wild ramping and de-ramping. Good on you for some honest decent work and sharing. ps I'm familiar with a lot of the La Doria labels in Lidl

Seems to me the Coast Capital proposal stinks. Closer to asset stripping FGP and leaving an indebted rump of a zombie company rather than a healthy, well financed company with prospects. I'm with the board and staying here long term.

I think the issue here is uncertainty. The market hates it. Once the deal is voted thro' (or not) and the distribution of the money decided, the price will rise to Jeffries' 100p. I've topped up.

Having slept on it and looked at Jefferies broker rating, my conclusion is the disparity between the current price ~73p and the rating ~100p is 'uncertainty' ; the market hates it. Once there is a vote and clarity on how the deal will be structured (or not) the price will recover. I topped up this am.

Not heard of suggestion of a rights issue'?

Maybe Soutar and Gloag are stepping back from the onslaught of the Easdale Brohers, McGills Busopreneurs.

I'm musing that the price drop relates to the, yet to be announced, special dividend qualifying date. If it is announced that it is before today the share price would reflect this. Interested to see the RNS.

Working from home will be a 'fad'. The greasy pole is in the workplace. Bosses instinctively don't trust homeworking and like to have their team about them, and people like to think they are indispensable.
Remote working also opens up the 'talent pool' so you are competing with people on Scottish Island, Cornish Cottages and Yachts on the Med or any other City. That'll depress salaries and prospects... Better pop into the office!

I don't know why the drop but I think there is a lot of PI's taking a punt on recovery stocks - leisure, travel, &etc. Once the the upside seems to have peaked, they'll disappear like 'snow aff a dyke'. Perhaps FGP looks too complicated to be 'locked in'.

Many thanks for all that discussion. It's good to get 'inside the head' of investments. It's not always obvious; bit like 'it's not arriving that's important, it's the journey (and the blind summits)

Anyone know the significance of the Astra RNS regarding EU allowing marketing of Tagrisso and the trials of Tagrisso in combination with Savolitnib that were in Phase III trials? The share price hasn't reacted and I thought it would

Just realised I am wrong. They sold their 49% to 'Endless'. Sorry

If Pfd is 'normalising' its gearing with the current good trading conditions and is looking to grow by acquisition, might buying back the exGore 51% of RHM not be an efficient way forward as RHM was already well integrated into the group. As far as I recall, they haven't sold their 49% (or am I wrong)