Member Info for Theleather1

Well quite.Had an RNS for M&G earlier in the month. I do not comment on the impact be it good or bad, but would have hoped for some kind of news story/information to go with it. If you think of the days when Kallumama ( I think) and all were constantly on this board and the regular pieces of news from the company, it was all very different.
All is quiet, Kal' does not post on anything any more, hasn't for some months ( i used to follow when he went to ASB) where his views were not always appreciated like they were here.
I feel comfortable this is a positive share as mentioned previously, winding up in the back round. We shall see a bit more on 18th May i believe. Let sleeping dogs lie at the moment, then they wake up fresh and ready!

Count me in for 97500 please

I have sat here carefully watching, for some time. You will see from my history on this board that i am usually positive, but never over excited. I have no other basis other than, i believe I am witnessing a similar trend in share price to a stock I held years ago, prior to a bid coming in. I bet there would be a lot of takers (SH)for a decent bid, in the current world/economic climate at a price that is not fantastic, but as i mention, is decent. We shall see.
I am in no rush. Have a good weekend all.

I am completely gobsmacked, but really finding it hilarious.
We invest in a plant based foods company, but by the way we have just got involved with rare earth minerals !
I am keeping the faith, as I like a roller coaster! LoL
Good luck all.

Yeah great, a mix of old values with keen/eager staff, selection of new products ( mint Choc fancy looks tasty) and modern machinery and methods!
This is a great insight and makes me feel happy with my investment, drip, drip, drip of good news.... Can't see Mr Kipling, becoming Kiplings ( as in Uncle Bens becoming Bens), not yet at least!

Yeah, quite right, but I think the recommendation is just another little piece of a bigger foundation, which will lead to a springboard to the next level for this share, not quite yet, but in the foreseeable.
Need to just get the old stuff, completely tied up with no nasties to bite back.
GLA

I have been in PFD shares since the dormant days !
I believe the update today is good, and really the days of the rising share price before any announcement , leading to a quick decline, whatever the news , are gone! The company is completely different now in the way it is run. Those financial wizards, changing the pension deficit and the unforeseen cash intake from the last two years mean the benefits are all that we have mentioned etc etc
If the share price rises or drops on news then it will be with merit, not just because it always has. I also feel we are 80% of the way to what the board wants to achieve in the this section of the company revamp, they started a couple of years ago.
There will be bumps along the way, but an overall increase in SP and DIV.
The next section of the plan in business growth could be to add a couple of product types with an existing good brand that needs to be promoted. I am thinking a repurchase of Quorn, or something like the family owned brands Tunnocks or Golden Wonder, from Tayto. 40 years ago Golden Wonder were near on No1 snack manufacturer in UK, crisps, nuts etc
With PFD backing Walkers can literally take a hike!
All in my humble opinion of course, but I have been keen on this share since I got a wif of the review, after studying the business on Holiday in Spain 5 years ago. Its a medium term hold for me at least, no doubt.
GLA

I know what you mean here Dogger, but good to have relative stability, compared to when i came in at 43p.
This has become a "Keep calm and carry on" stock, sat in the back round. I am here for it to steadily grow into something big, over say the next 2 -3years, increase divi slightly, but as more debt is paid off, i maintain it has an edge of excitement as a takeover target. Can't deny it has a range of great brands.
All imho of course. Have a good festive period all.

Hi Rabbits.
I am thinking things have changed here.
Whereas it was predictable the price would drop on results day, I am looking at the situation in a new light.
A year at a steady level SP, we can all see a more positive structured approach from the board, debt reduced.
Great products and one other thing for me, this is the year for surprises, hopefully positive, in many ways similar to the M&S story at present. Up 30p on results day!
Can't say I've heard bad news for this business. I am sticking my neck out for a jump in price tomorrow and bought more @110p last week!
All imho of course!

Been meaning to reply to this for some time.
Basically, I also miss Kals comments and information. It was so interesting.Can't exactly see why he pulled out of PFD so quickly.
So now he takes a regular pasting on Boo and ABF.
He fights his corner of course, but would prefer he comes back here, to a friendly board,especially when momentum is just about to return!

Still can't find any news re the big drop yesterday.
Quite strange really if you look at the dealings.
Fairly uneventful.

Hi
I know what pm is but why today?
Can't find any news on this after strong recent increased price.
Looking forward to results, I am in for the foreseeable here.

Dogger, that made me laugh, which is good considering the direction of the share price!
Can't understand the BBC or the quite so lower level since Tuesday. However I am in for the medium term, with lots of optimism here. Let's hope the BBC don't offer to do an appraisal of PFD for us!

Thanks, reassuring view, I am up for the long term here,can't really see it going down much if at all, in reality. So today is as good any!
Have a good day all.

Hi All. Sometime since I posted, continued thanks to Kallumama, great optimism here, but just one niggling thought in last week. We are doing well, but with the pending pension rejig, will the result get us the benefit predicted those months ago, considering the volutility of the market?
I don't doubt the main objective, but can see a small temporary curve ball. Any thoughts welcome, as I am looking at topping up before Friday. May there be another dip, before we really get going again towards 125p

Good advertising! But they are so tasty, it made the share price go up, people have no discipline! lol

Hi Kallumama, Just to say thanks for all the work you do here.I know there are a few others that take the trouble, all much appreciated. I first looked at this share on Hols in Spain 2018, solid at 43p i think. Anyway bought in this year at 35p. I, like you, can only cautiously, see greater things here, although I will be amazed if the next quarter, after this initial Covid bubble shows further growth! But even that is possible with the vibe for PFD at the moment. Thanks again.

No Problem at all, you could have been a lot worse, judging by some of the posts from others.
I will hope to bring something to the party eventually!
In the meantime I shall continue to watch and learn, from you and just a few of the others, as one thing you can pick here is who is actually knowledgeable and genuine.
I will leave you to it and look forward to your posts in the future.

Sorry for the repetition Observer. Thanks for the clarity.
I have looked at the Chat here practically every day, but only since my purchase a couple of months ago.
I don't very often post and you can see why!
Thanks anyway.

Good Morning Observer,
I was thinking exactly the same.If it is sat the private port, why would you move it anyway and not just ship it from there?
Maybe the port needs dredging and more prep'.
But surely this timeline confusion should have been easily avoided.It makes me shudder if it is a mistake, that they can't even get that right!
I am keen to support the share, but it does seem there is always something hidden here, as regularly pointed out by the posts here.
Lets hope for a positive week.