Tate & Lyle Share Discussion Threads

[essentialinvestor] 07/11/2017 08:29

Added a few.

Next round of NAFTA talks next week, so may be volatile.

[essentialinvestor] 06/11/2017 09:17

Sold a few over 7.

NAFTA is the reason, 10% plus of their profits derived from Mexico,
which is greatly helped by current trade arrangements.

[pierre oreilly] 06/11/2017 09:02

A year ago these were eight quid. i can't see why they are valued less today, especially after the decent results. a discounted high dividend stream imv.

[essentialinvestor] 04/11/2017 14:42

Listened to the results webcast, very impressive imv.

[essentialinvestor] 03/11/2017 13:48

Volatile stock of late, that's a 3% intra-day move. Yesterday was like a
pinball machine.

[essentialinvestor] 03/11/2017 13:41

Small amount back.

[pierre oreilly] 03/11/2017 12:25

This got close to £8 just a couple of months ago.

If it gets back to that just as it goes xd next month, then that'll be the time it'll flag up to me as a possible sell.

[essentialinvestor] 03/11/2017 12:02

Would hope there will be opportunities to take positions on weaker days,
anytime Trump opens his trap about NAFTA TATE has tended to sell off.
This will not be indefinite as some resolution/or otherwise should be clear
in 2018.

Longer term holders can ignore the noise and collect the dividends.

[philanderer] 03/11/2017 10:06

3rd nov Citigroup neutral tp 720p
3rd nov Credit Suisse neutral tp 710p
3rd nov Deutsche hold tp 725p
3rd nov Kepler hold tp 690p
2nd nov Liberum buy tp 850p


2nd nov +++++ Results +++++

[essentialinvestor] 03/11/2017 08:39

Read through results last night, very solid indeed imv.
A few more gone at 692.5. Hopefully an opportunity to add some back lower.
HY results indicate the longer term potential, just IMV.
The webcast available on the investors site for anyone interested.

[warranty] 03/11/2017 08:32

Bought yesterday and happy to hold long term.

[pierre oreilly] 03/11/2017 08:29

just sold none. very happy.

[essentialinvestor] 03/11/2017 08:08

A few gone, 689.17.

[essentialinvestor] 02/11/2017 12:38

Sold a few. That's definitely it now.

Good weekend Phil.

[philanderer] 02/11/2017 12:28

Thanks EI.

Have a good one.

[essentialinvestor] 02/11/2017 11:53

Added back a few, early weekend now.

[essentialinvestor] 02/11/2017 11:17

Phil, bought a very small amount of BT at 253.6, however looking
at how some of the US sector sold off post restults, AT&T as an example,
unsure if this is the low.

On CNA, struggle to see upside with the political landscape,
SSE looks perhaps lower risk with a smaller share if the domestic supply market.
Just my take.

[philanderer] 02/11/2017 10:45

Well hats off to you on your recent trading EI, pretty impressive.

Any views on BT.A and CNA - both looking dirt cheap ?


edit: sorry for the OT on the TATE thread

[essentialinvestor] 02/11/2017 10:30

Hi Phil, you are considerably richer than I am!.

I do not have the mental resilience (not even near) to run the type of profit as you did
back in the dot com days, so completely different league to me!.

[philanderer] 02/11/2017 10:23

Good work EI , think I've done one trade in the last two weeks :-)

[essentialinvestor] 02/11/2017 10:21

A few out again at 679. Will have another look next week.

[essentialinvestor] 02/11/2017 10:09

Added a few.

[essentialinvestor] 02/11/2017 10:07

Rapid gapfill!.

[essentialinvestor] 02/11/2017 09:35

Added a few back sold on the open, 680.33.

[philanderer] 02/11/2017 09:34

Yep , it's just NAFTA holding it back 200p