Iaws Group Share Discussion Threads

[zitaron] 05/11/2003 23:19

The same happened with CC. Clinton Cards today...monitors showing a 2thirds fall after a 2:1

[ice cream] 03/11/2003 17:55

thanks for that calamity, your right it is daft to say the least and i thought i had found a share with good recovery potential!!!!

[ice cream] 03/11/2003 08:04

Why did the price drop so dramaticly

[zitaron] 29/10/2003 20:25

IAWS Group...a growth story,with upside. IAW has translated itself from an animal feedstuffs/fertiliser group into something much more. It has moved into the food sector with the bulk of the investment already done and manufacturing/retail/management in place .
1st class management of long standing and proven ability
Broker recs....3 strong buy,1 buy.
low risk grade 84
Eanings growth , and upgraded
PE below sector
Institutional and director participation

From the interims 24.9.03
pre tax(adjusted) up 17%
EPS up 18%
Underlying sales growth of 7%

Group managing director "..excellent progress..record sales,profitability and cash flow...tenth successive year of mid teens earnings growth...momentum in our core lifestyle food operations across the Cuisine de France,Delice de France and Pierre's brands.In America,La Brea ..and Tim Horton are entering an exciting phase...We remain very confident about our prospects for sustained growth"

After less than a year the joint US venture is running at maximum capacity,producing gourmet speciality breads...Cuisine de France expanding.

The point being that if the model transfers succesfully to the US,and it appears to be doing so,what is the extent of the upside...extent being the word,given this company's history? US and fast food combined with a perception of healthier lifestyle?
(I hold shares in the company but otherwise have no connection to it)