Share Name Share Symbol Market Type Share ISIN Share Description
Total Produce LSE:TOT London Ordinary Share IE00B1HDWM43 ORD EUR0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +10.50p +7.24% 155.50p 153.00p 158.00p 159.00p 145.00p 145.00p 78,015.00 12:23:53
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 2,542.7 34.4 6.7 20.3 513.13

Total Produce Share Discussion Threads

Showing 576 to 600 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
09/12/2016
11:17
Post 176 refers. Two big food takeovers. ALL IMO. DYOR. QP
quepassa
09/12/2016
11:06
In my view, yes.-In the fullness of time. I personally would prefer to wait and see Tot Prod grow in value over time though rather than see it get taken out with an early and cheap offer. But not sure that will happen as TOT have built a power-house of fresh produce distribution and will now be looking attractive to predators given its size and importance. ALL IMO. DYOR. QP
quepassa
09/12/2016
10:32
Yes great to see FFY taken out this morning ;)). Similar likelihood of TOT going the same way??
battlebus2
09/12/2016
09:11
Thanks. http://www.irishtimes.com/business/agribusiness-and-food/fyffes-agrees-to-be-acquired-by-sumitomo-for-751-million-1.2899352 Yes, sold at a FIFTY PERCENT PREMIUM. This will light a fire under Total Produce. ALL IMO. DYOR. QP
quepassa
09/12/2016
09:09
It's because sister company fyfes has been sold this morning
drh3
09/12/2016
09:07
something going on here. doesn't normally leap like this morning. let's research. ALL IMO. DYOR. QP
quepassa
09/12/2016
09:01
offer for fyffes possibly
hardupfedup
09/12/2016
08:51
It's been quiet here for a while. Any ideas as to the overdue increase today?
petes5
14/10/2016
15:08
Thanks loafingchard, good to see us moving higher today....
battlebus2
14/10/2016
13:50
Welcome back BB Good weekend all
loafingchard
14/10/2016
11:17
Yes, I rejoined the party yesterday.
battlebus2
13/10/2016
14:27
Pushing ahead mightily since beginning October. ALL IMO. DYOR. QP
quepassa
29/9/2016
09:56
Testing a new trading range, slowly creeping the last few sessions.
loafingchard
29/9/2016
07:23
Big jump this morning. QP
quepassa
30/8/2016
13:43
Looking to break out from a charting perspective. ...
loafingchard
30/8/2016
06:59
stellar results 150 target imo
hardupfedup
30/8/2016
06:40
-Superb results. -Interim divi up 10%. - This normally is a reliable forecaster for a similar or higher increase in final dividend. - Very strong OUTLOOK -Now Targeting INCREASED FULL YEAR EARNINGS AT TOP END OF FORECAST -REMAINS ACQUISITIVE, EXPANSIONARY and GROWTH ORIENTED. The biggest Company few have heard of on AIM. Still off the UK radar. New all-time highs being achieved. ALL IMO. DYOR. QP
quepassa
16/8/2016
11:41
Strong. The North American businesses will revalue very buoyantly into Euro's. ALL IMO. DYOR. QP
quepassa
12/7/2016
06:49
Health foods, naturals and organics appear to be an unstoppable consumer trend. Danone have just paid a hefty $12.5bn for Whitewave. A very interesting 4 minute video interview on CNBC talking about the market for health foods and organics. http://www.cnbc.com/2016/07/07/danone-to-buy-whitewave-foods.html All bodes well for the industry backdrop and consumer trends in Total Produce's chosen market areas. ALL IMO. DYOR. QP
quepassa
20/6/2016
15:05
Profit taking... Investors putting money into FTSE100 which could rally big time, if EU vote is Remain.
gateside
20/6/2016
12:14
Why the 10%+ drop?
thales1
20/6/2016
12:01
Why the 10%+ drop?
thales1
06/6/2016
17:37
2016 – The Great Irish Share Valuation Project (Part II): Company: Total Produce (TOT:ID) Last TGISVP Post: Here (former holding, also see here & esp. here) Market Cap: EUR 538 M Price: EUR 1.69 For such a dull stock originally, Total Produce has had an incredible run…actually quadrupling in the last 3-4 years! All despite the fact its fundamentals haven’t really changed – management continues to make 1-2 acquisitions a year (generally buying a 35-65% stake), adjusted EBITA margins remain in the 1.8-1.9% range, and earnings continue to grow at an average 9% clip in the last few years. Fortunately, I managed to capture a major portion of this revaluation…and to enjoy seeing so many investors only become interested after the stock doubled/tripled!? [Tom Claugus of GMT Capital (one of Jack Schwager’s new Market Wizards) has been building a 9% stake since late-2014, while Daniel Gladis of Vltava Fund now lists it as a top 5 position after (presumably) building his stake since late-2013]. But TOT management really takes the cake here: They finally pulled the trigger on a €20 million share buyback towards the end of last year…yup, I kid you not, the buyback actually came AFTER the share price quadrupled!?! And no, it’s not like there was some kind of prior financial constraint – management actually wallowed in €100 million+ of surplus cash for the past few years. Granted, I always had a pretty dim view of TOT’s capital allocation strategy anyway…but this must surely be the stupidest management decision I’ve seen in a long time. Anyway, FY-2015 results confirm a 1.9% adjusted EBITA margin – but if we allow for an average 19% minority interest in profits, this is equivalent to an underlying 1.5% margin, which deserves a 0.15 P/S multiple. And with a mere €18 million of net debt outstanding, we can adjust for cash (& investment property), plus an incremental debt adjustment – noting actual finance expense paid of €7.2 million, we could comfortably add another €49 million of debt, but let’s haircut that by our usual 50%. In terms of earnings, we can award a bit of a premium to TOT’s growth rate, recognising the underlying stability of the business (but not forgetting management’s poor capital allocation record) – a notch higher (for a 12.0 P/E ratio) now seems in order – and noting the Progressive Produce acquisition early this year & the recent trading update, using the top end of the €0.105-115 EPS range also seems appropriate: (EUR 0.115 Pros Adj Dil EPS * 12.0 P/E + (3,454 M Revenue * 0.15 P/S + 142 M Cash/Inv Property + 49 M Debt Adjustment * 50%) / 318 M Shares) / 2 = EUR 1.77 Total Produce is now fairly-valued. But there’s an obvious value-enhancing event still lurking on the horizon…a potential re-merger with Fyffes (FFY:ID). I mean, how ludicrous is it seeing two Irish fruit & veg companies (with basically the same €0.5 billion market caps) compete with each other, with both dead-set now on buying their way (however quixotically) into the North American market – the cost savings & revenue synergies to be harvested from, say, a nil-premium merger are blindingly obvious. But expecting something so rational from the TOT management team may be asking too much…we may have a very reluctant bride & groom on our hands still. Price Target: EUR 1.77 Upside/(Downside): 4% For related links/graphs/files, and more TGISVP analyses/price targets: Google the Wexboy investment blog.
wexboy
25/5/2016
10:07
What more can you ask for? Total Produce have today increased their earnings guidance for the full year. The management are gradually building this Company into a very important global distributor of fresh food. Moreover, Total Produce describe themselves today as being in a " strong financial position" and still on the acquisition trail. ALL IMO. DYOR. QP
quepassa
26/4/2016
13:42
Irish exchange is more liquid as well as tighter spread .
loafingchard
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P:40 V: D:20161209 17:29:43