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ANP Anpario Plc

255.00
5.00 (2.00%)
24 Apr 2024 - Closed
Delayed by 15 minutes
Anpario Investors - ANP

Anpario Investors - ANP

Share Name Share Symbol Market Stock Type
Anpario Plc ANP London Ordinary Share
  Price Change Price Change % Share Price Last Trade
5.00 2.00% 255.00 14:14:50
Open Price Low Price High Price Close Price Previous Close
250.00 250.00 255.00 255.00 250.00
more quote information »
Industry Sector
FOOD PRODUCERS

Top Investor Posts

Top Posts
Posted at 26/3/2024 16:24 by bhaskarpatel2
Lord Lee talking positive on Anpario on his Investors Chronicle interview today
Posted at 24/1/2024 23:47 by cerrito
I see that Shore have not changed their revenue forecast for this year 2024 at £33m and have moved up their adj ebitda forecast to £4.6m with an adjusted eps of 15.1p. They are right to say these are conservative .While I see limited downside, a 2024 share price of 300p plus is for me a shade optimistic.
One continues to wonder about corporate activity. They have the issue of distributing around the world £33m of reasonably technical product which must be costly and would be cheaper if they made an acquisition and could get more sales through the network or were taken out and their sales made through someone else's distribution platform. Following the tender offer they do not have many institutional investors who would put up a spirited resistance to a takeover.
Posted at 13/9/2023 08:47 by cfro
Bit hasty that investor that purchased 14.5k over 245p judging by todays results.

We knew they wouldnt be very good but these are probably worse than even i thought they would be. With EPS down by 42% to 5.66p these bottom line numbers would be 20% worse off without the recent share reduction..

Some small positive i suppose with gross margins increasing (and look set to improve further in H2) and 2% increase in dividend (16 years of consecutive growth) but should the dividend have been higher, again, due to the share reduction..
Posted at 22/8/2023 11:56 by cfro
No, this story is very real and very happening..

So, as per the article, Dame Sally Davis - the UK's special envoy on Antimicrobial resistance - helped set-up the investor action group at the Davos economic forum. That includes the Fairr initiative that has the backing of 370 shareholders with $71tn in combined assets.

Other shareholder groups are now involved too like the shareholder commons group and organisations like Finance for Environmental and social systemic change centre.

So there clearly is a big push and moves are definitely afoot..

There is a massive opportunity for ANP with the door being forced wide open it's just up to them to step in...
Posted at 22/8/2023 07:31 by cfro
This is a really good piece in todays online FT (behind a paywall):




Food companies face investors calls to curb antibiotic use on farms

- Awareness about the negative impact of antimicrobial resistance on shareholder returns is growing -

...McDonalds, Yum brands and Restaurant Brands International among others have all had resolutions put to shareholders to vote at AGM's this year. AMR (Anti-Microbial resistance) has cost the global economy £100tn in losses so far..
Posted at 14/6/2023 11:21 by cfro
It's up to each and every investor as to how they vote on the tender offer but after much deliberation i have decided to vote against.

With reference to my posts above, and not wishing to repeat myself, the positives far out-way the negatives (with the main one being the low price) hence in that respect this is a good thing to do for shareholders.

However from my point of view i would rather the cash stay on the balance sheet and be used for M&A (which i thought was it's primary use). Failing that i would much rather see a special dividend. As a rule i don't really like tender offers nor share buy-backs.
Posted at 02/6/2023 09:01 by cfro
And nor will i be selling any of MY shares at 225p vprt! Are you?

..In fact i can't see many shareholders willing to take-up the offer.

Having digested this mornings shock news however i can now see a number of positives:

1) With 24m shares in issue and assuming full take-up then this would take out roughly 20% of the shares. Therefore this will improve future financials numbers by the same amount.

2) As above theoretically we could see a commensurate uplift in the dividend (20% or close to) which would be extremely welcome.

3) It might allow an institution to sell out which has to be looked at in a positive way because:

a) they may sell into the market anyway sending the price downwards

or

b) they may sell into a rising price keeping the shares back.


Overall then i can see the objectives and logic here and for long-term investors wishing to stay put it's quite good news.

Plus obviously it makes much sense to conduct a tender offer at 225p than, say, 325p, 425 etc.. as the cheaper the company can buy them back the more they can buy and subsequently cancel.
Posted at 11/4/2023 16:54 by bottomfisher
Surely the main reason for the recent sharp drop in the share price is the dramatic reduction in brokers EPS forecasts. According to the latest Investor Chronicle, Anpario's forecast eps for the current financial year has been reduced from 22.2p three months ago, to 17.9p a month ago, and now 11.1p. The following year the company is forecast to earn 12.6p. Given that ANP was earning over 20p a share a few years ago, the downgrading in the company's share rating is understandable.

The latest share purchase by the chief executive is welcome but remember that he raised over £700,000 two years ago by selling 125,000 shares (over half his stake) at £5.80.
Posted at 23/3/2023 09:23 by cfro
I said it yesterday but the key figure in the results is the revenues. They were only down by 1% to £33.1 from £33.4m in 2021. That is nothing in the great scheme of things and many seem to forget that last years sales were record breaking at that..

Far too many investors are focusing on the bottom line where margins have been squeezed. The company has such a diversified geographical spread that if one region is down another can be up, hence no reason as to why we cannot see higher margins once more.

Two extremely important regions are China and America. The former down by -6% was obviously hit by the covid lockdown restrictions. Not a lot could be done about that from the companies point of view but they are now re-opening and therefore no reason not expect growth in that region to really accelerate perhaps even seeing triple digit growth figures next year?

America grew by +19%. It is another important growth area for the company, with a lot to go for and is increasingly being recognised there too (to the extent any future bid could come from there?).

The UK was a major drag down by -36% due to loss of a major client. A turnaround here in the home market would make all the difference.
Posted at 14/9/2022 13:53 by cfro
Thankyou partridge1948..

Nice to see at least a tiny few of us long term holders staying in full support of the company and it's quality management team.

It's well entrenched now that this year (at least) will be a tough year for so many different companies. The majority will not be immune.

You see it time and time again (i have certainly!) that investors wet their pants with excitement on great trading updates and results (a year or so ago) but fall deadly silent when a company releases a slightly indifferent TU or results but, generally speaking, failing to stay the course and stick with a company is a huge investing mistake which those types of investors will sadly find out to their cost.

Edit: My over-riding point being that this year is shaping up to be a challenging year for so many companies overall and therefore investors will have to get used to that, lower expectations and give companies the benefit of the doubt..

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