Nwf Share Discussion Threads

[km18] 01/2/2022 13:06

NWF Group posted Half Year results this morning for the period ended 30th November, 2021. HY revenues were up 30% to £402.6m, H2 operating profit was up 57% to £4.7m, profit before tax was up 72% to £4.3m. This left diluted EPS up 65.1% at 7.1p. Clearly these are impressive numbers. The business has been growing its top line revenues solidly for a number of years now and the business is profitable, 5-year CAGR EPS growth is running at around 10%. The balance sheet is solid. Valuation is the main drawback, with forward PE ratio at 12 in the bottom quartile for the Oil and Gas sector. The share price also lacks momentum, not much better than flat over the past 2 years. NWF looks to be a generally solid and growing company, but there is no great rush to buy here. Monitor for now...from WealthOracleAM

[3800] 14/12/2021 21:46

todays news in brief
" NWF expects to report underlying results for the first half which will be significantly ahead of the prior year"
all the lemmings are chasing the never made a profit and never will stocks.
3800

[tomps2] 04/8/2021 08:56

Richard Whiting, Chief Executive and Chris Belsham, CFO outline the full-year 2021 results for the period ending 31st May 2021. It was another strong set of results, ahead of expectations set before the pandemic demonstrating continued performance, delivery and resilience.

Video:

Podcast:

[1tx] 03/8/2021 10:01

Solid results today;driver shortage touched on which could be a growing problem in all divisions,most of NWF drivers cover fairly local deliveries-in particularly fuel truck drivers.People often compare NWF,Carrs & Wynnstay.But with NWF increasingly fuel is dominating.

[tomps2] 03/2/2021 09:07

NWF H1 20 results webinar given to analysts on 2.2.21

All in line, key elements of the period, with detail on the cyber attack. Good outline on the acquisition strategy 13m17s.

[9degrees] 16/12/2020 09:47

national shortage of storage.
cold storage for vaccines ??

[9degrees] 18/11/2020 09:24

excellent results from Wynnstay today

[cfro] 12/11/2020 07:25

Correct thing to do was suspend i agree.

Looks like it was dealt with quickly and professionally so no damage done. Hats off to management.
As i suspected they are covered with Cyber insurance.

Shares to now resume trading.

[value viper] 11/11/2020 07:38

Fair enough to suspend while they investigate imv

[3800] 04/11/2020 15:28

Did NWF actually need to suspend the shares though? It makes me think it may well be rather serious.

[9degrees] 04/11/2020 15:18

I notice Xaar plc also had a security alert same day

[cfro] 02/11/2020 09:06

Great,

hopefully not too much damage done. Business had been trading well up till now.

Luckily only a smallish position.

Edit: assuming they have cyber attack insurance, must companies do i believe. Hopefully that should cover them in the event that any cash stolen etc...

[cwa1] 02/11/2020 07:55

Ooopsss, happy I'm not currently in here, thoughts with holders:-

NWF Group plc: Cyber Incident

NWF Group plc ('NWF' or the Group), the specialist distributor of fuel, food and feed across the UK , announces that it has experienced an unauthorised access to the IT systems in two of its divisions (Feeds and Fuels) and at Group level. There has been no unauthorised access at the Group's Food division.

The Group has engaged external specialists and has taken precautionary measures with its IT infrastructure, including taking systems offline whilst it continues to investigate the nature and extent of the incident, the recoverability of any compromised data and any effects on the operability of its systems.

The Group's businesses remain operational; the customer service teams in Feeds and Fuels are using alternative systems and procedures to fulfil and deliver orders .

In light of the complex and evolving nature of this situation, the Board has requested that trading in the Company's ordinary shares be suspended until it is in a position to provide more definitive information.

[tomps2] 05/8/2020 10:17

NWF Group (NWF) FY20 results presentation by Richard Whiting, Chief Executive & Chris Belsham, Group Finance Director.

[bollers] 04/8/2020 11:35

Pretty fair results in a safe sector and an OK dividend.
Just the job for these turbulent times.

[9degrees] 04/8/2020 10:31

very reassuring as usual! An all weather investment

[scooper72] 29/4/2020 10:09

Glad I held on to these.

[cwa1] 29/4/2020 08:08

Decent release given the circumstances IMO.

[bench2] 06/2/2020 16:16

Better run than Wynnstay which looks a sitting duck at 280p offered

[davebowler] 29/1/2020 14:38

IC -
NWF’s latest acquisitions aren’t expected to add significantly to profits in fuels and foods in the current full year, but Panmure Gordon expects a £1m boost to profits in 2021. Deflationary pressures and lower commodity prices depressed revenues in the group’s feeds division, but NWF managed to maintain half-year operating profits here at £0.7m. NWF shares were largely unmoved by this set of results, but we retain our confidence in the group’s sound record on integration – a prerequisite for acquisitive growth – and its ability to navigate a difficult market backdrop. Buy.

[tomps2] 28/1/2020 08:28

NWF H1 results overview



Positive H1 all divisions in line, or exceeding expectations. Acquisitions in fuel division; and expansion in the food division, with a new warehouse being built paced with major new contract, both expected to be earnings enhancing for next financial year.