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ARU Arla Foods

70.75
0.00 (0.00%)
Last Updated: 00:00:00
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Arla Foods LSE:ARU London Ordinary Share GB0002577657 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 70.75 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Arla Foods Uk Share Discussion Threads

Showing 226 to 250 of 550 messages
Chat Pages: Latest  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
25/5/2006
14:47
Got to be a great buy now that conditions are ripe for amba to move inwhile the share price is dogged by short term dip........indeed if Amba dont move on ARU while the share price is well below 60p I fear the takeover may be on the back burner for at least a year...........
gerry321
24/5/2006
15:10
reduced holding by £5k a couple of weeks ago at 64p just bought them back at 49p, still not to optimistic after seeing Dairy Crest results but surley they must be a steal at 49p medium term !!
deniscaff
24/5/2006
14:24
Que
I bought some more ARU just before post 181 and the sale was suppressed for an hour ....it has just appeared on Plustrading.co.uk instead of ADVN
....Why do squaregain do this ?

gerry321
24/5/2006
13:12
nice jump in share price - ahead of better than expected results to-morrow we hope!
( +plus possible announcements - fingers crossed )

quepassa
24/5/2006
12:59
lovely jubbly ...topped up again at under 50p?
gerry321
24/5/2006
09:28
If somethings cooking ahead of tomorrows Arla update we ought to see some evidence in share price movement today...
gerry321
23/5/2006
16:31
The rumour lately has been a sell off of the doorstep business to Dairy Crest, but Mergers and Monopoly Comision will be looking very carefully
markle
23/5/2006
15:50
Keep your fingers crossed for an announcement on the demerger or disposal of the doorstep and middle ground sectors of the business I.M.O. Arla Amba will not bid until the doorstep and middle ground
sectors are sold off or demerged , they don't fit with the Arla Amba european business model or their strategy , unless of course the share price drops to mid fortys and then they can pick up the whole business up on the cheap and sell the non fit sectors to DCG or RWD.

deniscaff
23/5/2006
10:30
Hi Gerry,

Yes, I tend to agree.

It is clear that everything seems lined up for Arla amba to increase their majority stake in Arla Foods UK to full ownership.

I suppose that events earlier this year in the Middle East took a great deal of Arla amba management focus. Now that has settled down however, I believe that Arla amba management will be ever more keen to take over fully Arla Foods UK in the very near future. This is a major part of their publically stated core strategy to increase sales in the UK and to gain further penetration into a stable target market, which is also a platform for their produce in mainland Europe.

I seem to recall that the original tie-up between the old Express Dairies and Arla amba was announced on the day of the annual or semi-annual results. Let's hope that this Thursday 25th May, the day of their interims, brings the same.

With the shares off some 30% from their January highs for no significant reason, they do look astonishingly cheap.

quepassa
22/5/2006
21:12
If Amba are going to launch an ARU bid this year it must surely be around the bottom of the current bear market..........Its a golden chance to get a bargain at around 75p/share.........any views ?
gerry321
21/5/2006
11:30
Oh dear

And I thougt milk was good for u,

hvs
21/5/2006
10:12
Corporate Statement from Arla Amba 21 April 06

Arla Foods: the future path


Increased added value, further investments and acquisitions are the key components of Arla Foods' stand-alone strategy.

Following the abandonment of the merger with Campina, Arla Foods will pursue the "Strategy 2007" plan which will be presented to the Board of Representatives for approval in June.
Under the so-called "stand-alone" strategy, Arla Foods will focus on the Nordic countries, the UK, exports and ingredients as well as on cutting costs and increasing efficiency. As some of the elements in the strategy plan are a continuation of previous strategies, several of the individual projects have already been set in motion.

The Nordic area - one market
By focusing on one Nordic market Arla Foods intends to exploit the potential of one large marketplace rather than four separate and smaller ones. One inherent advantage is that the one market strategy for the Nordic area allows for common ranges and joint marketing initiatives. An example of this is Karolines Køkken (Caroline's Kitchen) known as Arla köket in Sweden where Karolines Køkken and Arla köket will bring cooking products, recipes and inspiration together. Further examples are Yoggi, Cultura, Apetina feta and Høng which are sold in more than one Nordic country under the same name. Yet another advantage is the potential for maximising the benefits from new and exciting products in that some of these can be sold to the entire Nordic area. Product development will, therefore, be a key word.

Stronger links to UK multiples
Arla Foods UK plc's future strategy includes creating new and closer ties to the large multiples as well as making home market production more efficient. A structure plan in which the new Stourton dairy is a major component is being implemented and the post merger rationalisation programme have been completed. A further aim is to increase exports of Danish and Swedish products for the UK market by exploiting Arla Foods' strong position as a fresh milk supplier to the major multiples.
Comment
Increasing Uk sales and therebye profits of Amba thru imports from Denmark fit very nicely with Amba having total control of ARU .,,,,,eg transfer pricing can be manipualted to minimse tax in both Countries......It doesnt fit quite so well with Amba only having partial ownership
Hence the takeover remains a matter only of timing.....

gerry321
19/5/2006
13:02
Oops
.....Arla Amba have just spent $50m to get into China via a joint venture
Got a bit worried that maybe the ARU acquisition was going to take a back seat
........Then noticed that Amba have concurrently sold a cake company to a norwegian outfit ...price not disclosed but hopefully more than $50m.......imho
Meanwhile.....
Come on shorters ..get that share price down to 50p again ...I`m feeling like a top up !

