Nichols Share Discussion Threads

[philanderer] 08/4/2021 17:12

Couple of small late AT 'buys' at 1400p just before the close.

[disneydonald] 07/4/2021 23:38

That’s encouraging. Obviously dealers are placing orders in auctions which suggest a positive rerating. Only problem with NICL is the wide spread and narrowly traded shares, which means its hard to get in, and get out in any volume. However, all looks set fair for a gradual rise. Just need to be smart when buying / selling.

[philanderer] 07/4/2021 17:52

UT: 1246 @ 1400p

[philanderer] 07/4/2021 00:39

Fingers crossed :-)

[disneydonald] 06/4/2021 19:08

Hmmm,. I think you're right there. Still Vimto Marketing were quick to exploit the story, at least they are on the ball. I have noticed "Feel Good" drinks appearing on the shelves of Booths Supermarkets, along with Vimto frozen ice lollies. Also, Booths seem to be selling a fair amount of the "remix" flavours and give a fair amount of shelf space to them. Plus, the Vimto flavoured water seems to be going well in the "meal deal" section.

Also, noted that Octopus has increased their shareholding from ~ 7% to ~ 8%.

All good at the mo. Hopefully Ramadan sales went well, and we should get a decent trading update at the AGM in a couple of weeks. I expect that we should be comfortably back to around £15 - £16 after the half year results.

[disneydonald] 01/4/2021 10:24

Phil, that was where I saw the reference, but I haven't spotted it in any retail outlets. I'm rather sad, as I always look to see how Vimto products are represented on retail shelves, vs the competition.

[philanderer] 31/3/2021 14:16

dD , I've not seen vimto chutney anywhere, but I've seen people talking about it on twitter :-)

[philanderer] 31/3/2021 14:14

Feel Good Drinks launches new four-pack format





IB Group and Vimto expand partnership

[disneydonald] 26/3/2021 00:09

All is going well, I expect the share price to be back around £15 - £17 by late summer. BTW, has anyone come across Vimto Chutney ? Seems recently launched.

[philanderer] 25/3/2021 13:16

Good volume again today , 107k printed so far.

[philanderer] 24/3/2021 17:56

Relatively good volume today 40k traded

edit:
2L bottles of cordial back to full whack in Sainsbury's this morning. Good job I've bought a fair few over the last few weeks ;-)

[philanderer] 24/3/2021 14:39

Vimto relaunches with emphasis on health and new flavour

[philanderer] 16/3/2021 18:01

EI, the spread is ridiculous. Tightly held I suppose.

[philanderer] 16/3/2021 14:16

20,000 printed so far today, which is high for NICL ;-)

[disneydonald] 05/3/2021 23:46

Also a similar buy from the CEO today. If that was their own money (not a company loan), then that should be considered significant given their background and previous earnings. They will know the real numbers for this year so far, so that's encouraging.

[philanderer] 05/3/2021 14:20

Small buy from the CFO yesterday

[essentialinvestor] 03/3/2021 22:43

They will ultimately need to change packaging.

Are they making any inroads in to recycled plastic bottles?.


Multiple BOD members appear to hold very few shares - that's being polite.

[disneydonald] 03/3/2021 21:39

Yeah, as expected steady as you go apart from OoH. As we emerge from lockdown OoH will recover and I would expect that that recovery will have legs as the UK gets out and about (staycation, day trips for children, theme park visits etc.). Could well be a good year, as long as no more lockdowns.

I sometimes wonder if management are briefed / guided by the dominant family shareholders to just focus on a steady and increasing dividend payment, and not to get too ambitious. If you stand back and look at the global penetration of Vimto, albeit a small footprint in many nations, maybe a dose of ambition would turbo charge future prospects.

For example the US market is potentially huge, with a large Middle Eastern and African diaspora to target, I would have thought there was a solid opportunity to go for growth. Of course you need a US distributor who is prepared to get the bit between his teeth. Think of the similarity to Coke, similar heritage and original temperance beginnings. I have personally come across Vimto in an upmarket specialist food store in Houston, totally different branding and Arabic labelling.

Maybe we need Private Equity, or a global drinks business to get a hold of them. Of course, we might get squeezed out and all the potential goes to an acquirer. That would only happen if the Nichols family chose to acquiesce , as they hold ~35% of the outstanding shares.

[energeticbacker] 03/3/2021 14:51

This was a really challenging year for what had been such a steady performer for many years. While the Vimto brand remains a great asset with significant growth potential in overseas markets, other parts of the business appear to need a re-think. Thankfully, with plenty of cash in reserve they are well-placed to rise gain.

More on the Investor's Champion website.

[philanderer] 03/3/2021 14:36

Current temporary 5% rate of VAT on food and soft drinks, hotel accommodation and leisure attractions will be extended until September 30

[deanowls] 03/3/2021 13:47

I was hoping for a bigger drop. Tightly held and big spread. Will correct itself over the next 18 months.

[philanderer] 03/3/2021 12:53

Ghost town , just 6k traded shares printed