Nichols Share Discussion Threads

[ryandj2222] 12/7/2013 12:00

Maybe ... who can tell (apart from insiders of course)!

[ygor706] 11/7/2013 23:01

The acceleration in the upward trend of the share price is quite staggering. I appreciate that the weather has got much better but this is now an international business with good sales in countries that are always hot. Takeover?

[ryandj2222] 11/7/2013 21:59

Big jump up and not far off £11 now! Interims are due out towards the end of JUly. Think it could be good if the hot weather carries on

[ygor706] 01/7/2013 19:50

As always, I am noting another benchmark for the share price as it closes at £10 for the first time. Progress has been slow of late but the share price movement here has thus far been immune from the vagaries of the wider market.

[1np] 02/5/2013 08:49

Nice market update and continuing its up trend. What a lovely share!

[nb1979] 15/4/2013 20:10

Yes, £10 next target!

[ygor706] 12/4/2013 19:58

Well it took 3 months longer than I expected but we've gone through £9 tonight. Let the trend be your friend!

[8mp] 11/3/2013 08:37

Agreed ygor705!

[ygor705] 08/3/2013 15:30

Was very happy with the results but disappointed that nothing was proposed regarding the big cash pile in the balance sheet. Nichols really need to be doing something here otherwise they look like a sitting duck for a predator.

[8mp] 07/3/2013 19:06

Shame share price didn't react too much. Hopefully will gain steadily over the next couple of weeks...

[strollingmolby] 07/3/2013 15:25

Looks good:

Highlights:
-- Group sales up 9% to GBP107.8m (2011: GBP98.9m)
-- Profit before tax up 13% to GBP20.5m (2011: GBP18.1m)
-- Earnings per share up 14% to 41.4p (2011: 36.3p)
-- Proposed final dividend of 11.7p, total dividend for the year up 13% to 17.3p (2011:15.3p)
-- Sales in the UK grew 9%, significantly ahead of the market growth rate
-- International sales up 8% year on year

[8mp] 06/3/2013 19:16

Hoping for a positive share price reaction tmrw to some great results if NICL deliver the goods yet again.

[sparkymoc] 13/1/2013 23:28

Great chart, consistent earnings growth, no debt, in a consolidating market - slightly high PE though.

All in all, tick most of the right boxes, could hit 1000 in a couple of months

[ygor705] 07/1/2013 19:29

It will be interesting to see what Nichols intend to do with the cash pile. Nothing much happened last year and I am hoping for something a little more proactive this time around. An acquisition or special dividend (or even a combination of the two) would suit pretty well. About time that we had a scrip issue as well. The share price is looking a bit on the heavyweight side!

[cambium] 07/1/2013 16:40

Look at the three year graph, awesome. If only all investing was this easy.

[rogerbridge] 07/1/2013 08:01

A class act!

[topvest] 07/1/2013 07:58

Great results...again!

[cwa1] 07/1/2013 07:05

Perfect....as usual.... :-)

Nichols plc
Pre-Close Trading Statement
Nichols plc ("the Group"), today issues the following pre-close trading update.
The Group has continued its positive trading momentum in the second half of 2012 with total sales for the year ended 31 December 2012 increasing by 9% to GBP108m.
This performance is ahead of the UK soft drinks market and has been achieved against last year's strong comparatives (18% uplift on 2010), a challenging UK economy and record wet weather.
The UK market, as measured by A.C. Nielsen, increased in value by 3.2% for the year to 8 December 2012 with underlying volume down 0.6%.
Despite this challenging market we are pleased to report that our UK business has increased sales by 10% against the prior year with our export sales also increasing by 8%.
Despite another year of significant cost inflation and high levels of promotional activity, we expect, as a minimum, to maintain our operating margins. This has been achieved by a combination of good cost control and ongoing productivity improvements.
The Group's balance sheet remains strong and has continued to generate positive cash in line with our expectations.
In summary, 2012 has seen a strong trading performance and we expect Group profit and earnings per share (EPS) to be significantly ahead of last year and ahead of market expectations.
The Group's Preliminary results will be announced on 7 March 2013.

[rogerbridge] 18/12/2012 08:53

I have been waiting for NICL to pull back but have decided not wait any longer and have made my first purchase for my SIPP.
This company looks rock solid and the the management will contiue to develop the brands.

[ygor705] 20/11/2012 16:51

The AG Barr/Britvic situation may be helping Nichols. The new merged entity (if created) looks likely to totally crater the Barr balance sheet so I can't see risk averse investors staying with it.

[3800] 17/11/2012 10:27

Hi topvest, congratuations on waiting a few more days to get almost 10% more than me, I have been putting my money into SPRP what (if anything) are you reinvesting in?
3800

[topvest] 15/11/2012 20:39

Same here - sold half of my holding today. Didn't really want to as this is a great company, but they had nearly quadrupled since buying just over 2 years ago. The share price had gone vertical so seemed very imprudent not to get my initial investment and more back. Great company this, but a profit is a profit!

[3800] 06/11/2012 19:00

Well I have sold half my holding since last posting and the price has already gone even higher. I have been in since £1.17 and it's been an excellent investment so far.
3800

[ygor705] 06/11/2012 17:49

3800.....tend to agree but there is a lot of cash in the balance sheet that needs to be factored in to any valuation. The other thing is this company has got to be taken out at some stage and its bound to happen just after you sell!!! No double top yet so I'll ride it for a bit longer.

[3800] 03/11/2012 09:48

As a long term holder I have to agree things are looking well, however the share price is rising much faster than the rise in earnings and with it the risk of a severe pull back, rather than adding more I am considering selling afew.
3800