||EPS - Basic
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NWF Group Share Discussion Threads
Showing 426 to 449 of 450 messages
20 April 2017
NWF Group plc (the "Company")
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.|
|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.|
|Cheers Ed, a fair point. Hard to quantify it though. Needs some thought.|
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?
|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.|
|5% sold yesterday?|
|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|
|Looks like AGM statement tomorrow could be a problem ??Down 5p|
|Richard whiting share disposal was just the sale of his performance bonus options granted last month . Fair enough|
|Disappointing drop lately. Hope to see upward movement over the coming weeks.|
|SP has risen 17%in last month anticipating good results. Fall so far only 4% due to profit taking.|
|Why's the share price down? These are positive results!|
|Video: full year results presentation by CEO, Richard Whiting
Whiting updates on FY results, with PTP up 2.5% and EPS up 3%, all achieved with lower revenues, reflecting lower commodity costs, which doesn’t affect profits. The dividend is increased by 5%.
CAPEX investment and 3 acquisitions has cost £10m, although debt is still only 9.9m (less that 1xEBITDA), due to NWF’s strong cash generation.
Achievement across each division:
1. Feeds increased volumes and market share
2. Foods at capacity, added repacked work
3. Record fuel volumes
Market conditions have been difficult – dairy farmers have faced low milk prices; food distribution is competitive; the warm autumn and winter meant less demand for heating oil - however, in spite of this growth has been achieved.
Whiting runs through each division, outlining the challenges and opportunities; and where the acquisitions fit in.
Brexit: hasn’t had much impact to date; and NWF don’t anticipate any implications.
Ultimately, he says, NWF has strong management, who spot growth opportunities, with the asset backing to take advantage of them. Highly focussed on good cash generation and optimising share holder returns.
NWF are trading in line with expectations for the first two months of new financial year; and the increase in dividend highlights the confidence in the future for the group.|
|Yes I am following
They are holding up well.
the Sp should improve if Remain win|
|You probably bought at a good price today. Final Results were in early August, so may wait and watch for a while longer.|
|I have just bought back in as it must be somewhere near the bottom .it may go down more of course if markets fall but so will everything else|
|Wonder if this has much further to fall?|
|gone ex div today for 1p|
|Vague? Non-existent is the term I would have used!|
|Market giving today's acquisition of Jim Peet the thumbs up. Slightly surprised because the RNS is vague regarding the price paid or the expected impact on NWF's revenue/profit. Geographic fit looks good though.|
|Last chance to get registered for our seminar tomorrow! NWF Group will be presenting at our growth company seminar in Altrincham near Manchester tomorrow. Get registered at: hTTp://www.sharesoc.org/altrinchamseminar.html|
|Will there be any resume or record of the presentation for those unable to attend?|
|Thanks for that, I've just booked my place at the ShareSoc Seminar - looks like a good selection of companies. Should be a good evening and great opportunity to ask Richard Whiting a few questions about NWF's recent half year results.|