Northern Foods Share Discussion Threads

[aleman] 03/10/2016 09:35

MrP - It's so hard to believe most companies meet our standards these days - just some hide it better than others!

2.9C here at dawn and our first light air frost of the season in a few places. A little bit of mist made it pretty when the sun came up.

Bango looks to be on the move - and in the right direction!

[mrphil] 03/10/2016 08:32

Morning All.

Lovely day yesterday but it only reached 15.8°C and we saw a very chilly low last night of just 4.9°C so the log burner would definitely have been going had we not been out till late on the water!

Aleman, that last revelation on ZMNO just about seals their fate as far as my holding is concerned, not the sort of company I want to be part of. Just not sure whether to wait for a possible bounce as they now owe me quite a chunk.

[freddie ferret] 01/10/2016 16:44

We wait and see.

[aleman] 01/10/2016 16:32

I did the pub quiz this week (badly). I have learned to see the late night (after 11pm) traffic home as an economic indicator. It was dead in the last recession. Currently very busy - both passenger cars and HGVs. But is busy now a good time to sell when dead proved a good time to buy? Remember, Q2 had the highest number of UK profit warnings since 2008. What happns next?

[freddie ferret] 01/10/2016 16:12

Tomato plant now doing well after having been nearly killed by the three heat waves during the summer, lots of new flowers not sure if they will result in anything.
It is now getting cold at night.
Some up, some down.
We wait and see what October will bring, crash or breakout.
Consumer confidence seems to be strengthening and locally the economy seems to be buzzing.

[blueliner] 01/10/2016 10:26

Morning, just 2/7 for me.

Not a brilliant trading week -0.9%, it was contained until the ZMNO plunge Fri pm.

YTD +13.6%, incl 3rd quarter dividend payments.

Happened upon new series 'Level' on last night's TV, set around Brighton, worth a watch definitely. What with The Fall [BBC], Paranoid & DCI Banks plenty to go at, ITV have certainly upped their game when it comes to making/commissioning these gripping drama type series. Good casting all round, diction was clear so didn't need the subtitles.

Good w/e all.

[deanforester] 30/9/2016 18:48

4/7 for me.

I'm up +0.030% on the day today, due to some dividends coming in (FTSE100 -0.15%) and up +0.09% on the week (FTSE100 -0.290%), but up 12.32% YTD (FTSE100 +10.53% and HIX +13.76%).

Best rises: MKS +3.11%, TW. +2.73% and TSCIO +1.67%.

Worst falls: CLLN -2.56%, RIO -2.26% and LLOY -1.69%.

German banks still causing worries.

Second flu jab day tomorrow, so I did the shopping today. Dark Star Brewery have their Beerfest tomorrow, so I may indulge.

+9°C this morning, about +16°C later. One shower midmorning.

Enjoy the weekend.

DF

[aleman] 30/9/2016 17:29

-0.7%. YTD +16.0%. Fortunately Zamano was relatively small for me, too. Very disappointing communication from them this year. After further thought, I sold out completely, though my latter trade does not show. I was worried they might delist if profits are meagre and an acquisition is overpriced or fails. It seems unpredictable now so I'm out.

18.0C after 7.8C. Got caught in a sharp shower but was lucky to have taken my brolly.

Have a nice weekend, all.

[skinny] 30/9/2016 17:13

My SIPP finished down 0.34%, -0.22% on the week and is still languishing +7.90% YTD.

Enjoy your weekend.

[mrphil] 30/9/2016 17:04

Poor week. SIPP -0.50%, pot -0.87% and the Virgin ISA -0.33% taking the YTD to +12.69%, +3.90% and +4.47% so not too bad.

Booked to take a friend/colleague out on the boat Sunday so we're hoping they are right about the weather!

Enjoy your weekends!

MrP

[mrphil] 30/9/2016 16:32

Aleman, that's the conclusion I had just about come to with ZMNO but I've been running around like a mad thing today organising our Stocktake so I've missed the boat to sell any today. Thankfully I don't have a huge amount but still enough to dent the figures today.

[aleman] 30/9/2016 16:01

I sold half of my ZMNO. The growing cashpile was always reassuring but talk of using it for an acquisition always made me a bit nervous. Now we see the share price has settled roughly at the cash value - but what is the outlook? Overpaying for a growing but unprofitable acquisition out of desperation? And is the company still profitable or not without that? It just is not clear. The warning might as well be written in Martian for what it passes on to shareholders. Do they know?

[mrphil] 30/9/2016 15:29

Skinny, I could do with more of those printed hair folicles each time they cut my hair, I'm sure the barren area is growing!

[mrphil] 30/9/2016 14:42

ZMNO :-(

Aleman, are you going to hang on and see what an acquisition might bring?

[skinny] 30/9/2016 09:30

GBP Current Account -28.7B -30.5B -32.6B

GBP Final GDP q/q 0.7% 0.6% 0.6%

[mrphil] 30/9/2016 08:19

Morning All.

3/7 for me this week too, and I knew the answer to one of those!

Watched this week's DCI Banks last night, not what I expected!

Read an article in the papers over the weekend, people buying bonds with a negative yield in the hope the price will rise. Must be better ways of making a living?

Looks like yesterday's gains (and more) will be lost today?

[skinny] 30/9/2016 05:43

Good Morning.

MrP - it does make you think!





3/7.

[mrphil] 29/9/2016 18:11

Skinny, puts you off getting a babysitter!

[blueliner] 29/9/2016 18:05

Folio +0.59% today.

Highest value risers : SDV +4.7%, BLT +6.5%, BP. +4.3%, SIV +3.9%, ASY +4.5%, BRWM +2.8%.

Worst value fallers : HSD -2.1%[xd], IHC -3.2%, GVC -1.2%, IRV -2.2%.

IRV knocked down by Capita warning I assume. Shaved 20% off my PHNX holding in order to take up my rights and keep ISA weightings in balance.

A more pleasant day, though W wind gusting to 22mph.

[skinny] 29/9/2016 18:04

My SIPP finished up 0.74%.

Just watched the second episode of National Treasure - its beginning to get quite dark!