Dairy Crest Share Discussion Threads

[james93] 05/8/2011 19:52

RCTurner2..... seems we have similar tastes. What else do you hold/looking at.
I hold physical stock in BP,BA.,Beazley,FWEB,DCG,TSCO,VOD,Kraft,General Electric and Wells Fargo.Looking to get back into GSK but spent the cash on Kraft and DCG over the last couple of days. I would really recommend both VOD and KFT as their good news has been spoiled by market sentiment and they are like a coiled spring ready to shoot higher.

[rcturner2] 05/8/2011 11:51

I think there is some worry about how thin the margins are in the dairy business and I suspect that DCG is being dragged down by the poor performance of its industry peers like Wiseman. Not to mention the general worldwide debt crisis!

I have a buy price of 300p.

[fergy4] 04/8/2011 09:27

Is this represneting great value at these levels and a good yield or am I missing something here.

Any thoughts would be appreciated.

[mazarin] 19/7/2011 16:12

Dairy Crest expects to issue its half-yearly trading update on 19 September 2011 and its Interim Results for the six months ending 30 September 2011 on 10 November 2011

[racg] 02/7/2011 20:37

oh its 5.32 per cent, not bad.

What's the case to buy apart from the divi ?

[racg] 02/7/2011 20:36

What is the annual dividends for this share ?

[rcturner2] 17/6/2011 08:52

Yet no one is interested?

[mazarin] 21/5/2011 12:25

For quick reference the Final dividend of 14.2 pence is proposed, this together with last interim of 5.5 pence per share gives a total dividend of 19.7 pence per share for for 2009/10 and thus represents an increase of 4% on the dividend declared.

The final dividend to be paid on 4 August 2011 and going Ex-div on 22 June 2011.

[aleman] 19/5/2011 07:39

Good results. EPS and dividend slightly ahead of expectations with dividend cover near the top of the range. Net debt down 8% despite doubled capex and pension deficit down a whopping 60%.

[mazarin] 06/5/2011 23:45

Trading statement due soon - 19th May 11

[little beaker] 28/4/2011 16:47

Lactalis (mentioned in the grocer story above) has made a takeover offer for Parmalat in the last couple of days, so would be out of the running.

However, a wave of consolidation across the sector could see another suitor appear. I think Muller would still be a good fit.

[nofool] 28/4/2011 14:17

Found this LOL -


Sogoesit - 18 Dec'06 - 12:31 - 3 of 314

global meltdown... really, when, why?

[mazarin] 28/4/2011 00:08

Could this be a reason for recent upturn in share price?



Also some encouraging news at the Frome plant.

[darias] 13/4/2011 09:07

This is surely one for Montyhedge.

He, and his ilk, ought to be suggesting that it will rise to £4:60 (or fall to £1:75) depending on their position.

[darias] 07/4/2011 07:33

But a chart like DCG and results without any frightening figures usually has the rampers crawling all over the thread.

It appears that if it is not oil or tech peeps are not interested.

[1fox1] 06/4/2011 23:24

I've picked some long via spread bets and a few shares to hold long-term.

Undemanding rating at this price; suppliers looking to pass on input inflation; decent yield; TA does indeed look nice (if you believe in such things).

[darias] 06/4/2011 10:49

Chart looks interesting but no one is interested.

Pourquoi?

[mazarin] 31/3/2011 09:47

For info - DCG Prelim results 19 May 2011 for year ending 31 March 2011.

[darias] 31/3/2011 09:21

As I said the chart does look interesting.

They have held a strong trading range since October 2009 when were recovering from a serious slump. Over £7 in 2007. Others will know the history better than me.

I am not a chartist but I consider a rise to over £4:30/40 ought to indicate a new trading range.

They appear to have substantial debt gearing and any rise in interest could affect profits severely. I also do not like the large level of intangibles in their balance sheet. I consider intangibles to be numbers plucked out of the air by accountants.

Cash depleted 2009/10 and I would like to see a higher cash position at results but according to the trading statement,

"-Net debt will be lower at the end of the year than it was at the start."

Which is a good sign.

[darias] 31/3/2011 09:11

On the basis that they would not be bullied into lowering their price. They already had a new contract with Tesco so were in a strong bargaining position.

[spob] 31/3/2011 07:42

lost co-op contract

[aleman] 16/3/2011 23:37

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-11 1,605.09 85.14 45.48p 7.9 3.6 +2% 19.53p 5.4%
31-Mar-12 1,619.86 87.95 47.12p 7.6 2.1 +4% 20.53p 5.6%
31-Mar-13 1,635.19 92.25 49.50p 7.2 1.4 +5% 21.62p 5.9%

[darias] 11/3/2011 09:05

The chart does look interesting and I feel this was one of our better decisions but WDIK. I had not looked at the company before yesterday.

[darias] 11/3/2011 09:04

No -

We had a club meeting last night and 8 shares were placed on the table for discussion. In this current market with threats to the Euro, Libyan (oil situation), China in trade deficit and this mornings news from Japan. (which was obviously not discussed last night) We considered that now was the time to spread risk and rather than do a vote and selecting 2-3 stocks we decided to put a little in all 8.

I do a post to bring to the top and put in my favourites column so that I can see the way the market is moving. I do not post before we buy as I want as little chat about the shares as possible.

Best of luck.