Cranswick Share Discussion Threads

[philanderer] 02/10/2019 00:26

'Blackfriar: Cranswick brings home the bacon'

[philanderer] 17/9/2019 08:02

Liberum. BUY. TP 3300p. Up from 3100p

[cashflow101] 07/2/2019 11:36

Benson,do you mean burnt sausages ?

[benson384] 07/2/2019 09:55

Overdone ?

[pugugly] 07/2/2019 09:46

No 4 top list faller and no comments - Anyone still following?

[countryman5] 25/6/2018 17:01

Droughts around the world, including Russia. Poor wheat harvests leading to MUCH higher pig and poultry feeds. How much extra will customers pay for their 'white meat'?

[mayzerg] 04/6/2018 17:26

hxxps://helpingthelittleguy.com/cranswick-rewarded-investors-with-a-22-dividend-increase/

[jg88721] 22/5/2018 09:24

why does this company get no love on these boards?

Another stonking report - lfl revs up 12.7%, margins up, adjusted profit before tax up 22%, eps up 19.9%. CWK have nmoved from a small net debt position to a net cash position, with record levels of capex for growth, a 20% increase in dividend, ... the highlights go on and on

a long term and very contented holder

[rick802] 25/1/2018 01:17

While 2017 brought a welcome return to profitability in the marketplace, 2018 looks set to be more challenging for pig producers on the back of rising domestic and global production.

The EU-spec SPP reached a record high of 164.75p/kg in July, following 16 months of virtually uninterrupted growth. AHDB’s average producer margin figure of +27p/kg in the third quarter of 2017 was the highest since records began.

AHDB analyst Bethan Wilkins said: “At the start of 2017, tight supplies supported prices. A similar situation in Europe, coupled to the weakness of the pound, also limited import competitiveness. Meanwhile, export demand for UK pork remained good, despite overall weaker Chinese demand.”


But prices have slipped since then, falling back to 151p/kg towards the end of the year, as supplies have become more plentiful. Abattoir unreliability has created further challenges, escalating carcase weights and adding to increasing pork supplies, Ms Wilkins added.

“The situation has shifted in recent months, and the outlook seems less buoyant for 2018,”

Read full article
hxxp://www.pig-world.co.uk/news/2018-market-outlook-some-positive-signs-but-a-challenging-year-ahead.html

so a rising gbp and spp prices could really effect profits later in year.
Your thoughts?

[davr0s] 14/11/2017 18:07

What a bizarre day - spent all morning falling and recovered good chunk pm

[bullshot1122] 14/11/2017 11:15

Definitely "out of Fashion".....BIG TIME ...& no News at the moment ...strange !!

Plenty will be needed for the Turkey Dish...buy on the Dips

[davr0s] 14/11/2017 10:01

Crikey have sausages gone out of fashion today

[grabster] 15/10/2017 11:01

It looks like the price was around 400p(?) when this thread began.
up more than sevenfold since then. It did take a long time to recover from its dips and pull past the £10 level, but congratulations to those who stuck with it, and banked dividends along the way..

[wobaguk] 12/10/2017 11:08

Short write up in Shares magazine this week, tipping growth based on competitor being in hot water and CWK sweeping up contracts. Probabaly good for a short term peak (which will probably then fall back, as tips often do), and for longer term growth if they retain this new business.

[jg88721] 23/5/2017 09:51

no divorce here, but you got a a 2 year headstart on me: I first bought in Jan 2003.

best CWK results in a while IMHO, and that big capex forecast for FY18 must be a good sign for plenty more growth to come! GLAH

[swiftascent] 23/5/2017 09:06

Here since 2001. If only hadn't had to sell some to pay for the divorce! Ouch

[jg88721] 23/5/2017 09:01

more good results for CWK. Owned these forever, and they are still delivering.
I hope there are more holders than posters!

[grabster] 11/4/2016 21:23

Been good for anyone who bought in when this thread began.

[henryatkin] 11/4/2016 15:29

The market likes todays acquisition - up 8% :-)

[tongosti] 02/1/2016 14:47

Rising share price has the last word. Look what happened to top cigarette producers over the last 15 years? They rewarded their investors in spades. No one can predict the future so we are only left with trusting the prevailing trend. GLA

[lew stules] 11/11/2015 10:24

I would be worried about the share price going forward.

The media has been covering the cancer scare on processed meats and the posh sausage brigade will be possibly considering changing their family menus to alternative healthier fare IMHO.

[bench2] 04/11/2015 12:11

I have owned this since it was called Cranswick Mill , very reluctant to sell and pay any CGT but I decided to make a small reduction last week @ £17 as I believe the recent health risks of eating too much processed meat (particularly bacon and sausages) was genuine and I see consumers reducing their consumption . A brilliantly run company but turnover growth at risk if we all cut back on proc meat .

[hannahh] 12/6/2015 10:03

If you would like to see Mark Bottomley, Finance Director, present on behalf of Cranswick, with the opportunity to ask him questions please follow the link below. The forum will be held on Wednesday 24 June from 5pm and registration is free.



Also presenting are OptiBiotix Health and Staffline.

Thanks,
The Equity Development Team