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Premier Foods Management will not want a flagging share price. They had that for more than a decade. So eventually some Spin Off of a Foods Division may come. Maybe Sharwoods Asian Brand with Noodles etc .. This will re-rate Premier shares to reflect true value of over 200 pence. Other alternatives are Full Takeover of Premier Foods by another global foods conglomerate like Nestle, Kraft, PepsiCo. etc … Such companies likely to pay for Premiers ‘a Double Digit Growth Rates. Premier is a sitting duck for a Takeover Bid.

Premier Shares should perk up with time. Yes, steep price rises for Kipling, other brands. Then again Premier has to absorb higher commodity costs, food shortages. So it’s a balance. The CEO says all price increases done for this year. So BBC report will blow over, move onto next agendas like Climate Change pressing concerns, wage growth etc.. I expect Premier Profits to surge because they are in a sweet spot for double digit growth. At the end, it’s hardcore financials that count more not hearsay reports based on unwarranted facts. So just got to ride out these share price declines for time being.

I think Premier Foods is vulnerable to a Takeover Bid. All the hard work has been done to turnaround the business with profits & sales lift off, it’s been reducing debt & at the point where dividends start to increase. With huge Brands equity, International Markets expansion & old faces on Management Team popping up to make a shares killing. This is a Classic Takeover Target 🎯 Then Ocado shares have surged on an Amazon Takeover Bid & if true, this sets up shares in grocery food companies to go up in the sector. A more closer look at the foods grocery sector will mean other candidates will be looked at for future takeover targets like that of Premier Foods Group. I’m buying more Premier shares when they fall slightly like today as it’s an attractive share price. Premier Foods are worth over 200p Fair Value on a Takeover Bid.

Mr Kipling-owner Premier Foods (PFG) should benefit from a cooling in inflation that will prevent the need for further price hikes, says Interactive Investor.

‘The company behind Mr Kipling cake and Oxo cubes has enjoyed strong sales thanks to the resilience of its product offering,’ said analyst Victoria Scholar.

‘Its well-known, well-loved brands in the consumer staples category have enjoyed strong sales despite price increases and the cost-of-living crisis.’

Scholar said its brand investment and product innovation have supported demand and allowed it to forecast ‘strong full-year performance’.

‘With inflationary pressures starting to cool, pressure on margins is easing, allowing the company to refrain from further price hikes, which should help support demand,’ she said.

It’s conceivable a Bid for Premier Foods may come from The Big International Food Conglomerates. It’s a way to unlock value, access International growth markets, pick up top food brands at lower prices and Nissin may sell its own holdings. So Nissin is no defence strategy in this scenario. Unlocking shareholder value is the prime driver and benefits to Premier Foods business is access to big capital funds for investments, huge distribution networks & management know how.

See Big Share Buys Now. Maybe 6-8% 🆙 Who knows? Thin markets trading, share price pushes up more. See more rises on the way!

Premier Foods Expects Another Profits Upgrade. Towards Upper Profits Forecast! That means Premier Shares will surge upwards. Input cost inflation going down, controlled & Sweet Treats Turnaround. International Growth driving sales & profits higher. As I said, more to come as big investments will yield more profits and higher sales. Premier Shares are worth 200 pence fair value into year ahead. They are substantially undervalued & I can see a Takeover Bid for the company coming soon!

It looks like FTSE250 with Premier Foods is quite undervalued. That with falling inflation pressures. IMF & World Bank see medium term Global GDP recovery. Yes, there is too much debt, some pay down medicine needed to reduce it. Yet household incomes set to improve with lower inflation. Premier Food shares set to go higher on any positive remarks tomorrow at the AGM. I’m a Buyer not a seller of shares at these low share price levels!

AGM Meeting Thursday.

Yes Premier Foods AGM next week. Shares always drift lower after the X-Dividend Date. StockMarket Inflation nervousness pushed shares them further down. Any surprise announcement will push shares much higher. Then investors re-invest Dividends by buying more shares in the coming weeks. So demand for shares should push them higher still. I expect Premier sales & profits to shoot higher as Premier Foods is in a sweet spot at the moment. That’s got to mean a much higher shares price.

