Nichols Share Discussion Threads

[ygor705] 16/2/2012 15:41

Looks like the next leg up........highest spike to date.

[panachegrp] 16/2/2012 08:32

NIce spike...anything going on here?

[ygor705] 11/1/2012 17:10

As a solid holder of NICL over a number of years I believe that the fundamentals for this stock continue to run ahead of the share price Looking at the long term chart I think that we should be nearer £7 than £6. The cash pile in the balance sheet must offer good opportunities for further organic growth and NICL is strongly represented in growing overseas markets. My main fear is that somebody takes them out.

[cambium] 06/1/2012 09:14

DJ Nichols Expects To Top Market Expectations For 2011




LONDON (Dow Jones)--U.K. soft drinks maker Nichols PLC (NICL.LN) said Friday its earnings for 2011 should significantly beat market expectations, as its brands outperformed the U.K. drinks market and continued to deliver strong overseas growth.

Nichols, which owns the Vimto and Sunkist brands, said sales for the year climbed 18%. Tight cost controls meant group margins were maintained despite high raw material costs and heavy discounting, the company said.

Nichols this month is launching a new range of Weight Watchers branded, low calorie soft drinks in the U.K. and Ireland, which provides a further growth opportunity for the company, it said.

The company didn't put a number on its 2011 expectations, but analysts had expected an average pretax profit of GBP16.6 million on sales of GBP94.4 million, according to Factset.

[cambium] 06/1/2012 09:09

Ooh hello!

[topvest] 06/1/2012 09:09

Really good results expected again - this company is great and it's shares just keep on giving.

[davebowler] 06/1/2012 09:03

Pre-Close Trading Statement

Nichols plc ("the Group"), today issues the following pre-close trading update.

Trading

The Group has maintained the excellent momentum reported at the half year, with sales for the year to the 31 December 2011 increasing by 18% compared to 2010. This performance is ahead of our internal expectations, has been achieved against strong prior year comparatives (16% uplift on 2009) and despite the continued downturn affecting the UK economy.

Once again our brands have outperformed the soft drinks market in the UK and our strong and well established international business continues to deliver significant year on year growth.

In our UK business, gross margins remain under pressure due to a combination of raw material cost inflation and the exceptionally high level of promotional activity in 2011. It is therefore pleasing to report that our Operating Profit margin will be maintained as a result of ongoing productivity improvements and tight control of costs.

The Group's balance sheet remains strong, with underlying cash generation also ahead of internal expectations.

In summary, we expect Group profit to be significantly ahead of last year and ahead of current market expectations for the year ended 31 December 2011.

New Brand Launch

In January 2012, we are launching a new and innovative range of Weight Watchers branded, low calorie soft drinks into the UK and the Republic of Ireland.

Our category expertise, combined with the well established, global, Weight Watchers brand provides further growth opportunities for the Group in 2012 and beyond, as well as meeting the increasingly important health and wellbeing needs of consumers.

John Nichols

Non-Executive Chairman

Notes to Editors:

Nichols plc is a highly focused soft drinks business. Its brand portfolio includes Vimto, which is sold in over 65 countries and Levi Roots (soft drinks), Sunkist & Panda which are sold in the UK. The Group has a leading market position in both the "Stills" and "Carbonates" drinks categories and also in the soft drinks on dispense market, where its brands include Cabana, Ben Shaws & Dayla.

[l2user] 06/1/2012 08:54

Firms tipped for 2012 progress by Liverpool stockbroker Panmure Gordon
Neil Hodgson, Liverpool Daily PostJan 6

[ygor705] 04/8/2011 09:07

Results way ahead of consensus brokers' forecasts and Vimto becoming a core tipple for Saudis during Ramadan. Huge cash pile of £14.4m also sitting in the balance sheet which could either be distributed to shareholders or employed to grow the business organically. Looks good to me.

[johnv] 12/6/2011 12:24

Pana, just for the record this got tipped by Momentum Investor that w/e @531p

[ygor705] 06/6/2011 19:30

Seems to be persistent buying of this stock at the moment which the MMs must be struggling to cover. Looks like £6 is now within reach.

[panachegrp] 31/5/2011 09:38

Anyone know what's happening here today?

[bluebelle] 25/5/2011 07:19

Quiet here all things considered !

[ygor705] 23/3/2011 21:13

Sorry Shuisky, haven't got the latest broker's note but their guy normally posts on here. Perhaps he'll oblige when he next looks in.

[shuisky] 21/3/2011 14:13

Ygor,

Have you got access to the latest broker note on NICL?
I'm trying to work out why they have pre-tax margins trimmed. Am guessing there are some non-cash items in there (not really a concern) plus a bit of conservatism re: input costs?



BVIC looks cheap but has large exposure to Ireland and I wouldn't expect a recovery there anytime soon.

[ygor705] 16/3/2011 19:56

WJCCGHCC.............the simple answer is yes. Britvic's balance sheet is weak - too full of goodwill. Have a look at Yell if you want to see what happens to businesses that fall on hard times with a balance sheet full of goodwill. NCLS still trading on a lower pe than AG Barr - a better comparison in my view.

[wjccghcc] 14/3/2011 14:26

I know NCL's performance is better, but it is trading at a 50% premium to BVIC. Is that really justified?

[cambium] 14/3/2011 13:29

Header updated

[eddcooper] 14/3/2011 13:20

I'm interested ;) Bought some today

[topvest] 11/3/2011 21:09

Yes, superb results - only just noticed them. Happy to hold long term as this is a terrific business.

[ygor705] 11/3/2011 17:48

Good results yesterday........................but nobody appears at all interested!

[shuisky] 27/1/2011 01:25

Who knows?

You can't let the short term price movements push you around into buying/selling a stock.