Northern Foods Share Discussion Threads

[mrphil] 20/6/2025 09:29:56

Morning All.

Managed 4/7 this week, excellent guessing!

Sad to say I don't hold either of those reits and maybe I should? Might look to see if I can maybe juggle around and get a few AEWU

[skinny] 20/6/2025 08:56:14

A Fascinating read :-

[skinny] 20/6/2025 08:39:35

Thanks wllm - I also hold both - SREI for 13 years.

[blueliner] 20/6/2025 08:33:02

Held by a few here...I have both.

[aleman] 20/6/2025 08:12:22

Another statistics series in doubt.

Retail analyst Nick Bubb isn’t convinced by today’s retail sales figures, showing a 5% drop in food sales volumes last month.

He explains:

Well, it’s a brave man (or woman) who believes ONS Retail Sales figures...but their Food sales figures for May look much too gloomy, given that the BRC-KPMG survey said that Food sales were up 3.6% in May...


Is ADVFN malfunctioning this morning? My recent posts keep disappearing and reappearing as if the filter option is misfiring.

[aleman] 20/6/2025 07:55:05

Government borrowing for first two months of 25/26 is £2.9bn lower than the OBR forecast.

[blueliner] 20/6/2025 07:46:10

Morning
A memorable 5/7 for me.

Water capacity for Howden Reservoir is 47.5%, that recent rainfall has helped.
The others : Derwent 55.8%
Ladybower 70.5%
Dated 16th June.

[skinny] 20/6/2025 07:36:49

Shocking :-



Depressing :-



RIP Wincey Willis.

[aleman] 20/6/2025 07:36:40

Good morning. 18C. Hazy sun. I have that younger funeral later.



GfK consumer confidence went from -20 to -18. It was last positive (normal) in 2016.



That's the personal index. Economy as a whole went from -43 to -28.



Retail sales terrible at -2.7%.

[malcolm caton] 20/6/2025 07:21:50

Morning.
2/7 both guesses.
Tomorrow forecast to be hotest day here

[skinny] 20/6/2025 07:13:38

Good Morning.

We 'only' have 28C forecast today.



2/7.

[aleman] 19/6/2025 21:33:12

While I was struggling with the heat this afternoon, Hornsea's high was 15.7C.

[sideshowbull] 19/6/2025 21:11:07

Old friends, most I have met.

BIRD. if you want to to still be here next year a lot better off than today.

I can't find a better buy or add.


No advice



SSB

[deanforester] 19/6/2025 20:42:46

I'm down -0.567% on the day today (FTSE100, -0.584%).

Worst falls: S32 -3.22%, BLND -3.10% XD and TATE -3.03% XD.

Best rises: BP. +1.67%, SHEL +1.16% and VOD +1.01%.

Oils had a good day. XD shares pulled me back, as I had 3, UU. being the third.

Wetherspoons at lunchtime. Then a session with my deignated successor of a local group treasurer. WE will have a session with Barclays next Friday.

DF

[blueliner] 19/6/2025 17:37:34

Spoke to India this morning, no broadband, then no TV, having done all the usual in house checks it transpired Virgin was suffering an 'outage'. Back on by mid afternoon.

-0.64% folio, [FTSE All-Share -0.64%]
Sharp fall at the end of play.
Worse daily figure since 9th April 25

BHP, BERI, INVP, MNG, CSN, worst fallers.

VANL was the material riser.

29C, feels like it.

During the Outage found the ADVFN Mobile Access quite useful for £70 pa, no annoying password attempts.

[skinny] 19/6/2025 17:17:35

Malcolm - shrinkflation is rife!

MCunliffe - the Lidl coffee in a glass jar is also pretty good and less than half the price of the similar looking Nescafe gold.

[aleman] 19/6/2025 17:15:05

Coffee's 5-year average before the recent spike was a little under 200 cents/lb. It spiked to a peak of 433 in Feb but has now fallen 27% to 317. It now looks over which is why there's all the late media scaremongering. It always seems to come after, rather than at the time.



It takes 20g of ground coffee to make a cup of coffee so that wholesale increase (not including pakaging and distribution) added about 10 cents to the cost at the recent 433c/lb price. The latest price now suggests a 5c/4p rise per bought cup in a cafe - but it looks set to fall further. Coffee in a cafe has risen much more than that in the last year so it is mainly rising for OTHER reasons.

h ttps://www.reddit.com/r/coolguides/comments/14xoznk/a_cool_guide_to_the_cost_of_a_cup_of_coffee_in/

20g of ground coffee makes about 3-4g of instant so a 100g jar might have gone up roughly £2 at the supermarket due to commodity coffee price increases but that has now quickly halved again and looks set fall further.

Watch out for price gouging. Hopefully, there's more competition than the petrol market!

[skinny] 19/6/2025 17:11:13

I finished down 0.48%.

My wife's SIPP finished up 45p!

A very uncomfortable school run just now, exacerbated by a drive through McDonalds for the children as we still have decorators in the kitchen - takeaway something for us later and some form of cold drink.

We hit 32C earlier.

[dr biotech] 19/6/2025 17:09:42

-0.65% (xds 0.1%]

MEGP biggest loser amongst many reds.

Had a tennis lesson at 9:30, even then I was trying to shadebathe (a word I learned today) as much as possible.

[malcolm caton] 19/6/2025 16:49:55

Went from -0.09% at 4.19PM to -0.45$ at close,

More reds than blues,only decent riser ZOO.Worst fallers CPI,RR.

[mrphil] 19/6/2025 16:49:29

I like the Nescafe Cappuccino sachets. Have tried some of the own brands including Lidl and they were disgusting!

Thought the banks would be happy with rates staying high? The day deteriorated as it went on, -0.69% LLOY, BERI & INVP faring the worst.

[mcunliffe1] 19/6/2025 16:29:06

Try ALDI's. Coffee, in a glass jar with a screw top, gold coloured label. Excellent. Been drinking it for several years.


Looks like the market will end on a downer. No USA to help pull us up at the end today.

Hoisin duck legs from Morrisons tonight and she bought a pack of Gressingham duck breasts at an offer price lower than Tesco's where she bought the same earlier this week.

In honour of philanderer I shall have aforementioned duck legs with a bottle of Rioja - well, the half left over from last night. An ALDI bourbon prior to dinner and Banks Bitter - also from ALDI. Unfortunately they appear to no longer stock their dauphinoise potatoes.

[malcolm caton] 19/6/2025 16:20:12

Mr P Tescos have put thier coffee prices up and the pack sizes down.

[mrphil] 19/6/2025 15:57:46

Ah, this could be it! " The demand for coffee, particularly instant coffee like Nescafé Gold, surged during times of high stress and uncertainty."