Hilton Food Share Discussion Threads

[trademap] 06/8/2013 13:04

I agree that it's pretty solid, but not sure if it's starting to look a little pricey at these levels?

[warrensearle] 06/8/2013 09:32

SP a little perky last few days - rock solid company this one

[cnx] 21/1/2013 18:23

what a difference 4 months make !!

[philw2009] 12/9/2012 08:52

Margins are being pinched and times are tough.

But on the plus side, the business is paying down debt and the business seems very well run.

I'm a long term holder and happy to stay that way.

[cnx] 12/9/2012 00:05

a well presented and easily understood report,and pleasing content.
of course, we expect them to be concerned about immediate future growth.but
confidence shown in dividend increase.
i am happy to hold long term but disappointed at today's sharp drop in share price

[cnx] 12/9/2012 00:05

a well presented and easily understood report,and pleasing content.
of course, we expect them to be concerned about immediate future growth.but
confidence shown in dividend increase.
i am happy to hold long term but disappointed at today's sharp drop in share price

[jakedog2] 21/6/2012 13:55

Only reason i can see is that over the last 5 yrs there has been an IMS in the 2nd or 3 rd week of May. No IMS in May this year.

People maybe getting nervous due to this & selling off. Profit warning coming or plausbile reason for no IMS ?

Sell off started at end of May

IMS
2008 - 15/05
2009 - 14/05
2010 - 13/05
2011 - 17/05
2012 .....nothing !!

Broke through the supportiung 100DMA in last two weeks. First time in 3 years it has been breached. Technically the chart looks week

[philprofit] 19/6/2012 09:29

Good point 18BT- looks like any business with a European element (irrspective of results) is at risk of a share price drop. Has seen a little recovery over the past few days; so I'm staying in for now.

[18bt] 19/6/2012 07:43

European operations?

[philprofit] 16/6/2012 09:10

Does aynone have any thoughts on why the share price has suddenly fallen? (I'm stumped- can't see any brooker downgrades, news etc)


Thanks Phil

[philw2009] 30/3/2012 09:38

Hilton Food Group tied to age of thrift

By Louise Lucas

Meatpacking is about as profitable as it is glamorous. Hilton Food Group's operating margins came in at 2.6 per cent last year, underscoring that meat is a volume game.

Unfortunately, rising prices and thrifty shoppers do not play to that: strip out the new operation in Denmark, and Hilton's packed meat volumes declined.

Expansion is Hilton's mantra, and has served it well: three-quarters of revenues now come from overseas. Yet it still relies on two big supermarket groups.

On 10.5 times earnings, the shares are at a discount to peers but the sector is a classic victim of penny-pinching consumers.

Bargain-hunting carnivores only need apply.

[philw2009] 29/3/2012 14:07

I love this boring stock.

When will we see 300p?

[cnx] 29/3/2012 08:07

good results again, with the usual cuation with the economic climate.

i also like the no nonsense yet comphrensive report.

also a long term holder

[18bt] 29/3/2012 06:43

Nice results today - slightly ahead of market forecasts. Great cashflow performance again. Slightly cautious outlook statement, but happy holding these on a forecast PE of under 11x with growth of >10% per annum expected for a few more years yet. Great long term wealth creator.

[philw2009] 02/2/2012 16:40

Three directors buying too!

[18bt] 31/1/2012 09:27

Bought in some more this morning on weakness following what looked like a good IMS.

[18bt] 04/11/2011 07:53

IMS looks good. Happy to hold these as a safe haven in this chaos

[philw2009] 14/9/2011 10:56

Glad to see these results. Hopefully now we'll see 300p and beyond.

[cnx] 14/9/2011 01:00

good results in difficult period and some cautious optimism going forward

increased dividend shows confidence.

happy to hold food shares for long term

[philw2009] 02/6/2011 13:37

Slight pull-back seems to have turned into a steep push forward!

[philprofit] 17/5/2011 12:54

Bought into this sometime ago-
Any opinions on whether this is has hit the "top"?

Interim Statement seemed good - but seen slight "pull-back" in Share Price

[philw2009] 17/5/2011 11:09

Hilton Food Group plc

INTERIM MANAGEMENT STATEMENT

Hilton Food Group plc, Europe's leading specialist retail meat packing business, provides its Interim Management Statement for the period from 3rd January 2011 to date.

During the period, our trading has been in line with the Board's expectations.Despite challenging conditions for the consumer in some markets, we have continued to benefit from our geographical diversity and grow the business.

In Western Europe we have made good progress and have benefited from the continuing recovery in the Swedish economy. In addition, our new facility in Denmark which was opened three months ahead of the Board's original timing, is proceeding well and in the second half of 2011, we will install a new robotic store order picking facility which will further extend the range of services provided by Hilton. Our business in Central Europe, where Hilton supplies customers in seven countries, has continued to perform well.

Net debt has grown in line with management expectations as a result of the investment in the new packing plant in Denmark.The Group's financial position remains strong.

Overall, Hilton is encouraged by the start to the current financial year.The Group will continue to explore opportunities to grow the business in both domestic and overseas markets.

The Group expects to issue a Pre-Close Trading Statement on 21 July 2011 and its Interim Results for the 28 weeks ended 17 July 2011 on 13 September 2011.