Accrol Share Discussion Threads

[scemer] 31/5/2022 15:54

Yes trading update and instis increased

[this_is_me] 31/5/2022 13:52

There is a hint that the share price is moving upwards.

[arbus5000] 17/5/2022 08:08

it must be down to the boots news :D

[nicd] 17/5/2022 08:06

Nice surprise

[mfhmfh] 20/4/2022 14:23

Good for ACRL? hxxps://news.sky.com/story/boots-to-stop-selling-all-wet-wipes-containing-plastic-by-the-end-of-the-year-12593485

[sahina123] 07/4/2022 07:12

https://tools.eurolandir.com/tools/Pressreleases/GetPressRelease/?ID=4085439&lang=en-GB&companycode=uk-acrl&v=

[p1nkfish] 06/4/2022 10:49

Good to see it holding up.

[arbus5000] 06/4/2022 10:45

its unfortunate that this stock and company attracts so many puns - i've met some of the employees and they are incredibly hardworking and decent. The investor relations guy must have heard them all though :/

[stevieweebie2] 06/4/2022 10:29

No one is absporbing price increases anymore which will soon become apparent, however your last sentence is quite correct AB, look at the size of the cores in some of these rolls lol, you could slide them over your car axle ;) and yes GSM/SPR Micro embossing all tricks being played out to sell you less for more in order to make a margin.

[arbus5000] 06/4/2022 10:04

i think acroll became a supplier to poundland thru the LTC acquisition. the discounters may be absorbing the cost increases, so that they are a loss leader: a bit like what milk is for supermarkets. if they are not passing on the price increases, then either they are taking a hit on margins, or may ask for an inferior product, less sheets per roll, lower ply etc

[jk46664] 04/4/2022 10:16

A Tissue insider tells me that in order to survive most tissue companies will have had to apply increases of at least 30% since the start of the year. Seems however that retailers, whilst accepting cost increases from suppliers are not increasing their retail prices accordingly due to competition pressure so that may explain the B&M/Poundland position.

[jk46664] 04/4/2022 10:16

A Tissue insider tells me that in order to survive most tissue companies will have had to apply increases of at least 30% since the start of the year. Seems however that retailers, whilst accepting cost increases from suppliers are not increasing their retail prices accordingly due to competition pressure so that may explain the B&M/Poundland position.

[justiceforthemany] 01/4/2022 15:03

Accrol seem to be the main supplier for B&M and Poundland. Prices in store are 10-20% higher than previous, enough to cover costs?

[arbus5000] 30/3/2022 15:11

thats right, the price is not far off from the horrible lows before, so baring any further snafus the downside is limited. The UK stock market remains undervauled also. I wouldnt have more than 5% of my portfolio in it though in the interests of diversification. its a tough market over-all!

[stevieweebie2] 30/3/2022 13:52

No bother AB :) I put 10k in at 21 just as a line in water so not a serious amount as im still a little torn, parent reels costs are at record highs yet they are very busy so they are geting the paper but at what cost and whats the margin? still, 20 seems to be a decent bottom so I may top up if it hits it again.

[arbus5000] 30/3/2022 12:57

i'm sorry, i cannot hope to match your experience, but am happy to chime in with some outside the box (or paper-mill) views :D I do still retain a small shareholding, but have sold done some of my shares in Mondi PLC & Stora Enso.

[stevieweebie2] 30/3/2022 09:09

LOl arbus No offence but having read your last two posts I can tell you never stepped one foot inside a Papermill ;) as I said no offence but its just lightened my day.

[arbus5000] 15/3/2022 16:58

the ability to pass on prices will depend on the availability of alternative products, but it looks like the same price pressures will impact all producers/converters. I would imagine that given the low density of the final product, transport costs would also have a high proportion on the total price/cost, and this is an advantage given Acroll's location in a large catchment area, with good acccess to the M6 motorway. I bought some toilet paper off amazon a few months ago, it was cheap, but was shipped from one of their EU warehoueses i beleive (!!!) There are also plenty of raw materials in the local area (reclyclables?) so maybe they should look at making their own parent reels - this makes more sense than the FX hedging that went on a few years back, and is more environmentally friendly than using virgin pulp out of finland or sweden etc

[stevesham] 14/3/2022 16:20

I have one worry about their ability to pass on price increases, I work in the industry and I am getting letters now advising or increases on finished goods anywhere between 20% and 50% Raw material prices increasing by up to 50% per tonne, UPM strikes in Finland at Papermills, the outlook is looking quite grim This is not just from one factory but from many so Accrol will be impacted, I just hope they can pass the rises on quickly enough, other thing is, we will all be paying a lot more too!

[arbus5000] 14/3/2022 16:01

Accrol should open a toilet roll emporium in a town centre to sell high end product - the margins would be huge i imagine.

[scemer] 14/3/2022 10:35

Looks like we've just saved £6.8 million then

[scemer] 14/3/2022 10:34

Looks like we've just saved £6.8 million then

[livewireplus] 11/3/2022 15:20

I'd start taking Imodium :-)

[this_is_me] 11/3/2022 14:17

Everyone needs toilet paper; more so than gas! How much would you pay if you had none left?