Anpario Share Discussion Threads

[cfro] 15/9/2022 07:39

The market itself doesn't have a brain and nor do those investors here selling yesterday. Imv they shouldn't be allowed anywhere near the stock-market..
Anyone with any sense knew what to expect, the company told us plus look what's going on in the real world...

Bear markets and hard economic times are periods where investors have to learn to lower their expectations. Anpario does have over £13m in cash which will help it get through this tough environment unlike many other companies.

Not saying the share price will not drift lower here, it may do, but if you choose to sell, then where ever you decide to place your funds all you will be doing is coming up against the same brick walls.

[wad collector] 14/9/2022 20:17

Hmm, sadly the market does not seem to agree that the numbers are satisfactory.
Not huge volume but the afternoon sells around 490p were at a 6 month low. Mind you , even quite upbeat results seem to be greeted by share price falls at the moment.

[cfro] 14/9/2022 13:53

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..

[partridge1948] 14/9/2022 10:26

Another long term holder happy with these results. Well summed up in my view cfro.

[igoe104] 14/9/2022 07:51

Looks like costs have improved in recent months as well. Looks like a good call putting them solar panels up now...

[cfro] 14/9/2022 07:39

The Chairwomen Kate Allum describes the results as a "satisfactory performance" i think in that we can agree.

Gross margins hit due to inflationary pressures - to be perfectly expected as so many other companies also going through this pain. The good news is that they seem to be improving for H2 and cost inflation easing.

Timely on them to complete the solar panel roof installation as this is a clear energy cost saving for them.

Some small costs involved with a failed acquisition opportunity unfortunately.

Pleased, as always, to see an uplift in the dividend.

A very, very long term hold for me. Always has been. A tough time for so many companies right now and we will get to see just how many investors really are long term investors as they often claim to be..

[cfro] 06/8/2022 10:58

I was watching this news story on BBC Breakfast just a few days ago, had no idea Anpario had a big involvement in the operation in bringing Bob back home.

Well done to all involved and fantastic publicity all round!

[partridge1948] 05/8/2022 18:38

A second pigeon story out today and should be cheap publicity for the Anpario brand. Well done to them.

[cfro] 20/6/2022 16:11

Like you i too hold Treatt and along with this one are two of my larger positions.

The selling here from ordinary pi's (and in general) in past recent days seem almost non-existent, so i am hoping the price will hold firm.

Like Treatt, Anpario is very much a long term growth story and needs to be viewed as such. There is not much we can do about the cost inflation where, as i posted above, is affecting nearly every single company in some form or other. Best to be optimistic on this as eventually these costs will get absorbed and inflation, i hope, should fall back at some point in the future.

[partridge1948] 20/6/2022 13:57

I agree. Did anyone make the AGM? Market maybe treating the gross margin comment as a warning that we may get a " second half weighting" when half year numbers come out - and I am still smarting from the effect that had on another of my larger interests Treatt.

[cfro] 16/6/2022 07:30

All to be expected, so no surprise that they are saying high logistics and animal feed costs will impact margins (it has already been hinted at in previous communication). That is just inline with many other dozens of suffering companies at the moment im afraid.

The main important point for me is they still managed to increase sales and pass on price increases. Its the long term story here that investors should focus on.

[cfro] 15/6/2022 15:49

They should do one via InvestorsMeet. A good way to give all investors a fair chance.

[cerrito] 15/6/2022 13:44

Thanks cfro for that useful article.
I cannot make the AGM tomorrow and if any of you makes it, I would be very interested in your feedback.
I appreciate that they have a good shareholder register but would still be good of they had webinars etcet for private investors

[cfro] 12/6/2022 17:39

Richard Beddard of II latest article:

[partridge1948] 26/5/2022 11:15

Think aquaculture is only currently a small part of the overall business (4/5% of revenues) but is perceived as an area with good growth prospects and hopefully Dr Brown will deliver.

[cfro] 25/5/2022 18:11

I see news of a new appointment announced on the website (25th April) of Dr Lawrence Brown who will be senior tech and account manager for aquaculture.

