Robert Wiseman Dairies Share Discussion Threads

[bogg1e] 22/9/2010 08:58

Morning jab, When the share price is over 350p and stable then we can relax, shorters closing and bottom-feeding investors will help take it further, then its sit back and enjoy the ride! (hopefully!)

[jab118] 22/9/2010 07:39

Morning Boggle

Nice spike up on open, at least this share is holding well, could see a mini rally soon...;-)

[bogg1e] 21/9/2010 20:58

I hope so, the supermarkets in general have treated british dairy farms like slurry.

[jab118] 21/9/2010 17:30

Boggle

Have no milk fever me !

Robert Wiseman hit the West Country News tonight.

Farmers close to going bust once again, Wisemans could say due to their profits down 7m they were also suffering. Blamed it on the Supermarket Tesco's price war, that's at fault cutting the price and still making 22p a litre margin, just for selling.MILK will soon see a few increases soon for farmers and processors benefiting.

[bogg1e] 21/9/2010 15:22

jab its usually this way when a share falls out of the sky; the first week is choppy.

[jab118] 21/9/2010 14:59

Look like we have traders taking profits still, give it time and we will have a significant sub stained rally soon enough

[jab118] 21/9/2010 11:12

Now she's rocking...;-)

[jab118] 21/9/2010 10:05

Boggle Hi, I'm still waiting, I bought at 338, and 343 could have sold for a quick profit the same morning, but decided to HOLD. Wouldn't mind a few more under 300p but don't think I will get the chance. Bloody good divi share. Welcome and good luck as well....;-)

[bogg1e] 21/9/2010 09:51

Been waiting for a positive nudge since it fell to 330p (almost bought in at 360p- eek) so now entered the fray at 345p.

Jab i use vectorvest software and RWD have a value calculated at 770p or thereabouts. RSI is low at about 20, the price has steadied and not experiened further aggressive selling pressure. So undervalued and oversold, now looks to be the perfect entry point. Good luck all.

[jab118] 21/9/2010 09:47

pilky3

Good, best of luck in your investment mate, could be a roller-coaster soon, just hoping this is the bottom of the big dipper. But what I'm speculating on is if we have a double dip, MILK will still be pulled and SOLD ;-)

We need to get over 355p level this week and hold, imo.. that would be a market sign the share has turned bullish for a good run higher.

[pilky3] 21/9/2010 09:13

here we go

[jab118] 21/9/2010 07:48

pilky3 why are you short ?

[pilky3] 20/9/2010 19:49

should be good for the share price.

[masurenguy] 20/9/2010 16:20

Umm........Standard Life has sold shares - circa 645k - and reduced their holding from 3,918k to 3,273k !

[pilky3] 20/9/2010 16:12

standard life ionvestments buying.should mean a decent rise very soon.It usually follows a purhase by a fund.

[yf23_1] 19/9/2010 16:34

Isn't the increase of 1.28p to go to the dairy farmers ?
I had heard they were to get 1p more somewhere ?

[masurenguy] 19/9/2010 11:02

Tesco Pays More For Milk As Dairy Profits Fall

Tesco has increased the price it pays for milk from its dairy suppliers, as a top producer warned of tough times ahead. The supermarket giant announced it would start paying 28.18p a litre - an increase of 1.28p - from the beginning of October.

It comes as Robert Wiseman - which supplies about a third of Britain's milk - said it expected a £7m fall in profits in the second half of the year, blaming stiff competition. The firm's share price fell almost a third on Thursday after the warning. Analysts said tough supermarket pricing tactics were partly affecting Wiseman's business. They said a price war has broken out among supermarkets, with Asda and Tesco offering two four-pint milk bottles for £2. Wiseman's profit was also being affected by higher costs for plastic. "The reduction in anticipated profit is very disappointing," the company said. "But we believe we are best placed within the dairy industry to manage the impact of a highly competitive trading environment."

[jab118] 19/9/2010 10:56

Fund managers across the globe are building up defensive positions in their investment portfolios because of fears of a double-dip recession in many economies.


I would class this stock as defensive, so watch it rocket soon Rob !

[deanroberthunt] 19/9/2010 10:34

If one wants to see what the share price graph will be like in the future, take a look at MCB....

buy the fear.

[jab118] 17/9/2010 19:49

Right then spob, or should I call you bob...;-)

This is the most interesting link below of the history of Wisemans, what I can see is the main factors to Wisemans success, and the recovery of the share price very soon. The facts why I think shorting this any further would be highly risky.

In the early 80's the milk marketing board was abolished by Mrs Thatchers Government, which sent most dairy farmers in disarray and uncertainty to their guaranteed price for raw milk. Soon after that a consortium was set up called "Milk link" where milk producers could sign up an agreement for a guaranteed price per litre over a period of time. I was not aware that Wisemans Dairies bought out Milk link, which was a very wise move by them, due to this one decision Wisemans was straight away holding the interests of the suppliers and gaining support for the industry. This is where their market share grew the most.

Tesco supermarket will lose the power very soon imo in dictating to their supplier of milk reduced prices for a daily attraction to gain customer door numbers. Now I think Wisemans will soon be in control of Tesco and the milk price and that's future milk price rises.

This winter will be the time.

It's all in the link below, seeing future events is all about making profits in the stock market.

start at the begining !

[jab118] 17/9/2010 18:02

mali7

My opinion is the news coming out with profits down could be all priced in now.

If there was cobwebs of worse news on the horizon, I would have expected a sharp dividend cut, although the company has reiterates that the 18p divi will be paid to shareholders. I bought a few yesterday on that, at one point almost took profits, but went on into a PDQ researching this company deeper and decided to HOLD. I still believe and feel the trend is still UP, from yesterdays lows. However, if a few large institutions decide to short the living daylight out of it over the coming weeks, there's not much we can do about it apart from buying on the dips.

Tate & Lyle was subject to a well organised shorting manipulation a few years back which gave me the opportunity in purchasing a great dividend share bearing great fruit, a wonderful return on my investment, so yes could be another one to watch or one to start buying. In some ways I hope it does get shorted because I could do with a few more at a lower price and add another share to sit along side my Tate & Lyle shares in my portfolio.


SELL BUY or HOLD here is the big Question.

Best of luck

jab118

[mali7] 17/9/2010 13:51

Chart shows it is heading for 300p support level, so range 280-300p. No idea if further falls due after that, or may trade in the region of 300-350p for next 6 months. Any thoughts?

[masurenguy] 17/9/2010 12:36

monkeywrench - 17 Sep'10 - 74: Tim Steer has made this his first short.

Please post a weblink to validate the source of this information. Anyone can post an unsubstantiated claim but to achieve any credibility you need to provide verification.

[jab118] 17/9/2010 11:21

monkey I was of the understanding CNT was his master piece...;_)