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Share Transactions - So Paulson is selling Premier Shares & so great news as someone is buying them. Great thing Paulson sells out as more stake building by others. They are selling because not fit with their goals but Premier is still a great business.
Yes, trading will be exceptional. See Premier Foods change tact from stabilise the business to bolstering top line sales growth & profits. That means some big changes ! Then what about to do with 1.4 Billions from Capital Reduction Plan. Dividend payout will see more big fund managers buying PFD shares. A strategic buying of a company will bolster growth. Like go for growth by buying into Vegan/Vegetarian market, spicy sauces/foods/spices (like McCormick) or other ace buy. Exit their boring brands. Rejig brands & spot on marketing should bolster growth if done well. Interesting times coming at Premier Foods for sure !

Yes, trading will be exceptional. See Premier Foods change tact from stabilise the business to bolstering top line sales growth & profits. That means some big changes ! Then what about to do with 1.4 Billions from Capital Reduction Plan. Dividend payout will see more big fund managers buying PFD shares. A strategic buying of a company will bolster growth. Like go for growth by buying into Vegan/Vegetarian market, spicy sauces/foods/spices (like McCormick) or other ace buy. Exit their boring brands. Rejig brands & spot on marketing should bolster growth if done well. Interesting times coming at Premier Foods for sure !

Deliveroo OverHyped: 1st Day Shares Trading.
Shares Plunge.
Deliveroo Holdings PLC (ROO)
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(-23.06%)
14:53:00
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Currency in
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McCormick said the shift in consumer demand to at-home consumption to be sustained at higher than pre-pandemic level, with sales expected to increase by 8% to 10% compared to 2020, up from a previous project of 7% to 9%. McCormick reported earnings per share for the quarter ended in February of 72 cents compared to the expected 58 cents, on sales of $1.48 billion versus the estimated $1.37 billion. McCormick reported a 22% sales increase in the first quarter from the year-ago period as the pandemic kept us homebound and rediscovering home cooking.

I’m hoping the same positive outlook forward statement from Premier Foods at their company results, soon. This would mean higher sales than at pre-pandemic levels & sustainable. So only fair to do like for like sales comparison using this period pre-pandemic levels. Then the fear sales have fallen after pandemic will not be overly concerning. Share price should go higher on more upgraded growth outlook. That may be holding back share price at moment, sales growth post pandemic.

I would bet Premier Foods to be taken over by Private Equity Group. I agree with Kallumama that low interest rate borrowing is making it exceptionally attractive. I’ve been reading that there are few trade buyers for these large transactions & huge free cash flows from PFD would tempt them more. I see Private Equity Groups are trading food companies between themselves. The returns are not so good as they already squeezed a lot of profits from them. They need a target like PFD where profit returns will be much greater. Timing of a Takeover Bid I cannot say but it is coming.

Valeo Foods, the Irish owner of brands including Batchelors, Kettle, and Kelkin is being circled by the former boss of Premier Foods in a continuing sales process that’s likely to value the business at about €1.7bn.

Valeo, headed by former Aer Lingus executive Seamus Kearney, is owned by CapVest, the private equity firm that was established by Cavan financier Seamus Fitzpatrick.

CapVest hired Goldman Sachs a number of months ago to run a sales process that has lured potential bidders.

Sky News reported yesterday that ex-Premier Foods CEO Gavin Darby is among those now sizing up a potential run at Valeo, whose brands also include Rowse Honey, Silvermints, Chef, Odlums and Shamrock.

Mr Darby is reportedly working alongside private equity group Cinven as he lays the groundwork for a tilt at the Irish company. CapVest declined to comment.

Mr Darby ran Premier Foods for six years and would become Valeo’s chairman if his bid succeeds

A Takeover Bid for Premier Foods Merger with Valeo will unlock shareholder value faster. I defo would welcome that. Why is Premier Foods shares trading at such a deep discount value anyway? It wants to go higher but that Paulson shareholder keeps selling out. Then they should sell up entirely fast. Better for them & us to stabilise share price & push it nearer to true valuation levels.

Valuation of Premier Foods should increase. Given Valeo’s valuation is much higher. Usually happens when some nearest similar company sparks interest. So means Premier Food shares should be re-rated with higher share price. If all goes well. Anything is possible, maybe a Merger of Valeo + Premier Foods or Take Over Bid of Premier Foods seems more feasible. Cash Flow Rich Premier Foods with International Expansion on the horizon is the prize.

