Anpario Share Discussion Threads

[windass] 08/10/2012 13:12

Aparantly t1ps have an interview with the company this week.

"the directors of animal feeds business Anpario will be in the t1ps offices on Thursday ready to record an interview. Please email any questions you have for Executive Vice Chairman, Richard Edwards and CEO, David Bullen to [e-mail] and we will work them into the podcast."

[spekky] 26/9/2012 13:50

Thanks to 049balt



"if an investor does not want a portfolio Zinga'd, doing some research into Agri-Equities and other Agri-Investments might be wise."

Thankfully some of us worked that out a few years ago........ ;-))

EDIT...


(thanks to traderabc)

[spekky] 20/9/2012 10:50

sammy_smith

Many thanks for that audio interview,great to hear Richard reiterate their intentions with respect to USA and his feeling that China will be their biggest customer by next year,is that really possible so soon?

[glasshalfull] 20/9/2012 09:55

I'm on a whistle stop tour of the boards.

Pleased with results yesterday and great to see that MERIDEN performing as expected. Cash generation also strong with both margins and net cash higher than expectations.

EPS 10.6p pencilled in for full year and therefore with EPS growth of 19% over 2011, and prospective PER 11 they are on a PEG 0.57 which suggests good value for those looking at this with a ZULU perspective (please trawl back through this thread for my investment write-up on ANP which details it as a ZULU stock).

All in all I'm delighted with the progress here and interesting to hear that they are now looking to break into the US Market.

Well done to the ANP team!

Regards,
GHF

[sammy_smith] 20/9/2012 09:19

Interview with Richard Edwards, Executive Vice-Chairman & Karen Prior, Group Finance Director.

Click the link below to listen:

[spekky] 19/9/2012 15:02

Thanks for that.....I'll look out for it in a couple of weeks.Have a good trip.

[ayl30] 19/9/2012 13:54

Spekky, Think he does it monthly - 1st Sat in month I believe

Good results today, bodes well for the future

Look after them whilst I am away - about to go off to Namibia today to check out some oilers

[spekky] 19/9/2012 13:39

ljsquash

Are you an FT.reader? or anyone else here?

Just wondering how regularly John Lee gives portfolio updates,is it a weekly/monthly article or just an ad hoc thing.?

[ljsquash] 19/9/2012 13:18

Share price finally following the rest of the good news. As always cheers Spekky for the tireless research.

[spekky] 19/9/2012 11:29

I posted that on the old KIO thread (early 2011) and make no apology for posting it again.If you read it in conjunction with the article @ post 48 on this thread (by Optivites Murray Hyden) you will understand why Anpario feel they can "take a lead" on the campylobacter/salmonella issues in todays H1 report.

IMHO they are giving us the heads-up that they have a product ready to go.They might even have trialled it with DEFRA already.Its very unusual to get the level of detail as displayed today but its most welcome :-)

[spekky] 19/9/2012 07:57

Excellent,looking forward to a full 6 month contribution from Meriden and continued growth of Chinese ops........well done Edwards/Bullen et al.

[moosh2] 19/9/2012 07:10

i can cope with 20% up on eps :D

are we going through 120p!!!?!?!? be a shame if we didn't after those results!! some of us been hanging about since 2009 for major moves uffff. woop the ANP!

[spekky] 13/9/2012 11:52

"pork purchases soar by one-third last year"............."need for stockpiling corn, cotton, rapeseed, pork soybeans and sugar "....Its obvious why ANP needs to grow the Chinese business.On the flip side I read recently that pork consumption in Europe has been declining for the past few years.

[spekky] 11/9/2012 17:12

We all make that kind of mistake,timing is everything......good luck with this.That 100p level has been a tough nut to crack for sure.

[ayl30] 11/9/2012 16:48

Spekky, I was early into Genus but in retrospect made the mistake of selling out too early.
I shall have to control myself more if this takes off.
It seems an ideal share for natural growth under its own steam or as an aquisation for some of the bigger Agri players

[spekky] 11/9/2012 14:03

Ayl30

Hope your correct re "another Genus".At the very least we might assume that the Genus actions to help the Chinese increase pig production will lead to greater demand for feed additives.......seems logical to me.

[tailgunner2] 11/9/2012 12:02

Nice to see moving in right direction....been here about 5 years myself...around that. Sooooooo, im staying put for long haul.....I quite enjoy getting the cheque once a year anyway.....pays for a damn good slap up meal and hotel up city....lol

[ayl30] 11/9/2012 11:56

Yes price has responded since John Lee tipped them in FT. He has a reasonable track record so lets hope he is right.
Its the sort of share that suits me as a long time lurking shareholder. This has the potential to be another Genus in my view

[spekky] 11/9/2012 10:14

For info only,some investors might be interested in other John Lee holdings,as always, DYOR etc.

[spekky] 10/9/2012 12:19

Hard to imagine that Meriden supplies 16 of the top 20 feedmills in China,what a great acquisition AND just recently launched in Algeria.

[moosh2] 07/9/2012 15:17

mmmmmmm elliott wave bouncy bouncy bounce.

[ljsquash] 07/9/2012 15:04

Looking better carry on next week and I might start to believe - here's to £1.50p +

[spekky] 07/9/2012 12:20

Quite amazing.......people paying 3p above the offer.

[monty9] 07/9/2012 10:35

I think its MM (i.e. singular) market very tight.