Northern Foods Share Discussion Threads

[skinny] 22/3/2024 06:48

Good Morning.



4/7.

[wllmherk] 21/3/2024 20:26

Up almost +1% today wiping out this weeks losses and back to flat on the week. PHNX report tomorrow, my second largest holding so likely affect my YTD figure significantly.

Wife's car back from the garage, new shock absorber fitted for £256. Electrician's arrived from the Solar Installation company to do some preparatory work before next weeks install. Hoping they will be done and dusted in a day.

Thanks for your kind wishes regarding Mrs wllmherk, we await Dr's opinion as to whether it will require surgery or not, it's a benign Cyst, but, rather large.

Weather is awful, max 6c today, cold wind and intermttent rain. Barely seen any sun this Winter. Vets tomorrow for our cat's annual check up and vaccinations.

wllm :)

[dr biotech] 21/3/2024 18:41

Up a relatively disappointing 0.8%

Most up, but a drop in API cost me 0.2%.

Took the day off to go to Blenheim Palace with MrsB - the gardens are great but I found the palace itself to be a bit underwhelming. It did have one particular highlight - they are preparing for a "icons of british fashion" starting from this weekend and whilst its not my thing I met Bruce Oldfield who is exhibiting. I had no idea who he was at first. But as far as world famous designers go, he was as down to earth and unpretentious as you could imagine.

[deanforester] 21/3/2024 18:33

I'm up +1.468% on the day today (FTSE100 +1.876%).

Best rises: BLND +4.55%, TW. +3.19% and SGRO +2.80%.

Only 3 fell: BATS -1.36% XD, RKT -0.76% and TATE -0.17%.

Property and Housebuilders were perky. My other XD was Pearson which rose Quite a lot.

Just back from Wetherspoons. As I had had a big lunch at Probus, I stuck to soup. A good talk today about the history of etiquette.

DF

[aleman] 21/3/2024 17:17

+0.9% with a small ex-dividend. That'll do nicely. Maybe one or two trust discounts pulling back slightly - but not mine yet, on average. I probably need this if I am going to make up ground.

Damp morning but drying up. Sun trying to break through now it's too late. 11.4C after 3.8C.

[malcolm caton] 21/3/2024 17:11

best to Mrs wilm.

A couple more days like today and I might end up + for the year,

Up 1.35% RR. leading the pack of gainers.

Only losers of note BATS,FNX both XD,and BGO.

[mrphil] 21/3/2024 17:10

Couldn't match the ftse but more than happy with the raft of risers giving me +1.30% today led by LLOY, BERI & HFEL

[skinny] 21/3/2024 17:04

I finished up 1.20%.

A pretty decent day in the main, with a high of 16C.

All the best to Mrs wllm.

[blueliner] 21/3/2024 17:03

+0.82% folio, [FTSE All-Share +1.8%]

BHP, BA., BERI, INVP, RIO, JSG, leading gainers.

GSF, BRWM(xd) material fallers.

Wish Mrs wllm an ok result.

[mrphil] 21/3/2024 15:31

Hasn't done great things for the pound which is odd as I would have thought they were expecting rates to be either held or reduced?

[aleman] 21/3/2024 15:00

Ditto to Mrs wllm.

Again, many in the private sector seem more in line with what Gilts are saying:

Daniele Antonucci, chief investment officer at Quintet Private Bank:


"Like the Fed and the European Central Bank, the Bank of England is basically validating market expectations of rate cuts by mid-year...

... In the UK, we continue to look for five quarter-point cuts in 2024.

(Note, I suggested Gilts indicated 7 or 8 in 12 months and then another 1 or 2 before levelling. That would probably equate to 5 in 2024 and another 5 by late next Spring.)

[mrphil] 21/3/2024 14:50

wllm, good luck to Mrs wllm, hope all is OK

Looks like a rare decent day for the ftse today.

[skinny] 21/3/2024 14:44

It looks like the DOW wants 40,000 today.

[aleman] 21/3/2024 12:16

Gilt yields, already down markedly, fell another 0.04-0.05% on the decision. They seem to be suggesting a harder landing and faster rate cuts when they start, i.e. B of E overdoing it a bit?

[skinny] 21/3/2024 12:08

GBP MPC Official Bank Rate Votes 0-1-8 0-1-8 2-1-6

GBP Official Bank Rate 5.25% 5.25% 5.25%

[philanderer] 21/3/2024 10:27

Morning everyone.

Strong start this morning after the Fed statement last night and the sun is trying to break through ... 16C promised again today.

[wllmherk] 21/3/2024 10:17

Roadworks at the end of our street causing chaos this morning, dropped wife's car off to a local garage for a new shock absorber to be fitted, Arnold Clark wanted double the cost to supply and fit.

Took both our bikes to a local bike shop for a service on Tuesday, they noted that my bike's front wheel was incorrectly fitted and the brake disc the wrong way round. My bike was serviced at Halfords in October last year and sat in the garage since. The person who dealt with my bike at Halfords had protected charateristics, they might be better employing someone who can do the job rather than making appointments based on diversity quotas.

Off to the local hospital today as my good lady has an Ovarian cyst that requires a check up.

wllm :)

[mrphil] 21/3/2024 09:53

Pleasantly surprised to see my LLOY holding actually into profit after all these years! Currently my largest individual holding so not sure whether to reduce or stick with it?

[aleman] 21/3/2024 09:49

Good morning. Just started drizzling. :-(


I was pleasantly surprised to find my car insurance renewal only went up about 7%.

Short Gilts yields are down and now suggesting a cut of 1.75-2% in rates over the next 12 months and maybe another 0.25% or so after. Basically, gilts say rates are about to fall quickly but quickly plateau around 2.75-3%. Why gilts seem to be expecting rate cuts a little more quickly than other oft quoted sources, I do not know. They have a pretty good track record. It seems good news but what will the MPC have to say about it?

[blueliner] 21/3/2024 08:55

Morning,
Reading that Daily Mail article I fall right in the elderly drivers category quoted, yet seem to have got away fairly lightly so far, renewal was in Jan, having shopped around on Confused.

Healthy results from MNG, lifting the folio.

[skinny] 21/3/2024 08:25

Answers on a post card....

[mrphil] 21/3/2024 08:05

Morning All.

MrsP has a small lump of money accumulated in a monthly saver account which has now dropped to around 1% so with this talk of rate cuts maybe a Fixed Rate ISA might make sense.