gerry321
15/5/2006
10:04
The lower the share price the greater the prospect of a bid by amba.......
These shares are a steal at 50p

gerry321
15/5/2006
06:45
Good morning Gerry,
Just logged back on now after w/e.
Thanks a lot for your interesting views and input on AVE.That was kind of you to reply in such detail.Much appreciated.
Not familiar with HRN but will look into it. Thanks again. QP

quepassa
12/5/2006
22:49
Hi Que
I`m out of AVE ( at a nice profit but much lower than it might have been with more nerve!)
The key to AVE share price movement is the prospect of the sale of Avis Inc to a venture capitalist outfit [probaby US Investor attracted by the high cash element in the car hire business.....) Their next step would be a bid for AVE to unify the global brand
Cendant are demerging Avis Inc in July 06 so any sale ought to be announced
soon
Watch for stakebuilding by Franklin and Fidelity as their US offices are headquartered in New York and they will both have their ear to the ground re Cendant intentions .........
I reckon any bid for AVE will be not more than 90p to 95p which at current levels would suggest a 30% premium on an share price of 70p.......so a bid may be near
Others will already have figured out the above so any rumour that Avis Inc is being bought rather than demerged will see the AVE share price rocket
Hope this helps

ps I hope you got into HRN when I did at 183p !
Good Luck

gerry321
12/5/2006
18:05
Gerry321,

Against the back-drop of a couple of bad market days, it won't have escaped your attention of the remarkable strength of share price in AVE. Normally on bad market days, AVE has been an easy victim and hit much harder than most. Not this time. Any views?

quepassa
12/5/2006
18:00
Yes, I have a similar impression that the negatives are being emphasised and any positives de-emphasised. Very strange timing for a trading update with two weeks to go til the interims. Very odd.

Something afoot here. You may well have a point that this serves to unsettle and deflate the share-price ahead of the long-anticipated move by Arla amba (imo ) to increase its existing 49% stake in Arla Foods UK.

quepassa
12/5/2006
15:10
Oh dear
A profit warning .........just what amba wanted to keep the share price well below 60p
I betcha all the amba Directors pushed for this press release ahead of the results statement on 25 May......just what amba needed ahead of a takeover ...........might be an early bid after all
Watch for big trades over 100000 in next few weeks
imho

gerry321
12/5/2006
08:21
The arla share price could be drifting because the takeover is on hold pending a review by amba of their finances post the middle east debacle.....
gerry321
11/5/2006
18:37
I wonder if yet another investigation into supermarkets and their pricing levels investigation will help or hinder food producers' whilst the investigation goes on, just in a belated attempt to molify the suppliers. Some how, I think they'll continue to squeeze the profit cow dry for as long as possible. However, recent share price oerformance of rwd suggest something going ok over there whilst it's all a bit doom and gloom over here. Any opinions why? Why are all the negative points not affecting them any more than us?
mistertibbs
05/5/2006
07:59
Gerry

Not sure but given that oil prices reached record levels for a period last week I expect they are suffering badly.

glidedj

No offence but Have you had any experience or have you any knowledge of how the Supermarket buyers operate when procuring a non branded commodity and implimenting price increases from suppliers ?

Pile of cash !! where did you find the evidence of that ?

The "cartoon stuff" has had no affect on Arla Foods u.k plc profits and will not alter the interims,the boycot in the middle east was against products from Arla Amba a Danish farmers Co-Op who happen to be the major share holder (51% ) in Arla Foods u.k. plc

Do you mean Arla Amba will be better placed to buy the other 49% of Aru when they have recovered from the "cartoon stuff" ?

deniscaff
04/5/2006
17:02
Surely the oil prices will be passed on to consumers in price increases anyhow ?
There is nothing unique in this compared to other sectors.

Why fear when ARU are sitting on a cash pile and supply a necessary product ?
Milk and derivatives are still staple foodstuffs. They even go into processed turkey slices !

Supermarkets may wish to discount at their end, however driving their suppliers out of business is hardly likely given the profits they are making off the back of them. Buying out suppliers, now that is more likely !

ARU are very well placed in my view, once all this cartoon stuff becomes a bit more sensible. I mean blame an entire nation and some multi-nationals because of the actions of a few publications ? Hardly a sustainable world view.

glidedj
04/5/2006
15:20
den
Have fuel prices risen significantly since the aru year end statement.......
ie sufficient to negate the comment that they were containing the cost increases ?

gerry321
02/5/2006
08:27
lord r

Been away myself for a week in Spain, not in BPG and I do still have contact with WIN but have not persued.

Regarding ARU I agree with Que the oil price has a huge affect on profits for obvious reasons and I fear for the interim results unless oil prices come down (which seems unlikly looking at the Iran situation) , they can control their employment costs and the cost of their raw material (as the farmers will testify) but their packaging is predomintly oil based and the distribution costs are massive i.e Milk collected from farm gate to dairy then from dairy to stores nationwide, add to the mix the fact that they can't recover genuine cost increases from the big four supermarkets as they are using milk as a tool in their price wars and things don't look to good.

deniscaff
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