Thorntons Plc Share Discussion Threads

[supasapi] 02/3/2015 18:03

the chart is truly depressing and a lesson to us all - if you had invested in May 2013 you would have seen your money more than double and then halved thus representing a total waste of time - I made money on it but not much after the great fall - is there anyone who did the timing well i.e doubled money then shorted it this time last year? hats off to them but it is a hard game

[maximillian1] 02/3/2015 13:47

From the Thorntons web site...jobs ... profile Richard Fine previous Cadburys...Handles Asda and Iceland Accounts....Expecting a very strong year..


103 products across all Asada stores....expecting a storming year...and they all buy " Fords " Asda shoppers.!!!!

[maximillian1] 02/3/2015 13:33

As said before ...not everybody can afford Hotel Chocolate....just the same as the Ford sell one hell of a lot Focus and Fiesta models....there is always a middle volume market....

Thorntons is the middle market.....and very good value...in the context of the product range..




They should plug there Toffee...which is very good... never see bags of that in the super markets... that would sell well...

[lauders] 02/3/2015 12:52

@ miti 1000 - Perhaps because everyone doesn't appear to have your taste buds?


Good growth in many grocery, convenience and high street accounts offset by underperformance in two key accounts

- Grew market share in Seasonal Specialities to 7.3% (2014: 6.4%)

o International sales grew 19.9% to GBP5.4 million (2014: GBP4.5 million)

-- Retail division reported 2.2% continued like-for-like growth (2014: 2.1%)

o Outstanding Christmas with December like for like sales growth of 7.8%

[maximillian1] 02/3/2015 10:26

RNS

Prudential ..up there stake..

[maximillian1] 02/3/2015 08:59

This is the day to hop on the this train....before we get to our next destination...platform 120....

Might be a slow ride at first..but you will look back and be glad you boarded today....

time to buy and a time to sell....timing is all....ask the Swiss..lol

[allstar4eva] 02/3/2015 08:58

The market seems to agree that the figures looked so bad! Pick out one negative and ignore many positives. Not enough to encourage me to buy back in again just yet but a good easter etc could see these climb. If you're going to be bearish far better for it to be at a pe of 15+ than one of 10ish imho...

[richf75] 02/3/2015 08:36

Given that we were up 15% on Friday, I'll take this reaction so far. TCG rose 5% the day before Q1 results recently and dropped about 10% on the day - I was fearing similar. Hopefully the worst priced in now as others have said.

[clocktower] 02/3/2015 08:25

Trouble is the prospects look poor so surprised this has not fallen further today.

[funkmasterp12] 02/3/2015 07:53

Anyway that aside - half year. Pretty bad, but as fozzie says above I think a lot is in the price now. It does reflect what I've always thought though which is that the sustainability of the FMCG business will be extremely tough.It tends to go in cycles so they could end up having a good year again next year, against soft YoY comparables. You could consider a punt on that given the bank are propping this up and it won't apparently go bust any time soon, but it would be enormously risky.

[funkmasterp12] 02/3/2015 07:50

Blonde - let me clarify this, you ramped this for months being incredibly rude to myself and any other poster who dared to challenge the company, yet you lost money on it?No wonder you're out of the markets! Not sure this is the game for you.

[anusol] 02/3/2015 07:48

FMCG is the backbone of their strategy. It's failing. Their destiny is now at the whim of the supermarkets who are caught up in their own war - can't feel anything positive to be honest.

[fozzie] 02/3/2015 07:36

Not as bad as I was expecting. Drop in revenue and profit well flagged and should be in the price. Some parts of the business doing well, pity they didn't say how much the substantial private label deal was for and shouldn't they have rns'd that order win separately.

[shanklin] 02/3/2015 07:33

It would be interesting to know whether the relationships with the two key grocery accounts have improved at all.

[blondeamon] 02/3/2015 07:15

As I said very bad results, debt from 20m to 31m in a year where profits and sales fell significantly. Pensions horrible too. Fmcg the main issue now, elsewhere things better than last year.

"The difficult trading conditions in our UK Commercial sales have persisted into the second half. Ahead of our key spring seasons, we continue to be cautious in our expectations for the full year."

[blondeamon] 02/3/2015 06:49

Only losers blame others for their shortcomings, I was positive then because it was All good news a year ago. The past 8 months THT had all sorts of disasters with warehouse issues and more, that's their fault no one else's.

Only morons stay positive when things change to the worse. I don't hold and don't plan to btw, no matter the price as I am out of the market for months.

[lauders] 02/3/2015 00:51

Well I am with those who think blondeamon lacks "class" and could be taken as a serial ramper when he held and has now turned so we can all see his other face! Still he might be right and I am sure he did learn a valuable lesson. Wish I did! But I bought as a long-term recovery play and it is turning out to be just that at the moment! I hope something good will come out of today! When I travel I am surprised by the lack of THT chocs in the duty free shops of the world. I am surprised they do not have a good presence in this market and hope that will change one of these days. Jonathan Hart seems to have gone from a "saint/faultless" to someone not so "likeable/trustworthy", rather like blondeamon on this BB LOL!

PS. Isn't the bad news factored into the price now and if the results are going to be so dire why did we bounce so nicely on Friday? I hope both of these are points that are in our favour later today! Will soon find out. GLH!

[rob_white1] 01/3/2015 23:25

Blondeaman those quotes from Hart were taken from the January trading statement. It's not looking great but fingers crossed for some positive news tomorrow

[allstar4eva] 01/3/2015 22:35

It's funny when you were a holder you went over the top with the positivity now a non holder you go the other way with the negativity too!

[allstar4eva] 01/3/2015 22:33

So easy to be positive when you hold and negative when you don't isn't it? That's why everyone should DYOR. No probs with posting the negative article - that's useful. Yes by all means post what you like it's just that posting "it looks bad..." just lacks class imho... Would you buy back if it hit the 50's? Do you have any intention of buying back at all? If you do then posting one liners such as the above makes you look bad imho.FWIW I have had no position here for some time and made good profits here so it isn't sour grapes.