Hilton Food Share Discussion Threads

[philanderer] 16/4/2015 20:32

In for a few today , luck to all.

FWIW:

31st march Numis buy tp 534p
31st march Investec buy tp 474p
25th march Shorecap buy -
25th march Panmure buy tp 600p

25th march ++++ finals ++++

[philw2009] 09/4/2015 16:34

Still heading North...

[m.t.glass] 26/3/2015 09:10

Market more in agreement with you than me so far - bet got stopped out. Hey ho.

[philw2009] 25/3/2015 13:34

I don't really see much to make it a sell either.

I bought in 2012 and still happy to hold with 65% gain since then.

Solid business, good management and investment in future growth - no reason for share price slippage.

I'd wager it will be back above 500p before long.

[m.t.glass] 25/3/2015 08:08

Nothing in today's results from Hilton Food Group (HFG) to make it a buy. Anyone who was clever enough to get in at the low of last October may well be tempted to bank the 16% they've made, and not wait for the May/June dividend which might be outweighed by share price slippage. The share price has continued upward since the Food Producers sector turned downwards at the end of January - and it might continue to do so - but I've opened a tentative wee downbet ;o)

[fludde] 05/11/2014 08:06

So will have to wait until next year to find out what the impact of the Tesco slow down will have on sales here in the UK.

[fludde] 22/10/2014 08:38

Even if Tesco were not in trouble, the mish-mash of the IT systems Hilton have would concern me here.

[philw2009] 17/7/2014 11:57

Not exactly resoundingly positive, but I still love this boring stock.


Hilton Food Group plc
17th July 2014

TRADING STATEMENT FOR THE 28 WEEKS ENDED 13th JULY

Hilton Food Group plc, the leading specialist retail meat packing business supplying major international retailers in Europe and Australia, provides its Trading Update for the 28 weeks ended 13th July.

During the period, the Group's performance has been in line with the Board's expectations. As anticipated, challenging conditions for the consumer have been experienced in some countries and the continuing appreciation of sterling against a number of the currencies in which Hilton trades will have an effect on our results, as reported in sterling. Meanwhile we have continued to grow the business,through additional volumes and close cooperation with our retail partners.

In Western Europe we have made good progress against a backdrop of lower raw material prices. In the UK, under our new agreement with Tesco, volumes have continued to build towards anticipated levels. In the Dutch market, where the economy has been subdued, we are benefiting from new product lines introduced in 2013. In Sweden, development work to renew facilities and extend capacity is progressing well. The Irish business, as expected, remains constrained by local conditions, though we are well placed to support business growth once the economy improves. In Central Europe, we continue to work closely with our customers across seven countries to support business development.

In Australia, development work by the Joint Venture at Victoria is proceeding in line with the agreed plan, with construction well underway.

The Group's financial position remains strong and Hilton continues to explore opportunities to grow the business in both domestic and overseas markets.

The Group expects to publish its Half Year results for the 28 weeks ended 13th July 2014 on 9th September 2014.

[undervaluedassets] 02/4/2014 13:08

Big director buy today.

[cnx] 17/1/2014 05:19

10th January 2014

HILTON FOOD GROUP PLC

TRADING STATEMENT FOR THE 52 WEEKS ENDED 29(th) DECEMBER 2013

Hilton Food Group plc ("Hilton" or the "Group"), Europe's leading specialist international meat packing business, is today providing an update on trading for the 52 weeks ended 29(th) December 2013. The Group intends to publish its full year results on Thursday 27th March 2014.

We are pleased to report that the Group has performed in line with the Board's expectations. In Western Europe, new products in Holland,a new production line in Denmark and the performance of our UK business were the primary drivers of turnover growth in that region. Growth in these countries was partly offset by weak demand in Ireland, which has not yet resumed growth and a steady performance in Sweden, reflecting economic conditions in the country. In Central Europe, the Group's trading has been in line with our expectations despite challenging market conditions.

Hilton's joint venture in Australia continues to make good progress. New packaging formats have been launched for pork, lamb and beef in Western Australia and a large part of the Bunbury plant reconfiguration has now been completed. In Victoria, preparation for the construction of the new facility in Melbourne is underway. We are also now providing support to Woolworths with the operation of its Brismeats facility near Brisbane.

As reported in our recent update regarding Western Europe made on 2(nd) December 2013, we expect the impact of consumer weakness in Western Europe to be wholly offset over 2014 by the positive effect of our new agreement with Tesco in the UK, for which the full benefit is expected in subsequent years. The Group's balance sheet remains strong, leaving us well positioned for future expansion and we remain well placed to deliver continued growth over the medium term and will continue to explore further opportunities to develop our business in both domestic and overseas markets.

[cnx] 10/1/2014 01:19

last year there was a trading update on jan8

[warrensearle] 10/9/2013 07:35

Another solid set of results and those Australian profits will ramp up materially over next 12 months

[trademap] 06/8/2013 14:04

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 10:32

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 09:52

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 01:05

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 01:05

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 14:55

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 10:29

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 08:43

European operations?