Mcbride Share Chat (MCB)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Mcbride Plc	LSE:MCB	London	Ordinary Share	GB0005746358	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+2.50p	+3.24%	79.70p	77.90p	79.50p	79.70p	79.70p	79.70p	5,362	09:13:52

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Household Goods & Home Construction	689.8	26.5	1.9	41.9	146.00

Mcbride Share Discussion Threads

Showing 651 to 674 of 675 messages

Chat Pages: 27 26 25 24 23 22 21 20 19 18 17 16 Older

Date	Subject	Author	Discuss
24/6/2019 08:20	Seems like my comments earlier on were bang on. Gone much lower than in february, but not 50 p yet. Could be worth a punt at these levels.	escapetohome	Read Full Thread Reply
03/6/2019 09:38	Expect some fireworks here. teleios are deeply underwater with their 28% holding and I expect they will be looking for a way out hence their direct involvement in the company	marksp2011	Read Full Thread Reply
18/5/2019 10:45	This is worth noting about the impact of Brexit. It looks like the group has separate operations for UK customers and EU customers with limited cross border trade. Brexit McBride remains concerned by the continuing lack of progress towards clarity on the various implications for our business activities which may arise from the UK's withdrawal from the EU (Brexit). For McBride, the key immediate challenges in the short-term from a potential No Deal Brexit on 29 March 2019 have been identified as follows; • Cross-border trading - potential additional costs on imported raw materials and finished goods from customs tariffs and the additional associated administration; • Cross-border trading - delays at ports from border control processes and cross border transport availability; • Regulatory - concerns regarding uncertain and varying regulatory requirements between the UK and EU • Employment/citizens' rights -impact on employee rights and practical implications of travel going forward • Financial - impact of adverse movements in FX, interest rates, inflationary costs The UK represents circa 30% of Group revenues and for most product ranges McBride produces in the UK for UK customers and there is a very minimal level of exports from the UK factories for our EU customers. There are certain specific product ranges imported to the UK from the EU that would be impacted with cross-border movement and the Group is making limited contingency arrangements. We are active in monitoring the implications for possible regulation changes, especially around chemicals and finished product classifications but aside from various registrations, there is little to implement at this stage. We continue to communicate and engage with our UK based EU colleagues to advise and support any concerns and queries they have about their UK status in the future. The Group has continued its financial hedging policy consistently through the past 12 months and has taken no specific additional actions for hedging FX or interest rate risk in a no deal scenario. The cross-functional Brexit Task Force has transitioned from actively monitoring developments to the implementation of contingency planning to mitigate the potential impact of the above risks where there is minimal incremental cost to the business.	creditcrunchies	Read Full Thread Reply
16/5/2019 08:05	These are out of favour because of the Brexit effect their manufacturing / sales are spread across Europe, their manufacturing in Europe and UK with sizeable operations in France, Italy, Spain, Belgium, Poland. They're pretty solid otherwise.	creditcrunchies	Read Full Thread Reply
15/5/2019 23:25	I was kicking myself for not buying a few back in Feb, we had a 20% upside move, for those lucky enough to time it. Right back down to the Feb lows now. CEO leaving and a weaker trading update, I suppose if someone does want to bid, around now might be a good time - unless trading deteriorates further.	essentialinvestor	Read Full Thread Reply
15/5/2019 19:22	Any long term holders here and what your thoughts are on the future? Is Mcbride just on a temporary hiccup or is their material financial trouble ahead? Cheers NR	nick rubens	Read Full Thread Reply
03/5/2019 10:28	I don't think losing de Voss is an issue. I will write to the NED again. I would have fired him after the trading update the day before the results. No excuse for that	marksp2011	Read Full Thread Reply
03/5/2019 10:24	If you fail to supply the product sales do tend to fall?	marksp2011	Read Full Thread Reply
03/5/2019 08:43	Looks like earnings are going to be lower than prior warning, but CEO leaving as earnings dwindle away is additional concern.	nick rubens	Read Full Thread Reply
02/5/2019 09:00	Does anyone know what the B share are/will be worth???	red army	Read Full Thread Reply
15/4/2019 12:55	Someone was desperate to buy some McB shares - 2p over the bid	marksp2011	Read Full Thread Reply
08/4/2019 14:27	Oooooo It moved and there was me thinkig it was dead	marksp2011	Read Full Thread Reply
02/3/2019 14:45	Looks like IC didn't speak to the company before publishing the sell note. The issues are transient... well, what I mean is they can be fixed especially paying penalties because they haven't resupplied customers. I doubt Brexit will be too much of an issue as the vast majority of European products are produced in Europe and the same with uK.	marksp2011	Read Full Thread Reply
01/3/2019 16:26	Nearly there	knowing	Read Full Thread Reply
01/3/2019 15:50	Struggling a bit to break a £	knowing	Read Full Thread Reply
26/2/2019 23:52	Thanks mark. It would be interesting to know how much of their raw material they import as the current rally in the £ will benefit them going forward.	knowing	Read Full Thread Reply
26/2/2019 22:43	Knowing I had contact with the Senior NED. It reads to me that a proportion of the cost increases are due to penalties they have been forced to pay following foul ups in the supply chain. An example of this - our biggest high street catalogue retailer charges suppliers for lost sales (not profit, sales) if they don't deliver to an agreed schedule Assuming they can fix the supply chain - that cost element should go away - a bit more positive.	marksp2011	Read Full Thread Reply
26/2/2019 21:46	Thats correct marks, i hardly take a so called “”rational”” valuation into account ever. It works. The experts who “”value”” and produce the “”reasearch”” are usually 80 percent wrong. Thats how they make money out of “” investors”R21;. Was boo hoo.com ever a rational value? And millions of shares , there is no rational value attached. Just supply and demand of the shares factors	escapetohome	Read Full Thread Reply
25/2/2019 15:09	Well at this valuation I am happy to hold and accumulate. Still say that the drop was over engineered.	knowing	Read Full Thread Reply
25/2/2019 01:04	Escape Nope, i don't follow. You buy without regard to the valuation? You are a momentum investor? You don't like people who have been to Public School? I am struggling to identify an investment strategy here. If you wait in your price.... give me a clue on how you have decided what that might be? Why chose 50p? or 30p ? or any other number but without considering the valuation. I am intrigued	marksp2011	Read Full Thread Reply
22/2/2019 23:22	Supply and demand of shares is my angle. I dont take into account so much reduction in earnings should equal such and such a reduction in share price . I dont belive in that. That is for public schoolboys, and believers of stories. If there is no demand the market makers will take it to where supply matches demand. Yes even 50p, if theres another warning. Profit warnings come in 3s. I hope youcan see my view, and how i make money. I do not rush in . I wait for my price. I hope you grow a pair. Good luck with your “”investment “” strategy.	escapetohome	Read Full Thread Reply
22/2/2019 23:08	It depends what your strategy is. It was just an opinion on the price. If your upset or bored by that, thats not my problem. The filter button is there. Why did you read my post? Because I make money?	escapetohome	Read Full Thread Reply
22/2/2019 16:27	Maybe a chance to get some more a tad lower now	knowing	Read Full Thread Reply
22/2/2019 14:14	EI early days especially if Hambro and others continue buying.	knowing	Read Full Thread Reply

Chat Pages: 27 26 25 24 23 22 21 20 19 18 17 16 Older