Nwf Share Discussion Threads

[cmp2] 11/5/2005 16:38

another positive day for nwf...

[getscenic] 10/5/2005 21:19

a piece by bill johnston(of wotshot) about NWF on iii.
might pull in a few new punters!

[cmp2] 06/5/2005 18:56

Sharespotter,
thks for your informative posts. It certainly seems likely that Atorka may have NWF on its radar as a potential aquisition...
we'll just have to wait and see, but it seems a logical step for them to take don't you think??
cmp

[getscenic] 06/5/2005 18:38

sp,
very interesting, thanks

[cmp2] 05/5/2005 19:41

some good buys today after yesterday's rise. I have a gut feeling that this is due a more sustained rise soon....

[sharespotter] 05/5/2005 08:20

I think that LWB is interesting from an Icelandic hoding point of view. Have a look at this note which I posted on another bulletin board:

[getscenic] 03/5/2005 20:07

bjorks about my limit.
interesting that thier other large u.k. holding is LWB with a chart to match NWF.
has this reached the bottom.

[sharespotter] 03/5/2005 18:08

It helps if you speak Icelandic!

[getscenic] 03/5/2005 18:03

well done sharespotter, been trying to get info on theses guys.

[sharespotter] 03/5/2005 14:36

Wouldn't be surprising to see the largest holder, the Icelandic group Atorka buying more. Typically once they have started buying a stock they keep going.

Link to their web site (don't worry, in English!):

[getscenic] 28/4/2005 16:53

v n,
we need the election out of the way, the dow to settle down, a people to get back in the shops. one is certain, two maybe, three who knows.

we could still go sub 400.

[verynervy] 28/4/2005 15:24

Absolutely agree about long term potential - I see this as becomming a great buying oppo - but when?

will have to watch and wait but when it does turn it will do so quickly!

[getscenic] 27/4/2005 16:53

ouch!
will be a good buying opp. sometime, but not for now.
still rate this longterm

[gateside] 27/4/2005 15:25

Bloody glad I never bought any.... will wait till the dust settles!

Good luck to those holding at present.

[verynervy] 22/4/2005 08:21

getscenic - like the scenario of shortage due to spring pushing up prices and less margin pressure

thought about wyn but rapid rise caught me out/could be some sort of merger/takeover between the 2 at sometime??

gateside - I like you probably like these solid companies outside footsie not too small and reasonable yield - with good chance of capital upside - and good history - and I always regret taking profits from such stocks!

[gateside] 21/4/2005 22:59

getscenic.... NWF caught my eye at the start of last year, and I kept waiting for them to fall back, but they never did, so ended up buying WYN just after they floated at 195p.

This fall back in price in NWF, has caught my attention and as you say is beginning to look tempting.

[gateside] 21/4/2005 22:31

verynervy.. glad to see you are interested in this too.

Also not holding any NWF myself, but watching with intent to buy.

[verynervy] 21/4/2005 12:14

carrs milling had disappointing results with their sales fo animal feeds i believe?

so could be a factor in continuing share price pressure which is ofcourse presenting a buying opp

[verynervy] 21/4/2005 11:58

Not in at the moment but am looking for re-entry - a well run company that has shown great growth over years and increasing div - all thats need is some sunshine!! and thats what i need aswell!!

[gateside] 18/4/2005 17:42

From armshare.com

The November interim figures saw half-year sales top the £100 million mark, but various cost and revenue toxins - investment in a new warehouse, high fuel prices, squeezed food margins, poor summer and mild autumn weather - choked the earnings per share, which fell just under three points to 10.6p. But an increased half-year dividend accompanied a statement which was confident about second-half prospects.


Research Standing
A must for inclusion in every AIM portfolio.

[gateside] 18/4/2005 17:37

I believe 500p could be a good entry point.... anyone out there interested in this well run company.

[gateside] 18/4/2005 17:28

Forecasts

Year Ending EPS P/E PEG EPS Growth Dividend Dividend Yield
31-05-2005 48.05p 11.97 1.02 +11.72% 19.20p 3.34%
31-05-2006 54.60p 10.53 0.77 +13.63% 20.50p 3.57%
31-05-2007 55.30p 10.40 8.11 +1.28% 20.50p 3.57%

[gateside] 18/4/2005 17:24

NWF GROUP PLC INTERIM RESULTS
FOR THE SIX MONTHS ENDED 30 NOVEMBER 2004

NWG Group plc ("NWF"), the diversified sales and distribution business, today announces interim results for the six months ended 30 November 2004.

Commenting on the results, Roy Willis, Chairman said: "The six months ended 30 November 2004 have been very busy for the Group with several developments taking place which will serve us well in future years. The Board has again pursued its progressive dividend policy by approving an interim dividend of 4.3p per share (2003: 4.2p), which will be paid on 2 May 2005 to shareholders on the register on 1 April 2005. The shares will trade ex-dividend on 30 March 2005."

Financial highlights (comparative figures for six months to 30 November 2003):
Turnover increased by 22% to £108.6m (2003: £89.3m)
Profit before tax and exceptional item £1.3m (2003: 1.5m)
Basic earnings per share, before exceptional item, 10.6p (2003: 13.2p)
Interim dividend 4.3p (2003: 4.2p)

Divisional highlights:

Distribution - 19,000 pallet warehouse at Deeside, Chester now fully utilised benefiting from new contract with Patak's Food

Feeds increased its market share with volumes of 137,000 tonnes in a reduced market, improved margins and successfully acquired JGW Thomas & Son, feed manufacturer in Umberleigh, Devon

Fuels increased volumes by 12% with all depots contributing to this performance

Garden Centres (previously Retail) suffered from poor summer weather and a late start to Christmas; completed the disposal of its six Country Stores and acquired Victoria Garden Centre in Yorkshire.


On the outlook for the coming months Roy Willis added: "The Board remains confident about prospects for the second half year when the majority of the Group's profit is normally earned and looks forward to the full benefits of the various actions we have taken, in future years."