Northern Foods Share Discussion Threads

[aleman] 20/10/2016 17:04

+0.6%.

Mostly sunny. 14.6C after 9.0C. Clearish skies and a light north wind suggest a cold one.

Weakest solar cycle for 200 years? Some theorise that we are entering the cooling period of this weak cycle. Most heat is absorbed by seas at the equator. That will cool a fraction of a degree but less heat coming north on the Atlantic conveyor and less moisture put into the air (which stores heat) will lead to greater drops in temperature as you approach more temperate regions. They will cool more than at the equator - but with a delay as it takes a couple of years for the cooler currents to reach up here. So, in theory, some cooling to be seen from 2018 and possibly quite a bit colder before warming again 2023 on.

[mrphil] 20/10/2016 16:07

Warm weather eh, I suppose it's all relative! We saw 14.5°C yesterday and a low last night of 7.5°C and we've had the log burner going most evenings, but I guess we're getting soft in our advancing years!

Can't decide about the flu vaccine, the other half had one recently but mainly after some troubles she had a few years back. I've never bothered as I feel knowing my luck I'd catch a different strain!

BRCI having a stonking day today and they are quite a major player in the SIPP so that's good news.

[aleman] 20/10/2016 12:40

I've said no for Flu vaccine this year for my 3. I will reconsider if very poor field results improve to match the corporate trials so as to justify the risk of side effects.. No.2 had his preschool MMR and DTPP boosters recently. I have no problem with them at the moment although reserve judgement since the original MMR caused No. 3 to have febrile convulsions - which have since repeated recently. (They are usually harmless though very unpleasant for a parent to witness.) We are hoping he will grow out of this although it is linked to a slightly higher risk of epilepsy. Having had two react quite badly to MMR, I'm wondering if their details were logged in official statistics.

[aleman] 20/10/2016 11:10

Ebay shares fell 7% after yesterday's close on weak growth numbers so arguably a profit warning there, too.

[aleman] 20/10/2016 10:37

The headline says warm weather hurts clothing yet the text says rising prices hurt clothing and overall sales slowed in September, so the B of E might cut interest rates again. The £ is weakening again this morning. (Euro, $ and £ all to reach parity next year?)

[aleman] 20/10/2016 09:47

Today's profit warnings come from Senior, Kellor, NCC and arguably Hayward Tyler. There were quite a few sharp risers among smallcaps but they are mostly shares that have already fallen a great deal this year. I can understand the FTSE100 holding up but I don't understand what is keeping smaller UK indices up with so much bad trading news about.

[mrphil] 20/10/2016 09:41

Glad it wasn't just me Skinny, a real disappointment after a good build up.

[skinny] 20/10/2016 09:39

I thought the ending of National treasure was a bit weak.

GBP Retail Sales m/m 0.0% 0.3% 0.0%

[mrphil] 20/10/2016 08:07

Morning All.

blueliner, I didn't realise how much GVC had fallen since I sold out at 755p only just over a week ago. I'd love to say how well I judged it, but in reality I just felt it was time to take the profit.

Glad to see Mrs May seems to be taking a sensible approach.

Just RR. and recently topped up INTU for me on that divi list.

[blueliner] 19/10/2016 20:38

+0.23% yesterday.
+0.13% today.

Highest value risers : ALAI +3%, LLPC +1.7%, BA. +1.4%, SDV +1.3%.

Worst value fallers : GVC -2.2%, IGR -1.7%.

Beginning to wonder if you former GVC holders were right to get out and thinking will the dividend ever return.

The Australian price of coking coal has tripled since January to $232 per ton and the small amount of S32 shares I have has done really well as a result, even more as I added some at the low point in 2015, but decided to sell today for a tidy profit. Often these demergers produce a pleasant surprise.

[aleman] 19/10/2016 17:07

Still getting 6 or 7 small to tiny tomatoes off my lot each day. Some verticle vines are growing while other dangling vines are dying off even though fruit seems to be doing well. It seems to have been a good idea to bring them inside when the ripening looked like slowing.

Markets do seem weird. The small and midcap indices just seem to just ignore UK profit warnings and weakening economic stats, not to mention deteriorating news from undercapitalised Italian and German banking which will probably accelerate any economic slowdown and maybe even blow up the EU.

It clouded over after dinner so the temperature actually crept up through the night from a low of 5.6C. I gather it was pretty chilly where they had less cloud, such as the 2.0C at Topcliffe - and even as far south as Bournemouth Airport's 3.3C . Today was bright more than sunny - 13.0C.

[mrphil] 19/10/2016 17:03

Colder here too freddie, only 7.5°C last night so there weren't many raspberries to pick!

Another half decent day, the SIPP managed +0.37% thanks to LLOY, SSE & BP. and the pot edged ahead by +0.16% again thanks to LLOY, RDSB & RR.

Second Installment of The Missing this evening.

[freddie ferret] 19/10/2016 15:14

Cold at night, bring tomato in. Main tomato is now orange all over and partly turning redish, other two still green, need to get bigger, still quite a few flowers.

Markets weird.

[skinny] 19/10/2016 13:31

USD Building Permits 1.23M 1.17M 1.14M

USD Housing Starts 1.05M 1.18M 1.14M

[mrphil] 19/10/2016 11:13

Interesting RBS/NatWest seminar this morning on the effect of Brexit on currency movements. As always, conflicting views, but overall I reckon my target rate of 1.20 against the euro should prove about right for 2017 but we shall see. I do think there could be a bit more turmoil over the next few weeks or possibly months and I'll be grateful to get anywhere near that rate in the near future. As for the USD, the presidential election will decide that fate!

The SIPP hovering around evens at the moment with LLOY, HFEL & BP. vying for top riser spot.

[aleman] 19/10/2016 11:01

Usual tale - too many:

UK born people working in the UK increased by 253,000 to 26.25 million

non-UK born people working in the UK increased by 367,000 to 5.40 million



The trend here is deteriorating. Earnings flat. Lots of new jobs part-time. Unemployment and claimant count up on a quarterly basis. Vacancies flattened - down in private sector but up in public sector and "soft" jobs. Redundancies up a bit. Seems conisstent with economy whre growth is falling and probably near zero, though maybe not quite in recession yet.

[aleman] 19/10/2016 09:44

Looks like markets are waking up to the coming jump in CPI to 3% or more. No mention RPI might hit 4%. Do remember when we had RPI that there were criticisms then that it underreported typical consumer inflation.



I think you can add fish fingers to the long list of food items that seem to be shrinking. I do wonder how inflation indices account for slowly shrinking food portions.

[skinny] 19/10/2016 09:32

GBP Average Earnings Index 3m/y 2.3% 2.3% 2.3%

GBP Claimant Count Change 0.7K 3.4K 2.4K

GBP Unemployment Rate 4.9% 4.9% 4.9%

[mrphil] 18/10/2016 17:20

Aleman, that sounds like hats, scarves & gloves will be in use tonight? I have a feeling we are going to find it a bit chilly in The Lakes next week, I gather the first snow has landed on the peaks?