Member Info for pernix

Thanks Bazzaman. Re: 2.6p Dividend confirm. So more good news from Watkin Jones.

Nice. Keep on buying Watkin Jones shares. I don’t think they will be share price falls like this for some time. The Watkin’s family cannot sell more shares for another 180 days. Then it’s upto to them but they never have sold out consecutively but take some years to sell more. Also Watkin’s management would not recommend this too.

johntrader: I would say this is not going to 210p. It would have fallen at the mornings outset share price. This share price is going up from now. So the Watkin Jones family are giving this share discount to new share buyers. They are saying we want a quick share sale even though the shares are worth 275p on a conservative share valuation by Investor Chronicle magazine only this week.

Watkins family share placing is not dilutive to total shareholders equity. That means extra shares are not coming to the market. That is good news. Also Watkin Jones has maintained its dividend payout despite the difficult pandemic period. I would think they will announce profit upgrade this year & beyond. The ongoing saga of building cladding will be sorted out. The UK Government should up it’s money contribution & I think there is a buildings property industry levy as well. Apart from that, university student numbers going up for student lettings (great cash cow profits) & build to rent sector surging ahead. Above all it’s a very capital light model with rising dividend yields for shareholders.

If I was a betting person. I would think a Bid Takeover company is now on the cards for Watkin Jones. The Watkins family chunk shareholding is cut substantially. So with property markets on heat at the moment. There just could be a Bid Takeover by a bigger player or private equity. Lots of value in this company to unlock & share valuation PE’s are amongst lowest in this niche property sector. Watkin Jones share price is undervalued !

I bought more Watkin Jones shares today. Great buying opportunity on the share dip. Last time family trust sold out the shares went down like today & then recovered within a month. I think this time the share price will go up faster because of the Investor Chronicle share tip at 275p this week. Also there is a 2.5p share dividend in a couple of weeks time. Just remember this share sale by the Watkins family trust is not a reflection of Watkin Jones’s future sales & profits but it is a personal choice to sell by the Watkin’s family.

Swift share placing by Watkins family trust yesterday. These Watkin Jones shares should now go up. Investor Chronicle share tip at 275p this week. Another broker’s share target in similar price range. Looking forward this company is a great property play with lower risk capital model. It’s unique & the Watkins CEO is highly respected property professional.

Well done PFD holders. I bought into Synairgen shares & they went up 25% today. So that paid off for me.

Kallumama: You just don’t get it. No one investor influences share prices unless they are big players. Every investor takes a view whether shares go up or down. So I can buy whatever shares I want at whatever price. What do you care.

Kallumama: We all know Premier Foods shares will go up in the long term, maybe a couple of years. You are no Investor sage in claiming that & who wants to buy your house anyway? I am talking about to the short /medium term share price. That’s going down.

You should sell Premier Food shares & take profits yourself. 6 months is up, I thought you were going to sell? It still not reached your high target price. It did not go to 150p, nor 120p, nor 114 Year Highs, nor 110p. Actually these shares fell the day before results (never seen that happen), fell on trading results day (always happens but this time trading results were good) & then today went below 100p level on reflection of great results from the company. They will fall further & still faster. Paulson has potential millions of shares to sell & the big share shorters may come back driving down the share price. Good luck with that.

Kallumama: I’ve got 40 years shares trading experience. So you get wiser over the years. This shares trading is no easy thing, heck a lot of research about share investments, need buckets of luck & then it’s about investor perceptions/ trading activities & then buy lower/ sell higher & about what’s good value and risk levels. So it’s glib to say it’s only only about casino gambling.

Kallumama: You don’t know what I am trading. So lay off wild speculation as I’m no shorter of Premier Food shares. You seem to just talk the talk. I’m actually trading shares. So I’m buying cyclical growth shares when they are down. Just made £3K profit after I bought loads only yesterday, sold them all today. That’s where the action is & not a couple of pennies ups & downs with Premier Food shares !

70’s pence coming. Share price falls will get buyer interest. It is not about Free Cash Flows, Company Profits, Debt Reduction etc.. It is about Perceived Value Investors put on the company. That meaning it’s a Pandemic Stock with a misery 1 pence dividend. We are now in a Post Pandemic World & Growth shares are now in demand. Buy Cyclical Growth Shares when economies are recovering !

Looks like 300p over coming. Then more upside. With AGM next week.

Wait some years. Premier Foods should go up more. Cyclical Growth shares will be in demand from now. That’s until economies start slowing down. Still years away as Trillions of Government Global Stimulus favours shares geared to rising economic growth. Pandemic perceived shares are likely not favoured.

Hang in there. Wait a couple of years. These Premier shares will rise near your target price. It’s when the economies falter & cyclical growth shares are no longer in demand. We all know Trillions of money stimulus is driving world economic growth upwards. So growth shares geared to recovering economies will outperform others. Pandemic stocks like those perceived by investors may underperform.

No Takeover Bid coming soon for Premier Foods. New KOP investor gives it stability, long term shareholder. I thought you said you would give it 6 months or sell out your premier foods shares holding. If you short term shareholder than maybe good time to sell these shares & take your profits. Nothing wrong in banking a profit !

Premier shares ride low, higher & then low today. Lots of profit taking as we thought. These trading results were really good with lots of pros. Long term investors will do ok. Any good news from the company & short term investors take share profits. So higher share price does not hold. The broker target prices are 130’s pence generally but that not keep investors interested in this share for too long. So most cards are open now. I personally cannot see lots of profits trading this share unless it moves lower. So wait n see.

What a great set of results! Sales & Profit growth some of the best I’ve seen for a foods producer. A balance between debt payoff & a starter dividend as well. Future growth with new products on the way & International expansion going great guns. The Pension surplus is great too & debt refinancing at much lower rates. I think things can only get better for this company. Shares are undervalued & the market should recognise this. I would think there is upside to broker share price upgrades now.