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Share Name Share Symbol Market Type Share ISIN Share Description
Nichols Plc LSE:NICL London Ordinary Share GB0006389398 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  10.00 0.67% 1,502.50 1,460.00 1,545.00 1,530.00 1,465.00 1,500.00 6,513 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Beverages 118.7 6.5 13.1 114.3 554

Nichols Share Discussion Threads

Showing 601 to 624 of 650 messages
Chat Pages: 26  25  24  23  22  21  20  19  18  17  16  15  Older
DateSubjectAuthorDiscuss
06/4/2021
13:34
dD , this looks like a homemade recipe :-) HTTPS://m.facebook.com/story.php?story_fbid=775595669665715&substory_index=0&id=228981607660460
philanderer
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.
disneydonald
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 HTTPS://www.retailtimes.co.uk/feel-good-drinks-launches-new-four-pack-format/ IB Group and Vimto expand partnership HTTPS://www.retailtimes.co.uk/ib-group-and-vimto-expand-partnership/
philanderer
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.
disneydonald
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 HTTPS://www.betterretailing.com/products/soft-drinks/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 ;-)
philanderer
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.
disneydonald
05/3/2021
14:20
Small buy from the CFO yesterday
philanderer
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.
essentialinvestor
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.
disneydonald
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.
energeticbacker
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
philanderer
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.
deanowls
03/3/2021
12:53
Ghost town , just 6k traded shares printed
philanderer
03/3/2021
09:59
'Nuff said "... Out of Home (OoH) significantly impacted by the pandemic with revenues down 61.4% and fixed costs weighing heavily on overall financial performance" ...the final dividend proposed is 8.8p, which will become ex-dividend on the 25 March and paid subject to shareholder approval on 6 May 2021.
philanderer
03/3/2021
01:07
Results this morning. Shareprice reaction will all be down to OoH performance and dividend payment I would have thought.
philanderer
01/3/2021
11:02
Morning dD , tumbleweed blowing along here. Thanks for your thoughts :-)
philanderer
28/2/2021
16:17
Seems a lonely BB. I have held NICL for 20+ years, although the last few years they have lost their way a little. Growth slowing, and "fragmented" approach to building the OoH business. IMHO, the OoH business has yet to prove its worth, its ties up capital, leads to regular write downs of goodwill, and it is not clear to me whether they are primarily acquiring brands for development, or acquiring brands to access their infrastructure and operations for the wider Vimto distribution channel. Either way, I would like management to publish their mid term strategy so we have a little more clarity. OoH is dragging down the return on capital from the main Vimto brand and royalty business. Any other thoughts on the subject appreciated. Finally, when watching share buys and sells in recent months it does seem that there is a persistent seller, although it is hard to confirm for sure as most sales are off book. Finally, finally, interesting to note that both previous CFO and CEO have moved on in 2020, and another family member has taken a non exec role. Maybe the family are concerned at their consistently declining wealth over the last few years. Also interesting to note James pledged around £7M of his shares to the bank (which will likely be assessed at around 70% collateral), meaning he has borrowed around £4.75 / £5M cash. That seems to have been done at around £12.5 per share, so James will have had to meet his margin calls with cash top ups as the share price declined since to below £11. Wonder if he has been selling some shares to get the cash, although no RNS declarations issued.
disneydonald
26/2/2021
16:18
Bought a few at 10.95
philanderer
23/2/2021
13:25
Industry alliance hoping to run Scotland’s deposit return scheme revealed If approved by the Scottish government, the company will collaborate with the entire supply chain to eventually collect more than 90% of drinks containers in Scotland The companies and trade associations that initially comprise Circularity Scotland are: Producers A.G. Barr plc, AB InBev UK Limited, Accolade Wines Limited, Asahi UK Ltd, Britvic Soft Drinks Limited, Coca-Cola European Partners Great Britain Limited, Danone Waters UK & Ireland, Heineken UK Limited, Highland Spring Ltd, Lucozade Ribena Suntory Ltd, NestlĂ© Waters UK, Refresco Beverages UK Limited and Tennent Caledonian Breweries UK Limited. HTTPS://www.betterretailing.com/sustainability/drinks-producers-retailers-trade-associations-scotlands-deposit-return-scheme-revealed/
philanderer
Chat Pages: 26  25  24  23  22  21  20  19  18  17  16  15  Older
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