Nwf Share Discussion Threads

[ntv] 27/9/2024 09:18

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

[cfro] 14/8/2024 16:01

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

[tomps2] 31/7/2024 14:00

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 12:25

Anyone watch the results presentation?

[topvest] 31/7/2024 12:06

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 16:44

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 13:30

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 11:30

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

[cfro] 30/7/2024 07:29

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 16:21

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:

[barnesian] 31/1/2024 15:02

It's not that bad. It's the comparison with the previous period that mashes it look bad.

[cfro] 31/1/2024 13:42

I intend to stick with it, been holding for years..

[9degrees] 31/1/2024 11:40

CFRO
Oil price reductions this year affecting margins , not ib their gift to influence - this will pick up again as supply reducees . Rubbish weather must have seriously disrupted agricultural business.
Boughey will continue to do well with new facility .
stick with it - a good business

[cfro] 31/1/2024 09:32

These were quite poor results despite them guiding lower. I don't understand quite whats gone wrong here when they have in the past been a very defensive business producing dependable results year after year particularly under the last CEO..

Not a very good start for the new CEO..

[cwa1] 31/1/2024 08:36

I decided to quietly slink off too, might be quite some time before we hear any good news from NWF...

[ntv] 31/1/2024 08:08

Very disappointing results
I am out

[1c3479z] 13/1/2024 20:59

r4 morning program from Stoke a few days ago, mentioned the lead story in the Sentinel, 250 jobs to be created in N Staffs warehouse,
research indicates it's Boughey, NWF's food distribution business...

[crumppot] 10/1/2024 13:08

Sounds positive for the future

[ntv] 10/1/2024 12:53

They are committing to a large expansion of the business so they must have some decent contracts lined up

[ntv] 13/12/2023 07:45

steady as she goes by the look of it
Foods side is being expanded due to high demand
Mild weather affecting the fuel and foods business still
They had around £16m nett cash at at full year end so hopefully this has continued to grow being ample to expand the foods business

[1c3479z] 10/12/2023 19:38

crumppot

if you read Roland Hill's very recent article you might conclude it's a steady compounder with and excellent dividend record, long-term multi bagging share price, opportunity for growth in food distribution and consolidation among fuel suppliers. Though feeds is a low growth relatively low margin business.

[cwa1] 08/12/2023 13:06

Solid dividend arrived in the account this morning :-)