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Nichols plc (NICL)     

dreamcatcher - 30 Aug 2012 17:26

We're a highly focused soft drinks business. Our brand portfolio includes Vimto , which is sold in over 70 countries, Levi Roots, Weight Watchers, Sunkist and Panda, which are sold in the UK. We have a leading market position in both the still and carbonate drinks categories and also in the soft drinks on dispense market.


dreamcatcher - 30 Aug 2012 17:48 - 2 of 131

Nichols plc, the soft drinks group, announces its Interim results for the period ended 30 June 2012.

Financial calendar
Preliminary Results announcement
8th March 2012

Annual General Meeting
2nd May 2012

2011 Final Dividend payment
4th May 2012

Interim Results announcement
26th July 2012

2012 Interim Dividend payment
31st August 2012

dreamcatcher - 15 Sep 2012 18:32 - 3 of 131

A buy rec in IC this week - Chief executive Brendan Hynes expects new distribution agreements in the Middle East and Africa to help Nichols maintain impressive international growth. So the shares, on a forcast PE of 17, remain a buy.

dreamcatcher - 24 Sep 2012 14:21 - 4 of 131

Nichols owns a portfolio of soft drink brands. The most significant of these is Vimto. Others include Panda and the UK rights to Sunkist.

Nichols can trace its roots back to 1908 when John Noel Nichols first created Vimto. For historical reasons, the carbonated/still fruit cordial is incredibly popular in the Middle East, especially during the month of Ramadan, and this remains a growing market for Nichols. Recent sales figures revealed 11% growth there last year.

Africa is also a significant market for Nichols. Here, sales increased a remarkable 27% in the year.

Nichols has been increasing its dividend every year since 2005. Growth in earnings and dividend is expected to continue to the next two years. Analyst consensus is for 9.0% eps growth for 2012, followed by similar progression in 2013.

The company's success has driven Nichols' share price to an all-time high.

dreamcatcher - 30 Sep 2012 13:38 - 5 of 131


Do not be put off by the northwards share price trajectory and high rating ascribed
to soft drinks star Nichols. Heavy investment behind a brand portfolio spearheaded
by Vimto, as well as Sunkist and Panda, weight Watchers and Levi Roots, should ensure the £282 million cap continues to serve up sparkling sales and profits growth
whilst generating bumper levels of cash.
Exports to key international markets such as the Middle East and Africa, where the increasinglyaffluent consumeris aquiring a taste for branded beverages, remain bouyant
and should soon spark upwards revisions to estimates.
Based on calendar 2012 consensus earnings estimates of 39.5p ,. Nichols shares sell
on a punchy prospective price/earnings multiple (PE) of almost twenty times . Yet the
Newton-le-willows-based business could even emerge as a long term bid candidate given further consolidation of the struggling soft drinks industry.
Remains a buy on brand strength,strong international growth and scope for further rounds of upgrades.

dreamcatcher - 05 Oct 2012 20:44 - 6 of 131

For 2013 profits of £21.1 million and 7.5% growth in EPS to 43p look achievable.

dreamcatcher - 06 Nov 2012 16:43 - 7 of 131

Good to see this distancing from £8

dreamcatcher - 08 Nov 2012 15:34 - 8 of 131

A good day today

skinny - 08 Nov 2012 15:49 - 9 of 131

Another good find DC!

dreamcatcher - 08 Nov 2012 15:50 - 10 of 131

Come on skinny you must be finding them and not telling us. lol

skinny - 08 Nov 2012 15:55 - 11 of 131

I wish :-)

dreamcatcher - 14 Nov 2012 16:36 - 12 of 131

Doing very well, lets hope the fizz does not go flat on this one

Brigg - 15 Nov 2012 17:34 - 13 of 131

Are they good for £10 ?

dreamcatcher - 15 Nov 2012 17:57 - 14 of 131

Read post 5 and you will have to decide. :-))

dreamcatcher - 08 Dec 2012 18:24 - 15 of 131

2012 Pre-close announcement

Monday 7th January 2013

dreamcatcher - 29 Dec 2012 16:40 - 16 of 131

In the final list of shares mag for UK stock market awards 2013, in the Best food and beverage plc. Along with Barr (AG) Carr's milling industries,Diageo and Finsbury foods.The awards will also seek to answer who is truly creating shareholder value ?
The winners in each sector will be judged on their ability to allocate capital in the most effective manor possible. They will be scored on how well they balance risk with reward and ranked by their track record at generating the earnings or dividend growth that inturn yields the optimal total shareholder return

Results 18 Feb 2013.

dreamcatcher - 03 Jan 2013 22:42 - 17 of 131

Been tempted to sell , hope for a good update on the 7th.

dreamcatcher - 07 Jan 2013 07:03 - 18 of 131

Nichols PLC - Pre-Close Trading Statement
07 January 2013

Nichols plc

Pre-Close Trading Statement

Nichols plc ("the Group"), today issues the following pre-close trading update

The Group has continued its positive trading momentum in the second half of 2012 with total sales for the year ended 31 December 2012 increasing by 9% to £108m.

This performance is ahead of the UK soft drinks market and has been achieved against last year's strong comparatives (18% uplift on 2010), a challenging UK economy and record wet weather.

The UK market, as measured by A.C. Nielsen, increased in value by 3.2% for the year to 8 December 2012 with underlying volume down 0.6%.

Despite this challenging market we are pleased to report that our UK business has increased sales by 10% against the prior year with our export sales also increasing by 8%

Despite another year of significant cost inflation and high levels of promotional activity, we expect, as a minimum, to maintain our operating margins. This has been achieved by a combination of good cost control and ongoing productivity improvements.

The Group's balance sheet remains strong and has continued to generate positive cash in line with our expectations.

In summary, 2012 has seen a strong trading performance and we expect Group profit and earnings per share (EPS) to be significantly ahead of last year and ahead of market expectations.

The Group's Preliminary results will be announced on 7 March 2013.

John Nichols

Non-Executive Chairman

dreamcatcher - 07 Jan 2013 07:04 - 19 of 131

Great update.

skinny - 07 Jan 2013 07:10 - 20 of 131

DC - can you edit out some of the superfluous lines of spaces etc.

dreamcatcher - 07 Jan 2013 16:10 - 21 of 131

Nichols beats expectations
Mon 07 Jan 2013

LONDON (SHARECAST) - Soft drinks maker Nichols, which owns the Vimto brand, said its full year figures would beat expectations, pushing its shares up in morning trading.

The firm said total sales for the year ended 31st December had increased by 9% to £108m, with export sales increasing by 8%.

It expects group profit and earnings per share to be significantly ahead of 2011 and ahead of market expectations.

"Despite another year of significant cost inflation and high levels of promotional activity, we expect, as a minimum, to maintain our operating margins," said Chairman John Nichols.

"This has been achieved by a combination of good cost control and ongoing productivity improvements."

It highlighted that the UK market, as measured by A.C. Nielsen, increased in value by 3.2% for the year to 8th December 2012 with underlying volume down 0.6%.

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