Northern Foods Share Discussion Threads

[philanderer] 10/2/2023 10:19

My lot seem to be falling off a cliff !

[malcolm caton] 10/2/2023 10:13

Shapeing up for a red end to week,at present the only decent riser is BP,most of porfolio is red.

[philanderer] 10/2/2023 10:12

Morning everyone.

Thick frost last night -5C , sun's out now but still cold.

Just BP and BATS blue everything else red.

My pulse rate is usually around 68/72 , BMI 21.5 and blood pressuire a couple of days ago 120/82

[aleman] 10/2/2023 09:58

There seems to be a lot of fundraisings going in in the UK and US. This has happened ahead of previous recessionary market falls. Company directors know business is slowing (before it gets confirmed in updates) and companies that might need cash over the next year or two rush in to get it before investors lock their purses away.

There were more bad results and guidance in the US yesterday and another 4 companies announced job losses.

[aleman] 10/2/2023 08:16

Good morning.

Like the body mass index, it's a crude tool, MrP, though yours sounds good. There are a few tennis players on here who might have good numbers. It can vary with things like caffeine, capsicin/chili and stimulant consumption. Alcohol can go both ways - stimulant in initial small amounts and then sedative. Medications can make big differences. In my case, it was just helping to highlight a significant improvement of late, after a couple of years of problems where it had drifted up towards 60. Recovery time is another indicator as you say, although I don't know much about specifics on that. I was okay after my 3 miles each way in better times yesterday whereas I have felt pretty tired sometimes.

A milder start her but mostly cloudy.

[mrphil] 10/2/2023 07:55

Morning All.

Aleman, my resting heart rate in the evening is normally mid to high 50's which seems to put me in the athlete bracket! Just checked now and it's slightly higher but I'm at work with all the excitement that entails. I always thought a lot was to do with how quickly the rate dropped after exercise? On my exercise bike I would normally reach around 145 and it would take around 20 seconds or so to drop back below 100 but I have no idea if that's good or bad! It's still beating which I think is always a plus!

Just updated my spreadsheets to include this weeks monthly contribution to the SIPP & ISA. With all the talk of tax hikes to pensions I think it likely I shall be stopping contributions to the SIPP very shortly!

[malcolm caton] 10/2/2023 07:41

Morning.
Frosty start here.

[dr biotech] 09/2/2023 22:26

Up 0.4% Almost entirely due to KITW, one of my largest holdings up 10%. KETL biggest value loser. Xds knocked off 0.2% which will be added back in time so a decent day overall. Think I'm level on the week

[deanforester] 09/2/2023 19:56

I'm up +0.181% on the day today (FTSE100 +0.329%).

Best rises: AZN +4.07%, BP. +2.34%v and LGEN +1.07%.

Worst falls: BT.A -3.11%, BATS -2.34% and SGRO -1.58%.

Marked difference between AZN, holding dividend and BATS increasing dividend by 6%. There is no logic.

Busy morning, taking the car in, then to Tesco, then to the village pharmacy. Then fed the birds. Very late catching up with the results.

DF

[blueliner] 09/2/2023 18:29

+0.27% folio, [FTSE All-Share +0.26%]

CSN, VTU, CLIG, SOS, highest risers.
BT.A, BERI, PLUS, worst fallers.

9C Highest temp, mainly sunny skies.

[malcolm caton] 09/2/2023 18:05

UP 0.3%
Best risers SNR,MSHL,JUST,CNCX,BP.
Worst fallers BT.,DOCS,BATS,

[aleman] 09/2/2023 17:23

DEC's dip on modest acquisition fundraising did not stop me finishing up. I ended +0.4%, helped by a new high for me at CPI and SOS recovering some from its own modest fundraising for growth opportunities.

It was a warmish morning but a little cloud and strengthening breeze made the afternoon chilly. It felt like spring for an hour. The winter cherries are belatedly starting to show pink at the margins. 9.4C after 0.7C.

