Anpario Share Discussion Threads

[igoe104] 13/9/2023 08:50

Definitely stick in the draw type of share, and add if possible.


Some signs of the recent challenges faced across the global agriculture industry are beginning to alleviate.Regulatory environment continues to move towards natural and sustainable feed additive solutions giving the Board confidence in the long-term profitable development of the company

[cfro] 13/9/2023 08:47

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..

[igoe104] 13/9/2023 08:45

Tough going at the moment, but I feel better years are ahead as regulation changes, and ANP products should experience lots of demand.

[igoe104] 07/9/2023 17:53

Somebody purchased 14.5k worth over £2.45..
Can't be alot of stock around..

[cerrito] 29/8/2023 14:58

The FT had a big story yesterday on AMR and the dangers it posed. Emphasis more on human consumption but reference to fact that situation not helped with feed animals being pumped with antibiotics.

[cfro] 22/8/2023 13:36

Yes, it's looking like McDonalds and all the other chains are aware they need to change and change quickly..

If i was Mr Edwards i would knock on the door of MCD headquarters and say to them - when you are ready to go here we are..

(Of course in reality it would be the farms/suppliers that need to change. But change has to start from the top and if the likes of MCD only used certified products from certified farms then thats when the real change would happen).

[igoe104] 22/8/2023 12:02

Thanks for posting that Cfro. At the Agm it was mentioned by Mr Edwards, that they felt that marketplace for antibiotics will eventually change by regulation country by country and they have prepared themselves with upgrades in the factory machinery ready for the potential growth..

And funny enough the CFO Mark Wilson, also mentioned that if a company like McDonald's stopped the use of antibiotics, it could be a game changer for ANP..

[cfro] 22/8/2023 11:56

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...

[cerrito] 22/8/2023 11:35

Yes cfro I saw this and immediately thought of ANP.
To be honest this aspect of Anpario has been rather off my radar for the last few years. I heard more about it 4 years ago.
I went through the AR of Anpario just now and they seem to downplay it.They talk about the solar panels but their discussion on AMR is implicit rather than explicit.
Perhaps in the September 13 interims they will blow the trumpet on this.
If the world economy has been hit by £100tn I would have expected to have heard more on this.Perhaps I read the wrong papers and magazines.
The cynic in me wonders if this is a story to fill the FT on a slow August news day.

[cfro] 22/8/2023 07:31

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..

[cfro] 01/8/2023 07:29

New non-exec appointment. Comes with lot's of experience in the industry..

Just hope ii pay my dividend today..

(Edit - finally coughed up this afternoon.)

[triskelion] 01/8/2023 01:17

Arrived 28/7 at HL.

[keyno] 31/7/2023 18:13

Yes. Also with II.

[cfro] 31/7/2023 15:55

Im with ii and they are normally ok.

Anyone else missing theirs?

[cfro] 31/7/2023 15:48

Who are you with?

[igoe104] 31/7/2023 15:19

I received my on Friday..

[cfro] 31/7/2023 13:36

Tapping fingers....

[cfro] 28/7/2023 17:21

No dividend in my account today.

They are always late every year...

[igoe104] 10/7/2023 19:37

After speaking too the management, I'm very confident of ANP future.

Very impressive management team, for sure...

[bottomfisher] 10/7/2023 18:14

Now that Investec has bowed out, Unicorn AIM VCT has emerged as Anpario's biggest institutional shareholder, upping its stake from 7.82% to 9.30%. The following comment in its half yearly report, is mildly reassuring. "Anpario reported a weaker operational and financial performance in recent months, announcing a 25% decline in its gross profits due to supply chain disruption and significant inflation in the cost of raw materials. Sales growth across Asia, Middle East & Africa, and the Americas has been offset by a decrease in European revenues. Despite this recent setback, the business, remains profitable, maintains a strong balance sheet, offers a broad range of products and is geographically diverse. Your Investment Manager believes that the share price is likely to recover strongly once the current headwinds abate."

[cfro] 10/7/2023 16:05

Investec have sold almost their entire holding then...


(obvious all along it was the institutions using the tender offer to get out)

[keyno] 09/7/2023 17:07

Lord Lee has added to his holding. Mentioned in article in Weekend FT in "Money" supplement.

[triskelion] 29/6/2023 12:31

Processed seed oils and soya which I believe figure in at least some "meat substitutes" plus of course a wide range of other foods have been getting a very bad press as a suspected endothelium inflammatory etc for quite a while now including from qualified medical opinion e.g. Dr Steven Gundry (though he might be a bit too much for some on 'lectins'). So yes I agree there may be some resistance growing to the eat-the-bugs-and-reduce-cow-flatulence propaganda for a dystopian carbon-reduced (non-)future.
Also iirc one or more of ANP's products having oregano derivative is noteworthy: antimicrobial, antifungal and antiviral, and afaik, not subject to attenuation through bacterial, mycotoxin etc resistance building. But something that powerful is potentially not without its own side effects; which I assume the product composition/use recommendations cover.

[cfro] 29/6/2023 09:30

I am looking at sales of around £30m (hopefully slightly over) and they have said gross margins have improved after the one-off whack last year.

As they re-iterate in today's statement they are a well geographically diversified group with operations in many countries along with a range of top-selling products.

That plus the fact that we mustn't forget the industry they operate in - natural animal feeds - is one of both defensive and growth. Eating meat is not going away anytime soon and won't be replaced by vegan products (which thus far have not proved that popular in the West) nor synthetic meats (which if ever comes to pass is several decades away from fruition). And certainly in Asia you could argue that meat eating is on the rise if anything.

The trend is one of natural animal feeds becoming more "mandatory" as opposed to "optional"..

This share is also now become more "defensive" with a low value rating and high dividend yield of around 5% (likely to hiked next year too).

Just a pity that with cash now depleted making a strategic acquisition is going to be that much harder.