Member Info for philpot1001

I defied my own initial advice and took another nibble at 1287p after I found out about the dividend being solid..and its appears as though the SP has found some support. my next top up would be 1200p but that's looking unlikely.

just to specify - I was inferring about as bad as it get regarding weather impacts and fruit yields.

Dekeloil are building mitigation into the risks you have mentioned, and its becoming a safer business every year (read the previous RNS about investments into further storage etc). There probably is some risk, however in reality its minor, and its also mitigated by the fact the fruit sourcing is spread over the entire area in my opinion. I think the season we just has is about as bad as its going to get, and even with that weve hit record numbers.

made a more detailed review of the RNS and it states they expect no change to the dividend, and indeed retain the 5% growth of dividend in the forecasts. Even more glad I bought in, looking for another top up if it goes sub 1250p

I don't think they trade until tomorrow, although they may have been issued to your account today.

To be fair goldanoil it's only about 2% lower than when you bought in , personally I wouldn't be too hasty to top up..... I leave my averaging down for worst case scenarios, I.e what if it drops another 5% later tomorrow..... that said each to their own, if you think it's the right thing to do then go for it. GL!

PS before anyone pounces on me - let me clarify my comments on the divi are purely conservative speculation on my part when I priced whether to jump in here or not.....I have no evidence either way on what the impact on divi will be.

Thanks Ed, in many ways a diverse organisation having a finger in the construction pie appeals to me....its just the extra large fixed price contracts that have gone sour which concern. Fixed price is a wicked way of making money if youre super efficient, but its also a wicked way to lose money if youre not. Sound bytes in the press indicate GFRD is pulling out of that game from now on, so not as much profit to be made I guess, but much safer. Be interesting to see what impact this has on the dividend going forward, im expecting it to take a good knock, so for me im pricing in worst case expectations of zero dividend for a year, but intend to hold long term on this. Anything above that is all gravy in my boat. Looks like SP is still heading south a bit, hopefully stabilises over the next day or two.

I sold out of Bovis shares too early, and been looking to get back into a housing share since....this fits the bill for me. As long as they aren't messing around with infrastructure projects again which they don't seem able to cope with, then I think this is worth a punt with the dividend. So i'm in at 1328p. Just hope this one off hit doesn't balloon further, and doesn't impact the dividend too much (if at all). GLA

just spoke to my broker who says I can deal the ordinary shares no problem and still receive my discounted shares...........just a toss up now of whether to cash out or not. I want to keep holding, just a bit wary of the SP getting diluted further when the rights issues come to market. Anyone know if that's how it works or are their effects already priced in with the dilution back in April?

does anyone know if I can trade my ordinary shares before May 5th or will that affect my discounted rights issue shares that im due to receive?

im not sure that tells us the persistent seller has / will exit (assuming it is a singular individual / business, which we cannot confirm) - however it probably does tell us that whoever he / she is, they are drowned out by the volumes of buys coming in. So they are less relevant.

HEEELLLLLLOOOOOO 15p!

its excellent to see this upward movement prior to the annual figures and the dividend announcement (we assume?) due shortly. I am expecting that particular RNS to lift the SP again. if we are sitting at ~15p by the time that RNS arrives i think we could be seeing 16-18p "potentially".

If this is all from a single article tipping the share it must be a popular article! Not seen trading like this here in a long time. Long over due

My first thought was a large ii buy must have gone through, but looks like a lot of reasonable pi trades

holy cr*p! what happened :oD

The 1 month chart still looks like it's heading for 14p

fairly big sell gone through, I could see that coming as the ask had gone down from 13.79 to 13.75 despite plenty of buying volume. Hopefully with that sell cleared out if moves upwards again.

absolutely, kudos FK1