Anpario Live Discussion

Gamesinvestor1 04 Oct 2019

Back in Well the results looked decent in most regions this last time and the Swine Fever shouldn’t last forever. They grew the cash and still paid £1M for the bottling plant. Sold off divisions unwanted and kept a level playing field on revenue/profit - quite a good effort really. Lifted the divi by 14% and the P/E is down at 17 – not as low as liked, but this week has been a market downer anyhow. I’ll probably keep this in the sock drawer from now on, and a yield of 2.5% which is more than 2.5 times covered is good enough for a modest part of the portfolio. Games

hsduk101 28 Mar 2019

Back down at 330 As a neutral looking at this stock in a unbiased view. The spread is too large. 12.9% is far to big and a big no no for me; if I was interested in buying.

methilman 28 Mar 2019

Back down at 330 vprt, I’m with you. There should be some organic growth in the next few years as the middle class continues to expand. Alternatively, it might be taken out by one of the big players. The big problem is the lack of trading resulting in a huge spread - a chicken and egg situation. Mm.

Gamesinvestor1 29 Jan 2019

Back down at 330 Down at 310 now and the P/E is still over 18. This has some way to fall yet. Games

vprt 29 Jan 2019

Back down at 330 Update today: It seems like profits will be OK but revenues flat at best - I take the phrasing “…are expected to support a return to sales growth in 2019” to mean pretty much zero revenue growth (but could it also be politely hiding a small decline?) for the full year. Strong performance in some regions including the US is good, at least, and gives some hope that the issues in other markets are temporary / one-offs, with the longer term outlook unchanged. The SP is down a bit further - attractive, IMHO. I plan to hang in here.

Gamesinvestor1 24 Jan 2019

Back down at 330 vprt: Thanks also to the ongoing (hard / no-deal) Brexit scare, Mr Market is being quite generous. ““Thanks also to the ongoing (hard / no-deal) Brexit scare, Mr Market is being quite generous.”” Indeed, there are so many good companies now trading at 5 year lows, despite progressive businesses. Games

vprt 24 Jan 2019

Back down at 330 I suspect flat revenues (+5% CC) was a bit disappointing to many, although the bottom line improved nicely and the share price took a while to head south. Unfortunately the price is only 330p if you sell – due to the wide spread and poor liquidity, it is more like 350p if you want to buy. I have topped up several times over the last month, including today. IMHO if you adjust for the (excess, non-earning) cash on the balance sheet, both the P/E and the return on capital look very attractive given that this company can benefit from solid long term trends towards more natural as well as richer diets and people. I really like the improving gross margin and the increasingly direct routes to market, but it takes some patience. “Naturally more profitable” is a good value proposition for both customers and investors. Thanks also to the ongoing (hard / no-deal) Brexit scare, Mr Market is being quite generous.

Gamesinvestor1 24 Jan 2019

Back down at 330 What’s going on here? It’s back below what I sold it at in Sep17 - 335 Can’t see any specific news - the last update in September was positive. P/E down at 18ish and less into 2019, unless there is wind that the next set of numbers are not pretty. Games

Kool_Keith 29 Jun 2018

10% down! @Hardboy thanks for the reply. very true regarding the constant increase in share price on no news so understandably any negative news will be a big hit to current sp. Think they said (to tricky to go back and look now on here) they’ve got some good hedging in place going forward. Also a happy long term holder, but don’t like 10% drop (who does). If you find another site (I tell you there’s money to be made by making a mirror of the old iii site, if I could I would lol) let us know.

Hardboy 28 Jun 2018

10% down! Still bobbing up & down occasionally before I eventually disappear under the waves for ever. I read the release and expected the sp to drop,. It’s been so strong recently. In the last 3 months it’s more or less climbed 15% with no pull backs on no news. So I think the sp had got away from itself a little, plus although the RNS was overall positive, there were a few negatives which might cause people some disquiet - FX working against them. Latin America has been troublesome etc. And no block busting positives to work against that. I’m not worried - still a happy long term holder.

Kool_Keith 28 Jun 2018

10% down! Hi unsure if anyone is still here…but if there is any idea why the 10% drop in price today? The news release doesn’t initially strike me as worrying.

II Editor 25 May 2018

NEW ARTICLE: Anpario: Gearing up for growth "It seems like LSE:ANP:Anpario, a manufacturer of animal feed additives, has been gearing up for growth for a decade. Perhaps it's started to happen.Anpario makes additives for animal feeds, which improve the health of poultry, pigs and cows. The ..."[link]

Hardboy 29 Jan 2018

Trading Update A bit light on detail, but nothing to warrant today's fall.

Kool Keith 25 Jan 2018

Re: Re: Methinman and hardboy, thanks for the heads up, can get 1 free article a week without subscribing.[link]

Hardboy 24 Jan 2018

Re: Re: I think Telegraph articles are only available on line via subscription. I read the hard copy & was impressed by the length of the article - a bit more than the usual paragraph on a Aim Co.We got a pre close trading update early in Feb last year - so hope we get another this year and it's all good news.