I ran across the fields to swap my inner tube - now replaced on the bike - and was pleased to do it in a good time. My fitness is getting quite good after a poor couple of years interspersed with Covid, vaccines and dodgy knee episodes. My resting pulse is now down to 52. Apparently that puts me back into the athlete bracket. That might sound very good but I used to regularly hit low 40s in my early 30s and once got 38 measured over a full minute. (I got told by a doctor once that Linford Christie was known to hit 18 in his prime but that superathletes can have superlarge hearts that can sometimes cause problems in older age.) I'm very pleased with how I'm doing since my dad's side of the family has a terrible record of early male deaths with heart attacks. The NHS would class me as comfortably overweight on its BMI index yet I can run for miles, outsprint my kids and cycle at a fair clip. The BMI index takes no account of the water that muscles absorb when exercised hard on a regular basis. I can lose a good few pounds when I do nothing for a week or two and the water gets released, but that's rare outside of ill spells.



I have not done maximum pulse in a while. I used to often pull over 200 in my early 30s. 206 is highest I remember from back then. I doubt I'm anywhere near that now. It's generally reckoned it should be around 220 minus your age, on average for reasonably normal health. Don't try test yourself on this without working up some decent fitness first! A high max pulse can be a bad issue/dangerous if you have not built up the fitness first.

[mrphil] 09/2/2023 17:18

Thanks phil, the redwood one was taken on my phone earlier today but the Orchid House was taken by our professional photographer some years back.

Sorry to hear about Burt Bacharach, RIP

[philanderer] 09/2/2023 17:13

Mr P, stunning photos.

Portfolio +0.26 , best gainers AZN (results), BP and PZC.....main faller BAT (results)

Another sunny, cold day 7C . fingers were freezing hanging out the washing. More indoor painting after giving up raking the drive, just too cold. Sandwiches and soup on the sun-trap patio was fine.


Burt Bacharach RIP , one of the very best songwriters

[skinny] 09/2/2023 17:00

It felt Spring like on the school run this afternoon @10C.

After being well up this morning, I finished down 0.07%.

[skinny] 09/2/2023 16:22

Fantastic - yours from seed MrP? :-)

Yes, its still in the Princess of Wales Conservatory - goodness only knows what they do with all of the orchids after the Festival as I was told they are not permanent!

Talking of the NHS, our daughter is home - spending most of the time in bed as that's the most comfortable position and been told she will get a telephone consultation from a physio on the 17th!!!

[aleman] 09/2/2023 16:22

Reminds me of my schooldays, MrP. Why? Because US pencils were made from redwood when I was a kid. They used to bend slightly which meant you could break the graphite core quite easily - which was a pain sometimes.

Looks like some still are:

[mrphil] 09/2/2023 16:13

Popped in to our woods earlier, had to sit below one of our Redwoods.

[aleman] 09/2/2023 15:44

US continuing claims have risen from 1.3m to nearly 1.7m since May. It might still be low by historical standards but nobody seems to mention that it is steadily rising. Can it still be described as tight? Well it's certainly a lot less tight than it was. Look back at previous recessions and it typically bottoms 6-15 months before GDP starts shrinking. We're now 9 months past. US corporate results and guidance are so bad that it looks to already be in recession. It was only lumpy aircraft orders and rising inventories (production of stock that has not sold) that stopped US GDP being negative in Q4.

[mrphil] 09/2/2023 15:11

carpingtris, sorry you are finding the NHS about as useful as I do whenever I try. I should have seen them after my fall last month but it was a complete waste of time trying as I would have just added stress to the list of problems! I really think we should now consider shutting the whole thing down, give us back the tax money and we do our own thing. I already pay a fortune for private health care but can't get to use it as we have to go through the NHS to get a referral first, that took six weeks when I had my back operation!

Skinny, years ago we did the lighting in the Princess of Wales Orchid House, no idea if it's still there?

[aleman] 09/2/2023 11:27

Gilts yields falling - shorts -0.03% and longs -0.08%

Silvana Tenreyro, MPC member who voted for no change, just said:

"In my view, yes, rates are too high right now. That’s why I didn’t support the vote."

[philanderer] 09/2/2023 10:52

Morning everyone.

Not quite as cold as yesterday, the sun's doing it's best. One more sub zero night to come.

Market does not like BATS results , AZN positive on it's own numbers though. Unilever- meh. Portfolio flat.