Member Info for MaryBr190

Guess they are dusting down pulling the plug on it... they were warned.

I am sure that many workers have already spent their £1k and will be horrified that the barons are intent on losing a winning hand.

Czech - mate !!!

The union guy is priceless with his demands - dishing the p45s soon.

Duplicitious union - no surprise - sack the lot.

A 2nd diector top up now. Follow the money.

https://www.lse.co.uk/rns/CCR/directorpdmr-shareholding-m5b351f0r6zymi2.html

https://www.lse.co.uk/rns/CCR/directorpdmr-shareholding-qrj3apxqofpstyt.html

Am expecting a MBO any day here.

The 8p drop just got me hooked again.

Yes topped up again for the ride up. Far too many of these now but hey ho.

Yes it is in an upward channel however trimmed a bit at 114 nabbed at sub 78p - will buy back of course if it falls again.

The modest growth in 2024 is not a great phrase either.

Dividend delayed, results disappointing many.

Still a buying opportunity perhaps.

Plus div reinstated, debt slashed, strong cash flow, improving margins.

Challenges environment remains but investable again it seems .

An improvement through May is being achieved by investing material additional cost and resources, ahead of a system fix being implemented to restore service to normal levels permanently.

The fix is in so one off cost.

Buying on weakness for sure.

Should be an up day , surely.

STRATEGIC & OPERATING HIGHLIGHTS

Market share for Tennent’s and Bulmers improved year-on-year maintaining clear market-leading positions(viii).

Magners progressing in the off-trade, recording its highest off-trade share of the cider category in 3 years(ix).

Premium beer brand portfolio delivered on-trade volume growth of 44.1% in the year.

The on-trade in GB grew its revenue per customer year-on-year by 29.5% and increased the percentage of on-trade outlets stocking a C&C brand from 53% to 58%.

4% operating margin(iii) for distribution remains the Group’s steady state target, having been achieved in H1 FY2023. Distribution operating margin(iii) in FY2023 was up 2ppts to 3.1% despite the significant impact on consumer demand, due to cost of living pressures and various strikes.

Group branded operating margins(iii) were flat year-on-year, with volume/mix benefit and price actions being offset by increased marketing investment and inflationary impacts on the cost base.

Implemented a complex ERP system upgrade, which commenced in February 2023 in our Matthew Clark & Bibendum (‘MCB’) business. The implementation of this advanced warehousing management technology is a key step in our digital transformation and optimisation of our GB operations, and, is an investment for the future from an infrastructure and customer service perspective.

Rhetorical lol.

Will be an interesting watch tomorrow at open.

A green day please with all the news factoroed. Good luck all.

Sparta, who cares really?

Franck Tuil seems to have gone out on his own in 2021 and bought investments to agitate. all very well if they work out. It soulds to me that Sparta are caught and were looking an exit and that was thwarted. They are trying to put a gloss on their own importance. Perhaps it should make a goos South Park episode.. .the "Listen to me Tour".

Still their letter points out that all is getting rosier with Wood as well as the obvious that it is undervalued.

IMO the Board shoud prioritise restoring dividends rather than share buy backs as this would likely rerate WG.

This is settling down to be a great investment and full of opportunities to trade and average down.

Expecting SP to drift back towards £2 this year and strengthen.

Perhaps, perhaps not, but a comfortable hold at these levels for those wilth a low average cost.

Follow the money this is gold.

Fair enough, hence the departures.

Assuming that there would be a counter indemnity too against the company tasked with introducing the change. The market seems to having sencond thoughts about the markdown.

Looking forward, the results tomorrow and the dividend return could be a catalyst for a rerate upwards.

Invest on prospects. Long term.

Possibly a special dividend for the long suffering shareholders

Seems the fix is in and passed off as permanent and normal service resumes.

Cannot fathom what people expect?

There was a problem, it was identified, cost a bit to fix but this happens and the ledium and long term are on track to continue the recovery despite the hit. That is what effective management is expected to do. A rejig of directors and job done well.

"An improvement through May is being achieved by investing in material additional cost and resources, ahead of a system fix being implemented to permanently restore service to normal levels."

Certainly stablised and those who bailed on Friday must be at least unsure if they did the right thing.

Long term- eat drink and be merry !

Looking forward to the future, sustainable dividends and steady cash flow.