Northern Foods Share Discussion Threads

[mrphil] 05/5/2017 08:22

Great to see news of the hedgehog village! Located a new hog hut in our front garden a couple of weeks ago and I'm pretty sure it's in use. We know we have them out there as we often see them at night and there are "signs" of their presence!

The managed funds portion (almost half now) of the SIPP is doing reasonably well with all but one in positive territory this year. Best two currently are MFM Slater Growth @ +13.08% and Marlborough UK Micro Cap @ +13.59% but sadly they are two of my smaller holdings although they do now get a small monthly top-up. Jupiter Ecology is currently the largest and is running at +5.47% YTD but no further monthly contributions as it's reached over 7% of the whole SIPP value! Second largest is Artemis Strategic Assets which is not having a good year and is the only one in negative territory at -1.47%

[blueliner] 05/5/2017 07:58

Morning
3/7 for me, all guesses. Out of touch this week.

It's Hedgehog Awareness week this week:

[mrphil] 05/5/2017 07:45

Morning All.

7/7 for me this week, I am in a state of total shock! I did actually know some of them but the rest were lucky guesses!

DF, just looked up Greys Court and it looks lovely. They are saying the Wisteria will be at it's peak this week so I bet that looked stunning? An old work colleague of mine lived in the old Mill at Pangbourne (not too far from Henley) which was just next to the toll booth on the bridge, a beautiful property in a stunning location. I remember he used to get quite heated about having to keep pay the 2p toll every time he came out of his drive! That was in the early 80's so I guess it's a bit more now!

Nice trading update from CTO this morning.

[aleman] 05/5/2017 07:44

Brent crude down to $47.50. Copper trying to regain $2.50 but not looking convinced yet.

[aleman] 05/5/2017 07:40

I don't see much UK bad news but the US list of weak news is never-ending. I bet there's been 50+ misses since my last post (although no big names except maybe PennyMac). What on earth is keeping US indices up with bad news apparently trending worse!?

[wllmherk] 05/5/2017 07:21

6/7, a few guesses though :)


wllm

[skinny] 05/5/2017 04:42

Good Morning.



4/7.

[blueliner] 04/5/2017 19:30

-0.32% for the Folio. [FTSE250 -0.01%] falling below comparitors.

Worst value fallers : ALT -10.1%, LLPC -3.2%[xd], MCLS -4.4%[xd], BLT -2.5%, GVC -1.1%.

Highest value risers : HSBA +2.9%, GSK +1.4%, BRSN +1.9%, IRV +1.9%.

2 significant XD's didn't help today, but on the positive side Folio heavyweight HSBA 1st quarter earnings topped analyst consensus earnings.

Post 43271 of 43296 henryatkin, interesting post.

Clear blue skies today, max temp 15C, wind NE gusting 29mph.

[mrphil] 04/5/2017 17:56

They make very nice chocolates and they've also used our products in the past!

[skinny] 04/5/2017 17:51

My SIPP finished up 0.20%.

HTOC is (another) one I've watched and never quite got around to buying - their marketing and presentation is very good - they make the likes of Thorntons look very second rate.

[aleman] 04/5/2017 17:06

-0.5%. A bad week so far is seeing m flirting with a new low for the year although I might have a bit left over from dividend income due this month.

Wind gusting to about 35mph did not stop the sun feeling warm today. Very little cloud. 15.6C after 7.8C. Quite a few large twigs/small branches on the lawn. The dry sunny weather has seen my first tomato flower to blossom - just one. The gusty nature of the wind will make the first leg of the play-off tonight a bit of a lottery.

[mrphil] 04/5/2017 16:56

Good day for the pot which achieved +1.05% thanks to AIEA, AMS & LLOY, but sadly the SIPP didn't fare so well with a fall of -0.08% which was again due to BRCI, CLLN & SBRY

I believe we have things to do round at the allotment this evening, but I can't see anything on tele and it looks like a pleasant evening.

[mrphil] 04/5/2017 16:43

Aleman, unusually for me, I am sitting on a little bit of cash in the SIPP at the moment although less than 2% of the total. I did succumb to a few extra LLOY a couple of weeks ago and they have served me well, but I must admit to being a little hesitant to do much more.

[aleman] 04/5/2017 16:25

Tough call on BRCI. Could drop due to recession but rise longer term. If gold rises in the recession due to banking issues, BRCI might do okay. I tend to think the bit of gold "insurance" justifies holding for the yield, although there is no guarantee the dividend would not be cut again in a recession. I think more likely to go down than up near term, though, as the quantity of bad news is increasing. (My posts on weak corporate/trading news have gone from a few a week last year to several a day now and I now don't even bother with loads.)

[mrphil] 04/5/2017 16:24

Saw IPF mentioned on aol and looks worthy of inclusion on the watch list. Could go either way in the event of a crunch I guess.

[aleman] 04/5/2017 16:07

Q1 numbers looked okay but like for like volumes were -5.7%.

[mrphil] 04/5/2017 16:04

Best to sit tight on BRCI then? They are already No.7 individual holding in value in the SIPP, even after recent falls so maybe I'll just enjoy the divi for now.

[aleman] 04/5/2017 15:59

Copper just dipped below $2.50. Chart suggests $2.20 if confirmed (by having a day where it does not top $2.50 again).

[mrphil] 04/5/2017 15:51

Looking at BRCI, are we due another top-up?

[mrphil] 04/5/2017 15:47

After in depth analysis of our order book since 2010, I was pleased to see we are still over 20% above the average for the first four months of the year, despite an awful April! Once people wake up from holiday mode I am confident May will be on track as there are several nice projects close to order stage.

BRCI causing severe pain again today.

[mrphil] 04/5/2017 14:34

I see HOTC is another one I have let escape having put them on my watchlist when I bought the staff chocolates in December - they were around 250p then!

[mrphil] 04/5/2017 14:30

Some interesting links there chaps, although I think the car one is a bit skewed bearing in mind sales overall YTD are still up and April was clearly going to be down after the rush in March to beat the ill thought out new tax rules. "following exceptional growth in the previous month as buyers brought forward purchases ahead of the switch to new VED rates"

[aleman] 04/5/2017 14:08

The B of E says banks' unsecured lending in Q2 is projected to tighten at a rate not seen since the last recession, after already seeing some significant tightening in Q1. (See Chart 2.) Two consecutive negative quarters has not happened since the last recession.

[aleman] 04/5/2017 12:33

Start of UK recession or just a car tax blip? April YoY -18.6%. Private sales -28.4%, YTD privates sales are -2.2% in line with much other weakening consumer spending.