15 YEAR lows.
8.5x P/E |
Some research that Candarel could be linked, but research very vague, and huge quantities would have to be consumed. Said that sugar itself feeds cancer cell growth, but again subjective. |
bookbroker, I can't comment on the science of artificial sweetners and cancer risk, however the speculation was enough to cause me to sell out of TATE - as I posted at the time.
I alao strongly disagreed with that significant and arguably unnecessary acquisition, as mentioned on the day of announcement. |
But Hampton needs to go, been here so long and achieved so little as regards shareholder value, please can a Private equity player sort this company out. |
Very little clear evidence regarding connection between cancer and sweeteners, extreme consumption maybe, that applies to any additive in extremis. |
sweetner biz not seen fashionable these todays with discussion on links to gut issues cancer etc. but on the other hand at least two bidders have been looking in the past 12 months so clearly must see value in the whole.
if we start seeing a bump in inflation then food prices should go higher too and so those ingredient providers will have room to raise prices/margins. |
Not yet, but will happen, always when least expected. |
Where is the takeover when you need one. |
Hampton has been here since 2018, thus far taken this company nowhere in seven years, and back to square one. All the board has done is authorize share buybacks at a much higher price, surely instead of issuing debt it would have been better to use that war chest for acquisitions. |
Essential, the lack of director buying could also be because of background corporate activity given what happened in the autumn. But more generally I agree director buying is always something to look for. and agreed also that the big acquisition makes little sense give the dire business performance in recent times and management now appear completely out of their depth. |
9x earnings is too low |
I referenced the lack of any BOD buying post acquisition as a potential cautious read - note a complete lack of BOD buying post the latest statement. |
Yeah , hands up who else wishes they took £8 last year! A new 5 yr low suggests not much credence to that bid rumour. |
They were too in October 2024, before our CP Kelco acquisition completed, perhaps they will come back harder next time..? the spike to 800 pence seems a long time ago now, but time will unlock value, synergies and cost savings.. |
Anyone think this is a good buy at today's price? |
A large clue here was the absence of BOD buying. A major acquisition they did not need..
I've raised both of these points previously, so not just saying after the event. |
FT reported Advent were interested in this. Was that a dud story? |
Still profitable and sizable market cap with divi. |
Yes a truly awful update. What are the management team doing? The activists were circling at the back end of last year. If this morning's update doesn't get them to act more purposefully now, nothing will. It is clear the current Leadership team are clueless. |
Bght some at 570p |
Trading update ( not the best read) |
Low of the year. Drop in stable market after positive update in Nov24. Any reason for drop ss can't see any news? |
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