Barr (a.g.) Share Discussion Threads

[philanderer] 03/2/2022 17:10

Uncrossed (UT) at 538p

[essentialinvestor] 03/2/2022 16:34

Should have added a few more sub £5 as BAG retraced the bulk of the post trading
statement pop. Cautious on wider markets atm, but that's just excuse making for
dithering.

Anyway good to see.

[spectoacc] 03/2/2022 16:26

Def is. Don't know how t*ts like Barclays can come up with broker notes like that. Underweight = Sell, so when it's trading at £5, they say it's worth £5.17, but to sell it.

The next day the market catches up on the 2nd consecutive outperforming t/s and it's £5.45.

[essentialinvestor] 03/2/2022 16:12

Nice and overdue.

[spectoacc] 03/2/2022 15:57

Market was weirdly slow on BAG yesterday.

[spectoacc] 03/2/2022 11:15

Barclays muppets going to have to increase that target.

[philanderer] 03/2/2022 11:13

Nice follow through this morning. Chart resistance points to 534p

[philanderer] 02/2/2022 16:50

Up on some nice volume today.

[philanderer] 02/2/2022 13:37

BARCLAYS RAISES AG BARR PRICE TARGET TO 517 (500) PENCE - 'UNDERWEIGHT'

[spectoacc] 02/2/2022 06:54

Thanks @philanderer. Market seems to be looking ahead to cost pressures rather than behind to outperformance, but in that case there's a whole bunch of co's should be weaker than BAG.

Edit - and a weak u/g from Barclays today, from 500p to 517p.

[spectoacc] 01/2/2022 15:43

Nibbled a few more, keen on BAG.

[philanderer] 01/2/2022 14:11

Darren Shirley, analyst at Shore Capital, said: "Management has previously highlight the inflationary pressures, particularly across packaging and energy costs, which have come through as expected.

"However, we are pleased that through a combination of cost control and price adjustments such known pressures have been covered, though potential headwinds remain. Looking into the 2023 full year, we highlight CO2, fruit and recycled plastics as areas for management to keep an eye one [and are] normally difficult to hedge, alongside the general wage inflation that remains prevalence in the system.

"We reiterate our view that AG Barr is a very high-quality business with an excellent management team."

AG Barr, which is due to publish full-year results on 29 March, is a house stock of Shore Capital.

Sharecast.com

[philanderer] 01/2/2022 11:07

Good update. Ignored by the market.

[spectoacc] 01/2/2022 08:06

A slight improvement even on the upgraded Nov. Been trying to buy but no decent size available low.

Cost pressures being managed.

[essentialinvestor] 26/1/2022 14:18

Hoping the Funkin brand can really gain traction and take share.


Broadening out in to oat milk less sure of, serious competition and space
looks increasingly crowded.

[spectoacc] 26/1/2022 14:06

Be surprised if much has changed since the end-Nov t/s, but is possible the outlook will be cloudier on cost increases.

More than happy to hold here - feel more secure with BAG than others.

[essentialinvestor] 26/1/2022 12:53

Inflationary headwinds may be weighing?, manufacturing, labour costs etc.


Any thoughts ..

[spectoacc] 10/1/2022 14:28

Averaged up last week, been drifting down since the t/s spike but plan to add on weakness. It'll be either consolidator or consolidated eventually IMO.

[philanderer] 10/1/2022 14:19

IRN-BRU Manufacturer AG Barr Goes Electric With Jungheinrich


Leading soft drink manufacturer, AG Barr plc, based in Cumbernauld, Scotland has partnered with intralogistics expert Jungheinrich to support their sustainability goals.

To facilitate business growth, AG Barr established the need to renew their forklift fleet across their warehouses in line with their sustainability and health & safety objectives. AG Barr has entered into a long-term partnership with Jungheinrich to introduce a new 70 strong forklift all-electric fleet this year.


pandct.com/news/irn-bru-manufacturer-ag-barr-goes-electric-with-jungheinrich

[philanderer] 14/12/2021 11:31

BARCLAYS REINITIATES AG BARR WITH 'UNDERWEIGHT' - PRICE TARGET 500 PENCE

[philanderer] 13/12/2021 14:03

54,166 @ 532p has perked this fella up ;-)

[philanderer] 07/12/2021 00:53

AG Barr/MOMA: The quiet M&A machine moves on to solids

The deal will not move the needle for the drinks group this year or next, but the 15-year-old porridge maker is growing fast

[philanderer] 07/12/2021 00:32

Out of cola tonight so I ried a rum+Irn-Bru , very nice too :-)

[makinbuks] 06/12/2021 13:59

Yes reminds me of when Guinness owned Burger King. The logic was they were expert in brand development but it didn't last.