Dief
15 Nov 2016
Interview - CEO and FD Interesting and open comments:[link]
Rhigos
15 Nov 2016
Broker Jefferies International downgrade Jefferies International downgrades to under-perform price target reduced from 640 to 500.This probably explains this mornings sharp fall. I believe this is due to fall in value of pound compared with other currencies following Brexit that will increase their costs in sterling.Great shame this was my best performing share for several months after I bought back in on 21 July 2016 at 583.75p. Well managed company IMO so expecting them to recover eventually.
Rhigos
28 Oct 2016
Quester pick as a buy In today's Telegraph there was an article in Quester column about DLG which they rate as a a buy.I had noticed SP has slipped down 10% since September high. Glad to see it up around 1% today. Hope this is start of another upward trend.
Rhigos
19 Sep 2016
Re: Trading update 19/09 Missed bit about cost inflation which probably explains sell-off today. On the other hand their competitors will also have cost inflation of milk etc.'However, Mark Allen, Chief Executive, warned: “Recently we have seen inflation across all dairy markets. To date we have announced increases amounting to 12% in the milk price we pay our farmers. Cream prices have been particularly affected, doubling over a very short period. This sudden cost inflation is likely to have an impact on butter volumes and margins in the second half.'
Rhigos
19 Sep 2016
Trading update 19/09 Trading update looked good to me and a broker upgrade today. I cannot see why SP fallen by over 2.5%. SP has outperformed strongly the last 3 months, perhaps some profit taking or market expecting even better performance than reported.
nk1999
29 Mar 2016
Telegraph- Questor "Dairy Crest renewal depends on a new whey to reach export markets: Dairy Crest, which was the last London-listed milk producer before it sold its dairies at the end of last year, is now finding new life as a cheese and ingredients supplier. Milk price slump Milk producers around the world are struggling with a drastic slump in market prices. This volatility spelled the end of Dairy Crest’s dairies and in December it disposed of a business that made two-thirds of its revenues, yet racked up £143 million in losses in the past four years. The sale to Müller gained £30 million in net proceeds, lower than hoped, and net debts are therefore set to peak this year above £200 million before cash flow turns positive, house broker Shore Capital believes. Dairy Crest described the market as “challenging” last month, although its sales volumes have nonetheless risen 2%. Dairy Crest sees its biggest opportunity in the unappetising-sounding demineralised whey powder and galacto-oligosaccharide. Dairy Crest is producing them at its Cornwall plant, which recently had a £65 million upgrade. Within two years the analysts expect profits to have jumped to £74 million and the dividend per share to improve from 22.3p this year to 25p, producing a yield of 4.2%. But a dip since the dairy sale completed in December creates a chance for those who think global ingredients will rejuvenate the firm. Hold. Dairy Crest at £5.93-11.5p. Questor says “Hold”."
sportbillygoat
23 Jan 2016
Re: NEW ARTICLE: Giving Dairy Crest the bene... An incisive analysis from 2008, Isi, but what's the view now?
II Editor
22 Jan 2016
NEW ARTICLE: Giving Dairy Crest the benefit of the doubt "With a suite of strongly growing brands like Country Life, Clover, Utterly Butterly, Frijj drinks and Cathedral Cheddar and its less profitable but nevertheless essential milk distribution business you might expect Dairy Crest (DCG) to be immune ..."[link]
sportbillygoat
22 Oct 2015
5 year highs DCG seems to be hammering on the doors of 5 year highs.It's up over 65% for the year against a FTSE 350 that has pretty much trodden water. Is this all down to the milk business offload to Muller?SBG
mcescher
28 Jul 2015
Found this good report on DCG Looking like a solid dividend payer CG" target="blank" rel="nofollow">[link]
M y Quest
23 Jul 2015
Re: Sold now Well done - such patience! Any profit is a nice profit...
Warren Buffoon
22 Jul 2015
Sold now Had these for 10 years and now sold my entire holding. . . . seems like the right time to move on (for me).Given me 4.5% per annum... not good but not a loss anyway..
Mikey X
11 Jun 2015
Next Dividend in July Next divi just around the corner.
one cunning stunt
05 Jun 2015
Re: Competition and Markets Authority-Not too much longer for some news The CMA is now satisfied for the purposes of section 34A(6A) of the Act that the information and documents have been provided as required by the Notices. The extension has now ended, and eight working days will be added to the preliminary assessment period. This means that the end of the preliminary assessment period is now 12 June 2015.
Warren Buffoon
21 May 2015
Maybe? As someone who's had these shares for 10 years, I can only hope that the way ahead is positive from now on......It would appear the bulk loss making business is departing and maybe the future is bright ??? Who knows.Still picking up the divi 
