The Food & Drink Group Share Discussion Threads

[jeff h] 07/12/2006 08:35

A stonking performance, achieved all I was hoping for and more besides.

The recent 2007 Forecast of £1.37m pre tax and 26.2p EPS (and no Div)
will have to be revised to something like £1.5m+ pre tax and 30p+ EPS

Making good noises about all round growth as well.

Worth at least £3 at a minimum I'd say now.

[[e-mail]] 07/12/2006 08:08

vern

up to £ 2,00 and its only 10 past 8

[[e-mail]] 07/12/2006 07:50

vern

well done new we could rely on y,
i think we will loose a few freinds @ £2.00 dont leave now y will be sorry

[cockneyrebel] 07/12/2006 07:36

29p eps adjusted, pretty impressive! :-)

CR

[tedg41] 06/12/2006 15:23

A good rise today!

[spekky] 06/12/2006 12:21

Welcome to our little club,how did you spot it or have you been keeping an eye on it for a while?Looking fwd to seeing this well up the advfn leader board tomorrow.

[cockneyrebel] 06/12/2006 11:24

In today - look exceedingly cheap imo.

Fwd PE about 7 and they say they are significantly ahead on this year? I presume the Peel Hunt note @ 22p eps for the results tomorrow is after guidance from the company after the trading statement.

Can see these getting a major re-rating myself - fwd PE of 12 wouldn't be overboard - that's £3 a share if that was the case.

CR

[[e-mail]] 06/12/2006 10:09

vern

predictions working out well just the start of something big

[spekky] 06/12/2006 10:05

Not much showing yet,perhaps an MM tactic to tempt some weak holders,or maybe they have a buy order to fill,times like this I wish I had level two...oh well.

[spekky] 06/12/2006 09:00

Now up 8p and you begin to think its a bit more than your average punter getting involved.

[spekky] 06/12/2006 08:27

Up 3.5p (at open)nice,......wonder if there's a delayed trade not showing,usually that only happens when its well above NMS.Still , the cats out of the bag tomorrow,which could bring unwelcome attention.Yes,like all long term holders I look forward to some action on the share price but,I'd like to see FDG grow and not be taken out by a predator ( Gondola Hldgs/Restaurant Grp etc being particularly aquisitive).

[jeff h] 05/12/2006 18:47

and a MM Buy at the end of the day augurs well for tomorrow

[spekky] 05/12/2006 16:58

Luv the smell of bread rising.

[spekky] 05/12/2006 14:59

Wonder if it was Hargreave Hale Ltd.Todays rns seems to suggest it might have been.Roll on Thurs......

[santangello] 04/12/2006 23:08

I agree £86k plus is what I call a punt!
And a good broker, he paid less than the 5k buy ahead of him....nice.

[spekky] 04/12/2006 19:00

50k at1.73p (16.01),now thats a serious punt,be lucky whoever you are.

[spekky] 04/12/2006 08:35

Lets hope so,Jeff.The market would take it to mean FDG was a serious investment and not just a punt.Not holding my breath though........

[jeff h] 03/12/2006 14:49

spekky - I reckon the disposal has increased the chances of a dividend which
you've hoped for being declared

[spekky] 01/12/2006 16:16

Yep, not complaining but, I dont understand the 2% hike on such low volume.When it hits the spotlight next thurs it should go into orbit.AND,theres just been a late nibble at 1.75p so the fish are taking the bait,luverly.

[[e-mail]] 01/12/2006 16:03

vern

on the runway

[santangello] 01/12/2006 09:56

MMs protecting their position pre-results.

[spekky] 01/12/2006 09:22

I think todays spread (5p @ 09.20) will put buyers off.Not sure what the MMs are up to (skullduggery)

[glasshalfull] 30/11/2006 16:46

spekky,

FWIW I believe that Peel Hunt have maintained forecasts which I included in my marathon post a fortnight ago, namely they upgraded the PTP figure from £1m to £1.18m.
Here's a note of their forecasts

KBC Peel Hunt

Year ending 9/06
PTP - £1.18m
EPS – 22.43p (PER 7.5)

Year ending 9/07
PTP - £1.37m
EPS – 26.2p (PER 6.4) - 16% increase on 2006 estimates.


Look cheap to me, everything considered.


Regards,
GHF

[glasshalfull] 30/11/2006 16:26

Snippet from KBC Peel Hunt on today's news:-

"FDG has sold its one remaining restaurant, Canyon in Richmond, for £1.2m, as well as Henry J Beans in Camden for £0.2m. Profit on disposal is £0.5m.
These proceeds, which are very significant for a company of this market size, are to be used for expansion of the core bars business.
FDC is on a lowly multiple of 6.4x earnings for the year to 9/07."


Regards,
GHF

[spekky] 30/11/2006 08:41

I hope the "ongoing expansion" will lead to some kind of statement that they intend to double or treble the estate within three to five years.Still not sure what their plans for HJB might be.Looking forward to some bullish news as much as the actual results ( which we all know should be circa 1 mill profit ).Pleased that they are reporting next week,to have missed the ten week deadline would have been a big black mark in my book.