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Share Name Share Symbol Market Type Share ISIN Share Description
Finsbury Food Group Plc LSE:FIF London Ordinary Share GB0009186429 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.80 -0.85% 93.20 91.40 95.00 93.50 92.00 93.50 10,559 08:03:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 306.3 2.9 -0.6 - 122

Finsbury Food Share Discussion Threads

Showing 4251 to 4274 of 4700 messages
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DateSubjectAuthorDiscuss
06/5/2015
08:14
Seems like Johnstone's has sought a buyer for about a month (you need a login to read this article in full but it is dated 2nd April): hxxp://www.thegrocer.co.uk/finance/mergers-and-acquisitions/johnstones-just-desserts-seeks-buyer-following-administration/516495.article
confusedcoalboy
06/5/2015
07:59
Yes, looks an interesting and opportunistic deal. I would guess that the price is only relatively nominal as it hasn't been announced.
topvest
06/5/2015
07:55
Hard to say too much about the new acquisition as we do not know how it will be financed and what profit margins will be generated, but I guess this is part of their strategy to pick off the weaker players and use their size to get some sort of operational gearing and improve their margins.
stewy_18
09/4/2015
19:17
Looking very strong, looks like the effects of the recent RNS have been overcome - not long before we approach £1.
spaceparallax
01/4/2015
08:21
The Charles Stanley note is very thorough. Medium term (I take that to mean 5 years), they are targeting £500 million revenues and 6.5% operating margins. That makes a pre-tax profit of £32.5 million. Put that on a conservative P/E ratio of 12 and you get a market cap 4 times the current one. Lots could go wrong of course, but I think John Duffy looks to be the real deal. I work in a company where we are implementing lean processes and I really think the benefits will start to show in the bottom line over the next 2 years. I think it could really surprise here, even though it is a competitive market place, I like the sound of how they go about their business. This is much more the type of investment I should be focusing on, not the more speculative illiquid rubbish that currently hog the limelight in my portfolio. I need to learn fast. All the best Stuart
stewy_18
01/4/2015
08:10
And me too jpjp100, thank you. Great company and great to see the price beginning to reflect the potential.
hutch_pod
01/4/2015
08:08
Likewise jpjp100. Many thanks too.
confusedcoalboy
01/4/2015
07:00
Also sent you an ADVFN email jpjp100. Thanks in advance
glaws2
31/3/2015
20:16
on the way Stuart cheers
jpjp100
31/3/2015
18:32
I have sent you an advfn mail jpip with my address in it. Much obliged. Best Stuart
stewy_18
31/3/2015
16:18
I now have - the Cenkos note from the Interims - the Charles Stanley initiation note If you want a copy of either or both, let me know an email address and I will send them over - they are pdf Cheers
jpjp100
31/3/2015
15:37
I think so jpip100. If they can aquire smartly and improve their margins, to say 5%, I think this will do really well. Forecasts for this year are 7.9 pence, so it is hardly expensive. I think this could be an interesting situation here. It is a fragmented market and only FIF have economies of scale so real room for improvement.
stewy_18
31/3/2015
14:42
Judging by the share price in the last few days, I would say that the results roadshow has been well received It has been pointed out to me that the dividend promised equates to 4% yield at the 59p price of the equity raise last year. Buyers back then will like that number and potential buyers that missed out on that opportunity might be kicking themselves - especially as the story is a good one - and looking for an entry. Maybe more associated with the industry will be looking at FIF as a leader of the necessary industry consolidation?
jpjp100
25/3/2015
14:22
Results strong and with a very positive outlook.
spaceparallax
24/3/2015
09:46
Does anyone have the latest cnks broker note?
stewy_18
23/3/2015
20:38
Hadn't realised this morning that Fletchers was only consolidated for 2m and contributed £0.4m. This really does show how well they have done on the original business. If I had to be critical it does definitely underline the fact that they gave away too much cheap equity to buy a more expensive business, BUT that's water under the bridge. If the acquisition does well then this will be looking very good indeed.
topvest
23/3/2015
18:55
No chance of 10 but 5 is a reasonable target in my view.
topvest
23/3/2015
14:37
I like this line in the statement:- Operating profit margins of 3.9% are below expectation and the Group continues to invest through automation and through continuous operational improvement to improve these margins further. I'd love to know what they can improve margins by. Every 100 Bps will equate to about £2.5 million straight to the bottom line. If they can get operating margins around 10%, then it will re-rate. Early days yet, but they managed to improve UK operations from 2.6% to 3.9%, so I'm hoping if they can really improve on this area, it will make a massive difference. Will be more synergies between Fletchers Bakery for sure. This could become a growth share IMO, just by improving margins. Looking forward to the finals already. Best Stuart
stewy_18
23/3/2015
10:45
With the momentum of recent times, the seeming success of the Fletchers acquisition, such a strong balance sheet, a Board with an appetite and an industry that is ripe for consolidation.... Maybe, just maybe, there is something more to come? You will see in the interims, note 4 that money was spent on due diligence associated with an aborted acquisition. I see no real reason for FIF to have stopped considering such matters.
jpjp100
23/3/2015
09:56
Superb results and as topvest says, very impressive dividend growth too; could well attract a whole new type of investor and support the share price growth. The Fletchers acquisition certainly seems to have been transformational for the company.
wirralowl
23/3/2015
08:43
All very positive indeed + the initiation of a proper dividend. Can see this moving up to a £1 or so now. Excellent.
topvest
23/3/2015
07:49
Amazing what is small increase in operating margins does for operating profit. If they can keep increasing operating margins by 130 Bps and increase growth by 5%+ operating profit should increase exponentially? Synergies with Fletches bakeries should make this possible. Any brokers updates? Best Stuart
stewy_18
23/3/2015
07:29
looks pretty positive and seems to contains good numbers on first reading lovely.
jpjp100
20/3/2015
15:48
The mood at the AGM back in November was very upbeat in my opinion.
boffster
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