Member Info for OHSEE

Sail away :) Great company with a great management team supporting first class stewardship from Mr E.R.

I'm sadly still very much in HUR & SOU, time will tell if this was good or big mistake? Best of luck with your punt on the rag trade cannot be any worse than oily overalls? Boohoo :) Viel Spaß!

oops that should have read - the only way is up, you enjoy :)

Hi initmate - good to see around again here. Now that the weekend is here, the only way really is up you: :) https://www.youtube.com/watch?v=hOMvs_1UFCk

not shorting at all, just a disgruntled LTH :(

With respect I think you are missing some very important points: - 65% of the company's US operations was up to the recent cancellation by customer, low margin business ( the customer pulled the plug not co management. Also as a shareholder I would be concerned if 65% of business activity was low margin or worse? Where is management?) - 'investors should be happy, but need to be patient' I think you are preferring to ignore the reality of just how weak this company is at a fundamental level, 'turnover is vanity, margin is sanity' comes to mind. - more concerning is the co's recent $0.8Bn US investment, do you feel inspired? If they cannot sell sandwiches at a decent profit, let's see how they manage their efforts after a significant investment to buy market share. The 'market' remains to be convinced, which is why the SP is falling. Brokers are not infallible, in fact IMO most are better ignored.

I'm pretty sure many shareholders will be aghast at the company's response to last week's fall in SP? Initial response they denied any awareness of the reason but somehow some in the market did, only shorters? Unlikely. To describe the loss of a single but key US contract (irrespective of margin value) accounting for 65% of the company's US sandwich business as 'some churn' beggars IMO the co has scored a big own goal :(

Mulder it will take a lot more than sambos for this company to have a sustainable future. I think you overemphasise the importance/value of UK sambo market. #1 so what? I prefer to see more revenue, more margin and better RoI's. Volatile at best and low margins which will tighten post brexit. I also disagree a P/E of x20 is fantasy as too your claim this is a 'growth share'. Since this co decoupled from being a Sugar producer, it has fumbled through diversification, new markets etc. Strategy was positive but results are poor, divis are poor and a growing disillusionment within market? Result : declining shareholder value :( As a LTH, and unless there is a significant upturn in SP (+100%) I will looking for the exit.

If you ever get tired of swinging Torquay, you can always try your hand at writing political romps starring Arlene! :)

I think you can expect a reply from Donald Duck !

Hi Woolyback - what makes you so confident of the SP hitting £4.00 within 12-18 months, when it hasn't remotely reached this level in the last 10 years? That said, I hope I'm wrong and you're right! This share is a real grinder!!

I happen to have met Monty Don and have seen him interact many times with great many people. I can tell you for a fact, he is a very considerate, down to earth individual and much admired for his knowledge and willingness to help people who share a passion for gardening. To describe him as a 'deadcat' is not only ridiculous but demonstrates clearly how ignorant an individual you are. Now how's my language?

instead of ****ging off people why not practice what you preach?

seems to be the prevailing trajectory? YTD SP - 20%, since announcement fall has been higher, and do not see any news reportings on any co successes in the US market (post acquisition)? Spend and fall :(

Martin - am more than aware of the potential risks of Brexit, but yapping hens discussions sheds no new light. I believe in life after Brexit, and yes if I was living in UK, I would be much more worried, losing sleep and wondering how not to lose on my investments. BTW the greatest threat posed by Brexit is for the UK and European shares will fare much better.

all these posts about the UK and EU? Why not take it to some other forum, this is meant to be a BB for BKIR and not some political ping pong exercise of boring/jaded debates.

ranger4 - surely they're only doing what their investors expect, ie make money? Is there another way? I would like to see the BKIR emulate the Blackrock success!

Cheers jyee7 for posting link to a good article which IMO pinpoints the potential tax problems with special divis and how ultimately they are not as good as they are cracked out to be!

I've only been in NG since 2013, and so far, I've been happy with the overall SP growth and Divi but perhaps I should be attending the AGMs and enjoying the liquid lunches more! :)

So the ink is hardly dry on the contracts to buy Peacock when lo and behold, one of Peacock's biggest customers goes and buys a rival sandwich maker! One wonders if someone dropped the ball during due diligence? It does look bad if the Greencore had no intelligence about this twist and worse if they had but decided to say nothing. The market has reacted, 3 points short of a short price collapse. :(