Nwf Share Discussion Threads

[cwa1] 14/9/2017 16:22

Hmmmmm. What's happened here?

[getscenic] 29/8/2017 11:38

That'll be all those Sunday mail readers dipping in their pension pots then!

[david90] 29/8/2017 10:11

Not a bad rise on a morning when the FT100 is down 100

[9degrees] 27/8/2017 10:01

same article in Mail on sunday so should see a price hike next week . good !

[tomps2] 01/8/2017 08:07

NWF Group CEO Richard Whiting presents the group’s Full year’s results year ending 31st May 2017. (6.5 mins)




Introduction – 00:18
Group results summary – 00:43
Feeds results – 1:46
Food results – 2:36
Fuels results – 3:05
Group development strategy – 3:42
Feeds development strategy – 4:38
Food development strategy – 5:07
Fuels development strategy – 3:36
Group summary & outlook – 6:00

[9degrees] 21/7/2017 17:31

maybe a result of Carrs reasonable figures yesterday and improvement in agricultural prices etc

[cwa1] 21/7/2017 14:28

Modest price improvement today and a trickle of volume. Anyone see anything/has it been tipped somewhere?

[rhomboid] 20/6/2017 08:47

Does anyone know the impact of this from the Interims "Post period end we have entered into a two-year agreement with Princes Limited to store a reduced number of pallets at Wardle as they utilise existing warehouse capacity within their network"?

Today they say; "Service levels were maintained at 99.7% and the division is actively seeking additional business to fully utilise space in 2018."

That suggests they have an ongoing pallet volume shortfall to me.

..and what is the point of saying this "The delayed opening resulted in some additional exceptional costs being incurred." without giving any indication of materiality?

They don't make it easy for investors..

[9degrees] 20/6/2017 08:32

I am interested ! A trading share for me but down at the moment so could do with a good rise. Good defensive stock in poorer times and good yield .

[wjccghcc] 20/6/2017 08:22

Yes. Better than I expected. Bought back in at 137p. They tend to move in a 130p to 180p range so now the new mill is open, they should move back up again.

[rhomboid] 20/6/2017 08:12

I'm interested at around current levels, I held a while back but sold as I couldn't see a catalyst for a re rating, however it's now sub 10 PE with c 4.5% dividend & solid defensive characteristics so it's back on my watchlist

[cwa1] 20/6/2017 07:50

A reasonable and, in my opinion, slightly better than expected Trading Statement this morning:-



Richard Whiting, Chief Executive of NWF Group plc said:
"NWF has delivered another solid trading performance. Investment in mill infrastructure in the Feeds division and strong performances from Food and Fuels have continued the development of the Group and demonstrate its ability to successfully navigate volatile economic conditions."

Anyone else interested?

[cwa1] 20/4/2017 13:51

Modest encouragement:-

20 April 2017

NWF Group plc (the "Company")

Director/PDMR Shareholding

On 20 April 2017, Philip Acton, Non-Executive Director and Chairman elect, notified the Company that on 20 April 2017 he purchased 20,000 ordinary shares of 25 pence each in the Company ("Ordinary Shares") at a price of 146.312 pence per share.

Following this transaction, Philip Acton holds an interest in 30,000 Ordinary Shares representing 0.06% of the issued share capital of the Company.

[ed 123] 31/3/2017 13:03

Yes, very hard to quantify atm. Some parts of farming could go well if a hard Brexit. WTO tarrifs would then apply. This would be helpful to those farmers whose produce is net imported from the EU. But, we just don't know what deals will emerge.

The Brexit uncertainty, the rise in stock markets and the possibility of a summer correction have moved me to adopt a more cautious approach recently. I don't mind missing some gains.

[cwa1] 31/3/2017 12:28

Cheers Ed, a fair point. Hard to quantify it though. Needs some thought.

[ed 123] 31/3/2017 11:57

Hi CWA1.

The fall may reflect concerns about the impact of Brexit on farms? Hard Brexit coming?

Old news item but another two years of uncertainty ahead?

[cwa1] 31/3/2017 11:24

Not the busiest of boards but none the worse for that I reckon.

Just joined you people with a few at 143p in the hope that the drop on the luke warm H1 results might be a bit overdone and that management expectations of: Board's full year expectations for performance and net debt levels maintained might actually come in making them look, in my eyes, reasonable value.

I note that current forecasts are for 14.35p EPS and 6p Divi for 2017. Giving a P/E of just under 10 and yield just over 4% IF these are achieved,

I also see that Peel Hunt raised NWF to BUY this morning. FWIW.

Plus a 100K trade this morning. My rose tinted lenses make me want to hope this has helped with a possible overhang-but nothing more than possibly misguided optimism!

Fingers crossed for the future.

[linhur] 09/2/2017 00:31

5% sold yesterday?

[tomps2] 31/1/2017 09:42

Video: H1 results to 30.11.17 as released today, 31.1.17. Richard Whiting presents the overview from each of their three divisions.



Introduction - 00:18
Group financial overview - 00:32
Feeds operational highlights - 1:24
Foods operational highlights - 3:37
Fuels operational highlights - 5:36
Strategy and future development - 6:52
NWF business model - 9:04
Summary and outlook - 10:11

[9degrees] 28/9/2016 16:37

Looks like AGM statement tomorrow could be a problem ??Down 5p

[9degrees] 05/9/2016 12:40

Richard whiting share disposal was just the sale of his performance bonus options granted last month . Fair enough

[tini5] 02/9/2016 16:02

Disappointing drop lately. Hope to see upward movement over the coming weeks.

[david90] 03/8/2016 09:22

SP has risen 17%in last month anticipating good results. Fall so far only 4% due to profit taking.