Cadbury Schweppes Share Discussion Threads

[montyhedge] 07/9/2009 09:37

Some analyst saying they will have to pay nearer £10 to get this company, Buffett has a stake he won't sell out below £10. Lots of money to be made for the abritrage boys.

[montyhedge] 07/9/2009 09:35

NESTLE WILL OFFER 875P.

[fewdollarsmore] 07/9/2009 09:29

Hello,

I am right in assuming the bid at 10b is approx 30% above current market price or is there something I am missing?

[ruethewhirl] 07/9/2009 09:25

Looking at the chart, I'm sure there would've been a few shorts around the 600 level. Ouch.

Congrats to CBRY holders.

[shush2] 07/9/2009 09:25

CBRY keeps on rising it's now heading towards £8.00. They are now waiting for better offer will have to wait and see.

[sandbank] 07/9/2009 09:23

NSPAL: Cheer up ..."There's many a slip..."

[nspal] 07/9/2009 09:12

Having sold at a profit earlier this of course is announced on the very day I was due to buy my old holding back in an ISA wrapper. One door closes ..... and the sound of it slamming in my face is still ringing in the ears. Good luck to all who stayed on the boat.

[sandbank] 07/9/2009 09:11

BARNIEBEAR: Congratulations - you are truly clairvoyant.

[what is a login ?] 07/9/2009 09:08

I always have mixed feelings when a share I have held for years and years gets knocked out of the market. I hope the offer by Kraft is inidcative of certain UK blue chips being undervalued*. I'm also glad to see the takeover offer was promptly rejeected. (*I see Whitbread having a mini-surge today).

[tr65] 07/9/2009 09:03

Strange lack of interest here, eh?

[careful] 07/9/2009 08:58

a bid for 745 per share and not a comment on this thread.
i had to break the ice.
looks like a good day.

[barniebear] 31/7/2009 07:37

Time to move on methinks!!

[barniebear] 29/7/2009 18:29

BP

Panure Gordon has a buy and 645p target for Cadbury

I bought loads today but as per usual i dived in tooooo early!! However i am still a few bob up at the moment shall i count my chickens @ £6.45 Hmm perhaps NOT!!

[bottompicker] 29/7/2009 16:31

lol, fair enough lol

[barniebear] 29/7/2009 08:28

P/E of 16.7 - how can this be good value?

On the surface no but factor in increased earnings & the OLD rumour of a T/O north of £8!1 BTW I have been in & out of CBRYs for the past 20odd yrs & this rumour of a T/O has been circulating for at least the past 10yrs!!But worth holding just in case IMHO!!

[bottompicker] 29/7/2009 08:22

P/E of 16.7 - how can this be good value? (need educating on why people buy high P/E companies)

[wad collector] 27/7/2009 09:45

What a sizzling BB !


From yesterday Sunday Telegraph:



Cadbury issues its first-quarter results on Wednesday and there should be no nasty surprises for the market after a detailed trading update last month.

Growth is expected to be strong, with analysts pencilling in sales growth of 11% as the company benefits from new product launches and like-for-like growth of 3.5%. Operating margins are also expected to be strong but the company has said that most of its margin improvement will happen in the first half, so there may be some easing in the second half of the year.

There are also persistent takeover rumours surrounding the stock but a good performance could be an argument for the group remaining independent. Ahead of the numbers, shares are a buy at 560.5p.

[barniebear] 13/4/2009 08:01

I heard it somwhere on the TV that in parts of the country Easter Eggs have run out!!But then this story surfases every year!!

[yump] 09/3/2009 09:49

They're not that strong, otherwise the threat from the US investors (partly due to choc not being particularly profitable) would not have caused wholesale panic within the company and a set of cost cutting measures, including moving a load of production to Poland. Which has turned out to be nice of them, given the current employment climate. One of the supposedly most stable businesses being unable to maintain its UK manufacturing base employment.

