Tate & Lyle Share Discussion Threads

[philanderer] 23/1/2018 14:26

Health Conscious Consumers Drive Demand in Natural Sweeteners Market

[essentialinvestor] 23/1/2018 13:38

Well I added this morning, whether that's wise or not!.

As a major USD earners FX not helpful either atm.

[philanderer] 23/1/2018 13:15

Could drag on ...


In Mexico, some of the pessimism palpable in late December has given way to cautious optimism that progress towards a deal is possible in Montreal if the Trump administration is prepared to give ground on its toughest proposals.

Jaime Zabludovsky, one of the Mexican negotiators of the original NAFTA accord and an adviser to the private sector on the current talks, said the negotiations in Montreal would be a decisive test of the countries' ability to make progress.

"I think we're at a make-or-break moment," he said in an interview.

One Mexican source familiar with the process said he expected further talks through March and mentioned the possibility that final discussions could, if necessary, be postponed until after the Mexican elections.

[philanderer] 23/1/2018 11:34

EI, followed you in today adding 10% to my holding.

[essentialinvestor] 22/1/2018 21:14

Nudging 1.40 on cable. Remember all those $ parity articles!.

[yump] 19/1/2018 14:35

EssentialInvestor19 Jan '18 - 10:20 - 2955 of 2958
0 0 0
Trump's latest outburst - Mexico the most dangerous country in the world. Oh my.

philanderer19 Jan '18 - 11:32 - 2956 of 2958
0 0 0
Boris - 'bridge across the Channel' ;-)

May's next tagline should be "I offer the UK a breath of sanity in an insane world"
(Obviously in politics, doesn't matter if true or not)

[essentialinvestor] 19/1/2018 14:14

Would tend to see Tate more as a value play than others mentioned,
which have all enjoyed significant multi year price appreciation.
Some of Tate's lower multiple is merited by commodity exposure,
however FCF has been very strong recently and ultimately this drives the share price

[philanderer] 19/1/2018 11:32

Boris - 'bridge across the Channel' ;-)

[essentialinvestor] 19/1/2018 10:20

Trump's latest outburst - Mexico the most dangerous country in the world. Oh my.

[philanderer] 19/1/2018 09:40

Standard Life nudging over 5% , but £/$ continuing north, 1.3930 minutes ago

[essentialinvestor] 18/1/2018 18:24

FX plus Trump's comments.

[philanderer] 18/1/2018 17:16

And £/$ up to 1.39 now

[essentialinvestor] 18/1/2018 13:53

Trump piping up about the Wall again.

[essentialinvestor] 17/1/2018 16:52

Small amount before the close.
GBP continues its march higher v USD.

[essentialinvestor] 17/1/2018 14:23

Looks like GBP/USD is heading back over 1.40.

[philanderer] 17/1/2018 14:18

£/$ = 1.38

[philanderer] 17/1/2018 08:59

Jefferies: a new start for Tate & Lyle


A new chief executive at Tate & Lyle (TATE) means a fresh start for the group, says Jefferies, which believes now is the time for re-evaluation.

Analyst Martin Deboo retained his ‘buy’ recommendation and target price of 750p on the stock after Tate announced chief financial officer Nick Hampton would succeed Javed Ahmed as chief executive.

‘We view the chief executive transition positively and see it as a catalyst for further re-evaluation of the shares by the market,’ he said.

‘We see three priorities for Hampton: keeping operational performance humming, turbocharging the specialty food ingredients strategy, and broadening the shareholder base. We have some confidence that Hampton can deliver on all of these. A fresh start for Tate beckons.’

The shares were flat at 689p yesterday.

[essentialinvestor] 16/1/2018 14:20

Phil, in terms of many current valuations TATE still looks relatively cheap,
just imv.

If/when NAFTA uncertainty is removed, we will hopefully be nicely higher.

The flipside is if Trump throws some trantrum and withdraws from talks.
Whether he has sole power to leave is debatable, some say it would require
congressional approval. Congress unlikely to vote to leave imo.

Sucrolose pricing and FX also have a bearing.

[philanderer] 16/1/2018 14:05

I'm +2p on mine at the moment ;-)

[essentialinvestor] 16/1/2018 11:19

Added those back Phil @ 689.4.

TATE a very large USD earner.

[philanderer] 16/1/2018 10:42

Nice timing EI :-)


16th jan ShoreCap hold -
16th jan Liberum buy tp 850p

reiterations

[essentialinvestor] 16/1/2018 08:11

New CEO, sold a small amount.

[philanderer] 11/1/2018 13:45

Not a lot of blue on my lot today , just cigarette companies going the right way..... and LLOY :-)

[essentialinvestor] 11/1/2018 11:33

Trade tensions rising between Canada and the US.