||EPS - Basic
||Market Cap (m)
Anpario Share Discussion Threads
Showing 1001 to 1025 of 1025 messages
|Yes, that's about £420,000 (plus stock)spent on buying the Australian distributor. Why pay someone else to distribute your product if that is really all they actually do, so not so much adding revenue as reducing costs I suppose and getting direct access to the end user with a possibility of more direct sales across the product range. A shrewd, positive, perhaps opportunistic move, but not game changing is my take.|
|AN ACQUISITION (at last).........not sure it will add much profit,time will tell.
REBRANDING........probably the right thing to do but farmers are a strange bunch.|
|Remember in the interims they said
We continue to invest in plant automation with expenditure this year to date of £0.4m and further expenditure of £0.6m committed in the second half of the year.
This capex expenditure explains a bit of why cash decreased in H2.
Indeed full year capex one reason for fact that 2016 cash increase at £0.9m was down from the £2.8m and £1.8m on 2015 and 2014.
Possible-but unlikely-that some of the new overseas trading arrangements have had a negative impact on working capital|
|I think on balance anp will come out the right side of the poor value of the pound since most sales are via export. Financial performance is apparently improved on the last quarter, so just spending a lot of money on the business, hope it pays off.|
|I seem to recall that they get raw materials from Europe.....perhaps the poor exchange rate is partly to blame?|
|And improved financial performance apparently, which suggests a lot of money (perhaps as much as £1.6 million) has been spent somewhere......
I hope the management is doing what it stated it would do in the last interim report and is investing in order to grow returns organically.|
|No cash improvement from the half year|
|I think we've picked up an ongoing institutional buyer. The purchase seems to be handled well as it's only gently moving the shares. Tempted to add to help give an extra nudge!|
|Lancasterbomber, probably a function of the thin market between Christmas and New Year thugh I see that 16k shares traded tody which is quite a lot for ANP|
|Just listened to the Podcast. Thanks Jock for posting.
I have been a shareholder since 2013 and I am in for the long haul.|
|Any reason for 6% rise on small volume?|
|Thanks Jockthescot for that good interview which had passed me by.
When asked about the fall in the share price over the last 12 months the ceo mentioned that the large holders had been loyal-and indeed having checked the RNS's my reading is that the last time a 3%+ holder sold down was a v modest sale by Investec in June 15.
I checked in to the ANP website and there is a very informative written interview with Feedinfo from late November which you folks may want to read.|
Thanks - really helpful. If I find out more, I will post.
|MTIOC - worth a listen below.
|I researching ANP and have been back through quite a few posts to c. 600, but could not find much on its market position or its products.
ANP appears to be a relatively small business that operates in a market with some very large multinationals (particularly US and Chinese). From what I can gather, ANP is primarily focussed on organic additives to poultry(60% of sales) and swine (30%) feed. Who does it compete with? On what basis (e.g. price, performance etc..) are its acidifiers, phytogenics or binders better than its competitors'? There appear to be quite a few privately held European additive competitors founded in the late 80s and early 90s, but it is difficult to determine the relative strengths of their products.
Who buys/specifies ANP's product? The farmer/producer or the feed provider/mixer?
I'd be grateful for any insight or pointers.
|Still going up I see, possible takeover???|
|That's true of course, but an approx. 20% rise in the past 4/6 weeks looks encouraging!|
|However still 17% down on year|
|Certainly going northwards for a change|
|Yes, wondered if the exchange rate would benefit sales. A sustained drop in sterling over a long period of time, say 1 or 2 years, could make a substantial difference.
We shall see.|
|Aye...nice little rise of late|
|Looks like the falling pound is helping sales here.....fingers crossed.|
|Funny ol game this........I can only see 4 trades this am...... 2000 buy 5000 sell at 8am this am..... then a 770 buy and a 6 buy...... share price has been sitting level all am....... then out of nowhere drops 4p...... some funny goings on IMO|
|spekky yes an after hours Friday RNS does raise suspicions and they would have raised less suspicions if it came out on a Monday morning at 7.
I see number of issued shares goes up from 22.8m to 23m and also note that at year end the Employees Trust held 8.5% of the shares.
Seems generous but needs more scrutiny but judging from the way he came across at the AGM, the Chairman did not give the impression of someone who would over pay|
|Sneaky after hours rns, are they trying to imitate bankers?|