If had been a steelworks or a coal mine there would have been all manner of protest.

(ps of course there's been enough money around to blow on daft adverts - but that's always been the case - they're obsessive about market share)

(pps looks like Midas been reading some PR)

[brimal] 06/3/2009 09:10

when people are happy or want to celebrate they buy chocolate, when they are sad or going through a bad patch they buy chocolate, when they want to diet and stay off the chocolate they chew gum. cadburys is a strong company with good management, looks like a no-brainer to me, good defensive stock whatever the rest of the market is doing. other stocks have dropped a helluva lot more than this one

[septemberclues] 25/2/2009 17:06

looks undervalued

[dylanrab] 10/2/2009 20:59

Full Year Results 25 Feb 09
Interim Management Statement 30 Apr 09
AGM 14 May 09 (provisional)
Trading Update 18 Jun 09 (provisional)
Half Year Results 29 Jul 09 (provisional)
Interim Management Statement 26 Oct 09 (provisional)
Trading Update 15 Dec 09 (provisional)

[wad collector] 22/1/2009 11:50

FROM MIDAS at the w/e

The Romans aimed to keep their citizens happy with bread and circuses. Stockbrokers of days gone by adopted and adapted this idea, suggesting bread, beer and burial shares would serve investors well whatever the economic environment.
But life is rather more complicated today. Food producers have to cope with high energy prices, volatile raw material costs and extremely demanding customers in the form of big and often bullying supermarket chains.

Brewers have to cope with the UK's increasing predilection for imported bottled lager and wine. Pub chains are competing against off-licences and supermarkets for drinkers' custom. And funeral businesses say fewer people are dying each year.

Nonetheless, some companies in these areas have enduring appeal. They are selling products and providing services that customers want, they are led by robust management teams and, importantly, they are focused not just on coping with the present but expansion in the future.

Cadbury is a typical example of the breed. The company makes some of the best-loved chocolate brands in the world, including Flake, Creme Egg, Crunchie and Dairy Milk. But it is also involved in fast-growing areas of the confectionery market, such as chewing gum, where it makes the Trident brand, and trendy, premium products such as Green & Black's organic chocolate.

The confectionery market is worth almost £100bn worldwide and Cadbury has a number one or number two position in 20 countries that are among the world's largest consumers of sweets, chocolate and gum.

Group sales were £5bn in 2007, almost £5.7bn are expected for 2008 and revenues for 2009 are forecast at more than £5.8bn.

Pre-tax profits are growing fast, too. A figure of £580m is forecast for 2008, up 27% from 2007. A dividend of 16.4p is expected for this year, up from 15.5p.

Chief executive Todd Stitzer confirmed last month that the business was making good progress, despite the difficult economic conditions. He has been at the helm since 2003, during which time Cadbury has developed and flourished.

An energetic leader, Stitzer is focused on improving Cadbury's profitability considerably over the next three years and there is a programme in place to achieve this goal.

He has already made significant changes. Cadbury traces its roots back to 1824, when it was founded by John Cadbury. Having developed into an international confectionery business, it then merged with Schweppes in the Sixties.

But after buying Adams Confectionery, a company with particular strengths in the chewing gum market, Stitzer sold the bulk of the drinks division last year and the group became plain Cadbury again.

On Christmas Eve, the company announced the sale of its Australian drinks business to Japanese brewer Asahi for £550m. This will reduce borrowings substantially, leaving the group comfortably placed for future growth.

Midas verdict: Cadbury shares have come down from 721p to 574p over the past year, largely reflecting market conditions. There is concern that cash-strapped consumers will trade down from branded products to own-brand goods. That may affect larger food purchases, but is less likely to have an impact on Cadbury's end of the market. At the current price, the stock has considerable long-term potential. Buy.

[slapshot] 08/1/2009 14:03

not many people posting on here..just bought a bar of chocolate...do you think the shares might go higher..oops it was a bar made by nestle