Member Info for Rich62

Share price was down over 9% at one point, now down 4.4%. I reckon a bid will come in soon and it will be for Batchelor's. I reckon Nissin will counter bid to protect their position. Oasis and Paulson have shook things up enough so BOD know they have to get moving...lets see how the next few weeks play out.

Strong message for faster change to Chairman and board. Also its flagged up in neon lights that offers will be taken for parts of business. I reckon these will be upwards of 50p soon...

Oasis keen to bail out of PFD, but don't seem to have enough clout to matter, other than get some news for the papers. I seem to recall they put a man on board over a year ago to help steer company. Also said they would up stake to 10%+ by end June18. Not made any real difference, although results have continued to gradually improve. I reckon City thinks Darby has done okay in what is large, old brand company with debt mountain. Vote will be to preserve status quo and keep stability Imo. Rich

Chancer, having worked in food manufacturing for 30 years for multinational groups, I know that margins are really thin. Yes we could import frozen / tinned foods from other areas and may save a few quid. But transport costs are huge for low value, bulky products. Also other countries standards can be variable. We and Europe are highly regulated and you might be surprised by how many audits a factory has each year. There is also fact that much product is fresh with short shelf life which won't travel long distance without spoiling. EU market huge and right on our doorstep. It's a no brainer to do most trading with nearest and closest neighbours in my view. Rich

Tim Martin is preaching to the converted. He knows the majority of his customers voted Brexit, so it makes sense for him to keep telling them what they want to hear! I suspect if he was CEO of a UK based car manufacturer or tier1 parts supplier, he may have a different opinion! Rich

Posted in his diary on Thursday that he liked the RNS update and has bought back into Van Elle...

Perhaps may slip a bit, but I reckon good coverage in weekend papers will push up a little more first. Real worry is global issues Syria, Trump trade wars etc. Need these to be soothed Imo. Rich

Holding my TSCO shares. Broker buy ratings target 265p so still upside here Imo. Just another option... Rich

Try UPGS. Launched last year as IPO at 128p. Went ex growth due to decline in retail so big boys like Black Rock sold stakes. Now 33p. Interims due 30/4. Don't expect these to be any worse and should start growing again later this year as they expand into France and Germany. High risk yes, possible double bagger, yes. DYOR. Rich

Great results, well done BOD! Have ridden these up from average 379p last summer so have taken profit. Sad to sell and probably wrong thing to do, but just worried they may drift down again before the next results. Wilko buy back in on any weakness. Rich

Agreed, long term hold for me. FY 28% increase in revenue to 15.6m pounds. UK now delivering operating profit 0.6m pounds. 60% margin maintaied. Expansion and building brand accounted for 8.0m pounds cost. Okay still showing 3.9m pounds pre tax loss, but this is the price of expansion globally, focused on Australia, USA and Italy. Recent sponsorship and focus on football should drive next leg up. Just my view, good luck all who can see the long term value here! Rixh

Roughly 3% to be bought back for 10m pounds. I reckon if they buy 100k pounds a day, it should prop price up for over 100 business days if they buy continuously

We'll I said this year I wanted a fiver. Then results so good I held for six. Today we are at seven and I reckon a rerate will push this north of eight pounds. Keep your profits rolling!

MassimoJ - thanks for your feedback, I stand corrected! Also useful insight, much appreciated. Rich

The guys who started UPGS and trousered 50m on IPO need to start buying more shares.....bargain at 32p. I think this share is one to put in your bottom drawer and only check the price towards end of this year. Being played by algo traders driving into weakness caused by big seller. I hope we get RNS soon that big seller has finished and company's new German office is up and running with some big contracts secured...

Reason it keeps falling Imo, is that the big seller keeps selling blocks of 20k or more shares. I don't know if this is Black Rock ( who dumped half their holding - dropped from 9.91% to less than 5% on 14/2/18) I imagine it is, but hard to tell as their RNS holding update so vague, so don't know how many shares they have left. However what I am seeing, is that any large buys are being sold into, so price won't move north. In terms of fundamentals, UPGS has virtually no debt and shares priced on p/e of about 5/6. Okay, retail market tough, but cover all the retailers and growth into France and Germany. The reason results look so poor is high comparables in 2017 when floated.

Hi Mr O. Company dividend policy is to distribute 50% of the groups adjusted profit after tax. For reference, total dividends in FY16 was 3.32p. FY 17 was 5.115p. Next will obviously be lower....Rich

Market makers won't have taken these without a buyer. I'd still expect price to rise over next couple of days.

It's institutional investors selling (buying) large quantities. Could be Shroders or Black Rock. We should get a holding RNS over next day or so. As UPGS is now valued at around £30m, it won't fit their fund criteria, so forced to sell or just lost confidence with last update. Probably bought at IPO 128p so well down. Buy and hold at this price ino for recovery FY19 and dividend.

Need a trading update here to shore up price. C'mon BOD!