Not clear to me as to why the company didnt RNS this news as this is quite an important appointment imv:

Over the last five and a half years, Lawrence has worked with several private and public sector organisations including the Department for International Trade as the ‘Animal Sciences and Aquaculture Specialist’, supporting major aquaculture producers to expand their operations in the UK, and helping local aquaculture businesses to export their goods worldwide. “It was during this contract I first engaged with Anpario. I was instantly impressed with the company, it’s ambition and product range of natural animal feed additives for animal health, nutrition and biosecurity”, said Lawrence.

[cerrito] 14/5/2022 17:08

This article goes through all the headwinds in the global pork industry but I was particularly interested in the comments on the increased focus on gut health
hxxps://www.feedstrategy-digital.com/feedstrategy/may_june_2022/MobilePagedReplica.action?utm_source=Omeda&utm_medium=Email&utm_content=NL-Feed+Strategy+eNews&utm_campaign=NL-Feed+Strategy+eNews_20220512_1600&oly_enc_id=8786C7274956B8R&pm=2&folio=6#pg8

[igoe104] 18/4/2022 13:47

Canaccord have issued a buy note, with a £8 target price...

[cfro] 08/4/2022 17:19

Well, I wouldn't disagree with your, interesting detective work, there. Let's put it that way.

[vprt] 08/4/2022 11:19

Agreed. BTW, on your "some ongoing" point above, I expect they are having, or have had, a look at CARR's (Carr's Group Plc) specialty agricultural division - and/or selected product lines. Quite sizeable, and perhaps a bit "beefy" wrt sustainability (methane), but interesting. No idea if the products would appeal (and I have no inside info). Look at the Edison report on Carr's website - where ANP is listed as a comparable - if you want to join me in speculating about this. Any views?

Worth watching out for Carr's interims - presumably with an update on their strategic review - on 20 April.

[partridge1948] 08/4/2022 10:01

Not sure he was all that long standing cfro....but valid reason for going and I believe his encouraging comments well founded.

[cfro] 08/4/2022 07:20

News that long standing non-exec Ian Hamilton is leaving to take up a new role in a robotics dairy company.

His comments:

"Being a member of the Anpario team has been a wonderful experience and I have been impressed by what the business has achieved and its future growth prospects. The business is well positioned for the current market dynamics and is at the centre of the most important platforms: sustainability, animal welfare and farm profitability. I am very disappointed to have to step away from the role but wish Anpario and its staff the very best of success."

I have to say that his praise and expressed sadness about having to leave is not something you read very often when directors go.

[cfro] 23/3/2022 16:05

Non-exec Matthew Robinson has picked up an initial stake of 3825 shares at 522p.

(Still waiting on Ms Allum to buy some in the open market now it has gone past the closed period.)

[cfro] 16/3/2022 12:14

This is quite revealing. Buried down in the report on acquisitions (highlighted in bold the important words here):


Actions in 2021:
- through the year there have been several opportunities, some closed and some on-going; and

- we have engaged a number of external professional advisors to assist in these activities.

[km18] 16/3/2022 11:57

Anpario plc encompasses divisions producing and distributing natural feed additives for animal health, hygiene and nutrition. As a result, the firm is segmented into two business regions: UK and Eire, where natural feed additive products are effectively manufactured to agricultural markets. Consequently, it implies that this plausible and enriching initiative enabled the firm to derive competitive advantage since Anpario’ s natural feed additive products for animal health, hygiene and nutrition are intuitively aimed at a niche market. Given the growing demand for the firm’s products, revenue hiked 9% to £33.4m and thereby profit before tax leapt to £5.7m in 2021, leading to a Basic Earnings per shares rally of 11% to 22.92p from 20.63p in 2020. Given the attractive profitability, the firm’s EV/EBITDA soared to 15.14, signifying that the firm captured intrinsic value. Subsequently, Anpario’s P/FCF stood at 37.3, meaning that operating, investing, and financing activities are efficiently funded, hence the firm adopted a conservative working capital policy to continue as a going concern. Despite the robust financial prospects, the firm’s stock price is undervalued, illustrated by its low P/E ratio of 22.4x, which is below the consumer staples P/E ratio of 27.31x, hence it is cheaply available for investors to buy the stock. Therefore, Anpario is trading at a discount with respect to its peers and is likely to surge in value since its P/B stands at 3x.



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