Member Info for sundancer

u were not the only one - me too.

subway is number wang...i mean, number 1(almost 50% market share). tesco number 2(25%) with M&S closely behind at number 3(23%). so how much of that £5bn pie will UNIQ snag?

Says the report, “For manufacturers of products such as dips and ready-made fillings, which have great potential in this market, the conundrum is that without a defined sector in cabinets these products become lost on supermarket shelves as there is no natural location for them.” The growth of wraps looks to have come to an end, with sales in the Food on the Go market down by 1% in volume over the last year. They account for three percent of sandwich sales. But bagel sales have grown by some 66%, off a low base. They now account for about one percent of sales. The traditional triangular sandwich outstripped overall market growth by almost two percent and now accounts for almost 67% of all sandwich sales. In terms of fillings, chicken continues to dominate. Last year some 39,700 tonnes of chicken went into sandwiches, compared with 8,250 tonnes of ham and 6,500 tonnes of cheese.

May 13, 2008 Lunchbox market Piling on profits According to new research, Brits spend £5bn on sandwiches, with canny retailers piling on those lunchtime profits. The British Sandwich Association has announced that consumers in the UK are spending over £5bn on ready-made sandwiches from shops and food service outlets in the past 12 months, with the average price of a commercially made sandwich hitting a new high of £1.85. The report is compiled using data from TNS and other research sources and showed that fast-growing sandwich bar chain Subway, tops the list, achieving sandwich sales of about £300m. This was almost double that of Tesco, now in second place with a 25% share of the multiple sector. Marks & Spencer came just behind Tesco, with 23%. The biggest losers in the last year were garage forecourts, down 10% in volume, but convenience store groups performed well. The report questioned how the industry will be able to maintain the ten percent year-on-year compound growth it has enjoyed since the early 1990s. The real challenge for the future, it says, is whether the commercial sandwich market can attract consumers away from the home-made lunchbox market. Retailers in particular need to focus more closely on the lunchbox market as a category in its own right. to be continued...

the reason Wolfson failed to win contracts with Apple is because IQE won it! =) anyway, article :- http://www.investegate.co.uk/invarticle.aspx?id=120415

i didn't mean people in here to make a quick buck but "investors" in here who didn't study the company enough.

on a rumour, you shouldn't also sell on a rumour. i think everybody forgets that UNIQ does not need to sell Marie as Marie is profiting and the extra cash will help UNIQ if the economy goes down again. do u foresee any reason why the economy could go down again? is there anything else that world governments need to do/have forgotten to fix? UNIQ will only sell Marie if they get a good deal and if it helps improve their pension deficit(UNIQ is not the only one with a deficit). there may be a lot of sells but they are all small amounts, people in here to make a quick buck. imo, it's better not to have "investors" like that here.

http://business.scotsman.com/economics/Positive-outlook-as-companies-forecast.5319857.jp ...although i think this report is a bit ambitious for trying to gauge it SO early - june is not even over yet. but if it remains below -0.5% for the whole quarter, it could be following the recovery trend of one of the previous recessions :- http://www.telegraph.co.uk/finance/financetopics/recession/4320908/UK-recession-How-does-this-one-compare-to-those-since-1945.html and perhaps the chancellor is still on track for a recovery by Q4 although realistically speaking, (in my opinion) we can only be assured of an end when we start to see employment rise again. still, this is as optimistic as it has been so far and the light at the end of the tunnel appears to be a little brighter. we should see the effects of the G20 stimulus agreement coming into effect around Q4 2009 or Q1 2010.

bestwood - are u still reading this board? i'd like to get in touch with you.

how some investors would rather risk their funds to an explorer firm that looks for oil when there could be no oil at all yet in the case of BGBL, the "oil" is practically there - all the way till 2020. besides the financials, everything else is ok - practical monopoly, less than a third shareholding in public hands, cash-rich customers, established partners, etc. however, i do wish the company could be more forthcoming in communication. 20p tomorrow's close? mate - if that actually happens, i'll give you my whole holdings here for those books!

they are doing everything they can to refinance :- 4th february - QED confirmed they remain on course to pump £100m back into the business :- http://uk.reuters.com/article/propertyNews/idUKLNE51301120090204 10th march - adjusted gearing limit of medium and long term debt facility from 110% to 150% http://online.wsj.com/article/BT-CO-20090310-702026.html 19th march - adjusted covenant of short term facility http://online.wsj.com/article/BT-CO-20090319-702668.html 1st april - confirmed they pumped £98m back into the business :- http://uk.reuters.com/article/hotStocksNews/idUKL157831220090401 the last one was the most important for me. i was first concerned when i saw only £7m cash in the financials as at 31st december 2008 but the progressive updates they provided have definitely given me better confidence. the important thing is we can see them making a lot of effort and the amount of support they are getting is quite amazing compared to other property companies. the AGM should provide us further updates on their refinancing progress. i'm already prepared to expect to further deterioration in impairment charges but their proactive refinancing efforts do give me confidence. my feeling is if there ever was a rights issue needed, it won't be now...yet. hope that doesn't come back to bite me! =)

i'm still here. =) been popping in and out on a random basis. this has got to be one of the most oversold shares i have ever come across. last week, there was a stretch for about 3 or 4 days where every transaction shown above was in red(but the share price stayed at 10.5p).

last friday, you said that a rights issue was not ruled for QED. just curious - why do you think that is the case when QED have confirmed back in 1st april that instead, QED have said they won't go down the path of equity fundraising? http://www.h-l.co.uk/shares/security_news/articles/2694529?rq=article&sedol=0718444

cheers for the shout - if u hadn't highlighted it, i might not have noted. good to have the latest report. TXR is still quite undervalued with a NAV per share(excluding intangibles) of 43.36p. and it's comforting to note that the "2008 Highlights" section of the report still states " No significant re-financing requirements during 2009". and with USD$5bn worth of rutile to extract from Sierra Leone, this one's a sleeper, to be tucked away and checked next year. i'm sitting on a loss here although i could have sold at a profit a month ago, but i'm not moving till i hit my price target. at least i don't have to worry about a rights issue or anything like that. i'm hoping TXR sees more of it's true value by july.

dow opened up 60 points, dropped down to 30 and now back up to 30 points. i reckon the news on housing they are expecting at 10am their time could perhaps be good. ftse is pretty quiet this week due to the mid-term school break. i reckon if i was UNIQ, i would only want to release news on the sale of Marie when investors are back in full force, both private and institutional. so i wouldn't expect any news, if any, till next week. just my opinion.

on DJIA... http://www.marketwatch.com/story/stock-futures-move-higher-ahead-of-data here's hoping this will give a lift to the FTSE overall.

the company does not have to sell marie by a certain date, nor are they obligated to tell us by a deadline, so nobody will know for sure until it happens.

no worries mate. it's been quiet this week too. think most are away on holiday, that's why. i'm still wondering why the drop and rise back up.

when i saw the price drop momentarily. if i had free funds i'd top up....but i don't. =( i wonder why the auction and is it still in auction?

hmm..."not much action" and "busy day" does not really sound like they match...? =) anyway, creating liquitidy is my guess. possibly to prepare stock for some news on the way.