Cranswick Share Discussion Threads

[m.t.glass] 13/2/2006 23:06

Cambium - I can see that by specialising (these days) as an animal medicines co (and its pig treatments might presumably involve CWK's pig farmers as prospective customers) LAC ought to be regarded as being in a good market. But if the management have been telling porkies to analysts and brokers it will be a long time before those analysts and brokers feel inclined to say anything supportive again. I haven't previously followed the stock and feel inclined to just leave it alone.

[cambium] 13/2/2006 15:13

any thoughts regarding LAC, MT?

[m.t.glass] 27/1/2006 21:28

The MACD lines above now look like they looked on 21 June last year, for what it's worth. Other factors and indicators differ.

[spaceparallax] 27/1/2006 17:32

Agreed, pretty much steady as she goes neither excitement nor alarm. presumably we'll see the share price settle in the lower 600s.

[m.t.glass] 27/1/2006 12:09

Cranswick Unlikely To See Upgrades -Analysts

Friday, January 27, 2006 5:12:22 AM ET
Dow Jones Newswires

0848 GMT [Dow Jones] Cranswick's (CWK.LN) trading update has figures which are in line with market expectations, "but there is nothing to get excited about" says an analyst. Another analyst agrees the update is unlikely to drive any estimate changes, despite a mention of "challenging conditions." He prefers Dairy Crest (DCG.LN). Cranswick +2.1% at 600p. (PBA)



- I was poised to launch a short term upbet if the news this morning looked exciting enough, but it didn't so I didn't.

[m.t.glass] 23/1/2006 17:41

"..This Market Report Plus focuses on the UK chilled prepared foods market, which comprises the following sectors: cheese, yogurts and chilled desserts, ready meals, delicatessen meats, yellow fats, pizzas, dressed salads, savoury pastry products, cream and other chilled prepared foods..."

Not going to be buying this report myself - but here's the link describing its contents


Companies Mentioned
- Arla Foods UK PLC
- Bernard Matthews Ltd
- Dairy Crest Group PLC
- Dairy Farmers of Britain
- Danone Ltd
- Geest Ltd
- Greencore Group PLC
- Kerry Foods Ltd
- The Kerrygold Company Ltd
- Kraft Foods UK Ltd
- Lactalis (UK) Ltd
- Milk Link Holdings Ltd
- Muller Dairy (UK) Ltd
- Nestle UK Ltd
- Northern Foods PLC
- Samworth Brothers Ltd
- Unilever UK Foods Ltd
- Uniq PLC
- Bel UK Ltd
- Cranswick PLC
- Galbani (UK) Ltd
- Kavli Ltd
- Onken Dairy (UK) Ltd
- S&A Foods Ltd
- S Daniels PLC
- Yeo Valley Organics

[spaceparallax] 16/1/2006 17:57

MTG,

Mr H looks like a candidate for the sausage machine.

[m.t.glass] 16/1/2006 12:59

Gone short for now.

[m.t.glass] 13/1/2006 21:12

Found this in a fruit & veg trade journal tonight:


Marcus Hoggarth, category manager for fruit at Sainsbury's, has announced he will be leaving the retailer to take up a position with Cranswick, a meat manufacturer based in Yorkshire. Hoggarth has been with Sainsbury's for eight years: "I joined in 1998 full-time and started off on the meat side, before moving into the fruit category around four years ago," he said, adding that he will be taking up his new role at the end of February.


Meanwhile, chart looks a bit stretched.

[spaceparallax] 06/1/2006 19:47

Cheers MTG,

An informative, authoritative post.

[spaceparallax] 05/1/2006 23:36

Evil,

I'm not sure that they compete in the same arena.

[evilwebby] 05/1/2006 18:09

Hmm. I'm not holding, but maybe this is significant:



"Sausages to beefburger group Canterbury Foods has called in administrators after its banks rejected a rescue refinance package."

Less competition?

[m.t.glass] 05/1/2006 11:15

Today's perkiness anything significant? I'm not aware of any news or upgrades.

[scotch broth] 11/11/2005 14:53

Watch birdflu swine feever etc.Likely to increase compliance costs in food sector.

[cambium] 04/11/2005 14:08

AB report on Monday, we could see some interest in where they are going to put all that cash. It would fit with there array of holdings. That spike of 1.8million shares still is yet to be explained too.

[m.t.glass] 04/11/2005 14:01

Not heard anything to that effect. Would not be surprised if someone does regard CWK as worth owning. Some day whenever. But with their mixture of agricultural and pets/petfood interests as well as foods, they might not appeal to a foods-only co in present form.

[cambium] 04/11/2005 13:50

You don't think that ABF could be on the march do you MT

[m.t.glass] 03/11/2005 22:49

Dunno. A couple of £80k trades went through at 10:45am and the price twitched then, but nothing obvious among the (declared) afternoon trades to explain all that later action. Yesterday's volume was biggest for 2 years (though mainly due to what look like big rollover actions?).

Edit: I see the company website has been redesigned, losing the images I previously used in the header. I am putting up a couple from the new site tonite and will rebalance the display later.

[cambium] 03/11/2005 22:26

What happened today :o)

[m.t.glass] 13/10/2005 20:03

Bought and sold at various times along the way. Not actually got any position right now, but that's a quirk of my portfolio balancing rather than a negative comment on the stock.

[cambium] 13/10/2005 19:19

still holding MT,

[mitzis] 12/10/2005 16:37

Another all time high..?