PIE-EATER
12 Jan 2016
Re: investec says... Thanks for these thoughts. I get them all - I just don't see a tangible reason for the kind of drop seen over the last couple of days. After all, NICL did say they expected to meet forecasts despite the headwinds....sugar, currency, Yemen etc. While I agree there is no bullishness there, I don't see anything unexpected there a la Rolls Royce, Tesco. As ever, it's the uncertainty principle.Could be that NICL has just done so well over the last few years that the spurt is coming to an end?PE
valeite
11 Jan 2016
investec says... NICL still a hold but lowers target price to £14.4 down from £15 .so many co's are reporting the same story......trade is flat ......throw in the middle east turmoil.....then there's this campaign gathering momentum against drinks co (both sugar and artificial sweeteners ) .
sage in the hills
11 Jan 2016
Start of drop coincides .... ...... with the Saudi /Iranian conflict .....SAGE
PIE-EATER
11 Jan 2016
Re: CHUNKY DROP TODAY Interesting that several of the AIM stocks I hold or am watching have moved significantly one way or the other today......more than usualRisers Christie +2% Epwin +3.7% GB group +2.6% Polar +2.7%Fallers Flow - 7% James Halstead - 3.7% Nichols -8.5% Youngs - 2%Wonder if t's the start of crystallising gains in final quarter of tax year and recycling of cash????PE
PIE-EATER
11 Jan 2016
Re: I can tell you are concerned......you haven't just got double vision but triple click syndrome! PE
glasgowboy
11 Jan 2016
not sure myself bit concerned though
glasgowboy
11 Jan 2016
not sure myself bit concerned though
glasgowboy
11 Jan 2016
not sure myself bit concerned though
PIE-EATER
11 Jan 2016
CHUNKY DROP TODAY Anyone got any thoughts on the chunky drop?I had been looking for a bit of a retrace to buy but this is making me ask the question...why?Don't think I have missed any announcements......?Thanks in advancePE
gamesinvestor
14 Sep 2015
Sugar Does anyone have a concern about the exposure Nichols has to sugar and aspartame and unless they diversify then they could start to see growth tail off and perhaps even a decline in sales.This is an article about soft soda drinks and the impact of the concern over sugar and the effects of aspartame in diet versions of these drinks.[link] may be all sustainable, but Nichols is priced more aggressively for growth now than it's ever been with a P/E of 25 and a growth rate that is slowing to single digit rates from a historic double digit rate of growth. In fact the growth rates were 29% and 20% in 2010 and 2011, they are now down at 9 and 8%.Games
glasgowboy
17 Jun 2015
profits thank you pharma and telem both good comments I think I will hold thanks again
telem
17 Jun 2015
Re: take profits Today's close shows NICL down 57p or 4.41%. It puzzles me how this stock fluctuates in price so erratically, perhaps it's the wide spread. Any other stock and you would suspect trouble, just as last week the sp rose 30 odd pence in one day and you think, 'does the city sense a bid coming in?'Check the trades tab, 16,000 traded today. The two largest trades were just before close for just over 400 shares each - and they were both buys at 1250p - hardly game-changing figures.I've held these since 2003 and have resisted taking profits because of the yearly increase in profits and dividend rises. Last year the sp dropped from £12 down to £8.40. I didn't panic and held because the trading statements contradicted the sp - as they have proven with this year's rise back up to £13.Analysts suggest that the market could dip 10% if a Grexit happens, as is looking more likely by the day. Could be stormy weeks ahead.
pharmaspecialist
17 Jun 2015
Re: take profits Hello glasgowboy. I have held Nichols shares for about 3 years and my opinion on whether you should take some profit depends on your philosophy as an investor, rather than on the company's prospects. Nichols has a good long term record, achieves a decent return on capital employed, has reasonable profit margins, has good cash generation, has over £30M net cash and a record of steadily increasing dividends. It also has at least one very strong brand and achieves its sales through lots of small repeat purchases to consumers. I subscribe to the view of fund managers, Terry Smith & Nick Train, that such companies have a relatively predictable business which will provide investors with good long term returns and can be held for ever (assuming no fundamental change in the nature of the business). However, even these types of companies do suffer hiccups - note the 30% share price fall in 2014 so if you are the type of investor who tries to move in and out of companies to take advantage of share price rises (like most fund managers do) then the right thing may well be to sell as the share price is close to its all time high and the market is jittery at the moment. Hope this is useful.
glasgowboy
17 Jun 2015
take profits Since my last post share price has risen 20% not sure if good idea to take some profit as share has had a good run recently would welcome any views from more experienced share holder
truegent
27 Apr 2015
nichols and coca cola... [link]
