Cadbury Schweppes Share Discussion Threads

[sack of spuds] 30/7/2007 15:52

space well done you..but for a such a high flyer why are you on this board and not at your country retreat?lol

Sadly i dont think the omens look good for cadbury.
big fine ....hits uk sales via the image again.= profits squeezed in uk.
failed sale of drinks = demoralisesd unloved drinks teams = lower profits w/wide
flood damage at sheffield = shipping manufacture overseas could = high short terms costs = lower profits.
so i think this has much further to fall, and it could be a bad time for the next 12 mths for this C/S board.imho

[spacemoggy] 30/7/2007 11:13

As a trader i'm not that interested in fundamentals, i work more off the chart, been in and out 5 times in the last few weeks, and made some nice money, grabbed 16 points this morning, could have neen more, but i had to go out, so took the money that was on offer...Rick

[wad collector] 30/7/2007 11:06

That short was a good call.Presumably this fall is all about the debt market.I'd lend them a few quid myself but...

[spacemoggy] 17/7/2007 08:56

The bit with the chart at the top, it's falling, and a lot further to fall imo...i'm short...Rick

[basbas] 17/7/2007 08:54

where is the market going with this if Blackstone et al take the drinks side at £7.5bn+, Cadbury say sale is tax efficient at cost less than 5% this leaves residual for Chocolate Business at £6bn when it values at £10bn plus.
Which bit of logic am I missing here

[wad collector] 16/7/2007 21:16

£1 Million fine draws a line under this salmonella story .Could have been worse , unlikely to have been better once it reached court.More unquantifiable is the cost to image.Less than the cost to Perrier and its Benzene contamination I suspect.Probably has no effect on soft drinks value at all - doubt consumers associate the two - one good reason for having more than one brand name.On with the bidding war...

[kiwi2007] 04/7/2007 11:54

WILLY WONKA has been fined £75,000 after rats were discovered inside his magical chocolate factory.

In court Wonka had claimed the rats were highly-skilled employees who were able to retrieve lost children from ventilation system.

His lawyers then insisted the rats were actually the pets of the Oompa Loompas, Wonka's army of cheap foreign labour.

But Justice Finch-Hatton ruled that the Wonka factory was "seriously deficient in terms of health and safety" and that Wonka "occupied a strange fantasy world, seemingly oblivious to the regulations governing the manufacture of confectionery".

It's the latest setback for the multi-national chocolate empire. Wonka is fighting four separate legal actions after a factory visit last year by a group of prize-winning children ended in serious injury and illness.

Augustus Gloop, a nine year-old German boy, contracted a rare form of food poisoning and is now paralysed down his left hand side, while British schoolgirl Veruca Salt was beaten unconscious by angry squirrels.

Wonka said he was considering an appeal adding: "The rats are my friends. How could I ask them to leave? They have kindness in their hearts.

"Unfortunately they also carry botulism in their lower intestines."

[sack of spuds] 21/6/2007 14:31

Wad
i guess the merger was needs must...cadbury cash and schweppes management?
now its a similar story stay as you are and you are doomed.
interesting article...poor Times comparison with hershey i feel.
a) hershey is owned by an orphange. hershey has fingers in everything from ice cream to pasta to drinks to chocolate.But it cannot be taken over as its owned by the orphanage.
also it is a one trick poney only the usa as a major market.
b) amazing a 10 % margin is criticised. blimey i wish i could get that on my savings!!
c) "But the debt levels of Cadbury's, certainly by the standards of private equity, remain cowardly low."
i remember when gearing was all the rage ,then it became unfashionable. now its fashionable again??? Never invest or borrow on fashion.
c) but braodly i would agree with the times article although which newspaper writer/scribe ever ran a major company.... i wonder...they talk a good talk.
yump
like the saying...so true.

[wad collector] 20/6/2007 18:21

Another perspective :

[yump] 20/6/2007 18:02

What's that saying ?
"Big companies can only get smaller"

[wad collector] 20/6/2007 17:50

SOS , part of the irony of all this,from a 40yrs at Cadburys family , is that we remember the job losses when Cadbury merged with Schweppes.Ah well, what goes around...

[yump] 20/6/2007 14:50

sos
Yes, bit of an iffy day trying to fight some website code.
Sitting down one minute and then turned green and my shirt started splitting
;-)

[sack of spuds] 20/6/2007 13:12

lol yump...are you having a bad day? who are you having a rant at i thought most posters on here were pretty well balanced compared with most notice boards
wad
i think the announcements are in two bits both planned and unplanned.
having looked at c/s for a while. imho
a) planned
the company was always going to have to change or be taken over.
too many brands over too many areas = recipe for assest stripper/private capital i.e. drinks and choccies were managebale but add in gum and sweeties (trebor) and its all getting too big and difficult to promote/support/margins.
they tried for 5 yrs + but it hasnt grown the margins like they wished.
drinks were always the ones to go first.they tried some years ago to do it. then sweeties...gum and chocs are where the margins are.
b) unplanned
the uk salmonella scare/recall.... then the eho prosecutions which are just happening around now by coincidence.but at the end of the day will mean little in the long run to the brands.
then we have peltz stepping in and obviously thats crytsallised the boards plans.So they are doing it all at once to stave him off. but you are right its all happening at once.
then having raised all this cash minus restructing costs etc = buying companies or giving it back to shareholders.
thats my view for now.

[wad collector] 19/6/2007 12:52

Gosh there's a lot happening here at the moment.Lots of statements , each one of which might have significant effect on share price Hard to believe CEOs claim that Peltz was not the cause of him announcing the breakup 2 days later!
Trading update ,New Swiss contract in the middle of these announcements,Redundancies,Closures,Sale not demerger,Interested parties,The unresolved salmonella fine.
My guess is that the analysts cannot get a consensus on the predicted effects on the share price this morning and hence very little change.Their hands are in the air "Dunno Boss".

[wad collector] 14/6/2007 21:44

Excuse my ignorance , and I'm always happy to believe a cynical point of view, but doesn't it just show that there was a lot of buying and selling when the price started to rise ?
If that is the case it just shows that sharp price rises excite market activity.It doesn't necessarily imply insider knowledge .Or am I a derr--brain and missing something obvious?

[sllab101] 12/6/2007 22:30

Just add this.No insider dealing.

[sllab101] 12/6/2007 22:25

Cadbury may get bids for U.S. drinks unit Friday