Member Info for SilverSpoons

If I were ingredion I'd be looking at a cash and shares deal. The last thing they want is to take on new debt at the moment.

It would be interesting to know how this offer is being financed?

Personally I think the food sector is very undervalued currently. Ingredion have timed thier move perfectly. If this deal does go through I'll be considering them as a place to put some of the cash being offered.

Money talks

Wild West share pricing going on currently. The big players getting to clever for their boots. How else can you explain oil going up and oil companies coming down, unless of course there's a massive stock market crash about to happen.

Personally I far happier with the numbers than I was 3 month ago

Compared to the majors Harbour's share price has not been performing over the last 2 years. In addition Harbour is already carrying a relatively high level of debt. Did HBR outbid any of the majors in its offer for LLOG? If so why and by how much? Or was it that HBR was the only bidder, in which case I'd question the value of this purchase.

This share has surprised me by its terrible performance over the last 12 months. I had imagined a food company like T&L would be a defensive stock. How wrong I was. The Kelco takeover appears to have been very poorly timed, a fact made all the more glaring by the fact shareholders did not get a vote. Another worry I have is why the company maintaining is divided when has high debt and is make so little money, this in my opinion is a dangerous thing to be doing since it worsens an already poor balance sheet. And why exactly have sales fallen off a cliff? People are still eating aren't they, what is the real reason behind the sales decline? Did they miss judge the market? How many more profit warnings can we expect? For the moment I hold, but to say I am disappointed is an understatement.

Imo it's more the case that PIs piling in and banks taking the other side of the trade. Usual game of deepest pockets decided the price.

No doubt oversold. MAHA is hitting the wall of rising food prices and US farmers going bankrupt. Sucralose is an essential part of lowering sugar consumption and things like the UK sugar tax will only increase demand. T&L are far more health oriented than most players in the food processing world. Tyson foods will soon find sales drop as a result of their actions.

For every seller there is a buyer. I've been half following this share price for sometime. Imo if you rate the company now is probably a fair level.

Amazed the share price has held up as much as it has. Expecting the double tap at some point which will take it under 10p. This has refinancing written all over it and the shareholders will just be spectators

Over the last 12 months it has fallen considerably vrs BP and SHELL, even allowing for dividends. Anyone got any thoughts why?

Britain is imo a fairly corrupt country. The corruption here may be hidden behind deniability and process but it is just as damaging as the more blatant corruption in other countries. The clues to the level of corruption in the UK come from the incredibly high price tag required to get anything built here. How else did the Finn's build the same power station for under half the price of Sizewell. The other clue lies in the BoE QE balance sheet. Current sitting at £150 billion in the red. That money didn't just vanish. It all ended up in the city of London. A place where grotesque wealth can be made by the few. A place where the finest Oxbridge minds focus on how to game the system. Should we be surprised why the FTSE all share is in terminal decline. But let's not blame those decent chaps in the hedge funds and trading desks. After all, most of them have the foresight to park their wealth in offshore accounts.

Why hedge at $75 when it's going to go higher. The more I look into this the more I suspect the market makers were completely unprepared for Israel kicking things off with Iran. Huge PR job going on in the media, both mainstream and otherwise, to play down the effects of this.

Please don't blame management for short term market behavior. Short term market antics are a swamp of different factors which management are not responsible for. One thing that can effect short term volatility is day trading and the hedge funds and banks that feed off the options generated.

Oil taken down in the second half of London trading. What a surprise. Never happened before. What are the chances of it opening higher tomorrow 🤔

Correction: "short fracking well lifetimes"

No oil will not hit $150 soon, but I can easily see it going above $80 and staying there. IMO the oil market is far tighter than certain media outlets would lead you to believe and potentially increased Iranian sanctions will only amplify this fact. Russian oil production has historically had a history of boom and bust and I would wager new field drilling in Russia is at record low levels. In addition US oil is suffering from high costs and short shale well lifetimes. Saudia Arabia is also notoriously secret about the true state of its reserves. Venezuela is effectively under a sanctions blockade. With all this going on it is hard to justify the current price, which in real terms is historically low.

Doubt it. All indications are that the US are about to kick things off with Iran, so unless I am missing something I would say that will mean higher oil and gas prices.