Accrol Share Discussion Threads

[essential] 09/4/2021 14:03

and wet wipes.....essential items and defensive

[dr biotech] 09/4/2021 08:42

Implication I read as this could go from 9-5 to 24/7 production over time. Plus increased efficiencies. Seems like a great addition.

[zipstuck] 09/4/2021 08:27

Most interesting thing was the new machinery and spare capacity. Management is astute.

[essential] 09/4/2021 08:22

Topped upon this acquisition news

[mfhmfh] 09/4/2021 08:18

great acquisition for a good price and in a fast growing market. IMHO.

[this_is_me] 09/4/2021 07:19

They got that acquisition on the cheap; presumably a retirement sale.

[stevieweebie2] 07/4/2021 09:58

the 200DMA tells its own story

[leadersoffice] 01/4/2021 19:58

Does this share ever move ?

[masurenguy] 30/3/2021 07:28

Gresham House have increased their stake by 15.5%.

[paulo435] 25/3/2021 16:37

Interesting, Bloomberg article .. “ The world really doesn’t need more toilet paper problems. But unfortunately the biggest producer of wood pulp -- the raw material for products including bath tissue -- is warning that the global crunch in shipping containers could start creating supply snags. Suzano SA primarily ships its pulp in cargo vessels known as break bulk. With demand surging for ships that carry ribbed steel containers, the squeeze is starting to spill over to break bulk and threatens to delay the company’s shipments, Chief Executive Officer Walter Schalka said in an interview. Of course that’s happening at a time when demand for residential toilet paper has gone way up and consumers have taken to stockpiling and panic buying. Schalka is concerned that the shipping problems are going to snowball and only get worse from here. Significant disruptions to the pulp trade could eventually impact supplies of toilet paper if producers don’t have ample inventories.“

[masurenguy] 23/3/2021 19:11

Well 96% of that was either a rollover or an organised Buy/Sell transaction between 2 institutions.

[mfhmfh] 23/3/2021 17:55

huge volume today

[this_is_me] 18/3/2021 22:40

We do not know how many they bought this week; we only know that they went from below 3% to 3.86%. Even so they managed to do so without affecting the price.

[mfhmfh] 18/3/2021 15:53

good to see Gresham House Asset Management have bought 3.86%

[paulo435] 10/3/2021 18:27

Cheers Stevie, let’s see if others quickly follow suit

[stevieweebie2] 10/3/2021 14:17

And here it is, interesting times. yet there no inflation ;) Https://www.tissueworldmagazine.com/world-news/the-navigator-company-announces-tissue-price-hikes-2/?elq_mid=5315&elq_cid=1776070

[stevieweebie2] 26/2/2021 09:52

There will be an Industry wide increase on finished product at some stage as pulp/oil/energy/papermaking chemicals are all up 10% minimun for 2021. when this happens we will rerate here.

[this_is_me] 25/2/2021 22:48

Don't forget that the £ has been going up relative to the $ making the companies imports cheaper,

[jk46664] 25/2/2021 17:58

Plenty alternatives - Wepa/Essity/Task/Sofidel ? Don't forget that Wepa have a new mill with 65k tonnes of tissue to sell next year- they will need to find customers for that.

[arbus5000] 25/2/2021 17:13

mondi are considering a bid for DS Smith according to news outlets

[masurenguy] 25/2/2021 15:45

Since Accrol are the proven manufacturing low cost own-brand supplier, with very few alternatives who can compete with them on reliability and price, what are their other options ?

[jk46664] 25/2/2021 15:26

Anyone considered that the worldwide price of pulp has started to increase recently ? Will be interesting to see how Accrol will get price increases from the likes of Lidl / Aldi.........

[arbus5000] 19/2/2021 06:01

its painful but you would think a bigger plant would lead to increased economies of scale

[cyberbub] 19/2/2021 00:34

£20M admin costs p.a.!! :-o