B.s.d Crown Share Discussion Threads

[cheeky13] 22/6/2015 20:30

here`s to Taylor Swift.

[hotfinance14] 22/6/2015 16:26

BSD crown up 20% today.

[moneyman18] 22/6/2015 15:38

Now we are HAPPY

BRING IT ON

[moneyman18] 22/6/2015 08:17

sellers at 18p

WTF how low will they take it ?

[waterloo01] 19/6/2015 18:00

Wilc up 6% on Nasdaq?

[moneyman18] 19/6/2015 16:37

MILLIONS WIPED OFF THE MCAP and only a couple of grand needed to do it

[hotfinance14] 19/6/2015 16:37

The return of Amir!!!

[amir kupervas] 19/6/2015 16:22

You're not wrong!

:-(

[moneyman18] 10/6/2015 10:23

why is the spread so wide ?

now looking weak ?

[cjohn] 03/6/2015 11:19

Everyone? I didn't. Nor would I on the basis of one quarter's results.

I take a slightly different view to the prevaiing consensus here. The company made a profit and shareholder's equity increased over the quarter. So the value of our share of Willi-Foods - on an asset basis - is slightly better than it was before the results.

Were the results good? No, they weren't. Were they a disaster? No, they weren't. Were they "shockingly bad". No they weren't.


We are told that the Israeli consumer is buying less food. They have all gone on a diet and there will be less fatness in Tel Aviv tthen his month. What I think the company want to say is that consumers are going for cheaper products and that this has hit some of Willi's premium products in particular.

[moneyman18] 29/5/2015 21:26

Could this be why everyone sold out at 22p

[waterloo01] 29/5/2015 16:01

Opp income down 67% to $.05m! Shockingly bad.

[moneyman18] 29/5/2015 15:26

Its a way of getting cash out of one pocket and into another

[waterloo01] 29/5/2015 11:05

Sladdjo, agree a terrible deal. Talk about value destroying.

Notice Granovsky has settled with Alpha bank, so dynamic changes once again.

[sladdjo] 29/5/2015 10:58

Terrible res for WILC. WLFD off accordingly. Trying to value this as a sum of the parts, I think that we have ~ $45m of cash (tho could be off as no idea of expenses) and 61.25% of WLFD and 2.29% of shares directly held in WILC (note that we recently bought them for $2m, based on y'day's closing price they could've been bought in the market for $800k!) 61.25% of WLFD ~ $29m, 2.3% of WILC ~ $1.5m, and $45m cash = $75.5m, or ~ £49m at 1.53 vs our curr mrkt cap of ~ £23m. However, considering we had $144m in equity/cash before Granovsky bought the comp and invested in WLFD, maybe we should be valued at ~ 1/2 our current assets lol :)

[waterloo01] 29/5/2015 10:09

$ and £ but still....

[landsker] 29/5/2015 10:06

so its 200 million in assets with a market cap of 20 million

that makes sense

[moneyman18] 26/5/2015 16:10

looks like its being sold down the river,

Stronger dollar weaker Share Price

[moneyman18] 26/5/2015 11:29

lots of shares being dumped at 22p

what is it that UK holds don't know ?

sell in may ?

[cjohn] 25/5/2015 11:08

And net asset value has gone up.

[waterloo01] 16/5/2015 16:19

G Willi results from a few weeks back. Not as bad as they might have been, still profitable and still with a lot of cash at hand.

[waterloo01] 02/5/2015 11:07

You sound certain. Wish I knew why!

[landsker] 02/5/2015 10:52

now is not a time to sell its a time to buy, this will be back at 50p, the question is when

[dncleaver] 01/5/2015 16:49

CW: Apology accepted. Actually, I never said or implied that the BSD accountants are doing anything illegal - On the contrary, I pointed out more than once that the practice of consolidating accounts IS in fact legal. My only argument is that, legal or otherwise, Consolidated Cash statements are extremely misleading!

[waterloo01] 01/5/2015 14:45

Indeed and why those that are in are still here, although not long ago they made a $70m odd investment that was an exceptionally bad buy, so who knows what they will do next, and I guess why the price is where it is.