Paulson Selling Out. I would think good news. Someone else can stake build in company shares. Also no problem them selling shares on. The PFD share price remains stable even with this stake selling. All good news.

So I was reading Investors' Chronicle magazine. They are rating 132 pence per share Net Asset Value for Premier Foods Plc. So we all know it's substantially undervalued at 96.6p SP now. I would trust them more. That one who thinks 42p share price should short the shares then. Good luck though, enjoy your Losses. Nice wind up mate. March Madness Sale for Shares at the Moment. April/May recovery hopes coming :-)

Strix Share Price. This company trades on a forward P/E 20 Times. Share Price seems Overvalued given current company prospects. If new things happen then maybe a high P/E rating would be justified. I would be a Seller of Strix shares at this price.

Trading Results Soon: Profit Upgrade at Premier Foods I would be hope so. Given a further extension to lockdown. If multiples of good news coming like Dividend, Acquisition Buy, New Contracts, North American new business ok starting April, Debt Reduction, Pensions News & then good company growth forward guidance. Then I cannot see why the share price makes good progress upwards like on Results Day too. I would not be selling anytime soon. I say a Buy before news comes out.

Strix Group share price needs a big fall. This company is far too overvalued. It’s immediate growth prospects are not great. Medium term it has to deliver good growth in new markets for new products. It’s core kettle business is hardly growing. Living in hope that new product lines will be great sellers. I am not so convinced for the time being.

Next trading results soon to 3 April ‘21 but no exact date given yet. Share price should rise nicely before results & maybe on results day & sometime afterwards.

Premier Foods Share Tip, Motleyfool 21st March 2021

There’s been a bit of investor rotation from expensive growth stocks into cheaper value shares. The effect is most obvious in the US stock market because growth valuations rose so much higher. But we are seeing recent outperforming UK growth shares declining as well.

Another opportunity that tempts me now is Premier Foods (LSE: PFD). The company has been in the process of turning its business around for some time

More to Play For:
“And the strategy has been working. Earnings have been on the rise and received a particular boost in 2020 when lockdowns increased the popularity of home baking. Demand for Premier Foods’ products shot up because of that trend. However, there is some risk that the demand could fall away again as we emerge from the pandemic.

Nevertheless, the modest single-digit earnings multiple attracts me and I’d embrace the risks to hold the shares for their long-term potential”.

luckylurker: some nice share trading moves for you as you say. So what happened to your Boo Hoo shares ? No mention of this as I thought you bought them at low 200p. All this seems impeccable timing. Most share traders here on this chat board can’t match your Lucky ways.

Tommyann, luckylurker: You guys are long time investors here; 10 years a long time. That’s probably the issue as I’m was dabbling in PFD only last Summer. So I see renewed vigour at PFD with fresh eyes. The New Management are moving in right direction so forget about bad old PFD days & management mess ups, PFD has past year losses & so will not be paying tax on profits for a while, debt reduction will be ultra cumulative in a low interest rate environment. So higher profits for PFD ahead. Then most likely chance of a Bid Takeover as well. So I would wait a little while to bail out completely. Some catalyst will propel shares higher & I’ve also seen before the Market Makers suddenly push the shares higher for unknown reasons too. I concur with you luckylurker missing out when other shares are rising. Sometimes grass is not greener on other side as recovery shares too high & technology shares got crazy high ratings that most likely unsustainable. Cyclical stable companies like foods will attract more investor attention. Especially now Europe going through 3rd Lockdown & caution is now keyword to full opening up of the economy.

Who’s Buying Indeed? Nobody reveals an Ace hand so quickly. So wait n see. I wonder if Nissin Foods, White Knight of PFD will exit somewhat with now Mr Honda gone. Why they want major shareholding in a Kipling cakes supplier anyway? Anything can happen. Then sparks will fly

The more Paulson get rid of shares (Today's RNS News) better for Stake Building by Someone Else. Only got to be a good thing. Can see further stake building in PFD. See the shares climb higher with stake sales as before like last time. Speculative as to why they are buying, long term investor or speculate Takeover Target.

Time for this SP to rise again. My watchlist shares have risen but PFD static recently. Every good share has its turn in the limelight. Next trading results soon to 3 April ‘21 but no exact date given yet. Share price should rise nicely before results & maybe on results day & sometime afterwards.