Yes Premier Foods AGM next week. Shares always drift lower after the X-Dividend Date. StockMarket Inflation nervousness pushed shares them further down. Any surprise announcement will push shares much higher. Then investors re-invest Dividends by buying more shares in the coming weeks. So demand for shares should push them higher still. I expect Premier sales & profits to shoot higher as Premier Foods is in a sweet spot at the moment. That’s got to mean a much higher shares price.

I have been Buying More Premier Food Shares lately. I think they might go up lots, around this year’s peak share price and beyond. Market uncertainty around inflation is abating. That was key to holding back a shares rally after CoVid. This Global Shares Rally has legs I believe. It’s Driven by American Core Inflation coming down a lot. That’s a good sign for global inflation to reduce. If inflation expectations go down, so interest rates will eventually come down stimulating demand for more risk assets like shares. Premier Food shares I think will justify a re-rating and fair price value of 200p going into next year.

(Reuters) - Financial stability risk in the European Union remains at a "severe" level and the downturn in the housing market could become even more broad-based, the bloc's financial risk watchdog said on Thursday.

Looks like Premier shares going down. Recession fears. I see at some point shares re-rating but not now. JP Morgan yesterday called more chance of Recession hard landing. That’s the issue is it a soft recession short lived, hard recession or hard recession long lived. Only time will tell.

Premier Foods have defensive qualities. I see Premier shares continue re-rating higher as company gets back to normal profitability, sales outlook & operational trading. They are benefiting from higher brands pricing, higher sales in niche markets & consumers shifting to more affordable meal solutions. Yes, markets are pricing in a recession now and this is causing share price weaknesses everywhere. Always a good opportunity to top up Premier shares holdings!

Is Premier Foods ripe for a Takeover Bid? It’s Profitability, Cash Flow & Sales Rising. Debt Down & Making Big Investments Across It’s Brand Portfolio. These brand investments already made with an increase in brand portfolio pricing. So Premier is in good shape, in the defensive foods sector & a Big Japanese Investor with large investment funds who could be eager to cash out. I could see Premier being Taken Over as a bolt on acquisition especially with it’s an enviable large cash flow business & heritage brands. It does look like we are heading for a global recession & so Premier would be a perfect takeover target. Its shares are perhaps 50 pence undervalued where they should be. Maybe a Take Over Bid or Maybe Not but nevertheless it’s a great business now with this better CEO in place.

Interesting that Jefferies adds a 15p per share for changes to pension guidance. I think maybe much higher as interest rates are going much higher with stubborn higher inflation. This may justify a higher broker target share price in the future. Jefferies Lead analyst Martin Deboo, in his last note before retiring, said: "The shares are more or less flat on a useful full-year 2023 beat, confident 2024 guidance and a change in pension guidance worth a notional 15p per share.

Jefferies 🆙 Premier shares to 175p (140p) target price. It makes sense giving the shares a re-rating boost.

Investors Chronicle Buy for Premier Foods (19 May 2023) currently trades at a palatable 11 times estimated earnings for the current financial year. Markets are clearly continuing to feel positive after it upgraded its earnings guidance in March – with shares up more than 6 per cent in a month. We see this momentum continuing. Buy.

Yes, last weeks Premier Foods trading results were very nice, exceedingly good ! This means inevitably a broker upgrade of Premier Foods share with Peel Hunt upping share target to 153p (145p) previously. I would say at 25% upside to these share on a 12 months basis with further profit upgrades coming, IMHO. This coming from higher volumes drives, cost efficiencies & smart brand extensions.

- Analyst Charles Hall, Peel Hunt Broker retained his ‘buy’ recommendation and increased his share price target from 145p to 153p after full-year results last week. The shares rose 2.3% to 131.8p.

The figures from the AAA-rated Citywire Elite Companies group came in slightly ahead of expectations, with sales up 11.8% and profit rising 11.5% to £157m. This allowed the board to increase the dividend by 20% to 1.44p.

Kick her out, this Liz Truss & her incompetent Conservative Party Government. Share markets will rise on a relief rally. There needs to be some type of credible U.K. Economic Government policy. Saying that they can make elusive efficiency cost savings when it has been tried and failed under previous Conservative Governments is just more crap waffle from them. This time the markets are not buying this. Also any company issuing any sort of profits warning is going to be punished hard such as Watkin Jones plummeting share price.