Dairy Crest Share Discussion Threads

[wendsworth] 11/5/2008 21:51

Bought in early last week on the basis that the food sector was a safer haven . Judging from the decent rise since others share my views?

DCG certainly appears to be undervalued at current levels and a pretty reasonable final dividend should be due in the next couple of months or so.

What is the opinion of long term holders?

[scotch broth] 30/4/2008 15:08

There was an analyst downgrade.Some nonsense about only making money on acquisitions.

[steviebaby] 23/4/2008 07:50

Was it anything to do with AB Foods reporting ?

They had some good figures but said the outlook was a not great in some food sections of their business.

ABF shares fell a couple of percent ????

[watwungyi] 22/4/2008 19:33

interesting. going down 34p on no news.

[john3419] 22/4/2008 16:15

support demolished...heading down through 400p...why?

[m.t.glass] 31/3/2008 10:56

Significant support available at 436p if needed.. though it's two years old

[scotch broth] 31/3/2008 10:33

Yes;but with analysts forecasting EPS of 59p and director buying looks quite cheap at 445.

[m.t.glass] 28/3/2008 08:25

"In line with expectations" doesn't usually impress, in markets such as now. Today's trading statement seems to include a long list of worries.

[scotch broth] 24/2/2008 15:32

According to the farming press blue tongue is spreading with 72 farms infected.Farmers are being called to emergency meetings with government vets etc.It is said to be potentially worse than foot and mouth and is expected to cover the whole country.
Bad news for the dairy industry will presumably be bad for Dairy Crest.

[john hampton] 12/2/2008 19:52

Looks interesting entry level after Director's buys today?

[watwungyi] 12/12/2007 15:10

good to hear that jez.

[scotch broth] 11/12/2007 16:55

Well done Jezboy.
I am staying in for the January ex dividend and the hope of further rises.

[jezboy1] 11/12/2007 11:11

Jumped out again at 605 - that well over 100pts over two trades that I have made on this share.
Never knew there was so much money to be made in milk and butter :-)

[jezboy1] 08/12/2007 10:01

Hi wat - interested to hear about your portfolio have to admit
I'm a short term player these days - knew that the OFT news was going to
break and took a chance. Hoping for another 600+ sell so I will have
made to nice packets of cash on these.

Long term I'm bearish on equities I'm afraid.

Hope you are ok with AZN those guys have taken a hell of a beating.
Prem Food though has a tasty yield (excuse the pun) so I am keeping my eye on them!

Good luck to you too

[scotch broth] 07/12/2007 09:19

I have topped up at 579 -putting my money where my mouth is!
If only I had been up earlier this morning-the first dealswent throgh at 540.

[scotch broth] 07/12/2007 09:09

Agreed.The fine is to be treated as an exceptional so we should be heading back towards the previous high of 740.

[watwungyi] 07/12/2007 08:09

Now that visibility has greatly improved and shares should fly over 600p soon, it could be even today!

[watwungyi] 05/12/2007 14:49

jez,
i am back in just now at 544. not a lot just bought a thousand shares. alos bought are mggt, pfd, brby and already had substantial chunk of azn and rex.

good luck,

[jezboy1] 04/12/2007 17:37

hi watwungyi - u still in these?

bought some at 549 today, suspect I will have to keep 'em tucked away.

[watwungyi] 08/11/2007 19:07

yeah. my target price is 620 - 630. i bought at 585. so it's just break-even. i think after a good result, this one should escape sell-off if there were further sell-offs.

[jezboy1] 08/11/2007 16:54

Hi mate - yea bought some yesterday and sold them before close.

Had a hell of a week, CSR made me packet in two days too. :-)

If only it was always this easy.

You still in here?

[watwungyi] 08/11/2007 11:37

wish i had added lots early this morning.

[watwungyi] 08/11/2007 09:29

jez,

you are a luck boy unless you sold it yesterday. me needs a few more pts for breakeven. but i'm sure it would be 650 very soon where i'll take some profit.

[watwungyi] 08/11/2007 08:11

px-pt 37.1m is at an upper end of forecast range and beat the consensus figure of 36m. we might see red due to broader market sell-off today. but i think it's on the right track and will be 650 by Christmas.