Diageo Share Discussion Threads

[philanderer] 10/12/2015 08:52

The 1950p resistance seems a mile away now.

What a cr@p year for equity investment

[philanderer] 07/12/2015 09:30

7th dec Vetr buy tp $119.50

reiterates

[philanderer] 04/12/2015 14:33

Director dumping 8,000 shares @ 1888p

[philanderer] 03/12/2015 14:37

That 1950p is proving a real struggle.

[philanderer] 03/12/2015 12:41

3rd dec Bryan Garnier & Cie neutral tp 1870p

reiterates

[philanderer] 02/12/2015 17:46

Diageo has hired a leading headhunter to find a replacement for its veteran chairman Franz Humer, according to reports

[philanderer] 02/12/2015 09:02

Beaufort Securities:


Buy

Yesterday, Diageo informed that the company, Heineken and The Ohlthaver & List Group of Companies, the controlling shareholder of Namibia Breweries (NBL), have completed the restructuring of their respective joint venture (JV) operations in South Africa and Namibia.

The transaction fulfils all the conditions agreed upon on 28th July 2015. The company has received a total net cash consideration of ZAR2.5bn for the equity and debt positions sold in Sedibeng, DHN and NBL.

Our view: Restructuring of Diageo’s JVs in South Africa is in line with its plan to focus on the core markets. Recently, the company sold its interest in Desnoes & Geddes (D&G) and Guinness Anchor Berhad (GAB) to Heineken and also acquired additional shares in Guinness Ghana Breweries Limited (GGBL).

Diageo plans to use the cash generated from these deals to reduce its borrowings. Additionally, an increased stake in GGBL would provide Diageo an easy access to the African market. Meanwhile, the company remains cautious in the emerging markets as weaker currencies would hamper its margins. Diageo is undertaking focused brand building initiatives which include innovative marketing techniques and improving distribution platform.

The company has implemented several cost saving and pricing measures to boost earnings and continues to make efforts to expand into new markets. Recently, Diageo reported strong performance for 2015 with improved free cash flow and a 9% increase in the final dividend to enhance shareholder wealth. In light of the above argument, we maintain a Buy rating on the stock.


proactiveinvestors.co.uk

[philanderer] 01/12/2015 17:27

Diageo plc (LON:DGE)‘s stock had its “buy” rating reaffirmed by equities researchers at Natixis in a report issued on Tuesday, AnalystRatings.NET reports. They currently have a 2060p target price on the stock.


'Diageo appoints new Baileys global brand director as Garbhan O’Bric departs'

[philanderer] 01/12/2015 13:31

Diageo has completed the withdrawal from its South African and Namibian brewing joint-ventures with Heineken, recouping ZAR2.5bn (US$172m) in the process.

The company said today it had sold its stakes to Heineken, with the Dutch brewer now controlling 75% of the South African JV. Namibian Breweries Ltd controls the remaining 25%.

[philanderer] 25/11/2015 09:36

Diageo sells Bouvet Ladubay wine business to Monmousseau family

[philanderer] 24/11/2015 09:55

24th nov Credit Suisse outperform tp 2100p

reiterates

[philanderer] 20/11/2015 17:07

Excellent week .. +80p :-)

[philanderer] 20/11/2015 14:43

Chartwise, 1950p from july is the next resistance

[philanderer] 20/11/2015 09:57

JP Morgan Cazenove upgrades to overweight, lifts target price to 2140.00p

[philanderer] 18/11/2015 20:23

Diageo Recognized by Human Rights Campaign as "Best Place to Work for LGBT Equality" for Eighth Year in a Row

[philanderer] 16/11/2015 12:51

16th nov RBC Capital outperform tp 2000p

reiterates

[philanderer] 13/11/2015 13:48

Diageo plc (NYSE:DEO) was upgraded by equities research analysts at Vetr from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Friday, Analyst Ratings Net reports. The firm presently has a $119.50 price target on the stock

[philanderer] 13/11/2015 11:57

These markets are dire. .... portfolio`s just about holding on to a gain for 2015 :-S

[philanderer] 13/11/2015 09:16

13th nov Barclays overweight tp 1950p

reiterates

[philanderer] 12/11/2015 13:46

12th nov Jefferies buy tp 2100p
12th nov Berenberg buy tp 2350p
12th nov Credit Suisse outperform tp 2100p
12th nov Kepler hold tp 1790p

reiterations

[philanderer] 11/11/2015 17:16

Diageo plc (NYSE:DEO) has received an “A-” credit rating from analysts at Morningstar. The investment research firm’s “A-” rating indicates that the company is a low default risk. They also gave their stock a three star rating.

[philanderer] 11/11/2015 09:26

Thanks red , that`ll teach me to c+p blind ;-)

Nice start to the day today :-)

[redartbmud] 10/11/2015 20:14

phil

Not quite as you stated. 444 sares did not cost £8k.

'It received notification on 10 November 2015 that Dr FB Humer, a director of the Company, had purchased 444 Ordinary Shares on 10 November 2015 under an arrangement with the Company, whereby he has agreed to use an amount of £8,000 each month, net of tax, from his director's fees to purchase Ordinary Shares. Dr Humer has agreed to retain the Ordinary Shares while he remains a director of the Company.'

red



The Ordinary Shares were purchased at a price per share of £18.69.