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That is nnot a Buy. They are both getting Greencore shares in exchange for Bakkavor shares as part of the merger agreement. So these are newly issued shares

First half of 2026 if the competition authorities do mot block the merger/takeover

Surely a discounted cash flow model is not relevant because Greencore does not pay a Dividend ?

These might possibly have been futures/options trades. So no shares have actully changed hands yet ? All thar exists is an option at some future date at the strike price of the option

First class research, welĺ done. Fully agree with all your conclusions. And to think that only 2 years or so ago Greencore was a potential bargain bssement takeovrr target itself. All in all, a remarkable turnaround.

Today is not the end, just the beginning. Wait till Greencore resumes paying aDividend at the pre-covid 2019 level of 6.2 pence pet share.

Does anyone know what time the Capital Markets Event starts at tomorrow, also where I might find a link to log on and listen (cannot see anything on the Greencore website)

Interesting article in Sunday Times today (Irish Edition).

Greencore is already in the FTSE 250, so I doubt whether position 250 in the FTSE All Share Index ewill make any difference. The game changers will be the size of the Dividend and Q1 2025 Trading Update, plus AGM annoucements

Try Goodbody. I am based in Ireland and they do my Greencore trades for me

Greencore shares are listed on the London stock exchange, so any UK or Irish stockbroker should be able to buy and sell them for you

Donnt get your hopes p. Greencore has a habit of surprising on the downside by underdelivering and being oblivious to the context that the company is operating in (at the present moment that context is potential bagain basement takeover target with enormous potential for any would be bidder.

Using the ADR market in the USA to launch a bid for a company listed on the LSE is a new one for me. But then again, stranger things have happened in the past so far as Greencore is concernef. Do you know what volume of SDRs were traded ? I believe each ADR represents 5 shares, so easy to work out number of shares traded once you have ADR volume.

Oasis is the news, and eill continue to be the news as the Hong Kong based ivestor engages woth the Board of Gteencore, encourages operational and balance sheet improvements, and argues for Greencore to be more investor friendly (press comentary suggests Oasis favours a return of the Dividend). If those things come to pass it can only be positive for the share price and Greencore will cease to be an obvious bargain basement takeover target. Onwards and upwards ?

This article is spot on except for one important yhing. OItdoes not even mention Oasis, which is now one of the latgedt shareholders. If Daniel Wotner of Oasis can do for Greencore what hr did at Premier Foods a couple of years ago (google it) then Greencore will be reborn and the share will rise to reflect the company's inherent value badef on future prospects. Press comentary suggests he wants the Dividend reinstating. If that happens the bird, Greencore , will have 2 wings again. Stand by for take off.

The Oasis purchase of a stake in Greencore has the potential to be extremely significant for Greencore , bssed on ehat happened at Premier Foods after Oasis took a stake and Daniel Wotner of Oasis joined the Board of Premier Foods. Media comments suggest that one of Daniel's first objectives will be to have the Dividend reinstated. Something that I fully support and have actively campaigned for since the Buyback bean 2 years ago. Things, as they say, can only get better. Onwards and upwards.

Can anyone remember a company (not Greencore) that in the past axed its Dividend and instead launced a Share Buyback before launching a Management Buyout.

Completely agree . The company has enormous potential , but the shhare price is going nowhere untill the dividend is reinstated, and as a result the company will continue to be a potential takeover target.

Sad, but true. That's why most companie that manufacture "sin" products, e.g. alcohol, tobacco and junk food, do so well and their products are msass-market staples. Definitely not good re. Potential health outcomes. I know it's not fashionable to quote from, but the Bible does warn that the wages of sin is death.

If the dividend is reinstate, say 2p interim plus 5p final and at a consrrvative uield of 4% yhe shatr prie will be £1.50. However, if the buyback continues the share price will continue to drift. Yield equals demand, no yield and a potential capital loss equals little demand. The only positive with regard to the current abysmal share prive id that the company is an obvious takeover targrt for any funf looking for a cash cow it can milk for regular dividends (adjusted profit of up to £80 millionprojected for this year and likely higher in future), as a result my stake in Greencore is currently a takeover arbitrage position.