Nwf Share Discussion Threads

[ntv] 13/12/2024 06:44

The TU seemed reasonable to me
So sticking with them

[c3479z1] 21/11/2024 15:39

'IHT on farms to pay for the NHS'
'only 500 farms likely to be caught every year'

so, if each of the affected were to pay £1m, which is a figure that's probably too high, then that would raise £500m, scarcely enough to fund the NHS for 17hrs?
therefore a politically motivated attack on landowners and property....aim to fund public sector pay rises to keep those workers sweet, voting for a Labour admin at the next election

[c3479z1] 17/11/2024 22:34

seems the numerous labour MPs representing rural constituencies for the first time ever are hearing plenty of discontent from their constituents; the IHT raid in the budget has gone down worse than any other single measure including the raid on pensions.
would be surprised if the gov't changed its approach on the farming IHT, sadly.

[cfro] 04/11/2024 11:41

There are many ways around the problem like split-ownership (as mentioned above) also selling off parts (to pay IHT) and becoming more efficient with a smaller farm.

Where i live any smaller farms that come onto the market are instantly snapped-up by either much larger corporate farmers or the entrepeneurial farmer with ambitions to grow.

This gov IHT decision will make no difference to NWF in fact i hear there are protests planned by the farmers so it may well get over-turned.

[c3479z] 04/11/2024 10:44

think you may be right but the competition to buy farms or forests that come on the market and there may well be more of them, could be less so capital values may decline?

[c3479z] 04/11/2024 09:54

adverse impact of budget will be farms being divided into smaller and smaller units over time as in Ireland North and South, less economically efficient units with adverse impact on the rural economy. How the farmers of rural constituencies including nw Norfolk and Cambridgeshire constituencies must regret the election of a Labour gov't.

[wad collector] 01/11/2024 18:49

Tipped in IC this week suggesting the worst is behind NWF.

Mind you that didn't mention the IHT rule change which is clearly going to give farming a kick.

[cfro] 29/10/2024 15:53

Small director buy. (Seems a good price entry point to make a maiden purchase).

[wad collector] 26/10/2024 20:39

XD next week 7.1p

[ntv] 27/9/2024 08:18

I think the dividend history here makes this a buy around this price

[cfro] 14/8/2024 15:01

Nice vote of confidence from the Non-exec Amanda Burton.

[tomps2] 31/7/2024 13:00

NWF Group (NWF) Full Year 2024 results presentation - July 2024

NWF Group CEO, Chris Belsham and CFO, Katie Shortland present the groups results for the year ended 31 May 2024.

Watch the video here:

Or listen to the podcast here:

[topvest] 31/7/2024 11:25

Anyone watch the results presentation?

[topvest] 31/7/2024 11:06

Another cut in FY25 EPS from 19.4p to 17.8p. Explains the current weakness in the price, I suppose. Was originally 22.5p so down 21% now.

[thebd11] 30/7/2024 15:44

According to their presentation they have existing depots in Redruth and Yeovil, but yes, the density there is a little less than the rest of the West certainly...

[cfro] 30/7/2024 12:30

Not really any specific questions from me but i was just wondering with their fuels division what kind of presence they have in the South-West region covering Somerset/Dorset down to the tip of Cornwall..

It's unclear to me whether they currently have any tankers/depots operating in the region at all. As one can imagine there are an above average population using heating oil as it's mostly very rural plus above average number of farms and agriculture companies needing red diesel etc..

If not they really need to look at acquiring a family run operation or two if they can..

[thebd11] 30/7/2024 10:30

Results look as expected. I'm meeting with management later this week if there are any specific questions worth discussing....

[cfro] 30/7/2024 06:29

Results as expected.

Food and fuel more normalised now after the spike in inflation. Debt increased due to the investment in Lymedale.

I am hoping this is the bottom now from a financial number point of view and that we good growth in all three businesses from now on. The award of options to both the head and divisional directors would be indicative of that.

[gswredland] 03/6/2024 15:21

Stuck in a trading range here. 180-220

[wad collector] 08/3/2024 19:40

Bounced a bit today, but long way back up for me.

[wad collector] 02/2/2024 14:14

IC say hold , FWIW. They point out that although the £8M warehouse investment is about 2/3rds of its cash, it should bring in £2.8M annually but not for another 2 yrs.

[tomps2] 01/2/2024 12:42

NWF Group (NWF) Half Year results presentation - January 24

NWF Group Chief Executive Designate, Chris Belsham and Chief Financial Officer, Katie Shortland present half year results for the six months ended 30 November 2023, followed by Q&A.

Watch the video here:

Or listen to the podcast here: