Volvere Share Discussion Threads

[glawsiain] 21/1/2021 16:43

Article by jl... But behind a firewall unfortunately

Jonathan Lander | Volvere

The chief executive of the growth and turnaround investment company in London wants to build a portfolio of food businesses and says frozen is the winning category

[rivaldo] 21/1/2021 11:15

There's some pressure building here - another early tick up, and now a further £7k of buys just reported at the full 1520p offer price.

[rivaldo] 20/1/2021 09:02

Well, someone managed to buy 250 shares at 1450p, and that was enough to push the price up 50p....

[watchlist1] 19/1/2021 15:17

No stock to buy atm, not even 50!

[rivaldo] 19/1/2021 11:50

Looks like stock is scarce - three small-ish buys totalling 775 shares have pushed the price up 50p, and the last buyer paid the full 1450p offer price.

[leopoldalcox] 13/1/2021 12:18

I have a small position here, which I've had for around 9 monthsThere's obviously a deal brewing, in my mind, otherwise why have the placing when there was plenty of cash on the balance sheet!?They have previously stated that they are looking for opportunities, including those in frozen foods, which would bring synergies with Shire.Anyone have any inclination of what the company is up to!?

[rivaldo] 13/1/2021 08:55

I've updated the thread header post for the last interims and the placing - any corrections welcomed!

Interesting to see the updated major shareholder list, which now includes heavyweights like Lombard Odier, Miton and Canaccord/Hargreave Hale.....

Lombard Odier 281,480 10.94%
Jonathan Edward Lander • 240,037 9.33%
Canaccord Genuity/Hargreave Hale 187,114 7.27%
Burgan Bank 178,500 6.94% (apparently Kuwait's second largest bank)
Nicholas Paul Lander • 131,947 5.13%
Premier Miton 100,380 3.9%
FG Nominees 81,946 3.19%
David Buchler • 45,000 1.74%

[samenic] 13/1/2021 08:24

Always interesting to see what Hargreave Hale are doing.Thanks

[rivaldo] 13/1/2021 07:18

Canaccord have today declared a 7.28% stake in VLE, or 187,114 shares:



It's taken them a while - they achieved it via the placing on 13th November! I see that Hargreave Hale have 6.51% and Canaccord Wealth the remaining 0.77%.

[thewheeliedealer] 04/1/2021 23:42

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes VLE and some similar Stocks. We also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management.

Anyway, if you use Youtube, Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 39) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !!

Happy New Lockdown !! WD
@wheeliedealer

[samenic] 22/12/2020 11:32

Kinda surprised that nothing has developed regarding take over prospects!!Assumed they had something lined up when they raised more funds

[25october1969] 22/12/2020 10:05

Hi Rivaldo....great posts from you and many thanks for them. It has been a long time since I held more than 3% and my loss for selling out. I still hold a number and share your optimism for the future

[rivaldo] 22/12/2020 09:12

Well, it's been another very satisfactory year for VLE since it started the year at 1120p or so.

The current lockdown and restaurant closures should once again benefit Shire's food sales overall, with much increased retail sales offsetting the much smaller negative effect on foodservice sales. This effect should be magnified given that H2 is by far the better half for Shire's sales and profitability.

2021 should continue in the same vein, with acceleration from (1) the new range of and growth in vegan products, (2) the restructuring of Indulgence and (3) the synergies from the combining of Shire's and Indulgence's operations as above.

And here's hoping it won't be too long before VLE find another tasty acquisition to turn around.

[rivaldo] 09/12/2020 09:08

Cheers az4hr, glad to be of service! There's so much dross and cynicism on ADVFN that it's great to see the occasional bit of thanks - it's appreciated.

[az4hr] 08/12/2020 15:41

Thanks Rivaldo You are a font of knowledge and one of the best posters on ADVFN just wanted to say thank you for all your contributions in Volvere, SDI and EKF they have been incredibly helpful

[rivaldo] 24/11/2020 08:38

Az4hr, the proceeds were expected to be received on 13th November, so it's pretty likely that the £10m will have been received a while ago, though there was a long stop date of 27th November.

[az4hr] 24/11/2020 06:15

Have they received the proceeds of the placing yet?

[rivaldo] 09/11/2020 10:57

Hardly surprising given the number of outbreaks at food processing workplaces throughout the UK to now see a COVID-19 outbreak at Shire Foods.

No effect on customers as supplies will be fulfilled from inventory, and production will resume this Thursday and be back at full production a week later.

In short, move on, nothing to see here :o))

[nico115] 05/11/2020 14:36

I can't see that !!Good This is now a top 10Stock for me Along with Spsy and bitcoin ,I'm happy

[rivaldo] 05/11/2020 13:48

Good to see a £10,000 buy just now at 1450p - 10p above the current 1440p offer price.

[rivaldo] 02/11/2020 09:39

Nice move up.

VLE should benefit from the second lockdown in their seasonally much better H2, with more people eating at home during the day, particularly given the cold weather. In addition - and this has been mentioned previously by VLE - the schools and universities are staying open this time, which will benefit Shire's food service sales.

[nico115] 31/10/2020 13:23

Thx and me Great !!Long 3k at 1350 Target 30qd

[johnthespacer] 30/10/2020 17:59

100% for me

[jaf111] 30/10/2020 17:47

No surprise that the Placing oversubscribed....
Hopefully not too long to wait until acquisition news.....