Northern Foods Share Discussion Threads

[mrphil] 21/2/2017 10:06

Pleasantly surprised that my lot are holding up reasonably well today, helped by BP. & CTO. Tempted to top up on PETS after the recent falls.

According to our shed thermometer we only saw 15.2°C yesterday but it felt warmer than that. Only dropped to 10.2°C last night which felt about right. The sun is trying to poke through now, so lunch on board beckons!

[skinny] 21/2/2017 09:53

WG. down 10% on results.

[skinny] 21/2/2017 09:16

French Flash Manufacturing PMI 52.3 53.5 53.6

French Flash Services PMI 56.7 53.8 54.1

German Flash Manufacturing PMI 57.0 56.2 56.4

German Flash Services PMI 54.4 53.6 53.4

EUR Flash Manufacturing PMI 55.5 55.0 55.2

EUR Flash Services PMI 55.6 53.7 53.7

[mrphil] 21/2/2017 08:12

Good Morning.

No that's not great for HSBC and it looks like it's pulling the other banks down with it. I just have LLOY & ALD but they are both down.

[mozy123] 20/2/2017 20:58

skinny - mghi/mghu/mghz/mghc

From reading the proposal - its just a roll over into JPM elect which ever you fancy, cash, or some m and g oeic's. £350k has been accounted for in the Nav for the cost of all shareholders rolling over.

Depends if you have tax implications really. If not, cash out and find something alot better than the garbage funds being offered as a roll over. The elect split captal trust allows tax planning as shareholders can move freely between the 3.

Looks like income shares will be around 55p.

Theres no gearing like mgh* in the elect option or oeic.

[mrphil] 20/2/2017 17:57

freddie, I like the sound of that Graphene battery technology!

[aleman] 20/2/2017 17:47

Sensible suggestion but wrong time of year, Skinny.

[blueliner] 20/2/2017 17:29

-0.32% today. [FTSE250 +0.21%]

Worst value faller : IRV -32%.

Highest value riser : IGR +2.4%.

IRV fall accounted for -0.62% of Folio. Sometimes I over react on bad news, it would have been wise to do so this morning. So it's a real mess with likely swingeing dividend cuts.

Max 14C but just sunny periods.

[aleman] 20/2/2017 17:15

-0.2%. Can anyone offer me an explanation as to what should cause there to be 30 purchases of 115 shares scattered throughout the other trades in MCLS today? One sometimes see quite a few purchases of the same number but 30 is rather a lot.

14.5C was the high after about 10C overnight. The strengthening wind stopped us feeling much benefit, however, along with the fact we did not see any sun until about 3pm on what was otherwise a heavy grey day.

[mrphil] 20/2/2017 17:14

Skinny, not one that I hold I'm afraid.

[mrphil] 20/2/2017 17:11

Perfect;y acceptable day with the SIPP edging ahead by +0.26% thanks to AV., LLOY & BRCI whilst the pot gained +1.09% with RR. providing the bulk of the gain, helped by LLOY & AIEA

Been the warmest day of the year I gather. Certainly nice to grab lunch on Lee-on-the-Solent seafront today!

Looks like catch-up tv tonight for non footballers.

[skinny] 20/2/2017 17:08

I've got a similar conundrum with AFC.

My SIPP finished up 0.20% and looks to be +2.70% YTD.

Has anyone digested the MGHI/U windup details?

[mrphil] 20/2/2017 16:30

I still have some VOG in the pot from the good old days when they were around £2.43 each and that was before a consolidation making my original several thousand pound investment worth around £35 a few months aqo. At that point I was tempted to make them a proper holding again as signs seemed to be looking good for them, but previous experience stopped me. They have more than doubled since then so my £35 has become £85 so it's a pity I never succumbed!

[mrphil] 20/2/2017 16:00

Welcome back Skinny, and I would agree with Shadowside that only putting on 3lbs on a cruise must have involved great discipline!

Just spotted we have recently quoted a nice project for one of the INTU properties so let's hope I gain from both sides!

[shadowside] 20/2/2017 13:00

Hi Skinny.Welcome home. Would have thought 3lb on a cruise is a pretty good achievement.I suspect most of the Americans did much better(?) than that.Very different weather here with snow piled up in banks all over town.Good for skiing though and had a good first day.A balmy -7 forecast for today although it plunges to -16 by the weekend. Not much sign of spring here. Son and most of his friends are convinced climate change is beyond tipping point and earth heading for unstoppable environmental disaster which should make for some interesting pub conversations. Must be serious as he is thinking (sort of) of trading in his 6 litre petrol driven truck for something a little more fuel efficient! Better make the most of skiing while the snow lasts.

[skinny] 20/2/2017 12:45

Good Afternoon.

A lovely day to come back to - its @16°C here and feeling quite Spring like.

Plenty of crocuses are now in bloom and the Daffodils are @8" tall.

According to my (obviously defective) scales, I've managed to put on 3lbs.

The cruise was largely populated by Americans and I must say I've never seen so much gluttony and morbid obesity.

[aleman] 20/2/2017 10:33

Greece saga rumbles on. IMF agrees with write-downs but lenders don't. Greece can't continue forever if it simply does not have the money. EU banks will have to take a hit sooner or later. I would have thought earlier would be better. Get it sorted and move on rather than let the problem grow bigger. MAybe they still want EU banks to get stronger before they take the hit. There will probably be knock on effects in Italy when it happens.

[mrphil] 20/2/2017 09:01

Pretty minor by comparison!